Sales Analyst

Overview

Support Sales leadership and Account Executives by improving customer preparation, deal execution, internal coordination, and repeatable sales workflows. The role combines sales support, commercial analysis, enablement, and AI-driven process improvement.

What you'll do

• Support customer research, meeting preparation, presentations, materials, and follow-up.
• Prepare account briefs and background materials for strategic customer and executive meetings.
• Coordinate proposals, pricing materials, business cases, presentations, and deal documentation.
• Track customer follow-ups, action items, priorities, and internal commitments.
• Maintain sales collateral, product materials, competitive information, and internal resources.
• Build repeatable GTM workflows across CRM, AI tools, internal data sources, and documents.
• Support onboarding, product education, sales training, and special Sales initiatives.

What you'll need

• 2–4 years of experience in sales enablement, sales support, business operations, account management, consulting, financial services, or a related role.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Strong PowerPoint/Google Slides and Excel/Google Sheets skills.
• Ability to manage multiple priorities and deadlines.
• Comfort with AI tools such as Cursor agents, Claude, and ChatGPT.
• Familiarity with CRM and data enrichment tools such as HubSpot, Clay, and Apollo.

Nice to have

• Experience supporting an enterprise or B2B sales organization.
• Experience in fintech, financial services, brokerage, SaaS, or another technically complex industry.
• Experience creating customer presentations, proposals, account briefs, or sales enablement materials.
• Experience supporting complex sales cycles with multiple stakeholders.

Details

• Remote role in North America.