Sales Analyst
Alpaca is a brokerage infrastructure company providing developer APIs for stocks, options, fixed income, and crypto trading, plus tokenization infrastructure for TradFi–DeFi markets.
Funding history
Investors
About Alpaca
Alpaca provides API-first brokerage infrastructure for fintechs, institutions, algorithmic traders, and developers. Its offerings include Broker API, Trading API, market data, self-clearing brokerage services, crypto services, and the Instant Tokenization Network for in-kind minting and redemption of tokenized assets.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will help Account Executives prepare for customer interactions and execute deals. You will coordinate proposals, materials, stakeholders, follow-ups, onboarding, and sales enablement. You will build repeatable workflows across CRM, AI tools, and data sources to improve sales effectiveness.
Requirements
- 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
- Ability to manage multiple priorities and deadlines
- Strong PowerPoint or Google Slides and Excel or Google Sheets skills
- Ability to turn complex or incomplete information into polished materials
- Ability to work with Account Executives, sales leadership, and senior executives
- Strong judgment and discretion with customer and commercial information
- Ability to own projects and drive them through completion
Responsibilities
- Support Account Executives with customer research, meeting preparation, materials, and follow-up
- Prepare account briefs for strategic customer and executive meetings
- Coordinate proposals, pricing materials, business cases, presentations, and deal documentation
- Coordinate internal stakeholders and deliverables to move opportunities forward
- Track customer follow-ups, action items, and internal commitments
- Maintain sales collateral, product materials, FAQs, and competitive information
- Partner with cross-functional teams to keep sales materials accurate
- Develop sales playbooks, templates, and best-practice resources
- Support new-hire onboarding, product education, and sales training
- Prepare sales meetings, account reviews, and leadership discussions
- Track priorities, strategic opportunities, and cross-functional initiatives
- Improve sharing of information and resources across sales
- Identify work that can be standardized, automated, delegated, or eliminated
- Build and maintain repeatable GTM workflows across CRM, AI tools, and internal data sources
- Document successful workflows for adoption by the sales team
Benefits
- Stock options
- Health benefits
- One-time USD 500 new-hire home-office setup
- USD 150 monthly stipend via a Brex Card