Overview:
Our client is seeking a reliable, curious, and detail-oriented Business Operations & Sales Strategy Coordinator (CRM & Reporting) to support their Senior Business Partners as they enable GTM Sales Leaders. This entry-level role handles data, reporting, scheduling, and administrative coordination that keep sales operations running smoothly across two key verticals: Web3 and Banking & Capital Markets (BCM).
This role balances hands-on reporting and coordination with the chance to learn how a go-to-market organization runs. Our client is looking for a natural organizer who asks good questions, escalates early, and turns messy manual tasks into clean, dependable support that Senior Business Partners and Sales Leaders can trust.
Our client cares more about curiosity, aptitude, and the way you think more than the number of years of experience listed on your resume. This is a strong launchpad for anyone interested in sales operations, business strategy, and fintech. If you are early in your career but eager to learn and a strong problem solver, you are encouraged to apply.
Schedule Monday - Friday, 8:00 AM - 5:00 PM PST | With 1 hour unpaid break (40 work hours per week)
Responsibilities:
Reporting & Data Support
- Pull, clean, and format reports (pipeline, forecast, activity metrics) for Senior Business Partners and Sales Leaders
- Support light ad hoc trend and summary analysis under guidance from Senior Business Partners
- Maintain accurate records and hygiene in the CRM (e.g., Salesforce, HubSpot), manage data entry, clean-up, and flag gaps
Deck & Document Preparation
- Build first-draft slides, dashboards, and one-pagers for business reviews (QBRs, weekly updates) using PowerPoint or Google Slides
- Prepare agendas, schedule recurring syncs, manage calendars, and capture notes for meetings
- Track follow-up actions and coordinate deliverables/deadlines across remote, cross-timezone teams to ensure completion
Coordination & Operations
- Help align deliverables across Web3 and BCM teams, routing requests to the right stakeholders
- Schedule recurring syncs and manage calendars across time zones
- Support Senior Business Partners with day-to-day operational requests
- Route cross-vertical requests to the right stakeholders across Web3 and BCM
Continuous Improvement
- Identify opportunities to simplify manual processes and standardize repeatable tasks
- Build independence over time, bring proactive suggestions
- Stay curious about the business and both verticals to add value as you grow
Requirements:
- Exposure to sales operations, revenue operations, analytics, finance, or business strategy, whether through internships, coursework, or personal projects, is a plus but not required
- Any experience supporting GTM or revenue teams across sales, marketing, or operations is welcome
- Exposure to CRM tools (Salesforce, HubSpot) or BI/dashboard tools is a plus
- Interest in blockchain / Web3 or traditional capital markets (asset management, banking) is a plus, not an expectation
- Proactive communicator experienced in cross-functional, multi-timezone collaboration
- Strong data management skills (Google Sheets, Salesforce, and other CRMs)
- Proficiency in creating reports and decks, and a track record of utilizing AI tools to drive efficiency
- Above all, we want to see curiosity, problem-solving instincts, and a track record of learning quickly. We are open to candidates who are newer to the field and ready to grow into the role
Preferred Qualifications:
- Bachelor's degree in Business, Finance, Economics, or a related field (Recent graduates are welcome to apply)
- Strong written and verbal English communication skills
- Ability to work in a fast-paced, remote, cross-timezone environment
Technical Knowledge:
- Strong Excel/Google Sheets skills (pivot tables, basic formulas)
- Comfort building slides in PowerPoint/Google Slides
- Working familiarity with CRM tools (Salesforce, HubSpot) for record-keeping and reporting
- Basic exposure to BI/dashboard tools (Tableau, Looker, Power BI) is a plus
- AI power user (Claude, ChatGPT, Gemini)
- System Requirements: Needs to have backup internet and power supply, and alternative place to work in case of internet and power interruption, i.e. co-working space, etc.
Ideal Candidate Profile:
- Interest in or basic knowledge of blockchain/Web3, or traditional capital markets (e.g., asset management and banking)
- Familiarity with CRM tools such as Salesforce or HubSpot
- Exposure to BI/dashboard tools (Tableau, Looker, Power BI)
- Prior internship in strategy, sales ops, finance, or analytics
Soft Skills:
- Reliability:delivers accurate work on time, consistently
- Curiosity:eager to learn the business and both verticals
- Communication:asks good questions and escalates early
- Adaptability:comfortable shifting priorities as sales needs change
- Independence:builds independence over time and brings proactive suggestions
- Problem Solving:finds solutions, thinks critically, and works through ambiguity
- High attention to detail and strong organizational habits
Independent Contractor Perks:
- Permanent work from home
- Immediate hiring
- Health Insurance Coverage for eligible locations
Note:
Please click the Apply button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.
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