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Join Alpaca as a Sales Analyst to enhance the effectiveness of our sales organization. This remote role involves supporting Account Executives, managing customer research, and improving sales processes using AI tools.
Alpaca is a US-headquartered, global leader in agent-first brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totaling over 10 million brokerage accounts. Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet. We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it. Alpaca is proudly backed by $400 million in funding from top-tier global investors including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Opera Tech Ventures, SBI Group, Derayah Financial, Unbound, Peak XV, Elefund, and Y Combinator.
- Support Account Executives with customer research, meeting preparation, presentations, materials, and follow-up.
- Prepare account briefs and background materials for strategic customer and executive meetings.
- Prepare and coordinate customer proposals, pricing materials, business cases, presentations, and other deal-related documentation.
- Coordinate internal stakeholders and deliverables required to move opportunities forward.
- Track key customer follow-ups, action items, and internal commitments and help ensure they are driven through completion.
- Maintain and organize sales collateral, presentations, product materials, FAQs, competitive information, and other internal resources.
- Partner with Product, Marketing, Legal, Compliance, and other teams to ensure sales materials remain accurate and up to date.
- Assist in the development of sales playbooks, best practices, templates, and other resources used by the broader team.
- Support new-hire onboarding, product education, and ongoing sales training.
- Assist with the preparation of sales meetings, account reviews, leadership discussions, and other team initiatives.
- Partner with Sales leadership to track key priorities, strategic opportunities, and cross-functional initiatives through completion.
- Identify opportunities to improve how information, materials, and resources are shared across the sales team.
- Support special projects and other initiatives across the Sales organization as needed.
- Act as a force multiplier for Sales by identifying recurring work that can be standardized, automated, delegated, or eliminated.
- 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 in a fast-moving environment.
- Strong PowerPoint/Google Slides and Excel/Google Sheets skills.
- Ability to take complex or incomplete information and turn it into clear, polished materials.
- Comfortable working directly with Account Executives, Sales leadership, and senior executives.
- Strong judgment and discretion when handling customer and commercial information.
- Proactive and able to anticipate needs without requiring significant direction.
- Comfortable taking ownership of projects and driving them through completion.
- Competitive Salary & Stock Options
- Health Benefits
- New Hire Home-Office Setup: One-time USD $500
- Monthly Stipend: USD $150 per month via a Brex Card
- Alpaca is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce.