Sales Analyst

Who We Are:

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, totalling 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.

Our Team Members:

We're a dynamic team of 400+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond!

We're searching for passionate individuals eager to contribute to Alpaca's rapid growth. If you align with our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make a significant impact, we encourage you to apply.

About the Role Alpaca is looking for a highly organized, proactive, and analytical Sales Analyst to support and increase the effectiveness of our growing sales organization.

This person will work closely with Sales leadership and Account Executives across the sales cycle, helping the team stay prepared, organized, and focused on customers. The role will support account strategy, customer meetings, sales materials, commercial analysis, deal execution, internal coordination, onboarding, and broader enablement initiatives.

The role is designed to be a force multiplier for the sales team. Helping reduce administrative and research burden, improving the quality and speed of customer preparation, and building repeatable systems, tools, and workflows that allow Account Executives to spend more time with customers and closing deals.

The ideal candidate is someone who is detail-oriented, commercially minded, comfortable managing multiple priorities, and naturally looks for ways to make the team around them more effective through better processes, data, tools, and automation.

Responsibilities

• 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 trac...