Series 7 and 63 Licensed Sales Associate

Job Summary

A company is looking for a Sales and Partnerships Associate, Digital Assets.

Key Responsibilities

• Maintain and update Salesforce records for opportunities, partnership stages, and pipeline data
• Capture, track, and analyze key financial and sales metrics to support forecasting and reporting
• Support partner onboarding workflows by coordinating tasks and tracking progress across stakeholders

Required Qualifications

• Bachelor's degree in Business, Finance, Economics, or related field
• 3-5 years of experience in sales operations, business development, partnerships, or financial analysis
• Foundational understanding of crypto and digital asset markets
• Experience with CRM systems, preferably Salesforce
• Series 7 and 63 licensing preferred, or commitment towards accreditation within 3 months