Institutional Sales, RFP Associate jobs in United States
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Coinbase · 1 day ago

Institutional Sales, RFP Associate

Coinbase is on a mission to increase economic freedom in the world and is seeking a passionate Institutional RFP Associate. This role involves crafting strategic responses to institutional client inquiries and collaborating with various business units to deliver high-quality outputs that align with client expectations and business objectives.

BitcoinBlockchainCryptocurrencyFinTechTrading Platform
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Comp. & Benefits

Responsibilities

Collaborate with XFN stakeholders to efficiently respond to detailed institutional client questionnaires, such as RFPs and DDQs, in a fast-paced, deadline-driven environment
Develop comprehensive, accurate, and persuasive responses by leveraging approved marketing and sales materials, ensuring alignment with client needs and organizational goals
Actively manage and utilize a centralized database and attachment repository to streamline response creation, ensuring accuracy and consistency across all deliverables
Lead the project management of RFP/RFI responses and business pursuits, including tracking the pipeline of institutional outreach and ensuring timely delivery of high-quality outputs
Oversee the onboarding of complex and detailed RFIs/DDQs into the storage database, ensuring unique inquiries, corresponding responses, and support materials are accurately tracked and maintained
Analyze large volumes of content and input from SMEs to support critical business development initiatives and pursuits
Rapidly match client questions and topics to the most relevant responses and information, balancing brevity, clarity, and precision to maximize client engagement and comprehension
Leverage AI/ML tools to enhance efficiency in creating, refining, and summarizing written content, ensuring high-quality and consistent responses while reducing turnaround times
Continuously explore and implement AI-driven solutions to optimize workflows, improve content accuracy, and support the scalability of institutional client response processes

Qualification

RFP/DDQ experienceGenerative AI toolsProject managementAnalytical skillsWriting skillsPassion for cryptoCommunication skillsProblem-solving skillsInterpersonal skillsAdaptability

Required

BA / BS degree or equivalent practical experience
3+ years of experience in RFP/DDQs, management consulting, or a similar client-facing, high-stakes environment
Exceptional writing and communication skills, with the ability to convey complex ideas clearly and concisely, paired with a meticulous, detail-oriented mindset
Strong analytical, project management, and problem-solving abilities, coupled with excellent interpersonal skills to collaborate effectively across teams
Creative and resourceful problem solver who can break down complex challenges and design scalable, efficient processes to address them
Proficiency with Generative AI tools to optimize workflows, accelerate content creation, and ensure accuracy and consistency in deliverables
Genuine passion for crypto with a strong desire to contribute to the growth and success of the industry
Adaptable and flexible, thriving in a high-growth, fast-paced environment with evolving priorities and demands

Preferred

Experience in financial services, security, compliance, crypto, technology, and/or customer relationship management
Experience working in a fast paced environment at a high growth startup / tech company

Benefits

Bonus eligibility
Equity eligibility
Benefits (including medical, dental, vision and 401(k))

Company

Coinbase

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Coinbase is a crypto exchange and wallet platform that allows merchants and consumers to buy, sell, and store digital currencies.

Funding

Current Stage
Public Company
Total Funding
$4.45B
Key Investors
ARK Investment ManagementTiger Global ManagementIVP
2025-08-05Post Ipo Debt· $2.6B
2025-03-04Post Ipo Equity· $8M
2024-03-13Post Ipo Debt· $1.1B

Leadership Team

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Brian Armstrong
CEO & Co-Founder
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Alesia Haas
CFO
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Company data provided by crunchbase