Derivative Sales Analyst
Own and grow relationships with top prosumer derivatives traders, sourcing new clients and driving volume across futures, options, and perpetuals. Requires 2+ years sales/BD experience in financial services or crypto plus strong derivatives knowledge.
What you'll do
- Own and grow relationships with top prosumer derivatives traders on Coinbase, driving increased trading volume, deepening engagement, and expanding adoption of advanced trading products.
- Source and convert new high-value derivatives traders from competitor venues through targeted outbound, differentiated positioning of Coinbase's liquidity, fees, and UX, and full-funnel sales management.
- Monitor derivatives market structure, client flows, and competitor offerings to identify upsell opportunities, inform pricing and product feedback, and deliver structured insights to Product, Risk, and Marketing.
- Maintain an accurate pipeline and forecast for your book, reporting on key KPIs (volume, active traders, winbacks, competitor migration) and documenting client interactions through CRM tooling.
- Reactivate previously dormant top traders using data-driven account reviews, tailored outreach, and bespoke incentives to restore sustained volume.
Required Skills and Experience
- 2+ years of sales or business development experience in financial services, trading, or crypto, with a track record of hitting or exceeding revenue and volume targets.
- Strong understanding of derivatives products (futures, options, perps, margin) in traditional finance or crypto markets, including how active traders use them in practice.
- Data-driven operating style with experience using dashboards, CRMs, and basic analytics to segment books, identify opportunities, and prioritize outreach.
- Background in business, finance, economics, or a related quantitative field, or equivalent practical experience working directly with trading clients.
- Series 3 License required, or ability to obtain within 90 days of hire.
- Pre-existing book of high-value prosumer or retail derivatives clients preferred.
- Utilizes generative AI responsibly, maintaining human oversight to deliver business-ready outputs and drive measurable improvements in workflow efficiency, cost, and quality.
Sales Development Manager
Manage, coach, and develop a team of Business Development Representatives to drive lead generation and pipeline creation. Align outbound strategy with marketing and sales teams while monitoring metrics and ensuring effective SDR-to-AE handoff.
Advisor Consultant
Own top-of-funnel outreach to RIAs, executing 40-60 daily touches to qualify prospects and book meetings for Flock's 721 exchange product. Requires 1-4 years high-activity financial services sales experience.
Strategic Sales Development Representative
Identify and advance complex enterprise opportunities in LATAM by turning product usage and pilots into qualified deals for Large Enterprise and Strategic Accounts teams. Requires 4+ years enterprise SaaS sales experience and Portuguese fluency.
Partner Development Representative
Drive acquisition and reactivation of consulting firms, SIs, and advisory practices as referral partners. Build pipeline through senior-level outreach and qualify relationships for Channel Partner Managers.