Overview
As a Derivative Sales Analyst on the Institutional team, you will own and grow relationships with Coinbase's top prosumer derivatives traders, driving volume across futures, options, and perpetuals. You will source new high-value traders from competitor venues, re-engage dormant accounts, and provide structured market and client insights to Product, Risk, and Marketing.
What You'll Do
- Own and grow relationships with top prosumer derivatives traders on Coinbase, increasing trading volume, engagement, and adoption of advanced trading products.
- Source and convert high-value derivatives traders from competitor venues through targeted outbound work, differentiated positioning of Coinbase's liquidity, fees, and user experience, 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, report on KPIs including volume, active traders, winbacks, and competitor migration, and document client interactions through CRM tooling.
- Reactivate previously dormant top traders using data-driven account reviews, tailored outreach, and bespoke incentives.
Required Skills and Experience
- Two or more years of sales or business development experience in financial services, trading, or crypto, with a record of meeting or exceeding revenue and volume targets.
- Strong understanding of derivatives products, including futures, options, perpetuals, and margin, in traditional finance or crypto markets.
- A data-driven operating style with experience using dashboards, CRMs, and basic analytics to segment books, identify opportunities, and prioritize outreach.
- A background in business, finance, economics, or a related quantitative field, or equivalent practical experience working directly with trading clients.
- A Series 3 License, or the ability to obtain it within 90 days of hire.
- A pre-existing book of high-value prosumer or retail derivatives clients is preferred.
- Responsible use of generative AI with human oversight to produce business-ready work and measurable workflow improvements.
