Sales Manager responsible for B2B client acquisition. Collaborating with the management team to develop and execute sales strategies for digital marketing services.
About the role
- Treasury Management Sales Analyst role focusing on revenue growth and sales support in Treasury Management. Involves proposals, client interaction, and onboarding new accounts and services.
Responsibilities
- Support the Treasury Management Officers (TMOs) in growing TM revenue
- Responsible for the creation, analysis, and delivery of proposals, RFPs, and sales presentations
- Perform pre-call planning, preparation, and participate in joint sales calls with TMOs and Commercial Bankers
- Provide a high level of internal customer support through understanding and driving the sales culture and vision of the organization within the member banks
- Maintain and deliver reporting and metrics; manage all aspects of sales support in the sub lines of business
- Develop proformas, proposals, and customer profitability analysis for Treasury opportunities
- Prepare pre-call planning prep and materials for TM client and prospect meetings
- Coordinate proposal responses and work across business lines
- Participate in sales calls with the Commercial Bankers and TMOs
- Lead onboarding discussions and provide sales demos for Treasury and Payment Solutions applications
- Coordinate onboarding of new accounts and new TM services for both new and existing clients
- Coordinate exception pricing updates
- Review account analysis after deals are closed to ensure billing is correct
- Create comprehensive Relationship Reviews including account structure, industry updates, and product/service recommendations
- Assist with Fraud Mitigation Discussion and coordinate onboarding of positive pay solutions for clients with fraud occurrences
- Serve as designated backup to the TMO
Requirements
- Bachelor's degree in Business Administration/Management or Finance
- 1-3 years related experience, preferable in sales, sales support and/or commercial banking
- Basic knowledge of cash management products, commercial card products, principles and practices
- Proficiency with Microsoft Office Suite to include Word, Excel, PowerPoint, and Outlook
- Good interpersonal and customer service skills
- Proficiency in organizing and prioritizing work to meet deadlines, with the ability to adapt within a changing environment and demonstrate accuracy and thoroughness.
Benefits
- Paid Time Off
- 401(k) matching program
- Annual incentive pay
- Paid holidays
- Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
- Health savings, flexible spending, and dependent care accounts
- Adoption assistance
- Employee assistance program
- Fitness reimbursement
- Tuition reimbursement
- Associate wellbeing program
- Associate emergency fund
- Various associate banking benefits
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