Sales Analyst

Role Overview

• The TM Sales Analyst (SA) is a key contact for Treasury Management customers.
• The SA for complex corporate account relationships serves as the primary back-up to Treasury Management Consultants (TMCs) and assists with the selling of treasury management solutions and the management of the overall sales process.
• Ensure that optimal levels of services are made available.
• Assist TMCs in revenue-generating activities and providing primary client support through direct personal contact with customers.
• Manage all pricing functions and new pricing requests.
• Compile and analyze detailed pricing information, providing pricing comparisons based on findings.
• Assist with reviewing, participating and providing feedback for RFP/proposal content, client responses.
• Analyze multiple resources and tools to fully understand the customer's complex needs and desired output.
• Facilitate and manage deal development process by collecting, inputting and monitoring client data through the deal team life cycle.
• Assist TMC with updating CRM tool to maintain accurate deal/client information.
• Gather necessary client information and prepare documentation for pre-sale activities.
• Provide post-sale implementation support as appropriate.
• Engage with TMC on data mining activities to identify untapped revenue opportunities and predict future trends.
• Participate in driving new sales opportunities by identifying client needs and cross-selling Treasury Management products and services.
• Participate in key relationship reviews when applicable.

Requirements

• Bachelor's degree, or equivalent work experience
• Three or more years of relevant experience
• Demonstrated proficiency of all Treasury Management products, systems, processes and understanding of customer use.
• Displays knowledge, proficiency and professionalism in explaining, selling and administering products/services.
• Excellent professional communication and written presentation skills.
• Self-motivated, strong critical thinking, negotiation, problem solving and decision-making skills.
• Ability to manage multiple requests and deadlines simultaneously, set priorities and adapt to changing conditions with limited supervision.
• High level of technological ability, especially Microsoft Office applications.

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law