מציאת משרת הייטק בחברות הטובות ביותר מעולם לא הייתה קלה יותר
This job is responsible for supporting Treasury Sales Officers (TSOs) with managing and growing revenue both domestically and globally within an assigned portfolio. Key responsibilities include supporting all activities from sale through implementation and coordinating the Client Management Process (CMP) by focusing on client acquisition and deepening existing relationships. Job expectations include partnering with product specialists and service partners by making recommendations and creating customized treasury solutions that meet the needs of the client.
Responsibilities:
Assists with coordinating the Client Management Process (CMP), including client planning, client calling efforts, client team meeting preparation, delivery, and follow-up, and revenue and pathway tracking
Conducts industry, client, and prospect research to develop strategies and create proposals and pitchbooks for pre-call planning
Completes price and cost benefit analysis models to develop pricing strategies, which includes working with the Treasury Sales Officer on non-standard pricing
Partners with Product Specialists and support partners to develop strategies to grow revenue and deepen existing relationships
Supports clients through the implementation, client onboarding, and training activities
Ensures the accuracy of sales data including managing sales pathways, call reporting, and profitability reporting
Participates in in-person calling activities and ad-hoc direct sales opportunities with Treasury Sales Officers
Required skills:
Manage, own, and understand risk within the bank’s framework.
Ability to work under pressure, and prioritize work as required.
Sense of urgency and tenacity in exceeding revenue, profitability, innovation, and speed to market goals that are delivered in a deliberate, inclusive, organized manner.
Highly developed skills in MS Excel, MS PowerPoint
Highly analytical
Strong financial & accounting skills
Excellent written and oral communication skills
Strong inter-personal and organizational skills
Able to successfully develop and maintain collaborative working relationships
Bilingual (English/Spanish)
Skills:
Account Management
Client Management
Customer and Client Focus
Oral Communications
Presentation Skills
Critical Thinking
Data Management
Portfolio Analysis
Problem Solving
Relationship Building
Active Listening
Analytical Thinking
Collaboration
Prioritization
Written Communications
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