Job responsibilities
- Leads solutioning and the adoption of existing and upcoming client-facing products and capabilities while defining and configuring optimal solutions that address clients’ needs and objectives
- Serves as a subject matter expert on a defined set of products and capabilities with a deep understanding of our clients’ needs and current industry trends
- Supports Sales in pricing, pipeline planning, account planning, and upskilling the team on product knowledge by collaborating on training and collateral materials
- Engages with client teams to better understand pain points and refine solutions while regularly communicating critical client feedback to Product teams to inform the strategic product roadmap
- Represents the firm at industry conferences, internal client and peer events, attending client roundtables, strategy white-boarding, workshops as required
- Prepares and delivers presentations with demonstratable ownership of all aspects of the sales cycle
Required qualifications, capabilities, and skills
- 5+ years of experience or equivalent expertise in problem-solving across multiple teams and a cluster of products
- Extensive experience working in a sales cycle and engaging with clients on a regular basis
- Experience modifying preconfigured solutions to meet complex problems
- Demonstrated prior experience working in a highly matrixed and complex organization
- Knowledge and understanding of Treasury Service products and pricing strategy
- Strong executive level presentation skills, including ability to consult and sell at the C-level
- Proficient writing and analytical skills to support RFP responses, presentation content and ROI analysis development
- Extensive payments industry knowledge, technical expertise, and consultative experience to support complex solutioning and design sessions with clients and prospects
Preferred qualifications, capabilities, and skills
- BA/BS preferred
- Team-oriented with the ability to cultivate strong working relationships with clients, peers, and cross-functional partners
- Ability to travel as required to meet business needs and objectives