Partner closely with the Global Head of Corporate Sales to establish and execute a robust Client management discipline
Manage the client agenda for Corporate clients, establishing a cadence for account plans, review client coverage, relationship status, revenue opportunities, client prioritization, and Sales & Client performance metrics
Develop and oversee the business performance metrics that generate key insights and identifies new opportunities
Gather Sales and Advisory feedback on client needs, existing and emerging, and help prioritize the investment spend to grow the corporate franchise globally
Create materials for business reviews and other executive leadership presentations to articulate strategic direction, program execution and performance tracking
Quickly build product and business knowledge to analyze datasets, derive insights and provide key recommendations to stakeholders
Identify, escalate, and mitigate business risks that could impair our ability to do business: e.g., legal, tax, regulatory, compliance
Partner with the Sales Success, Client Onboarding and Service, Marketing, Finance, Operations and Functional teams on key initiatives and coordinating stakeholder updates
Support executive ad-hoc requests with a high-level of responsiveness
Inspire and motivate the Sales business management team to maintain a positive culture
Communicate effectively and be adept at managing a large and complex book of work requiring constant prioritization based on business needs
Required qualifications, capabilities, and skills
8-10+ years in a Sales Business Management capacity and experience with leading teams
Experience with Treasury Services, Payments and Banking products
Strong executive presence with the ability to present well to senior stakeholders
Skilled at analyzing opportunities & problems, recommending solutions, and communicating effectively & confidently (both verbal and written)
Strong organizational and task management skills; ability to balance multiple initiatives to completion under concurrent, rigorous, and regulatory deadlines in a fast-paced dynamic environment
Excellent written and oral communications skills, including the ability to synthesize “the story” for executive-level audiences and adjust messages and style based on different audiences and agendas
Excels in time management, is entrepreneurial and a self-starter, with demonstrated ability to deliver results within condensed timeframe
Ability to forge strong internal relationships across a broad range of functions
Disciplined approach to managing and improving processes and controls