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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
**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