Cross Currency Solutions Product Solutions Associate
Core
Support sales cycles, coordinate projects, and analyze data to deliver cross-currency solutions for clients in the payments and foreign exchange domain.
Role type
Product Solutions Associate (FX and Global Payments)
Builds
Client-relevant solution presentations, pricing proposals, and value analysis reports for transactional FX and cross-border payments.
Domain
Financial Services / Foreign Exchange (FX) / Global Payments
Deliverable
client delivery
Required skills
Data aggregation and analysis, problem-solving in matrixed organizations, proficiency in Microsoft Office (Word, Excel, PowerPoint), client presentation and pre-sales coordination
Preferred skills
Transaction banking knowledge, accounts payable/receivable workflows, basic FX understanding, exceptional writing and verbal communication
Technologies
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Responsibilities
Coordinate client presentations and pre-sales activities with sales and banking partners, develop solution presentations addressing specific client needs, aggregate data to support pricing proposals and value analysis, participate in portfolio reviews with stakeholders, support team members to ensure deliverables meet customer requirements, coordinate on projects defining product offerings and capabilities
Seniority
Mid-level, hands-on IC