Associate Payment Advisor (Payments Associate)
Core
Primary day-to-day leader for analytical and business development support, managing pipelines, financial modeling, and preparing presentations for corporate clients to improve their financial operations.
Role type
Associate Payment Advisor (Business Development & Analytics)
Builds
Payment solutions and financial operations strategies for corporate clients
Domain
Banking / Fintech / Commercial Cash Management
Deliverable
product features
Required skills
Financial modeling, Financial statement analysis, Data analysis, Industry research, Solution development, Client relationship management, Technology integration, Reporting and analytics
Preferred skills
Knowledge of Fintech and emerging payments methods, Understanding of commercial cash management products
Technologies
Tableau, Salesforce, Microsoft Office Suite
Responsibilities
Manage pipelines and prepare new business deliverables for c-suite leaders, Generate analytical materials for client meetings, Interact with Fintech partners to solve technology challenges, Develop client industry expertise and collaborate on product expansions, Build primary relationships with select clients to drive revenue, Work with data teams to enhance reporting mechanisms
Seniority
Junior, hands-on IC