Senior Manager, Treasury Sales Operations & Reporting, 12 month term-(Hybrid)
Core
Leading client onboarding, operational execution, reporting, and CRM excellence to support Treasury Client Sales growth for credit unions and financial institutions.
Role type
Senior Manager, Treasury Sales Operations & Reporting
Builds
Client onboarding workflows, Salesforce data integrity, operational dashboards, and business insights for Treasury sales teams.
Domain
Financial Services / Credit Unions / Treasury Operations
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Client onboarding management, Salesforce administration, reporting and dashboarding, process improvement, stakeholder coordination, data quality control, business development support, automation of manual processes, risk and controls management, written communication
Preferred skills
Treasury, financial services, credit unions, capital markets, or business development experience
Technologies
Salesforce
Responsibilities
Lead end-to-end client onboarding and documentation management; create and maintain reports and dashboards for business insights; manage day-to-day CRM activity and data hygiene; draft client communications and manage distribution lists; coordinate operational activities and process improvements; ensure risk controls and audit readiness.
Seniority
Senior, hands-on IC with strategic oversight
