Sales Process & Strategy Associate - Treasury Management
Core
Designing and implementing the management system infrastructure, operating model, and accountability mechanisms for the Treasury Management (TM) Sales Organization to drive sales behaviors and business outcomes.
Role type
Senior Process Manager / Revenue Operations
Builds
Sales ecosystem, operating models, data/reporting routines, and accountability mechanisms for TM Sales
Domain
Financial Services / Treasury Management / Sales Operations
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Process and systems design, project management, data integrity management, Salesforce administration, analytical acumen, stakeholder management, performance reporting
Preferred skills
Process engineering, operational analysis, Agile methodology, SQL, Snowflake, Tableau, Business Intelligence Tools, Management Consulting experience
Technologies
Salesforce, Snowflake, Tableau, SQL, Agile tools
Responsibilities
Designing and implementing management system infrastructure for TM Sales; Managing Salesforce access, org changes, pipeline accuracy, and revenue forecasting; Identifying system opportunities to drive business outcomes; Maintaining sales reports and dashboards; Partnering with centralized sales analytics on shared metrics; Building agendas and performance updates for stakeholders
Seniority
Senior, hands-on IC
