JOB DESCRIPTION:

Job Title: Treasury Sales Analyst
Corporate Title: Analyst
Location: Frankfurt

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

• Supporting all activities from sales through implementation and coordinating the Client Management Process (CMP) by focusing on client acquisition and deepening existing relationships from client planning, client calling efforts, client team meeting preparation, delivery, and follow-up, and revenue and pathway tracking
• Partnering with product specialists and support partners to develop strategies to grow revenue and deepen existing relationships and making recommendations and creating customized treasury solutions that meet the needs of the client.
• Conduct industry, client, and prospect research to develop strategies and create proposals and pitchbooks for pre-call planning
• Complete price and cost benefit analysis models to develop pricing strategies, which includes working with the Treasury Sales Officer on non-standard pricing
• Serve as a primary participant in annual pricing events
• Support 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
• Review pipeline and create reports for the TSO as needed
• Participate in the contract management process when required
• Prepare materials to introduce new ideas, capabilities and solutions to clients and prospects
• Proactively inform and advise clients of enhancements/improvements in capabilities
• Leverage tools, systems and resource sites to produce appropriate data based on call type; analyse the data and share with the TSO
• Research client information in preparation for receiving an RFP
• Maintain and log information around execution of the client contact strategy
• Contribute to credit facility activities
• Ensure data integrity of sales reporting