Commercial Analyst, Treasury

Clearsulting•Cleveland, OH

8d•$68,000 - $86,000•Hybrid

About The Position

Clearsulting is a global consulting company with the motivation to deliver positive change through digital finance. Our team consists of finance specialists that bring experience and technical capabilities across the spectrum of finance, including financial close, digital reporting, risk advisory, treasury and more. Clearsulting stands by its culture, shaped by our five Core Values: GRIT, Growth Mindset, Joy, Accountability, and Teamwork. Our unwavering dedication to these principles has garnered national recognition for our strong leadership, innovative approach, and outstanding workplace environment. Below are some of the awards and accolades that honor our commitment to excellence: Sunday Times Best Places to Work Award (2025) ‘Great Place to Work’ Certified (2022-2025) Fortune’s Best Workplaces in Consulting (2022-2024) Inc. 5000 Fastest-Growing Private Companies in America (2020-2023)

Requirements

Bachelor’s Degree in a related field
Proven track record of timely execution and strong time management
Previous event planning coordination experience with strong attention to detail
Excellent written and verbal communication skills
Organizational excellence with ability to track multiple internal and external conversations and maintain clarity and understanding
Dependability to be the source of truth for all deals cycles and the ability to maintain an accurate record of commitments and next steps
Strong leadership skills and executive presence
Effective organizational skills with ability to manage multiple and competing priorities
Commitment to maintaining and enhancing the Clearsulting culture by building meaningful relationships and demonstrating Core Values daily
Eligibility to work in the United States
Willingness and ability to travel as needed

Nice To Haves

Familiarity with Kyriba or similar Treasury Management Systems (TMS); Kyriba certification or implementation experience is a plus
Familiarity with proposal development and pricing strategies
Knowledge of marketing automation tools or CRM systems
Prior experience creating thought leadership content or case studies
Exposure to PMO processes and vendor onboarding workflows
Additional certifications in Treasury Management Systems or related financial technology

Responsibilities

Attend sales calls to capture key discussion points, notes on next steps, and follow-up actions
Manage external client communications related to current deals in cycle and coordinate timely responses to client inquiries
Distribute meeting notes and ensure alignment across internal stakeholders
Serve as liaison between clients and internal teams to manage follow-ups, clarify scope details and/or updates, vendor onboarding requirements, and overall contracting
Update Salesforce with deal progression, client communications, and contract status
Ensure data accuracy and completeness for reporting and pipeline visibility
Provide weekly business development updates to the wider team and to-do lists for pending items needed to push the deal along
Own the creation, formatting, and delivery of client proposals and Statements of Work (SOWs)
Partner with practice leaders and project teams to translate scope into clear, accurate deliverables and pricing
Maintain and continuously improve proposal templates
Integrate client feedback from calls into proposal iterations and SOW refinement
Ensure brand alignment and quality control across all client-facing materials.
Join sales calls with practice leaders and alliance members, support with note taking and follow up activities and sharing resources
Act as the liaison between prospect and Clearsulting team for all sales related follow-up and contracting support.
Act as the liaison between Clearsulting and Kyriba for sales related updates
Support the commercial team with pricing models, margin analysis, and approval workflows
Ensure compliance with pricing, discounting, and approval policies
Maintain standardized pricing calculators or rate cards in coordination with Finance team
Identify process bottlenecks and recommend improvements to accelerate deal turnaround
Manage the flow of client agreements (MSAs, SOWs, NDAs, amendments, etc.) through internal review and approval processes
Coordinate with Business Enablement to ensure terms and billing structures meet company standards
Manage all necessary vendor onboarding tasks alongside Business enablement and ensure working items are completed in a timely manner (i.e. IT questionnaires, portal registration, etc.)
Track contract versions and signatures via Salesforce/DocuSign
Maintain a repository of executed documents for easy reference
Process Management & Enablement
Act as the central point of contact for deal and proposal questions from Practice and Delivery
Develop playbooks and process documentation for proposals, pricing, and contract workflows
Support adoption of sales tools and templates across the commercial organization
Ensure Salesforce records and documentation are up to date to support process transparency