About The Position

Provide customers and coverage partners expertise in the entire suite of Liquidity and Account Solutions product offering. Supports the strategic definition and configuration of optimal solutions that address clients' needs and objectives through collaboration with our clients and other internal teams such as Sales and Product. Contributes to the construction of pricing proposals and value analysis reports to demonstrate product benefits to clients. Delivers compelling oral and written presentations with associated technical skills in data analysis, building sales decks and training collateral. Establishes forums to coordinate across the Product Solutions team to enable a successful configuration of solutions. Identify and market solutions to solve customer needs both in partnership with coverage and directly with customers. Develop relationships with broader coverage / distribution partners across firm to proliferate new ideas / opportunities. Work closely with coverage teams to drive new business opportunities. Become familiar with partner products/services (e.g. payments, blockchain, API's) to help support cross-selling opportunities, including how these can complement liquidity solutions. Develop expertise in emerging needs of client's commerce ambitions, including how our solutions can optimally support marketplace, payment facilitation and stored value activities. Actively engage customers, peers and product partners to provide thought leadership opportunities to drive internal/external transformation.

Requirements

  • 3+ years of experience or equivalent expertise in problem-solving within a cluster of products in a team environment
  • Experience supporting the sales cycle through production of sales decks, training collateral, pricing proposals and value analysis reports
  • Demonstrated experience working in a highly matrixed and complex organization
  • Proficiency in Microsoft Word, Excel and PowerPoint, with experience in AI tools such as LLM Suite and Microsoft Copilot; familiarity with GitHub Copilot an advantage
  • Familiarity with AI-driven automation to support sales enablement, client solutioning and content development, with a curiosity for how emerging technology can enhance solutioning an advantage
  • Experience in Payments/Treasury Services.

Nice To Haves

  • Familiarity with GitHub Copilot an advantage
  • Curiosity for how emerging technology can enhance solutioning an advantage

Responsibilities

  • Provide customers and coverage partners expertise in the entire suite of Liquidity and Account Solutions product offering
  • Supports the strategic definition and configuration of optimal solutions that address clients' needs and objectives through collaboration with our clients and other internal teams such as Sales and Product
  • Contributes to the construction of pricing proposals and value analysis reports to demonstrate product benefits to clients
  • Delivers compelling oral and written presentations with associated technical skills in data analysis, building sales decks and training collateral
  • Establishes forums to coordinate across the Product Solutions team to enable a successful configuration of solutions
  • Identify and market solutions to solve customer needs both in partnership with coverage and directly with customers
  • Develop relationships with broader coverage / distribution partners across firm to proliferate new ideas / opportunities
  • Work closely with coverage teams to drive new business opportunities
  • Become familiar with partner products/services (e.g. payments, blockchain, API's) to help support cross-selling opportunities, including how these can complement liquidity solutions
  • Develop expertise in emerging needs of client's commerce ambitions, including how our solutions can optimally support marketplace, payment facilitation and stored value activities
  • Actively engage customers, peers and product partners to provide thought leadership opportunities to drive internal/external transformation
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