Sales Analyst Jobs

About The Position

Requirements

• 4+ years of Treasury Management Sales Support experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination of these.

Nice To Haves

• Experience supporting healthcare clients within Treasury Management, Commercial Banking, Corporate Banking, or financial services.
• Experience supporting complex commercial, corporate, or specialized-industry portfolios, such as healthcare, higher education, nonprofit, government/public sector, insurance, or other large multi-entity organizations.
• Knowledge of healthcare financial operations, including revenue cycle management, receivables, payables, payments, reconciliation, or related financial processes.
• Experience with Treasury Management products and solutions, including ACH, wires, receivables, lockbox, liquidity, fraud prevention, payments, or information reporting.
• Experience supporting complex implementations and coordinating deliverables across multiple teams.
• Experience with pricing, proposals, presentations, relationship reviews, cost-benefit analyses, or RFP responses.
• Experience leading client conversations and independently researching and resolving complex business or client issues.
• Strong organizational, analytical, communication, and relationship-management skills.
• Experience mentoring, coaching, training, or serving as a resource to others.

Responsibilities

• Partner with Treasury Management Consultants and relationship teams to support complex healthcare client portfolios and deliver Treasury Management solutions.
• Lead and participate in client conversations involving complex transactions, implementations, and ongoing relationship needs.
• Analyze business and client challenges, research solutions, and coordinate internal partners through resolution.
• Support client needs across payments, receivables, liquidity, fraud prevention, information reporting, and other Treasury Management solutions.
• Coordinate complex implementations and initiatives across product, implementation, service, operations, and relationship teams.
• Prepare customized proposals, pricing scenarios, cost-benefit analyses, presentations, relationship reviews, and RFP responses.
• Manage multiple client priorities and deliverables while maintaining responsiveness, organization, and attention to detail.
• Build collaborative relationships across internal teams to resolve issues, identify solutions, and support business objectives.
• Apply knowledge of policies, procedures, controls, and compliance requirements when supporting client solutions.
• Serve as a resource to peers and less experienced team members through coaching, knowledge sharing, and mentorship.

Benefits

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement