Commercial Senior Analyst, Treasury
1 week ago
Commercial Senior Analyst, Treasury
Dallas ,
Texas
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Clearsulting is headquartered in Cleveland, OH, with additional offices located in Chicago, IL; Columbus, OH; and Dallas, TX.
Summary:
As a Commercial Senior Analyst within our Treasury Practice, you will execute our Kyriba alliance strategy in line with practice and sales goals.
You will support practice leads and commercial team members across sales, marketing, and training to help drive treasury practice pipeline, collaborating internally and externally with key stakeholders.
At Clearsulting we firmly believe in our culture and follow our fiveCore Values:
GRIT., Growth Mindset, Joy, Accountability, and Teamwork.
We have been nationally recognized for our culture, firm leadership, and innovation, and we are honored to have received the following awards and recognition:
Fortune's Best Workplaces in Consulting (2022, 2023)
'Great Place to Work' Certified
'Consulting's Fastest Growing Firms' - Consulting Magazine (2022)
Inc. 5000 Fastest-Growing Private Companies in America
#4 "Fastest Growing Consulting Firm" – Consulting Magazine (2020)
Responsibilities and Required Skills:
Manage end-to-end pipeline, including managing correspondences with prospects, proactively updating Salesforce, creating SOWs and proposal decks, leading vendor onboarding, and completing knowledge transfers to delivery teams
Collaborate daily with Strategic Alliances, Marketing, and Practice team members at Clearsulting as well as Kyriba sales executives
Create strategic and tactical plans to create leads at prospective accounts. Identify opportunities where Clearsulting service offerings can support prospective client initiatives
Lead pursuit efforts on identified opportunities including scoping, pursuit strategy, negotiations, closing, etc.
Create sales collateral to support end-to-end pursuit cycles
Create awareness about Clearsulting, build relationships with key executives, and develop/pursue leads
Drive the process of working with teams to identify, qualify, and win opportunities
Influence decision-makers at the highest levels within accounts
Leverage network and executive level relationships to introduce Clearsulting at prospective accounts
Create, drive, and support sales strategies and marketing campaigns
Prioritize and manage multiple projects and tasks while setting stakeholder expectations and meeting deadlines
Build relationships with prospective companies. Initiate and nurture relationships at target accounts
Report on pipeline to key stakeholders on a weekly basis
Collaborate with Clearsulting Client Relationships to support account expansion for strategic accounts
Work with Business Operations to ensure all quals and other pursuit documents are up to date and inventoried
Participate in annual Alliance Sales Kick Off (SKO)
Consistently follow all firm policies and guidance
Qualifications and Desired Skills:
Bachelor's Degree in a related field of study
Familiarity with Kyriba or similar Treasury Management Systems (TMS); 1+ Kyriba certification and/or implementation of these systems is a plus
3+ years of sales or business development experience with a proven track record of meeting or exceeding sales targets
Highly organized and adept at managing pipeline in Salesforce
Self-motivated and eager to work in and further enable a high-growth environment
Strong leadership skills and executive presence
Effective organizational skills and ability to manage multiple and competing priorities
Ability to maintain and enhance the Clearsulting culture – build meaningful relationships with clients and colleagues and demonstrate the Clearsulting Core Values each day
Eligibility to work in the United States
Willingness and ability to travel, as needed
We want to cultivate a thriving culture and company—and we know that your health and well-being matter.
We offer a benefits package and perks for our team members that include:
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