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Treasury Management Solutions Enablement Officer
2 months ago
We are seeking a highly motivated and experienced Sales Enablement Specialist to join our team at City National Bank. As a Sales Enablement Specialist, you will play a critical role in supporting the Treasury Management Solutions sales organization by developing and implementing sales enablement strategies and priorities.
Key Responsibilities- Work with the sales leadership team and other partners to develop and implement sales enablement strategies and priorities.
- Develop and maintain understanding of the Commercial Products/Treasury Sales organization's go-to-market process, sales cycle, and tools needed to be successful.
- Create and maintain materials to support sales teams with business development activities, including playbooks, procedures, and plans.
- Collaborate with Commercial Products teams and other Line of Business colleagues on strategic initiatives involving tactical execution.
- Liaise with performance management team on performance measurement/sales reporting strategy/scorecard development.
- Partner with performance measurement team members, the Salesforce team, and Commercial Products sales leaders to capture all required sales data, ensure high-level usage, and build an automated sales process that is in alignment with division objectives.
- Manage sales reporting - work with LOB stakeholders and Commercial Products leaders to design standards and procedures to book sales opportunities in Salesforce.
- Establish and track consistent pipeline management procedures, create dashboards for sales manager use.
- Work with the product pricing team on managing, approving, and reporting pricing exceptions.
- Partner with various groups within the bank to find, evaluate, and establish relationships with 3rd-party vendors to provide and enhance value-added data that assist the treasury management sales team.
- Comply fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements.
- Bachelor's Degree or equivalent.
- Minimum of 3 years business experience, combined 7 years work experience.
- Minimum of 3 years experience in the financial industry in a similar role.
- Highly motivated self-starter with a desire to work collaboratively; strong stakeholder management skills.
- Superior organizational, verbal, and written communication and presentation skills.
- Excellent project management skills with capability to manage/execute on multiple projects simultaneously.
- Desire to understand complex solutions and how products work.
- Strong problem-solving, resource management, and time management skills.
- Flexible, able to adapt to tight deadlines, changing priorities, and needs.
- High attention to detail.
- Proficient with Microsoft Office applications (Word, PowerPoint, Excel), and familiarity and willingness to develop expertise in HTML, SharePoint, Adobe, Salesforce, and Seismic (sales enablement platform).
- General knowledge of commercial/treasury products.
- Experience in sales, sales enablement, strategic planning, or similar role.
