Diversified Industries Payments Sales Associate

Job responsibilities

• Support portfolio growth by assisting Payments Sales Managers with sales execution and client engagement activities

• Build relationships within client treasury organizations to understand needs anticipate challenges and connect clients to appropriate internal partners

• Coordinate cross-functional and regional deal activity including solution development support pricing inputs and proposal workflow management

• Support request-for-proposal and request-for-information processes by organizing inputs timelines and deliverables with product partners

• Prepare client research and pitch materials and own meeting follow-ups by coordinating actions across internal teams

• Develop account plans briefing memos and materials to support relationship reviews in partnership with client service teams

• Coordinate onboarding documentation and support seamless integration with implementation partners through clear tracking and follow-through

• Submit and monitor onboarding know-your-customer and implementation requests escalating appropriately to meet client needs while managing expectations

• Analyze transactional data to identify trends risks and pricing or billing inefficiencies; summarize insights and recommended actions

• Contribute client insights in partner forums to align solutions with client objectives and broader firm priorities

• Support product implementations and client service escalations by coordinating stakeholders and driving timely resolution

• Required qualifications capabilities and skills

  • Two years of experience in cash management treasury services payments or a related field

• • Strong verbal and written communication skills including the ability to synthesize complex issues into clear concise conclusions

  • Proven ability to manage multiple priorities with strong organization planning and follow-through

  • Demonstrated ability to build and leverage internal networks to mobilize resources and drive outcomes

  • Proficiency in Microsoft Excel Word and PowerPoint

  • Ability to analyze transactional or business data to identify trends risks and improvement opportunities

  • Experience supporting client onboarding and implementation workflows including documentation tracking and stakeholder coordination

  • Preferred qualifications capabilities and skills

  • • Experience supporting Large Corporate clients and/or complex multi-stakeholder relationship coverage models

  • • Familiarity with Diversified Industries client needs and treasury operating models

  • • Knowledge of payments and treasury services products and solutions

  • • Experience supporting pricing analysis and profitability or billing reviews

  • • Exposure to internal credit processes and partnership with credit stakeholders

  • • Demonstrated ability to propose process improvements and advance team-wide initiatives

    • Bachelors degree (BA/BS)