Job responsibilities

• Support portfolio growth by assisting 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 coordinate meeting follow-ups by driving 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, client due diligence (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

• 2+ 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 credit processes and partnership with credit stakeholders

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

• Bachelors degree