Relationship & Sales Analytics Specialist

Jobtailor; Raleigh (NC); On-site; USD 55,000 - 85,000; Full time

Job summary

Jobtailor in Raleigh, NC seeks a banking relationship and sales support professional to manage client relationships, deepen partnerships, and support revenue growth. You will collaborate with internal partners to optimize sales processes, analytics, and risk mitigation while ensuring client satisfaction.

Responsibilities include coordinating client meetings, preparing presentations, analyzing data to spot trends, and keeping CRM data accurate.

Qualifications

• Experience in banking, financial services or sales support roles.
• Understanding of bank products, services operations, systems and policies for business and commercial clients.
• Ability to analyze data, identify trends and make data-driven recommendations.

Responsibilities

• Support sales processes, portfolio management, and risk mitigation with internal partners.
• Lead core sales routines and analytics to drive client delight and retention.
• Coordinate contact strategies, client meetings, and presentation materials.
• Monitor and ensure accuracy of information in the client relationship management system.

Skills

Data Analysis

Sales Process Coordination

CRM

Risk Mitigation

Sales Tools

Presentation Development

Trend Identification

Critical Thinking

Time Management

Excel

Tools

CRM System

Microsoft Office

Job description

Jobtailor in Raleigh, NC seeks a banking relationship and sales support professional to manage client relationships, deepen partnerships, and support revenue growth. You will collaborate with internal partners to optimize sales processes, analytics, and risk mitigation while ensuring client satisfaction.

Responsibilities include coordinating client meetings, preparing presentations, analyzing data to spot trends, and keeping CRM data accurate.