Treasury Payments Sales Analyst: Strategy & Growth

Truist; Tampa (FL); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Vacation and sick days

Job summary

Truist is seeking a Sales Analyst for Wholesale Payments, focusing on strategy, execution, risk and performance in a fast-paced environment.

Responsibilities include supporting relationship teams, developing portfolio plans, and preparing materials for client meetings, demos and ROI analyses. The role emphasizes Salesforce accuracy and collaboration across the enterprise, with travel up to 25% likely.

Qualifications

• Bachelor’s Degree or equivalent work experience.
• Strong analytical skills and attention to detail.
• Strong communication and interpersonal skills.
• High adaptability and ability to multi-task.
• Proficiency in basic computer applications such as Microsoft Software Products.

Responsibilities

• Support Wholesale Payments sales strategy, execution, risk and performance functions.
• Partner with relationship teams to develop strategic portfolio planning.
• Prepare pre-call planning materials and participate in planning meetings.
• Act as notetaker/closer/leader during client/prospect meetings.
• Create advisory materials: Discovery, Pitch, Demos, ROI analyses, business reviews.
• Maintain Salesforce data integrity and accurate sales pipelines.
• Assist in pricing, proformas, proposals, and product demos.
• Support client onboarding journey and post-call follow-ups.
• Mentor peers and participate in multiple workstreams.

Skills

Analytical skills

Communication skills

Attention to detail

Adaptability

Multi-tasking

Education

Bachelor’s Degree or equivalent

Tools

Microsoft Office / Microsoft 365

Job description

Truist is seeking a Sales Analyst for Wholesale Payments, focusing on strategy, execution, risk and performance in a fast-paced environment.

Responsibilities include supporting relationship teams, developing portfolio plans, and preparing materials for client meetings, demos and ROI analyses. The role emphasizes Salesforce accuracy and collaboration across the enterprise, with travel up to 25% likely.