Treasury Sales Associate I — Client Growth & Analysis

United States Digital Space LLC; Town of Boston (NY); On-site; USD 95,000 - 109,000; Full time

Benefits offered by this job

Annual discretionary bonus

Industry-leading benefits

Job summary

United States Digital Space LLC is seeking a treasury-focused professional to support end-to-end sales processes, coordinate client research, and ensure accurate data across systems. The role emphasizes pricing development, onboarding, and ongoing client relationship management in a dynamic team.

You will partner with sales and product teams to drive revenue growth and deliver compelling proposals while maintaining rigorous data quality and client engagement.

Qualifications

• Bachelor's degree or equivalent work experience.
• Certified Treasury Professional certification or equivalent.
• Two or more years of B2B sales and/or client service experience in financial services.

Responsibilities

• Supports end to end treasury sales process for TSOs on HTSR team to grow revenue domestically and internationally.
• Coordinate industry, prospect, and client research for pre-call planning with internal partners.
• Maintain accuracy and integrity of sales data across core systems and pricing.
• Produce and support client and portfolio level profitability and revenue analyses.
• Assist with onboarding, CMP planning, client calls, and revenue tracking.
• Develop pricing strategies with non-standard pricing alongside TSOs.
• Collaborate with Product Specialists to grow revenue and deepen relationships.
• Prepare materials for client meetings and submit documentation for implementation.

Skills

Account Management

Client Management

Customer Focus

Oral Communications

Presentation Skills

Critical Thinking

Data Management

Portfolio Analysis

Problem Solving

Relationship Building

Active Listening

Analytical Thinking

Collaboration

Prioritization

Written Communications

Education

Bachelor's Degree

Certified Treasury Professional

Tools

Microsoft Office

Job description

United States Digital Space LLC is seeking a treasury-focused professional to support end-to-end sales processes, coordinate client research, and ensure accurate data across systems. The role emphasizes pricing development, onboarding, and ongoing client relationship management in a dynamic team.

You will partner with sales and product teams to drive revenue growth and deliver compelling proposals while maintaining rigorous data quality and client engagement.