Treasury Solutions Pricing Consultant

Jobtailor; North Carolina; On-site; USD 90,000 - 120,000; Full time

Job summary

Jobtailor in the United States seeks a Treasury Consultant to work independently with clients, onboard them, and deepen relationships. You will advise relationship managers through consultative conversations focused on cash flow management and working capital.

You will support strategic sales, manage client portfolios, conduct market research, and use Salesforce for opportunity tracking. Mentor teammates and escalate issues to leadership; strong analytical and leadership skills are essential.

Qualifications

• Bachelor's degree required.
• 3+ years of related financial work experience.
• Strong analytical skills and attention to detail.
• Leadership and interpersonal skills.
• High adaptability and flexibility.
• Proficiency in Microsoft Office.
• Master's degree in Business or related field preferred.
• Certified Treasury Professional preferred.

Responsibilities

• Onboard new clients and deepen existing client relationships.
• Advise clients through consultative conversations focused on cash flow management and working capital.
• Support strategic sales and portfolio growth with Treasury Solutions teammates and Line of Business partners.
• Manage or support client portfolios with Treasury Solutions needs.
• Conduct industry, Line of Business, and region-specific market research.
• Execute sales disciplines including pre-call planning, pipeline management, Salesforce opportunity tracking, client communications, documentation, disclosures, and approvals.
• Provide end-to-end oversight of client experiences and identify process gaps or disconnects.
• Consult with clients through in-person, email, voicemail, and virtual-meeting communications.
• Mentor and coach new and junior teammates and build an internal network of critical partners.
• Follow policies and operating guidelines and escalate issues and risks to leadership.

Skills

Leadership skills

Interpersonal skills

Adaptability

Attention to detail

Analytical skills

Education

Bachelor's degree

Master's degree in Business

Certified Treasury Professional

Tools

Microsoft Office

Salesforce

Job description

• Work independently and with Treasury Consultants to onboard new clients and deepen existing client relationships
• Advise relationship managers and clients through consultative conversations focused on cash flow management and working capital
• Support strategic sales and portfolio growth with Treasury Solutions teammates and Line of Business partners
• Manage or support client portfolios with Treasury Solutions needs
• Conduct industry, Line of Business, and region-specific market research
• Execute sales disciplines including pre-call planning, pipeline management, Salesforce opportunity tracking, client communications, documentation, disclosures, and approvals
• Provide end-to-end oversight of client experiences and identify process gaps or disconnects
• Consult with clients through in-person, email, voicemail, and virtual-meeting communications
• Mentor and coach new and junior teammates and build an internal network of critical partners
• Follow policies and operating guidelines and escape issues and risks to leadership

Requirements

• Bachelor's degree
• 3+ years of related financial work experience
• Demonstrated excellence working on many initiatives or opportunities simultaneously
• Strong analytical skills and attention to detail
• Strong leadership and interpersonal skills
• High adaptability and flexibility
• Proficiency in basic computer applications, including Microsoft Office
• Master's degree in Business or related field, or equivalent education and related training preferred
• Certified Treasury Professional preferred

Core Competencies

Demonstrates expertise in client relationship management and cash flow advisory, with a strong focus on strategic sales growth and process improvement. Proficient in utilizing Salesforce for opportunity tracking and managing client portfolios effectively.

Highest-signal resume keywords

• Client Relationship Management
• Cash Flow Management
• Salesforce Opportunity Tracking
• Analytical Skills
• Certified Treasury Professional

ATS Optimization Keywords

Hard Skills

• Financial Work Experience
• Market Research
• Pipeline Management
• Documentation
• Disclosures
• Approvals

Soft Skills

• Leadership Skills
• Interpersonal Skills
• Adaptability
• Attention to Detail

Certifications & Qualifications

• Bachelor's Degree
• Master's Degree in Business
• Certified Treasury Professional

Industry Keywords

• Treasury Solutions
• Cash Flow Management
• Working Capital
• Client Portfolios

Tools & Technologies

• Microsoft Office