Job Description
Corporate Payment Sales Analyst

• As a Corporate Payment Sales Analyst, you’ll advance your career by aiding Sales Managers in expanding client relationships. This role offers growth, skill development, and the chance to join a dynamic team in the financial services industry.

Description

• As a Corporate Payment Sales Analyst, you will have the opportunity to impact your career by supporting Sales Managers and leadership in managing and growing client relationships. This role offers career growth, skill development, and the benefits of joining a dynamic team.

Job Summary:

• As a Corporate Payment Sales Analyst within the Sales team, you will be responsible for providing support to Sales Managers and leadership to manage and grow client relationships. This includes client and market intelligence for new and existing clients, creating MIS, Know Your Customer (KYC), on-boarding, deal execution, preparing client materials, and other sales and support-related matters. You will develop strong global partnerships across lines of business and contribute to the team’s success.
• You will be involved in preparing client account plans, briefing memos, and portfolio management reporting. Your role will include preparing and reviewing marketing materials, supporting Sales Managers with proposals and materials for internal approvals, and collaborating with Sales, Product, and Implementation teams to generate consolidated reports for the region.

Job Responsibilities:

• Support the team in managing the on-boarding and KYC processes, end-to-end deal execution, product and billing setup, and mastering implementation tools.
• Prepare client account plans, briefing memos, and portfolio management reporting.
• Develop strong global partnerships across lines of business.
• Prepare and review marketing materials for Sales, ensuring clarity, accuracy, and consistency.
• Support Sales Managers with proposals and materials for internal approvals, and collaborate with teams to generate consolidated reports.
• Set up and maintain client data.
• Run client-focused internal projects.
• Analyze key revenue and pipeline data to deliver reports to senior management.
• Conduct research on existing client portfolios and prospective clients, and partner with internal teams for periodic client account planning.

Required Qualifications, Capabilities, and Skills:

• Propensity for sales within a financial services organization.
• Relentless focus on client service and satisfaction.
• Bachelor’s degree or similar.
• Basic understanding of credit.
• Basic understanding of treasury services, markets, asset management solutions, and the technology industry landscape.
• Strong computer skills, including PowerPoint “PitchPRO”, Excel-based modeling, FactSet, and Bloomberg.
• Commercial mindset and ability to work under pressure.
• Strong quantitative, analytical, and writing skills with rigorous attention to detail and focus on execution.
• Ability and willingness to travel both domestically, regionally (SSA), and internationally.
• Strong interpersonal and selling skills; ability to work with both internal partners and external clients.
• Ability to work on own initiative and meet tight deadlines.v