TS Sales Associate

Description

As a TS Sales Associate, you will have overall accountability to provide sales support for new and existing clients for their assigned territory / team in order to retain revenue. Primary responsibilities include preparing sales presentations, RFPs, pricing, setup forms, demos, portfolio / pricing maintenance, and provide backup support while Sales Reps are out of the office with clients. This is a position which should lead to a full sales role.

Primary responsibilities include

• Work closely with assigned Treasury solutions sales representatives to independently provide all sales support activities in order to allow the sales reps to stay focused on generating new sales opportunities.
• Create sales presentations and supporting collateral packages for sales calls in a timely fashion.
• Prepare responses to RFPs with standard questions, and assist RFP Coordinator with RFP responses for nonstandard questions. prepare pricing preformats, and work with sales reps. and pricing coordinator to manage annual pricing increases and maintenance of contracted exception pricing. process rebates/waivers according to policy.
• Attend joint calls with sales reps in order to get acquainted with clients as well as gain knowledge / experience by observing the sales rep interact with the client. Individually provide sales demos as needed. Assist clients with billing issues. Form an integral part of the client deal and Relationship team. Work to ensure that attrition is minimized within the existing portfolio.
• Proactively work with sales reps and implementation managers to move sales wins into implementation queue.
• Provide guidance within the team, and mentor junior TS Associates.

Qualifications, Education, Certifications and/or Other Professional Credentials

• Previous sales support experience desirable, preferably in Financial Services/Treasury Management
• Excellent written and verbal communication skills
• Ability to interact with all levels of employees, including senior executives
• Has a clear sense and ability of when and why to escalate conflicts, concerns, issues
• Ability to prepare professional client presentations using PowerPoint
• Highly proficient with Microsoft Office suite (Power Point, Excel, Word)
• Ability to work independently and use discretion when faced with decision making
• Excellent time management and problem-solving skills

Education:

• Bachelor’s degree preferred

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: M-F

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens), provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability, or history or record of a disability, ethnicity, gender, gender identity or expression, transgendered and transitioning individuals, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day and where all are expected to be treated with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. We perform our best so we can do more for our customers, colleagues, communities and shareholders.