Sales

• The Associate, Cash Management Sales is responsible for supporting the Cash Management Sales business development activities and client retention in the region.
• Works with the Cash Management Sales in supporting the business development activities to drive revenue including building proformas, pitch books/PowerPoint decks, prolixity studies and other administrative duties.
• Oversees the Cash Management Officer Pipeline and ensure smooth onboarding of existing customers via partnership with the Implementation Team.
• Makes outbound follow-up calls to customers post implementation as part of the Voice of the Customer satisfaction program in support of the CMSO.
• Manages the monthly expiring ECR & pricing exceptions.
• Assists in preparing proposals for existing customers and prospective customers.
• Creates schematics, gathers documents, and responds to the daily customer maintenance requests.
• Engages in cross-selling cash management services to existing clients for additional products to ensure that all customer’s cash management needs are met.
• Responds to daily client maintenance requests and research issues with urgency.
• Identifies cross-sell opportunities within the portfolio when interacting with customers.
• Manages the monthly expiring exception ECR & pricing as well as the new business Exception Pricing and ECR process as well as rebates.

Cash Management Sales Associate

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VP, Hybrid Cloud Channel Sales Leader

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