Clearsulting

Role:

Commercial Senior Analyst, Treasury

Location:

Clearsulting is headquartered in Cleveland, OH, with additional offices located in Chicago, IL; Columbus, OH; and Dallas, TX.

Summary:

As a Commercial Senior Analyst within our Treasury Practice, you will execute our Kyriba alliance strategy in line with practice and sales goals. You will support practice leads and commercial team members across sales, marketing, and training to help drive treasury practice pipeline, collaborating internally and externally with key stakeholders.

At Clearsulting we firmly believe in our culture and follow our five Core Values: GRIT., Growth Mindset, Joy, Accountability, and Teamwork. We have been nationally recognized for our culture, firm leadership, and innovation, and we are honored to have received the following awards and recognition:

  • Fortune’s Best Workplaces in Consulting (2022, 2023)
  • 'Great Place to Work' Certified (2022-2024)
  • 'Consulting's Fastest Growing Firms' - Consulting Magazine (2022)
  • Inc. 5000 Fastest-Growing Private Companies in America (2020-2023)
  • #4 “Fastest Growing Consulting Firm” – Consulting Magazine (2020)

Responsibilities and Required Skills:

  • Manage end-to-end pipeline, including managing correspondences with prospects, proactively updating Salesforce, creating SOWs and proposal decks, leading vendor onboarding, and completing knowledge transfers to delivery teams
  • Collaborate daily with Strategic Alliances, Marketing, and Practice team members at Clearsulting as well as Kyriba sales executives
  • Create strategic and tactical plans to create leads at prospective accounts. Identify opportunities where Clearsulting service offerings can support prospective client initiatives
  • Lead pursuit efforts on identified opportunities including scoping, pursuit strategy, negotiations, closing, etc.
  • Create sales collateral to support end-to-end pursuit cycles
  • Create awareness about Clearsulting, build relationships with key executives, and develop/pursue leads
  • Drive the process of working with teams to identify, qualify, and win opportunities
  • Influence decision-makers at the highest levels within accounts
  • Leverage network and executive level relationships to introduce Clearsulting at prospective accounts
  • Create, drive, and support sales strategies and marketing campaigns
  • Prioritize and manage multiple projects and tasks while setting stakeholder expectations and meeting deadlines
  • Build relationships with prospective companies. Initiate and nurture relationships at target accounts
  • Report on pipeline to key stakeholders on a weekly basis
  • Collaborate with Clearsulting Client Relationships to support account expansion for strategic accounts
  • Work with Business Operations to ensure all quals and other pursuit documents are up to date and inventoried
  • Participate in annual Alliance Sales Kick Off (SKO)
  • Consistently follow all firm policies and guidance

Qualifications and Desired Skills:

  • Bachelor’s Degree in a related field of study
  • Familiarity with Kyriba or similar Treasury Management Systems (TMS); 1+ Kyriba certification and/or implementation of these systems is a plus
  • 3+ years of sales or business development experience with a proven track record of meeting or exceeding sales targets
  • Excellent PowerPoint skills
  • Highly organized and adept at managing pipeline in Salesforce
  • Self-motivated and eager to work in and further enable a high-growth environment
  • Excellent written and verbal communication
  • Strong leadership skills and executive presence
  • Effective organizational skills and ability to manage multiple and competing priorities
  • Ability to maintain and enhance the Clearsulting culture – build meaningful relationships with clients and colleagues and demonstrate the Clearsulting Core Values each day
  • Eligibility to work in the United States
  • Willingness and ability to travel, as needed

Benefits: 

We want to cultivate a thriving culture and company—and we know that your health and well-being matter. We offer a benefits package and perks for our team members that include: 

  • Medical, dental, and vision coverage
  • Unlimited PTO
  • Paid parental leave
  • Retirement plans
  • Flexible work environment
  • Cell phone reimbursement
  • Access to mental health apps
  • Life insurance and disability coverage
  • Opportunities for ad hoc bonuses

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