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Clearsulting · 2 weeks ago

Commercial Analyst, Treasury

Cleveland, OH

Full-time

Hybrid

New Grad, Entry Level

$68K/yr - $86K/yr

Clearsulting is a global consulting company focused on delivering positive change through digital finance. The Commercial Analyst in Treasury will engage with clients, manage Salesforce updates, develop proposals, and support pricing and contracting processes.

ConsultingManagement ConsultingRisk Management

Growth Opportunities

Hiring Manager

Nik Barkdull

Responsibilities

Attend sales calls to capture key discussion points, notes on next steps, and follow-up actions

Manage external client communications related to current deals in cycle and coordinate timely responses to client inquiries

Distribute meeting notes and ensure alignment across internal stakeholders

Serve as liaison between clients and internal teams to manage follow-ups, clarify scope details and/or updates, vendor onboarding requirements, and overall contracting

Update Salesforce with deal progression, client communications, and contract status

Ensure data accuracy and completeness for reporting and pipeline visibility

Provide weekly business development updates to the wider team and to-do lists for pending items needed to push the deal along

Own the creation, formatting, and delivery of client proposals and Statements of Work (SOWs)

Partner with practice leaders and project teams to translate scope into clear, accurate deliverables and pricing

Maintain and continuously improve proposal templates

Integrate client feedback from calls into proposal iterations and SOW refinement

Ensure brand alignment and quality control across all client-facing materials

Join sales calls with practice leaders and alliance members, support with note taking and follow up activities and sharing resources

Act as the liaison between prospect and Clearsulting team for all sales related follow-up and contracting support

Act as the liaison between Clearsulting and Kyriba for sales related updates

Support the commercial team with pricing models, margin analysis, and approval workflows

Ensure compliance with pricing, discounting, and approval policies

Maintain standardized pricing calculators or rate cards in coordination with Finance team

Identify process bottlenecks and recommend improvements to accelerate deal turnaround

Manage the flow of client agreements (MSAs, SOWs, NDAs, amendments, etc.) through internal review and approval processes

Coordinate with Business Enablement to ensure terms and billing structures meet company standards

Manage all necessary vendor onboarding tasks alongside Business enablement and ensure working items are completed in a timely manner (i.e. IT questionnaires, portal registration, etc.)

Track contract versions and signatures via Salesforce/DocuSign

Maintain a repository of executed documents for easy reference

Act as the central point of contact for deal and proposal questions from Practice and Delivery

Develop playbooks and process documentation for proposals, pricing, and contract workflows

Support adoption of sales tools and templates across the commercial organization

Ensure Salesforce records and documentation are up to date to support process transparency

Qualification

Salesforce ManagementProposal DevelopmentContract ManagementTreasury Management SystemsPricing StrategiesTime ManagementWritten CommunicationOrganizational SkillsLeadership Skills

Required

Bachelor's Degree in a related field

Proven track record of timely execution and strong time management

Previous event planning coordination experience with strong attention to detail

Excellent written and verbal communication skills

Organizational excellence with ability to track multiple internal and external conversations and maintain clarity and understanding

Dependability to be the source of truth for all deals cycles and the ability to maintain an accurate record of commitments and next steps

Strong leadership skills and executive presence

Effective organizational skills with ability to manage multiple and competing priorities

Commitment to maintaining and enhancing the Clearsulting culture by building meaningful relationships and demonstrating Core Values daily

Eligibility to work in the United States

Willingness and ability to travel as needed

Preferred

Familiarity with Kyriba or similar Treasury Management Systems (TMS); Kyriba certification or implementation experience is a plus

Familiarity with proposal development and pricing strategies

Knowledge of marketing automation tools or CRM systems

Prior experience creating thought leadership content or case studies

Exposure to PMO processes and vendor onboarding workflows

Additional certifications in Treasury Management Systems or related financial technology

Benefits

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

Company

Clearsulting

Clearsulting is a management consulting firm specializing in Finance Effectiveness,Risk Advisory, Automation & Analytics.

Founded in 2015

Cleveland, Ohio, USA

201-500 employees

https://www.clearsulting.com/

Funding

Current Stage

Growth Stage

Leadership Team

Adam Hohla, CISA

Partner

Joe Sagrilla

Partner & Chief Strategy Officer