Truist · 7 hours ago
WP Sales Analyst Manager I
Charlotte, NC
Full-time
Onsite
Senior Level
5+ years expTruist is a financial services company seeking a WP Sales Analyst Manager I to lead the Wholesale Payments Sales Analysts. This role involves managing sales strategy, execution, and performance functions, as well as business development and retention, while ensuring compliance and achieving sales objectives.
BankingFinanceFinancial Services
Responsibilities
Model and lead a team that demonstrates and acts in accordance with the Truist Purpose, Mission, and Values focused on client first and one team behaviors optimizing long-term value for stakeholders
Model and lead a team that acts in accordance with the Truist Code of Ethics, Truist Risk Management Culture and Policies and Procedures across Wholesale Payments and the Enterprise
Model and lead a team that proactively develops and maintains strong partnerships across Wholesale Payments, the Line of Business, and at the Enterprise Level to support the strategy, execution, and performance goals of the Wholesale Payments business
Model, develop, and lead a team that executes on the Strategy, Sales, and Operational Responsibilities of the Sales Analyst Position for Treasury, Commercial Card, and Merchant
In partnership with the relationship team, develop, maintain and execute on strategic portfolio planning
Schedule the pre-call plans with the relationship team, prepare pre-call planning materials and participate in/lead the pre-call planning meeting
Execute on the art of the call as the notetaker, active listener, closer and/or leader during the client/prospect meeting
Prepare advisory calling materials to include any/all the following: Discovery, Pitch, Demos, Product, Working Capital Analyses, Financial Modeling, ROI analyses, Business Reviews
Schedule the post-call debriefs with the relationship team, provide summary of notes, observations, and feedback, and execute on delegated post-call responsibilities
Practice Salesforce data integrity by logging detailed call reports, updating accurate client information, and maintaining accurate sales pipelines
Support the pitch, negotiation and close stages of the sales process by creating pricing proformas, disclosing pricing to clients, commercial card document preparation, RFP submissions, digital and product demos, and having a deep understanding of product offerings
Support an accurate, smooth, and expedient client onboarding journey
Represent the Wholesale Payments sales organization both internally and externally, including internal meetings, discussions, client meetings, industry presentations as appropriate
Define and execute on a personal and career development plan
Develop, recruit and export top talent within assigned team
Qualification
Required
Bachelor's Degree or an equivalent combination of education and related work experience
Five years of sales experience of financial or wholesale payments services
Three years of management experience in sales or sales support
Maintains deep understanding of Working Capital Analysis knowledge and solutions
Proven track record of individual top sales performance and team sales/support performance
Strong analytical skills and attention to detail
Strong presentation, communication and interpersonal skills
High level of adaptability and flexibility
Ability to multi-task and prioritize
Ability to balance short-term deliverables against long-term projects
Demonstrated proficiency in basic computer applications, such as Microsoft Software Products
Proven ability to work well in fast-paced, team-oriented environment and ability to adapt
Able to function effectively in role with less direction and more autonomy than Junior Leaders
Strong client-facing skills
Preferred
Seven or more years of sales experience of financial or wholesale payments services
Five or more years of management experience in sales or sales support
Certified Treasury Professional Designation
Maintains up to date knowledge of Payments Trends and Best Practices
Expected to be subject area experts in one (or more) specific skill sets, business areas or products
Up to 50% travel may be required
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
No less than 10 days of vacation
10 sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
10001+ employees
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
Recent News
2025-12-18
2025-12-16
Company data provided by crunchbase