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Citizens · 1 day ago

TS Sales Associate

Atlanta, GA

Full-time

Onsite

Entry Level

1+ years exp

Citizens is a company that values customer-centric culture and community involvement. As a TS Sales Associate, you will provide sales support for new and existing clients, preparing sales presentations, RFPs, and managing pricing while working closely with sales representatives to enhance client relationships and minimize attrition.

BankingCredit CardsFinancial ServicesFinTechRetail

Responsibilities

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

Qualification

Treasury products knowledgeSales presentations preparationRFP responses preparationMicrosoft Office proficiencyCRM systems familiarityAnalytical abilitiesOrganizational abilitiesCommunication skillsInterpersonal skillsProblem-solvingCustomer focus

Required

Bachelor's degree in Business, Finance, Marketing, or related field preferred

1–3 years of experience in sales support, treasury services, or financial services environment

Knowledge of Treasury products and services, including pricing structures and implementation processes

Proficiency in preparing sales presentations, RFP responses, and pricing models

Strong Microsoft Office skills (Excel, PowerPoint, Word); familiarity with CRM systems and sales tools

Ability to manage multiple priorities and meet tight deadlines in a fast-paced environment

Strong attention to detail for pricing accuracy, portfolio maintenance, and compliance with policy

Excellent written and verbal communication skills for client-facing materials and internal coordination

Ability to build relationships and collaborate effectively with sales reps, implementation managers, and clients

Self-starter with a proactive approach to problem-solving and process improvement

Demonstrated ability to learn quickly and progress toward a full sales role

Strong customer focus and commitment to minimizing client attrition

Company

Citizens

Glassdoor3.6

At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do.

Founded in 1828

Providence, Rhode Island, USA

10001+ employees