Director, Treasury Management Sales Enablement
Company: Webster Bank
Location: New York
Posted on: March 4, 2025
Job Description:
If you're looking for a meaningful career, you'll find it here
at Webster. Founded in 1935, our focus has always been to put
people first--doing whatever we can to help individuals, families,
businesses and our colleagues achieve their financial goals. As a
leading commercial bank, we remain passionate about serving our
clients and supporting our communities. Integrity, Collaboration,
Accountability, Agility, Respect, Excellence are Webster's values,
these set us apart as a bank and as an employer.Come join our team
where you can expand your career potential, benefit from our robust
development opportunities, and enjoy meaningful work!Treasury
Management Sales Enablement professionals play a critical role in
equipping the Treasury Management Consultant team with the tools,
content, training, and resources necessary to drive revenue growth
and enhance client engagement. This individual collaborates across
sales, product, and marketing teams to streamline sales processes,
develop effective sales strategies, and ensure treasury management
solutions are effectively communicated to clients. In addition to
these responsibilities, the Sales Enablement Director will assist
the sales team with cross sale opportunities and price optimization
exercises. This is a hands-on role which requires in-depth
knowledge of the financial services sector, treasury management
industry, Salesforce and experience collaborating with agile
teams.Responsibilities:
- Sales Process Optimization & Technology Utilization:
- Collaborate with internal teams to improve the sales process
and shorten the sales cycle.
- Leverage Salesforce, sales automation tools, and analytics to
optimize sales workflows and track performance metrics.
- Collaborate with implementations, operations, IT, and other
stakeholders to develop and maintain an end-to-end digital account
opening and TM onboarding platform.
- Drive adoption of sales enablement tools and platforms to
improve efficiency.
- Gather feedback from sales teams to refine enablement programs
and tools.
- Training & Development:
- Identify and address gaps in sales knowledge and effectiveness
through training programs and content creation.
- Design and implement training programs for new and existing
sales team members on treasury management products, industry
trends, and best practices.
- Conduct workshops, webinars, and coaching sessions to enhance
sales proficiency.
- Assist in creating training materials and maintain training
repository. Involvement in the training of new employees.
- Sales and Marketing:
- Work with product and marketing teams to ensure messaging
alignment and clarity.
- Collaborate with Marketing to update and improve marketing
collateral. Work with business verticals and marketing to develop
industry specific marketing materials, targeting specialty business
segments.
- Develop and deliver sales enablement materials, including
playbooks, presentations, product sheets, and competitive
intelligence reports.
- Support the development of go-to-market strategies for new
treasury management products and services.
- Support cross sell efforts and analysis campaigns. Provide
suggestions and reporting on ways to further penetrate the existing
book of business generating additional revenue.
- Assist treasury sales teams with deal strategy, pricing models,
and proposal development.
- Act as a bridge between sales, product, and marketing teams to
align messaging and sales strategies.
- Market & Competitive Analysis:
- Leverage market intel to conduct ongoing pricing analysis and
optimization efforts.
- Stay informed on treasury management trends, competitor
offerings, and regulatory changes to provide insights to the sales
team.
- Develop reports and dashboards to track market dynamics and
customer needs.Education, Skills & Experience:
- Experience: 7-10 years of experience in commercial banking,
treasury management, or fintech, with a strong understanding of
treasury products and services.
- Skills: Proven ability to consult on and implement complex
financial solutions, strong technical and analytical skills, and
exceptional communication and presentation abilities. Strong office
automation skills, particularly Excel and PowerPoint.
- Knowledge: Deep understanding of Salesforce and other CRM
tools, treasury management systems, payment technologies, and cash
management practices.
- Education: Bachelor's degree in Finance, Business
Administration, or a related field; professional certifications in
treasury or cash management are a plus. Certified Treasury
Professional (CTP) or equivalent desired.The estimated salary range
for this position is $130,000 USD to $150,000 USD. Actual salary
may vary up or down depending on job-related factors which may
include knowledge, skills, experience, and location. In addition,
this position is eligible for incentive
compensation.#LI-EM1#LI-HYBRIDAll qualified applicants will receive
consideration for employment without regard to race, color,
religion, sex, sexual orientation, gender identity, national
origin, disability or protected veteran status.
#J-18808-Ljbffr
Keywords: Webster Bank, New York , Director, Treasury Management Sales Enablement, Sales , New York, New York
Didn't find what you're looking for? Search again!
Loading more jobs...