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.
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
Skills
- 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
- 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 Overview
Clearsulting is a management consulting firm specializing in Finance Effectiveness,Risk Advisory, Automation & Analytics. It was founded in 2015, and is headquartered in Cleveland, Ohio, USA, with a workforce of 201-500 employees. Its website is https://www.clearsulting.com/.
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