Pioneering Client Solutions Specialist

4 days ago

Tel AvivYafo, Israel beBeeAccountability Full time ₪90,000 - ₪120,000
Job Title:

Innovation Economy Payments Sales Analyst

Job Description:

Are you looking to make a significant impact in the innovation economy? As an Innovation Economy Payments Sales Analyst, you will play a crucial role in managing and growing client relationships across Israel. You will collaborate with bankers to deliver financial solutions, contributing to the success of our clients and their growth.

As part of this role, you will work closely with internal partners to develop comprehensive Treasury solutions and support the Payments line of business.

Key Responsibilities:
  1. Support the Payment Sales Manager with their portfolio of clients.
  2. Understand the clients' cash management structure and objectives, including their account structure, cash flow, and product usage.
  3. Develop knowledge and understanding of the payments products, pricing, and billing process/procedures.
  4. Assist with call preparation/follow-up, pre-meeting customer research & client pitch books and lead the preparation of account plans, business strategy reviews, briefing memos and relationship reviews
  5. Coordinate with product partners deliver best-in-class solutions for global clients and assist in the write-up of presentations/memos for various committee meetings/deal approval forums.
  6. Help the team grow by contributing to sales and revenue goals through identification of product extensions and growth opportunities for non-complex sales situations, as well as supporting Payments Sales Managers and Bankers on new bids.
  7. Help our clients navigate the ecosystem and be accountable as part of the client relationship team.
  8. Review and analyse data to identify key trends or risk issues and provide overall summary and actionable recommendations regarding volume fluctuations, data variances, etc.
  9. Coordinate new client onboardings, KYC and new business implementation to ensure a smooth process for the client and ongoing high level of service support.
Required Qualifications:

Excellent verbal and written communication skills both in English and in Hebrew.

High degree of diligence and personal ownership/accountability.

Winning mindset and goal-oriented, with ability to show innovation and critical thinking to solve problems.

Time management, organizational and planning skills.

Ability to build relationships with key stakeholders and mobilize internal networks/resources to deliver results effectively.

Navigate and collaborate across organization to optimize product and service delivery whilst developing, maintaining and enhancing client relationships.

Work under pressure to tight timeframes and on own initiative, prioritizing accordingly.

Proficient in Excel, Word and PowerPoint.

Preferred Qualifications:
  • Banking/Financial Institute experience.

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