Director, Treasury Management Sales Enablement
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Locations: NY 360 Lexington Ave NY WP Hamilton
Time Type: Full time
Posted on: Posted 25 Days Ago
Job Requisition ID: R25_0000000334
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 be responsible for assisting 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.
All 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.
About Us
Being passionate about making a difference in people's lives is what working at Webster is all about. Since our founding in 1935, we've maintained a values-guided culture. Whether it’s helping someone buy their first home or build a business, you’ll be part of a caring team that goes above and beyond for our customers, communities, and each other.
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