Treasury Advisory Analyst
The Analyst plays a critical role in driving revenue growth by assisting the Treasury Advisory team in developing, refining and executing go-to-market solutions, including economic benefit models and sales support tools and materials. This role will also have direct influence on customer volumes and services bought. The Analyst will clearly document and maintain key assets for the team, monitoring their success and incorporating refinements over time.
Architect and maintain quantitative models, including but not limited to: (a) economic benefit estimation for corporate end-users and banks; (b) predictive models to identify and prioritize prospects for banks to sell Deluxe solutions to corporate clients; and (c) market assessment models to define industry revenue and profit pools. Work with leadership to understand model goals and incorporate market and internal feedback to improve models. Seek methods to drive scale and acquisition of data to improve model strength, usability and capture of current market dynamics.
Develop and execute on advisory sales to support overall Treasury Management revenue growth by designing, enhancing and maintaining qualitative artifacts. This will support go to market diagnostic sales tools for internal deployment and, externally, to banks. Organize material in a logical, componentized structure for easy deployment and collaboration. Direct influence on customer volumes and services including artifacts. Artifacts would be: (a) corporate and bank best practices, (b) solution templates, (c) value creation hypotheses; (d) needs assessment wizards. Continued refinement of artifacts over time.
Communicate and collaborate effectively with Treasury Advisory leadership and SMEs as well as other groups (Sales, Product, BPO, Marketing) to incorporate existing work (avoiding redundant efforts), to refine models and assets, and to share and promote the solutions of the Treasury Advisory Team throughout Deluxe Treasury Management.
Education and Experience: Bachelors and 2 years or HS/GED and 6 years
Preferred Qualifications (PQs)
Education: Bachelorsin statistics, math, economics, computer science or related quantitative field
Experience: 2 year
Python and Microsoft Suite
Builds rapport with clients, team members and leadership
Understands the client’s needs and offers a solution by matching product features and benefits to their pain points.
Takes a consultative approach and puts customer’s needs first
Is able to find leads and build a strong pipeline
Takes accountability for their actions, progress and results
Deluxe Corporation is an Equal Opportunity / Affirmative Action employer:
All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, disability, sex, age, ethnic or national origin, marital status, sexual orientation, gender identity or presentation, pregnancy, genetics, veteran status or any other status protected by state or federal law.
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Time Type: Full time
Work Status: Permanent
Company NameWausau Financial Systems Inc
Deluxe is a trusted, technology-enabled solutions provider for enterprises, small businesses and financial institutions offering a range of solutions to help customers manage and grow their businesses. Approximately 4.8 million small business customers access Deluxe's wide range of products and services, including incorporation services, logo design, website development and hosting, email marketing, social media, search engine optimization, and payroll services along with customized checks and forms. For our approximately 4,600 financial institution customers, Deluxe offers industry-leading programs in data analytics, customer acquisition and treasury management solutions, fraud prevention and profitability solutions, as well as checks. Deluxe is also a leading provider of checks and accessories sold directly to consumers.