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Sales Analyst

Position: Sales Analyst
Reports To: VP, Sales and Business Development
Location: New York, NY or Winston-Salem, NC

Position Summary:

This position is focused on assisting sales team develop new accounts, facilitating proactive customer contacts, providing follow-up on inbound requests from industry forums and other activities, and developing relationships across TCH product lines (CHIPS, ACH, RTP® network and check image exchange). S/he is expected to support the sales team in answering customer questions, conducting presentations, and closing sales. S/he will be part of a growing team within the Customer Relationship Management and Sales organization, liaising with all products at The Clearing House.

Qualifications Required:

  • Bachelor’s degree in Business, Finance or related field
  • Highly motivated with a strong desire to learn about sales and the financial services market
  • Highly proficient with Microsoft Excel and additional suite products
  • Strong written and verbal communication skills
  • Ability to work effectively in a complex ecosystem
  • Must have strong attention to detail oriented
  • Strong analytical and problem-solving skills

Qualifications Desired:

  • 2+ years' experience in a financial or banking environment
  • Exposure to sales processes including sales tools such as Salesforce
  • Knowledge of core payment systems (ACH, check, wire, card and real-time)

Essential Functions and Responsibilities:

  • Manage leads from variety of sources including inbound request from industry forums and activities
  • Respond to customer inquiries related to becoming a TCH participant
  • Support sales pipeline process and necessary paperwork
  • Assist sales team with customer contacts
  • Work with marketing to coordinate business development industry event registrations as well as booth support
  • Collaborate with Product Management, Sales Engineering, Client Services, Client Relationship Management and Legal Services colleagues to help develop, close and onboard prospects
  • Gather and disseminate market insights and intelligence obtained through calling, industry relations and relationship management activities
  • Support prospect inquiries
  • Assure adherence to TCH internal guidelines and standards
  • Other duties as assigned

Physical Demands and Work Environment:

Work is generally sedentary in nature, but may require standing and walking. The working environment is generally favorable. Lighting and temperature are adequate, and there are no hazardous or unpleasant conditions caused by noise, dust, etc. Work is generally performed within an office environment, with standard office equipment available. Periodic remote or virtual work arrangements may be required. Position may also require ability to work extended hours on a computer and to work effectively in remote work/virtual situations. Occasional travel between TCH offices and/or external client’s sites may be required.

Apply Below*:

  • A letter of interest describing your experience and interest in the position
  • Your resume
  • Names and contact information of three references, or three letters of reference

* Please submit a single application per position.

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