Sales Process & Strategy Associate - Treasury Management

Discover Financial
Richmond, Virginia
Workplace: OnsiteFull timeUSD 98,900 - 112,900 annuallyFunction: Strategy & Corporate DevelopmentEducation: high_schoolSkills: ["Cross-functional collaboration","Problem-solving","Analytical thinking","Stakeholder management","Building trust"]

Own the management system and operating model that supports the Treasury Management (TM) Sales organization—from new opportunities through client management and retention. Serve as the Salesforce liaison by managing access, org changes, and assignments to ensure pipeline accuracy and revenue forecasting. Diagnose process and data issues, maintain sales reports and dashboards with integrity routines, and partner with centralized sales analytics to drive shared metrics and performance updates.

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FursaFursa
Discover Financial
Discover Financial
2 days ago

Sales Process & Strategy Associate - Treasury Management

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Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live

Job Summary

Own the management system and operating model that supports the Treasury Management (TM) Sales organization—from new opportunities through client management and retention. Serve as the Salesforce liaison by managing access, org changes, and assignments to ensure pipeline accuracy and revenue forecasting. Diagnose process and data issues, maintain sales reports and dashboards with integrity routines, and partner with centralized sales analytics to drive shared metrics and performance updates.
Location: Richmond, Virginia
Workplace: Onsite
Employment Type: Full time
Job Function: Strategy & Corporate Development
Seniority: Mid level

Key Responsibilities

  • •Diagnose, design, and implement the management system infrastructure for TM Sales.
  • •Serve as Salesforce liaison for TM Sales, managing access requests, org changes, client assignments, pipeline accuracy, and revenue forecasting.
  • •Identify system opportunities and problems to drive business outcomes and performance.
  • •Maintain sales reports and dashboards and run data integrity routines for sales and leadership.
  • •Partner with centralized sales analytics to adopt shared metrics, standards, and infrastructure while adapting execution to TM needs.

Pay and Benefits

Salary: USD 98,900 - 112,900 annually

Key Requirements

  • •High School Diploma, GED, or equivalent certification.
  • •At least 3 years of project management or process management experience.
  • •At least 1 year of process engineering experience.
  • •Experience with operational analysis, data management, reporting, and analytics (2+ years).
  • •Familiarity with Salesforce/CRM administration or Sales Force Effectiveness, plus SQL/Tableau/Snowflake/BI tools (preferred).
Education:High School
Skills:Cross-functional collaborationProblem-solvingAnalytical thinkingStakeholder managementBuilding trust
Tech Stack:SalesforceCRM administrationSales Force EffectivenessSQLSnowflakeTableauAgile

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Discover Financial
Provides consumer banking products, credit cards, personal loans, and payment services through the Discover brand. It operates a major U.S. financial network and serves individuals and merchants with lending and digital payment solutions.
Industry: Retail Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 10M to 25M
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Riverwoods, United States
Founded: 1985
WebsiteLinkedIn