The Treasury Product Analyst will support customer success by assisting with onboarding, addressing inquiries, troubleshooting issues, and educating clients on treasury products.

You will engage with potential clients through various communication methods, set up meetings for Account Executives, and meet performance targets.

Lead and develop a Sales Development team, refine prospecting strategies, analyze metrics, and collaborate with marketing and sales to optimize growth.

Manage mid-market governmental customer portfolios, ensuring seamless implementation and guiding accounting teams through financial data transfers and customer engagement throughout the lifecycle.