Found Description
Lead treasury operations and client onboarding at Central 1 in a hybrid work environment. This role focuses on CRM excellence, reporting, and ensuring seamless client experiences.
As the Senior Manager, Treasury Sales Operations & Reporting, you will drive client onboarding and operational execution for Treasury Client Sales. Your expertise in Salesforce, reporting, and process improvement will be crucial in supporting business growth. This role offers a unique opportunity to enhance processes and collaborate within a high-performing team.
Key Responsibilities:
• Lead client onboarding activities for Treasury Client Sales
• Develop and maintain insightful reports and dashboards
• Manage CRM activity and Salesforce data accuracy
• Draft professional client communications and manage distribution
• Coordinate operational tasks to support onboarding and reporting
Requirements:
• Minimum 10 years in client onboarding and operations
• Strong experience with Sale...
As the Senior Manager, Treasury Sales Operations & Reporting, you will drive client onboarding and operational execution for Treasury Client Sales. Your expertise in Salesforce, reporting, and process improvement will be crucial in supporting business growth. This role offers a unique opportunity to enhance processes and collaborate within a high-performing team.
Key Responsibilities:
• Lead client onboarding activities for Treasury Client Sales
• Develop and maintain insightful reports and dashboards
• Manage CRM activity and Salesforce data accuracy
• Draft professional client communications and manage distribution
• Coordinate operational tasks to support onboarding and reporting
Requirements:
• Minimum 10 years in client onboarding and operations
• Strong experience with Sale...
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