Payments Sales Practices Senior Associate
Key Skills for This Role
Full Job Posting
Job responsibilities
- Support Sales Practices initiatives across governance, controls, process improvement, sales enablement, and business transformation activities.
- Partner with key stakeholders to coordinate deliverables, track milestones, identify dependencies, and support implementation of business priorities.
- Assist in the evaluation and enhancement of processes, procedures, and controls to improve efficiency, consistency, and risk management.
- Maintain process documentation, operating procedures, governance materials, and related program artifacts.
- Support initiatives related to customer relationship management (CRM) enhancements, workflow tools, sales enablement technologies, and other business applications.
- Gather business requirements, coordinate user testing activities, document feedback, and support rollout activities.
- Develop and maintain communications, training materials, job aids, manager resources, presentations, and other support content.
- Translate policy, process, and program changes into clear and actionable communications tailored to different audiences.
- Produce recurring and ad hoc reporting to support oversight, governance, and management decision-making, including dashboards, metrics, and management insights.
- Analyze trends, identify opportunities and risks, and provide insights to support business objectives.
- Prepare presentations, status updates, governance materials, and briefing documents, and coordinate meetings, working sessions, action tracking, and follow-up activities across multiple initiatives, including change management and adoption activities associated with process enhancements, sales tooling, and strategic initiatives.
Required qualifications, capabilities, and skills
- Bachelor’s degree or equivalent experience.
- Strong project coordination and organizational skills, with the ability to manage multiple priorities and deadlines.
- Strong written and verbal communication skills.
- Experience developing business communications, training materials, presentations, or reporting deliverables.
- Strong analytical and problem-solving skills with attention to detail.
- Ability to synthesize information and present findings in a clear and concise manner.
- Strong stakeholder management and relationship-building skills.
- Proficiency in Microsoft Office applications, including PowerPoint and Excel.
- Proficiency in leveraging AI-enabled productivity tools to support research, content development, reporting, process documentation, data analysis, and workflow efficiency.
- Ability to work independently and collaboratively within a cross-functional environment.
Preferred qualifications, capabilities, and skills
- Experience supporting sales governance, controls, compliance, risk, conduct, or oversight-related programs.
- Experience with process improvement, operational excellence, or business transformation initiatives.
- Familiarity with CRM platforms, sales enablement tools, workflow technologies, AI-enabled business tools, or business process automation solutions.
- Experience developing reporting, dashboards, metrics, or management insights.
- Experience creating training content, communication strategies, or change management materials.
- Knowledge of financial services products, sales processes, or regulatory frameworks.
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