Treasury Advisory Analyst

The Analyst plays a critical role in driving revenue growth by assisting the Treasury Advisory team in developing, refining and executing go-to-market solutions, including economic benefit models and sales support tools and materials. This role will also have direct influence on customer volumes and services bought. The Analyst will clearly document and maintain key assets for the team, monitoring their success and incorporating refinements over time.

• Architect and maintain quantitative models, including but not limited to: (a) economic benefit estimation for corporate end-users and banks; (b) predictive models to identify and prioritize prospects for banks to sell Deluxe solutions to corporate clients; and (c) market assessment models to define industry revenue and profit pools. Work with leadership to understand model goals and incorporate market and internal feedback to improve models. Seek methods to drive scale and acquisition of data to improve model strength, usability and capture of current market dynamics.

• Develop and execute on advisory sales to support overall Treasury Management revenue growth by designing, enhancing and maintaining qualitative artifacts. This will support go to market diagnostic sales tools for internal deployment and, externally, to banks. Organize material in a logical, componentized structure for easy deployment and collaboration. Direct influence on customer volumes and services including artifacts. Artifacts would be: (a) corporate and bank best practices, (b) solution templates, (c) value creation hypotheses; (d) needs assessment wizards. Continued refinement of artifacts over time.

• Communicate and collaborate effectively with Treasury Advisory leadership and SMEs as well as other groups (Sales, Product, BPO, Marketing) to incorporate existing work (avoiding redundant efforts), to refine models and assets, and to share and promote the solutions of the Treasury Advisory Team throughout Deluxe Treasury Management.

Basic Qualifications:

Education and Experience: Bachelors and 2 years or HS/GED and 6 years

Preferred Qualifications (PQs)

Education: Bachelors in statistics, math, economics, computer science or related quantitative field

Experience: 2 year

Critical Knowledge/Skills/Abilities

• Builds rapport with clients, team members and leadership
• Understands the clients needs and offers a solution by matching product features and benefits to their pain points.
• Takes a consultative approach and puts customers needs first
• Is able to find leads and build a strong pipeline
• Takes accountability for their actions, progress and results