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Payments Strategic Client Engagement Associate
mid · Sales & Business Development
Help deepen relationships with strategic clients through targeted engagement strategies and help shape programs that align to business objectives. Equip sales teams with thought leadership to further deepen opportunities and advance conversations. Partnering across a global organization, you will work across sales, product, marketing, and events to drive engagements that strengthen relationships and support growth. Join us to grow your career at the intersection of client strategy, content, and execution.
As a Payments Strategic Client Engagement Associate in Global Payments Sales, you will support the execution of client engagement strategies, executive-facing programs, and thought leadership initiatives. You will coordinate across payments teams and stakeholders to keep programs aligned, on schedule, and measurable. You will use data to help identify priority engagement audiences and evaluate program outcomes. You will help create and distribute high-impact, client-focused content that supports business priorities.
Job responsibilities
Support planning and execution of strategic client engagement initiatives across corporate and financial institution clients
Assist in building and reviewing client target lists for strategic engagement opportunities, including pre- and post-engagement target analysis
Maintain engagement calendars and tracking tools to ensure alignment across functions
Track client participation, engagement outcomes, and post-event follow-ups and actions
Support client briefing development, executive meeting preparation, and follow-up activities as needed
Coordinate and distribute payments thought leadership content
Manage content calendars and execute weekly sales meeting communications
Partner with subject matter experts to curate actionable, client-focused content aligned to business priorities
Identify trends, opportunities, and recommendations to improve engagement effectiveness
Required qualifications, capabilities, and skills
2+ years of experience in financial services, marketing, sales enablement, communications, business management, and/or client strategy
Demonstrated analytical and problem-solving skills
Proficiency in PowerPoint and Excel
Familiarity with artificial intelligence (AI) concepts
Demonstrated ability to manage multiple projects simultaneously with strong organizational skills
Demonstrated written and verbal communication skills
Ability to operate effectively in a fast-paced, evolving environment
Preferred qualifications, capabilities, and skills
Bachelor’s degree
Experience supporting sales teams
Knowledge of payments, treasury management, transaction banking, or corporate banking
Experience working in a matrixed global organization
Background in consulting, strategy, or internal transformation environments