Treasury Sales Development Manager

The Sales Development Manager (SDM) plays a critical role in elevating the performance, consistency, and scalability of our Treasury Sales organization. Reporting directly to the Market Managers, the SDM is responsible for structured onboarding, ongoing training, 1:1 coaching, and performance evaluation. This role is designed to drive alignment across teams, enhance customer engagement, and support the professional growth of our salesforce.

Key Responsibilities

• New Hire Onboarding: Design and lead a structured onboarding program to accelerate time-to-productivity and improve early-stage performance.
• Sales Training: Deliver ongoing training on product knowledge, consultative selling, competitive positioning, and scenario-based learning.
• Organizational Skills Development: Coach team members on prioritization, CRM usage, and disciplined follow-up to improve productivity and forecasting.
• Customer Communication & Proposal Writing: Guide reps on professional, persuasive communication including proposals, emails, and messaging consistency.
• Discovery & Needs Assessment Coaching: Provide individualized coaching to improve discovery calls, strategic questioning, and solution alignment.
• Performance Assessment & Coaching: Evaluate sales skills and behaviors to identify development needs and tailor coaching accordingly.
• Pre-Call Planning & Post-Call Review: Support reps in preparing for client meetings and conduct post-call reviews to reinforce learning.
• Strategic Thinking & Consultation: Help reps shift from transactional to strategic engagement, broaden product knowledge, and build confidence in complex client scenarios.
• Sales Process Consistency: Establish and reinforce standardized sales processes, messaging, and performance benchmarks across teams.
• Scalability & Growth Support: Develop repeatable frameworks for onboarding and development to support team expansion and reduce strain on frontline managers.

Expected Outcomes

• Upskill the Treasury Sales team to confidently engage with clients at all levels
• Improve professionalism and consistency in customer interactions
• Provide a scalable framework for continuous learning and performance improvement
• Enhance alignment across teams and markets
• Support strategic growth through structured development and coaching

Qualifications

• 3+ years of experience in sales enablement, coaching, or a related leadership role
• Strong understanding of Treasury Services and financial products
• Excellent communication and interpersonal skills
• Proven ability to design and deliver training programs
• Experience with CRM systems and sales enablement tools
• Ability to coach and influence across various levels of the organization
• Strong organizational and time management skills
• Bachelor’s degree in Business, Finance, or related field (preferred)

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: M-F

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

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Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.