Commercial Analyst, Treasury

Role:   

Commercial Analyst, Treasury

Location:

• Clearsulting is headquartered in Cleveland, OH, with additional offices located in Chicago, IL; Columbus, OH; and Dallas, TX. Other cities are welcome remotely.
• Office Options: Hybrid or Remote. Team members residing within a 45-minute commuting radius of a Clearsulting office, we expect 8 days of in-person work per month, allowing flexibility choosing these days to accommodate client meetings, team syncs and individual schedules.
• Travel Expectations: Up to 20%

Who We Are:

Clearsulting is a global consulting company with the motivation to deliver positive change through digital finance. Our team consists of finance specialists that bring experience and technical capabilities across the spectrum of finance, including financial close, digital reporting, risk advisory, treasury and more.

Clearsulting stands by its culture, shaped by our five Core Values: GRIT, Growth Mindset, Joy, Accountability, and Teamwork. Our unwavering dedication to these principles has garnered national recognition for our strong leadership, innovative approach, and outstanding workplace environment. Below are some of the awards and accolades that honor our commitment to excellence:

• Sunday Times Best Places to Work Award (2025)
• ‘Great Place to Work’ Certified (2022-2025)
• Fortune’s Best Workplaces in Consulting (2022-2024)
• Inc. 5000 Fastest-Growing Private Companies in America (2020-2023)

What You’ll Do:

Prospect & Client Engagement

• Attend sales calls to capture key discussion points, notes on next steps, and follow-up actions

• Manage external client communications related to current deals in cycle and coordinate timely responses to client inquiries

• Distribute meeting notes and ensure alignment across internal stakeholders

• Serve as liaison between clients and internal teams to manage follow-ups, clarify scope details and/or updates, vendor onboarding requirements, and overall contracting

Salesforce Management

• Update Salesforce with deal progression, client communications, and contract status

• Ensure data accuracy and completeness for reporting and pipeline visibility

• Provide weekly business development updates to the wider team and to-do lists for pending items needed to push the deal along

Proposal & SOW Development

• Own the creation, formatting, and delivery of client proposals and Statements of Work (SOWs)

• Partner with practice leaders and project teams to translate scope into clear, accurate deliverables and pricing

• Maintain and continuously improve proposal templates

• Integrate client feedback from calls into proposal iterations and SOW refinement

• Ensure brand alignment and quality control across all client-facing materials.

Prospect Communication

• Join sales calls with practice leaders and alliance members, support with note taking and follow up activities and sharing resources

• Act as the liaison between prospect and Clearsulting team for all sales related follow-up and contracting support.

• Act as the liaison between Clearsulting and Kyriba for sales related updates

Deal Structuring & Pricing Support

• Support the commercial team with pricing models, margin analysis, and approval workflows

• Ensure compliance with pricing, discounting, and approval policies

• Maintain standardized pricing calculators or rate cards in coordination with Finance team

• Identify process bottlenecks and recommend improvements to accelerate deal turnaround

Contracting & Compliance

• Manage the flow of client agreements (MSAs, SOWs, NDAs, amendments, etc.) through internal review and approval processes

• Coordinate with Business Enablement to ensure terms and billing structures meet company standards
• Manage all necessary vendor onboarding tasks alongside Business enablement and ensure working items are completed in a timely manner (i.e. IT questionnaires, portal registration, etc.)

• Track contract versions and signatures via Salesforce/DocuSign

• Maintain a repository of executed documents for easy reference

Process Management & Enablement

• Act as the central point of contact for deal and proposal questions from Practice and Delivery

• Develop playbooks and process documentation for proposals, pricing, and contract workflows

• Support adoption of sales tools and templates across the commercial organization

• Ensure Salesforce records and documentation are up to date to support process transparency

What You’ll Bring:

• Bachelor’s Degree in a related field
• Proven track record of timely execution and strong time management
• Previous event planning coordination experience with strong attention to detail
• Excellent written and verbal communication skills
• Organizational excellence with ability to track multiple internal and external conversations and maintain clarity and understanding
• Dependability to be the source of truth for all deals cycles and the ability to maintain an accurate record of commitments and next steps
• Strong leadership skills and executive presence
• Effective organizational skills with ability to manage multiple and competing priorities
• Commitment to maintaining and enhancing the Clearsulting culture by building meaningful relationships and demonstrating Core Values daily
• Eligibility to work in the United States
• Willingness and ability to travel as needed

Nice-to-Haves:

• Familiarity with Kyriba or similar Treasury Management Systems (TMS); Kyriba certification or implementation experience is a plus
• Familiarity with proposal development and pricing strategies
• Knowledge of marketing automation tools or CRM systems
• Prior experience creating thought leadership content or case studies
• Exposure to PMO processes and vendor onboarding workflows
• Additional certifications in Treasury Management Systems or related financial technology

Benefits that Benefit You:

We want to cultivate a thriving culture and company—and we know that your health and well-being matter. We offer a benefits package and perks for our team members that include:

• Medical, dental, and vision coverage
• Unlimited PTO
• Paid parental leave
• Retirement plans
• Flexible work environment
• Cell phone reimbursement
• Access to mental health apps
• Life insurance and disability coverage
• Opportunities for ad hoc bonuses

Excited about what we're doing but don't fit every requirement? No problem! At Clearsulting, we're forward-thinkers on a mission to redefine consulting excellence. We're all about diversity and inclusion, committed to assembling teams that mirror the world around us. So, if you're passionate about our mission, you could be the perfect fit for this role or another within our dynamic team. Don't hesitate to apply!

The compensation range for this position is $68,000 - $86,000. We are committed to ensuring our offers reflect the value each candidate brings to the role. Final salary placement will be based on upon several factors, including, level of expertise, relevant work experience, technology certifications, educational background and alignment with industry standards. This role is eligible for our performance-based bonus program and standard benefits offerings.

Learn more about Clearsulting by visiting https://www.clearsulting.com/careers/culture/ 

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