Sales Presentations & Proposals Analyst - Commercial Job at Commerce Bank, Kansas City, MO

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  • Commerce Bank
  • Kansas City, MO

Job Description

The main purpose of this job is to support the Commercial Segment sales teams in generating new business through high-quality end-to-end Business-to-Business (B2B) presentations for large scale opportunities. Essential Functions include developing customer facing Business-to-Business proposals through Adobe Creative Suite and Microsoft Office, with particular emphasis on Microsoft PowerPoint content, for sales presentations; partnering with sales, marketing, and subject matter experts to identify relevant information and insights to create tailored and impactful materials to win and retain business; creating/editing Relationship Review, Payment Cycle Review and Business Review presentations ensuring accuracy, brand positioning, formatting and style; driving adoption of Relationship Review and Payment Cycle Review processes through market visits, internal presentations, and CRM usage; analyzing win/loss statistics to aid in determining if any changes to processes or targets should be recommended; meeting often strict and competing deadlines while collaborating with multiple stakeholders; maintaining the latest templates and content on the Relationship Review SharePoint site to ensure easily accessible self-service options for smaller scale opportunities; and performing other duties as assigned. Knowledge, Skills & Abilities required include knowledge of the proposals management, marketing, or communications field; intermediate knowledge of graphic design practices; ability to generate unique and innovative ideas, develop new concepts, designs, and visual solutions; superior attention to detail; motivated and organized self-starter; inquisitive, agile and strong team player with excellent communication skills; demonstrated ability to collaborate with cross-functional teams; working knowledge of Commerce’s Commercial products and services; ability to remain adaptable and resilient; intermediate proficiency with Microsoft PowerPoint, Word, Excel, Teams and Outlook. Education & Experience required: Bachelor’s degree in graphic design, marketing, public relations, business administration or equivalent combination of education and experience; 5+ years graphic design, marketing, or proposal creation experience; 2+ years financial services industry experience preferred; Adobe Creative Suite software, Salesforce.com, or other CRM's experience preferred. Hybrid schedule with in office 3 days per week.

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Job Tags

Full time, 3 days per week,

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