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Commercial Analyst, Treasury

Role overview

Summary

This role focuses on managing the sales pipeline and enhancing proposal development at Clearsulting. You will coordinate client onboarding and improve sales processes, ensuring efficiency and clarity in deal management.

Qualifications

  • Bachelor’s Degree in a related field.
  • Proven track record of timely execution and strong time management.
  • Excellent written and verbal communication skills.
  • Organizational excellence with ability to track multiple conversations.
  • Strong leadership skills and executive presence.

Responsibilities

  • Maintain accurate Salesforce records and track deal progression.
  • Own the preparation and delivery of proposals and Statements of Work (SOWs).
  • Participate in sales calls and coordinate client communications.
  • Develop and maintain standardized templates and workflows for sales process improvement.

Key facts

Hard skills

Other skills

  • Time Management
  • Communication
  • Reliability
  • Leadership
  • Relationship Building

About the company

Clearsulting logo

Clearsulting

  • Management Consulting
  • Scaleup
  • 201–500
Clearsulting’s innovative problem solving and proven technology workflows help finance leaders embrace digital to become better business partners. Acting as a link across your business, we connect your vision with the processes, technology, and systems that yield success. We offer enterprise performance management, digital reporting, finance effectiveness, financial close, risk advisory, and treasury services that take a digital-minded approach to push your business further. Marketplace awards and recognition: • Certified - Great Places to Work (2023, 2022) • Inc. 5000 "Fastest-Growing Companies" - Inc. (2022, 2021, 2020) • #1 "Best Small Firms to Work For" - Consulting Magazine (2019) • "Seven Small Jewels" - Consulting Magazine (2019, 2018) • Top 25 "Best Consulting Firms" - Vault (2019)

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Job description

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 (2025-2026)
  • ‘Great Place to Work’ Certified (2022-2026)
  • Fortune’s Best Workplaces in Consulting (2022-2024)
  • Inc. 5000 Fastest-Growing Private Companies in America (2020-2026)

Role:

Commercial Analyst, Treasury

Location:

  • Location: India – 100% remote
  • Work Schedule: Monday-Friday, 9 hour shift, 1:00pm – 9:00pm IST

What you'll do

  • Pipeline & Salesforce Management: Maintain accurate Salesforce records, track deal progression and outstanding actions, and provide weekly pipeline updates to ensure visibility and accountability across a high volume of deals.
  • Pricing, Proposal, and SOW Development: Own the preparation, formatting, refinement, and delivery of proposals and Statements of Work (SOWs) using established pricing models and proposal templates, partnering with practice leaders to ensure accurate scope, pricing, and deliverables.
  • Sales & Prospect Engagement: Participate in sales calls, coordinate prospect and client communications, document key discussions, and coordinate timely follow-ups across internal teams, clients, and Kyriba.
  • Contracting & Client Onboarding: Coordinate MSAs, SOWs, NDAs, amendments, and vendor onboarding requirements with Business Enablement, including internal approvals, signature tracking, and document management.
  • Sales Process Improvement: Develop and maintain standardized templates, playbooks, and workflows; support adoption of sales tools; and identify opportunities to improve efficiency, quality, and deal turnaround times.

What You'll Bring:

  • Bachelor’s Degree in a related field
  • Proven track record of timely execution and strong time management
  • 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

Nice-to-Haves:

  • Familiarity with proposal development and pricing strategies
  • Knowledge of marketing automation tools or CRM systems (Salesforce)
  • Exposure to PMO processes and vendor onboarding workflows
  • Familiarity with Kyriba or similar Treasury Management Systems (TMS)

Benefits that Benefit You:

  • Competitive benefits are offered through our Employer or Record (EOR), DEEL.  

Additional Information:

  • This role is full-time and will be employed through an Employer of Record (EOR). The name of the EOR is DEEL. Clearsulting will direct day‑to‑day responsibilities, while DEEL will serve as the legal employer and handle all administrative employment responsibilities, including: payroll, statutory benefits, and compliance.

The compensation range for this position is $7 - $14 LPA. We are committed to ensuring our offers reflect the value each candidate brings to the role. Final salary placement will be based 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 bonus program.

Equal Opportunity Statement

Clearsulting is committed to creating an inclusive workplace where everyone has an equal opportunity to succeed. We make employment decisions based on qualifications, merit, and business needs, without discrimination on any basis protected by applicable local and statutory law.

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