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 )
• Fortune’s Best Workplaces in Consulting )
• Inc. 5000 Fastest-Growing Private Companies in America )

• 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.

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

• Ensure data accuracy and completeness for reporting and visibility.

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

• Own the creation, formatting, and delivery of client proposals 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 proposal iterations and SOW refinement.

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

• 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.

• 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.

• 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/Docu Sign.

• Maintain a repository of executed documents for easy reference.

• 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…