Senior Sales Consultant

Tasks

• Active management and development of a defined corporate client portfolio in the area of card and T&E solutions
• Planning and conducting client visits, consulting sessions, and reviews (on-site, off-site, and remote)
• Consulting on customer needs, expense and travel processes, and card usage data
• Analysis of customer needs, expense and travel processes, and card usage data
• Maturity Assessment of Companies Transitioning to a Card-Based Solution (e.g., card centers, virtual cards, e-marking and receipts, T&E reporting and analytics tools, social media, etc.)
• Preparation of proposals, as well as sales and marketing activities based on UBS analysis and consulting insights
• Coordination of implementations, program setups, limit adjustments, and service case scenarios

Skills and Experience

• Passion for B2B sales, data- and customer-oriented team
• 3–5 years of relevant experience in banking, consulting, the technology and IT sectors, or at B2B service providers, with experience in sales and consulting for corporate clients
• Structured thinking and problem-solving skills; proven ability to handle pressure and a focus on performance
• Strong sales and consulting skills with a focus on building relationships and fostering customer loyalty (Discovery Selling)
• A solid understanding of financial services, particularly in the areas of corporate cards and T&E management
• Strong analytical skills and confidence in working with financial data
• A structured, independent, and resilient approach to work
• High integrity, risk awareness, and a strong commitment to compliance
• Proficiency in German (basic knowledge of English is preferred)
• Excellent communication and presentation skills
• Ability to handle high pressure and a focus on performance
• Strong proficiency with digital tools (MS Office, particularly PowerPoint and Excel; ideally CRM and analytics tools)