Strategic Solutions Consultant

This is a fully remote position, open to applicants in Georgia.

📋 Description

• Develop and implement sales strategies based on territory in collaboration with Treasury Management Sales Consultants and Relationship Managers.

• Generate new business through prospecting, client discovery, pipeline management, and consultative selling techniques.

• Meet annual sales objectives and activity metrics.

• Enhance existing client relationships by offering treasury management and payment solutions.

• Lead discussions on solutions, conduct presentations, and facilitate client meetings.

• Negotiate and influence sales opportunities while prioritizing customer satisfaction.

• Act as a subject matter authority on treasury management products, services, and new payment solutions.

• Review, inspect, and provide feedback on client or bank file formats, specifications, test files, and production files.

• Outline initial file designs and assist clients and partners in reviewing and customizing service routes.

• Provide guidance to clients, prospects, sales teams, and relationship managers regarding product functionality, positioning, pricing, and strategic application.

• Handle complex product inquiries, non-standard RFPs, and tailored solution requests.

• Design and propose solutions that enhance financial processes, operational efficiency, liquidity management, and payment workflows.

• Conduct product demonstrations and presentations for both internal and external stakeholders.

• Collaborate with stakeholders to create comprehensive treasury solutions.

• Foster relationships with clients, prospects, product partners, and sales teams.

• Engage in industry events, client seminars, and sales initiatives.

• Provide updates on sales activities, pipeline performance, and market opportunities.

• Mentor junior sales professionals and support team development.

• Work with Product Management on market requirements and product enhancements.

• Leverage client and prospect feedback to guide product development and innovation.

• Keep abreast of competitive offerings, treasury trends, payment technologies, and developments in the financial supply chain.

• Maintain expertise in ERP systems, Treasury Workstations, payment platforms, and associated technologies.

• Contribute to strategic initiatives in treasury management and business growth programs.

⛳️ Requirements

• Bachelor’s degree in Business Administration, Finance, Computer Science/Information Technology, Marketing, or a related field, or an equivalent blend of education and experience.

• Over 7 years of experience in treasury management, treasury management sales, business development, payments, or related financial services.

• Proven success in consultative sales, business development, and relationship management.

• Documented history of meeting or surpassing sales targets and revenue goals.

• Significant experience presenting treasury solutions to executive-level decision-makers.

• In-depth knowledge of treasury management products, services, and payment solutions.

• Strong understanding of business processes beyond treasury, including financial operations and working capital management.

• Familiarity with Enterprise Resource Planning (ERP) systems, Treasury Workstation (TWS) applications, payment systems, and associated financial technology platforms.

• Knowledge of file formats, API, and technical criteria necessary for product performance as applied to client configurations and requirements.

• Outstanding verbal, written, presentation, and interpersonal communication skills.

• Strong analytical, solution design, negotiation, and persuasion skills.

• Capability to translate complex technical features into business value for clients and prospects.

• Ability to manage multiple priorities and collaborate effectively within a matrixed organization.

• Problem-solving aptitude in complex environments across teams while ensuring customer and firm risk tolerances are adhered to.

• Must reside in the Eastern or Central Time Zone.

• Flexibility and willingness to travel as necessary for client meetings, sales activities, and industry events.

• Ability to sit for extended periods; communicate effectively; use hands and reach; possess visual and color-identification abilities; capable of lifting/force exertion up to 10 pounds.

• Travel required for up to 35% of the time.

• Certified Treasury Professional (CTP) designation is preferred or required.

🏝️ Benefits

• Equal Opportunity Employer committed to fostering an inclusive work environment.