Treasury Consultant

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

📋 Description

• Assist Deluxe's financial institution resellers in marketing Deluxe products to their end customers.

• Collaborate directly with designated treasury sales teams from financial institutions.

• Interact directly with clients and act as the subject matter expert on Deluxe solutions throughout the sales process.

• Foster successful partnerships with assigned treasury sales teams to enhance the co-selling of Deluxe solutions.

• Perform process assessments to pinpoint friction points in clients' B2B payments ecosystems and identify automation opportunities.

• Advise customers in constructing compelling business cases utilizing ROI tools.

• Mentor and guide reseller clients on potential opportunities, functioning as an integral member of the client sales team.

• Operate as a subject matter expert and technical sales resource for the designated solutions within assigned reseller partners.

• Develop and implement strategic solutions, respond to technical product inquiries, deliver product demonstrations, and provide strategic pricing recommendations.

• Maintain close relationships with the assigned treasury management organization.

• Offer ad-hoc technical product support for prospects and during RFP responses.

⛳️ Requirements

• Bachelor's degree in Business or a related field.

• Over 3 years of experience in Treasury Management / Payments.

• At least 1 year of experience working directly with ERP integrations and optimizing payment processes.

• A minimum of 1 year of experience in Sales or Sales Engineering roles.

• Alternatively, a High School diploma/GED with 7 years of experience in Treasury Management and payment process optimization.

• Must be at least 18 years of age.

• Preferred: Bachelor's degree in Finance, Business, or a related field.

• Preferred: 5 years of experience in Treasury Management or Payments Technology Consulting.

• Preferred: 3 years of experience in payments sales or a sales engineering role.

• Preferred: CTP Certification.

🏝️ Benefits

• Comprehensive benefits starting from day one.

• Healthcare options (Medical, Dental, Vision).

• Paid Time Off, Volunteer Time Off, and Holidays.

• Employer-Matched Retirement Plan.

• Employee Stock Purchase Plan.

• Short-Term and Long-Term Disability coverage.

• Support for Infertility Treatment, Adoption, and Surrogacy.

• Tuition Reimbursement.

• Commission or an annual performance incentive plan.