Overview
This role drives Treasury Management revenue with a specialized focus on payables solutions. You will partner with Relationship Managers, Treasury Management Officers, internal product teams, and external fintech partners to design and deliver strategies that optimize how clients pay out B2B and B2C funds.
The work combines deep expertise in Accounts Payable workflows, ERP integrations, and payment industry trends with consultative client engagement. You will guide organizations through payments modernization, support complex opportunities, and influence product innovation through market and client insights.
Location
Virtual role with location constraints: must be located in CA, AZ, NV, UT, OR, WA, or ID and able to accommodate Pacific Standard Time working hours.
Responsibilities
- Demonstrate deep proficiency in Payables Automation solutions, including: Commercial Card, ACH, Wire, Real-Time Payments, Check Print, and associated bundled solutions offered by both banks and fintech partners
- Serve as a subject matter expert in Accounts Payable workflows, including Purchase Order, Invoice and Payment execution, reconciliation, API trends, working capital implications, and ERP systems
- Maintain sales pipeline visibility and drive opportunities through closure to maximize business revenue and growth
- Conduct business process reviews with clients to map end-to-end procure-to-pay operations and identify optimization opportunities
- Provide consultative guidance on payables digitization strategies, including migration from paper-based to electronic channels
- Analyze and articulate impacts on operational efficiency, working capital, liquidity, and reporting
- Identify opportunities to enhance product capabilities based on client needs, ERP trends, and fintech innovation; collaborate with product partners to inform roadmap
- Facilitate complex business and solution discussions, translating advanced processes and technologies into clear, practical concepts for decision-making
- Represent the organization in client presentations, industry forums, and strategic discussions related to payments modernization and payables transformation
- Facilitate and lead internal and external educational sessions to build knowledge, confidence, and understanding of complex payables solutions
Requirements
- Undergraduate degree or equivalent experience required
- 5+ years of Treasury Management, Payments, Fintech, or ERP-related experience
- Demonstrated expertise in Accounts Payable processes within mid-market or large corporate environments
- Strong technical knowledge integrating banking solutions with ERP systems (e.g., SAP, Oracle, NetSuite, Microsoft Dynamics)
- Familiarity with APIs, host-to-host connectivity, and file-based integrations (EDI, XML, CSV), including data transformation/mapping
- Demonstrated ability to engage in technical and operational conversations with client stakeholders (including Treasury, IT, and Finance)
- Proven consultative selling skills, translating client workflows into actionable solution design
- Strong communication and presentation skills, including explaining complex integrations in business terms
- Ability to work well with teammates, partners, and clients to deliver results
Preferred Qualifications
- Experience working with or alongside fintech platforms (e.g., AP automation, payment aggregators, reconciliation tools)
Compensation & Benefits
- Total base pay range: 96,500.00 - 207,500.00 USD Annual
- This role is eligible to participate in an incentive compensation plan; payments, if any, are based on company, line of business and/or individual performance.
- Comprehensive benefits and differentiated compensation offerings are provided as part of Total Rewards, supporting physical, financial, emotional, and social well-being.
Additional Information
Unsolicited resumes from search firms and staffing agencies will not be accepted unless there is an active agreement; unsolicited materials submitted in connection with this posting may be treated as the organization’s property and the organization will not be responsible for any associated fees.
Equal Employment Opportunity is provided in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status, or any other legally protected status.