Overview
This role drives Treasury Management revenue with a specialized focus on payables solutions. You will partner with Relationship Managers, Treasury Management Officers, Product teams, and external fintech partners to design and deliver strategies that optimize how clients pay out B2B and B2C funds.
As a consultative expert, you will apply deep knowledge of Accounts Payable workflows, ERP integrations, and payment industry trends to improve procure-to-pay automation and working capital efficiency. The position combines technical expertise with client engagement, supporting complex opportunities and influencing product innovation through market and client insights.
Location
Virtual position — 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 but not limited to 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 communicate impacts of solutions 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 priorities
- Facilitate complex business and solution discussions, translating advanced processes and technologies into clear, practical concepts that support informed decision-making
- Represent the employer 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 in 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 with the ability to translate client workflows into actionable solution design
- Strong communication and presentation skills, including the ability to explain complex integrations in business terms
- Ability to work effectively 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
- In addition to base salary, the role is eligible to participate in an incentive compensation plan, with payments based on company, line of business and/or individual performance
- Comprehensive benefits and differentiated compensation offerings supporting physical, financial, emotional, and social well-being
Additional Notes
- Search firms and staffing agencies: do not submit unsolicited resumes for this posting. Unsolicited resumes (regardless of submission method) may be considered the property of the employer, and the employer will not be responsible for any associated fee.
- Equal Employment Opportunity: employment decisions are made without regard to race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status, or any other legally protected status.