Overview
This role drives Treasury Management revenue with a specialized focus on payables solutions. Responsibilities center on partnering with Relationship Managers, Treasury Management Officers, Product teams, and external fintech partners to design and deliver strategies that help clients optimize how they pay B2B and B2C funds.
The position requires deep knowledge of Accounts Payable workflows, ERP integrations, and payment industry trends to improve procure-to-pay automation and working capital efficiency. Strong client engagement is essential, including guiding organizations through payments modernization and influencing product innovation using market and client insights.
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 the impact 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.
- Facilitate complex business and solution discussions by translating advanced processes and technologies into clear, practical concepts that support informed 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 teams.
- Experience working with or alongside fintech platforms (e.g., AP automation, payment aggregators, reconciliation tools) preferred.
- Proven consultative selling skills, including 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.
Compensation & Benefits
- Total Base Pay Range: 96,500.00 - 207,500.00 USD Annual
- In addition to base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
- Benefits include comprehensive programs designed to support physical, financial, emotional, and social well-being for employees and their families.
Location
Virtual; must be located in CA, AZ, NV, UT, OR, WA, or ID with the ability to accommodate Pacific Standard Time working hours.
Equal Employment Opportunity
The employer is committed to equal employment opportunity and makes employment decisions 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.
Note for Recruiting Agencies
Search firms and staffing agencies should not submit unsolicited resumes for this posting. The employer does not accept resumes from any agency that does not have an active agreement with the employer. Unsolicited resumes submitted will be considered the property of the employer and the employer will not be responsible for any associated fee.