Overview
This role is responsible for driving Treasury Management revenue with a specialized focus on payables solutions. The position partners 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.
Serving as a consultative expert, the role requires deep knowledge of Accounts Payable workflows, ERP integrations, and payment industry trends to improve procure-to-pay automation and working capital efficiency. The role combines technical acumen with client engagement to guide organizations through payments modernization while supporting complex opportunities and influencing product innovation through market and client insights.
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 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, translating advanced processes and technologies into clear, practical concepts that support understanding and 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, file-based integrations (EDI, XML, CSV), and 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 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 well 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; any such payment is based upon company, line of business and/or individual performance
- Comprehensive benefits program covering physical, financial, emotional, and social well-being
Location
Virtual position—must be located in CA, AZ, NV, UT, OR, WA, or ID with the ability to accommodate Pacific Standard Time working hours.