Sr. Treasury Solution Consultant

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 use deep knowledge of Accounts Payable workflows, ERP integrations, and payment industry trends to improve procure-to-pay automation and working capital efficiency. The position blends technical expertise with client engagement to support payments modernization, complex opportunities, and product innovation through 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 from 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 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 processes to electronic channels
• Analyze and communicate 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 their roadmap
• Facilitate complex business and solution discussions, translating advanced processes and technologies into clear, practical concepts for 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 and confidence in 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
• Ability to work effectively with teammates, partners, and clients to deliver results
• Proven consultative selling skills, translating client workflows into actionable solution design
• Strong communication and presentation skills, including explaining complex integrations in business terms

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
• Eligible to participate in an incentive compensation plan; payment may be based on company, line of business and/or individual performance
• Comprehensive benefits programs supporting physical, financial, emotional, and social well-being

Location

• Virtual, but must be located in CA, AZ, NV, UT, OR, WA, or ID with the ability to accommodate Pacific Standard Time working hours