Pre-Sales & Banking Connectivity Specialist
New
Austin, TX (USA)Full-TimeMiddle
Salary150,000 - 200,000 USD per year OTE
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Job Details
- Experience
- 5+ years
- Required Skills
- Swift
Requirements
- 5+ years of experience in treasury, corporate banking, fintech pre-sales, or financial software implementation.
- Hands-on background in corporate treasury (CTP designation preferred).
- Knowledge of US banking connectivity standards: SFTP, Host-to-Host (H2H), SWIFT (MT/MX), and bank APIs.
- Experience working with a broad range of US banks.
- Strong understanding of corporate treasury workflows (cash positioning, reconciliation, forecasting, payments).
- Track record of supporting complex B2B SaaS or fintech sales cycles.
- Strong communication skills for both financial and technical audiences.
- Comfortable with ambiguity and building new processes.
- Familiarity with ERP systems such as NetSuite, Sage, QuickBooks, or SAP.
Responsibilities
- Coach and guide Account Executives on delivering treasury-focused demos.
- Train AEs and CSMs on US banking connectivity and technical objections.
- Develop enablement assets like demo scripts and integration one-pagers.
- Partner with AEs to provide treasury/technical credibility in sales cycles.
- Lead technical conversations with CFOs, Controllers, and Treasurers.
- Manage technical aspects of POCs and respond to RFPs.
- Act as expert for US banking connectivity (API, SFTP, H2H, SWIFT).
- Engage with US banks to maintain connectivity partnerships.
- Streamline banking connectivity setup for new customers.
- Liaise with bank technical teams to resolve integration challenges.
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