Treasury Solutions Architect
New
Austin, TXFull-TimeSenior
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, or fintech pre-sales.
- Hands-on practitioner background in corporate treasury.
- Deep knowledge of US banking connectivity standards: SFTP, H2H, SWIFT, and bank APIs.
- Experience working with a range of US regional and national banks.
- Strong understanding of treasury workflows: cash positioning, bank reconciliation, and forecasting.
- Track record of supporting complex B2B SaaS or fintech sales cycles.
- Experience with ERP systems such as NetSuite, Sage, QuickBooks, or SAP.
- Excellent communication skills for both executive and technical audiences.
- Ability to build structure and operate with ambiguity.
- CTP (Certified Treasury Professional) designation preferred.
Responsibilities
- Coach and guide Account Executives on delivering treasury-focused demos.
- Train teams on US banking connectivity concepts and integration paths.
- Develop sales enablement assets including scripts, guides, and matrices.
- Partner with Account Executives on complex sales cycles and technical discovery.
- Customize demonstrations for specific prospect cash management and ERP environments.
- Lead technical and treasury-focused discussions with CFOs and Treasurers.
- Manage proof-of-concept evaluations and technical sales tracks.
- Respond to RFPs and security questionnaires.
- Support banking connectivity configuration and troubleshooting during onboarding.
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