Solution Sales Executive – Treasury & Banking Automation
New
T
TruvioTreasury software
North America, remote; Source API remote eligibility restrictions: Canada, United StatesFull-TimeJunior
Salary not disclosed
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Job Details
- Experience
- 1–4 years of experience in sales, business development or other customer-facing roles, preferably within technology or SaaS.
- Required Skills
- Microsoft DynamicsHubSpot
Requirements
- Have 1–4 years of experience in sales, business development or another customer-facing role.
- Bring technology or SaaS experience if possible; this is preferred.
- Build trusted relationships and work effectively with partners in a channel-led sales model.
- Communicate, present and listen effectively.
- Understand customer challenges and connect them to clear business outcomes.
- Take a structured approach to pipeline management, follow-up and CRM.
- Use LinkedIn as part of a sales approach.
- Show interest in technology and how AI is changing finance and treasury.
- Microsoft Dynamics 365, ERP or financial software exposure is an advantage.
- Experience with Microsoft partners, ISVs or channel sales is an advantage.
- Understanding of treasury, cash management or banking operations is an advantage.
- A Bachelor’s degree in Business, Finance, Information Technology or a related field is an advantage.
Responsibilities
- Build relationships with Dynamics 365 implementation partners, system integrators and Microsoft sellers to develop customer opportunities.
- Engage Controllers, Treasurers and CFOs, often alongside partners, to understand bank connectivity and cash management challenges.
- Generate and develop pipeline through partner relationships, LinkedIn social selling, events, joint webinars and other targeted activities.
- Support the sales process from first conversation through close, working with prospects, partners and senior colleagues.
- Build business cases around risk and control, efficiency and time savings, and security.
- Position solutions and support tailored demonstrations and proposals with the pre-sales team, including embedded AI capabilities.
- Maintain an accurate pipeline and forecast in HubSpot and provide clear insights into opportunities and progress.
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