Job responsibilities
- Leads solutioning and the adoption of existing and upcoming client-facing products and capabilities while defining and configuring optimal solutions that address clients’ needs and objectives
- Serves as a subject matter expert on a defined set of products and capabilities with a deep understanding of our clients’ needs and current industry trends
- Supports Sales in pricing, pipeline planning, account planning, and upskilling the team on product knowledge by collaborating on training and collateral materials
- Engages with client teams to better understand pain points and refine solutions while regularly communicating critical client feedback to Product teams to inform the strategic product roadmap
- Functions as subject matter expert across digital channels, open banking, and emerging technologies integration solutions; including API, host-host, web, SWIFT and mobile platforms.
- Work directly with Treasury Sales and clients to understand holistic business problems and requirements and deliver efficient and effective multi-channel technical integration recommendations and solutions.
- Attend and contribute subject matter expertise and thought leadership to client roundtables and strategy white-boarding and workshops as required.
- Support Sales in responding to complex RFPs and non-standard information requests.
- Support Sales in delivering product demos and best and final solution presentations (over web, phone, or in-person)
- Provide training and support to Sales and business partners on new product/channel capabilities.
- Provide market feedback to Product Managers including new functionality needs and competitive landscape information.
Required qualifications, capabilities, and skills
- 5+ years of experience or equivalent expertise in problem-solving across multiple teams and a cluster of products
- Extensive experience working in a sales cycle and engaging with clients on a regular basis
- Experience modifying preconfigured solutions to meet complex problems
- Demonstrated prior experience working in a highly matrixed and complex organization
- Strong payments industry knowledge, specifically of wholesale payments products (Payments, Receivables, Liquidity, Foreign Exchange, Merchant Services) and solid experience of related digital channels, open banking, and emerging technologies product sets, including API, host-host, SWIFT, internet and mobile.
- Expertise and experience in latest technical standards across payments and cash management domains (e.g., JSON, ISO 20022, SWIFT, etc.)
- Knowledge of Finance (ERP), Treasury Management Systems (TMS) and other Fintech platforms in the corporate banking space
- Strong executive management presentation skills and experience leading technology demonstrations, including ability to pitch at the CFO level.
- Ability to understand, evaluate and articulate customer needs and turn requirements into actionable solutions.
- Driver of strong working relationships with clients, colleagues, and cross-functional partners
- Excellent organizational, time management and planning skills.
Preferred qualifications, capabilities, and skills
- Highly motivated individual with strong business & technical background and excellent problem solving & communication skills.
- Minimum 5 years of experience of Treasury, Cash Management, or technical Product management-oriented roles with specific emphasis on Treasury and Finance related landscapes
- Working knowledge of legacy, on-premises and latest cloud variants of SAP and Oracle ERP platforms (finance and treasury applications context) preferred