Pre-Sales & Banking Connectivity Specialist

Added
13 days ago
Type
Full time
Salary
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Related skills

swift apis erp sftp h2h

πŸ“‹ Description

  • Coach AEs on treasury-focused demos for financial buyers.
  • Train AEs/CSMs on US banking connectivity concepts and integration paths.
  • Create reusable enablement assets: scripts, guides, and matrices.
  • Lead complex mid-market deals with treasury and technical credibility.
  • Run POCs and sandbox tests to accelerate evaluations.
  • Collaborate with Product to incorporate prospect insights into roadmaps.

🎯 Requirements

  • 5+ years in treasury, corporate banking, fintech pre-sales, or fintech implementation.
  • Hands-on treasury experience; CTP preferred.
  • US banking connectivity standards: SFTP, H2H, SWIFT, APIs.
  • Treasury workflows: cash positioning, reconciliation, payments, forecasting.
  • ERP familiarity: NetSuite, SAP, QuickBooks, Sage.
  • Excellent communicator; comfortable in CFO and technical discussions.

🎁 Benefits

  • Competitive health benefits and 401k.
  • Stock options for top performers.
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