Professional Services Consultant

Added
5 hours ago
Type
Full time
Salary
Salary not provided

Related skills

finance saas erp solution architecture treasury

๐Ÿ“‹ Description

  • Lead discovery sessions to uncover client pain points, workflows, and requirements
  • Design and document the To-Be state; configure the treasury suite to client goals
  • Serve as SME guiding clients on treasury best practices and modernizing processes
  • Hands-on platform configuration aligning with strategic vision
  • Deliver training to empower users and maximize ROI
  • Collaborate with Sales/Product/Engineering to influence roadmaps with client feedback

๐ŸŽฏ Requirements

  • 3+ years in client-facing solution consulting or software implementations (ERP or SaaS)
  • Consultative mindset; ask why, challenge status quo, and drive outcomes
  • Technical aptitude navigating complex software ecosystems and data flows across treasury systems
  • Strong communication translating tech-speak to CFO language
  • Treasury domain expertise: cash management, payments, risk, or hedge accounting
  • Financial fluency with corporate treasury, accounting, or finance

๐ŸŽ Benefits

  • Comprehensive benefits: health, retirement, family support
  • Employee giving match
  • Mobile phone stipend
  • R&R days to rest and recharge
  • Wellness reimbursement and weekly onsite/virtual programs
  • Generous vacation policy with flexible time off
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