About The Position

As a Client Solutions Architect Manager in Embedded Finance Solutions, you are an integral part of a team that innovates and supports the sales process for the technical adoption of comprehensive product solutions for clients with complex challenges. You will use technical expertise in specific products and industries to develop viable solutions that add value to clients, track product usage, and ensure results are realized. The position partners with Sales, Technology, clients, and service teams to shape technical solutions, communicate product capabilities, and contribute to product development.

Requirements

  • At least 5 years of experience or equivalent expertise working across a related broad set of products.
  • Ability to apply deep technical understanding to solution configurations in a specific domain.
  • Experience supporting Sales in pricing, pipeline planning, and account planning.
  • Experience working with clients in a technology field and interfacing with engineers.
  • Strong payments industry knowledge, specifically in Payables, Receivables, Liquidity, Foreign Exchange, and Merchant Services.
  • Knowledge of digital channels, open banking, and emerging technology product sets, including API, host-host, internet, and mobile.
  • Expertise and experience in current technical standards across payments and cash management domains, such as JSON and ISO 20022.
  • Knowledge of Finance (ERP), Treasury Management Systems (TMS), and other Fintech platforms in the corporate banking space.
  • Strong business and technical background, problem-solving ability, and communication skills.
  • Strong executive management presentation skills and experience leading technology demonstrations.

Nice To Haves

  • Experience supporting a Sales team while pitching and delivering complex technical products, projects, or applications.
  • Experience structuring and handling complex business solutions or technology problems to meet client needs while advising teams on strategies and best practices.

Responsibilities

  • Lead configuration and modification of the firm’s products and solutions, often in partnership with Technology, to fit complex client use cases.
  • Support Sales with solutioning and deal-stage processes for pricing, pipeline planning, and account planning.
  • Engage with technical members of client teams to present and demonstrate product capabilities and solutions.
  • Identify and define product design enhancement requirements based on client feedback.
  • Serve as a subject matter expert across digital channels, open banking, and emerging technology integration solutions, including host-host, web, API, and mobile platforms.
  • Work with clients and Sales & Service Partners to understand business problems and requirements and recommend effective multi-channel technical integration solutions.
  • Contribute subject matter expertise and thought leadership to client roundtables, strategy whiteboarding, and workshops as required.
  • Provide market feedback to Product Managers throughout the product development lifecycle, representing the voice of the client and assisting with concept design, feature development, product launch preparation, and competitive landscape information.
  • Represent the organization at internal and external client conferences and trade shows.
  • Provide training and support on new product and channel capabilities.
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