Solutions Consultant (Miami based, Hybrid)

GTreasury • San Francisco, CA

41d • Hybrid

About The Position

GTreasury has a vision to create the next-generation of technology tools for the global, corporate financial office. We are an established market leader in the SaaS treasury management space, and are expanding globally through a combination of cash management, connectivity, and financial risk management. GTreasury is currently looking for a Solutions Consultant to join our growing Solutions Delivery team. As a Solutions Consultant, you will be responsible for the overall design and analysis of customer requirements for a Treasury management system, and for implementing the functionality that meets these requirements on time and on budget. The ideal candidate for the Solutions Consultant role will be able to leverage prior experience in treasury, finance, relationship banking or Fintech related roles and apply an understanding of our enterprise level customers complex financial needs to implement an appropriate solution.

Requirements

• Proven experience in a corporate Treasury and/or Treasury Management software
• Proven track record in project work including implementing treasury systems with good knowledge of project management tools
• A good team player with ability to act on own initiative
• Ability to quickly identify, analyze, and resolve problems / issues
• Strong written and verbal communication skills
• Proven organizational, leadership, and interpersonal skills and proven success working directly with clients
• Excellent verbal and written communication skills – ability to interface and influence at multiple organizational levels
• Excellent listening, presentation, and consultative skills
• Able to multi-task, re-prioritize, and adapt to rapidly changing needs and fast pace environments
• Strong interpersonal skills and comfortable dealing with senior managers in client based environments
• Thorough understanding of Treasury functions within a Corporate Treasury, Financial Institutions or related field
• Experience with Software-as-a-service technology solutions
• Bachelor’s degree in Business preferred, or equivalent experience
• Intellectual Curiosity: In this role you will always be presented with new and different ways of approaching a problem. Maintaining one’s interest in learning new things, and being excited about spreading to that knowledge, will contribute greatly to your success.
• Positivity: Meeting challenges with a positive attitude will encourage your clients to think outside of the box and to maintain their excitement about the project.
• Kind, thoughtful, and respectful with a growth mindset: It is all, always about the people and the team. We’re looking for somebody who knows that software is a team sport, who values collaboration, and who is always growing and seeking to improve their own skills.

Nice To Haves

• Enrollment in CFA, CTP or other professional program a plus

Responsibilities

• Lead discovery sessions with clients on their business/ technical requirements/ process
• Gather and intimately understand full requirements and document the scope of implementation
• Help support & troubleshoot delivered work throughout implementation
• Ensure client expectations are met / exceeded in terms of product set up and services delivered
• Provide up-selling opportunities and funnel to appropriate channels
• Tier 2 support for any escalated client issues related to financial instruments
• Ensure implementation proceeds on-specification and budget
• Participate in building and implementation of the solution
• Articulate design rationale and functional strategy as it directly relates to accomplishing goals

Benefits

• Salary: The expected annual median salary for this role is $90,000. Actual compensation for an individual may vary depending on skills, performance, qualifications, experience, and location.
• Excellent medical, dental and vision insurance options
• HSA and FSA options + company HSA contributions
• 401K matching
• 100% paid parental leave
• 15 paid holidays + competitive PTO
• Flexible work environment

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 251-500 employees