Strategic Solutions Consultant

Synovus • Atlanta, GA

2d

About The Position

The Treasury Management Solutions Consultant is a senior consultative sales and product expert who helps clients and prospects achieve financial and operational objectives through treasury management solutions. The role combines product expertise, business development, solution design, sales execution, and market intelligence to grow revenue, strengthen client relationships, and support strategic treasury initiatives.

The consultant partners with Treasury Management Advisors, Financial Advisors, Product Management, Relationship Managers, and other internal and external stakeholders to create and deliver customized solutions. The position requires extensive treasury management knowledge and the ability to explain complex product capabilities to clients, prospects, and internal partners. It also involves reviewing client- or bank-provided file formats and specifications, helping scope and review preliminary file designs, and supporting custom designs within the limits of the service offering.

The role contributes to product strategy by sharing client and prospect feedback, identifying market needs, and keeping current with competitive offerings, payment technologies, treasury management trends, financial supply chain developments, ERP systems, and Treasury Workstations. Travel is required up to 35% of the time. The position may involve sitting for long periods, regular talking and hearing, reaching and using hands, visual tasks, and lifting or exerting force up to 10 pounds less than 10% of the time.

Requirements

• Bachelor's degree in Business Administration, Finance, Computer Science/Information Technology, Marketing, or a related field, or an equivalent combination of education and experience.
• At least 7 years of experience in treasury management, treasury management sales, business development, payments, or related financial services.
• Demonstrated success in consultative sales, business development, and relationship management.
• Proven record of meeting or exceeding sales goals and revenue objectives.
• Extensive experience presenting treasury solutions to executive-level decision makers.
• Deep knowledge of treasury management products, services, and payment solutions.
• Strong understanding of business processes beyond treasury, including financial operations and working capital management.
• Experience with ERP systems, Treasury Workstation applications, payment systems, and related financial technology platforms.
• Understanding of file formats and APIs, and of technical requirements for product performance in client configurations and requirements.
• Exceptional verbal, written, presentation, and interpersonal communication skills.
• Strong analytical, solution-design, negotiation, and influencing abilities.
• Ability to translate complex technical capabilities into business value for clients and prospects.
• Ability to manage multiple priorities and work effectively across a matrixed organization.
• Ability to solve complex cross-team problems, take ownership of issues, develop solutions, care for customers, and keep the firm within risk tolerances and mitigation or acceptance parameters.
• May sit for long periods of time; talk and hear regularly; use hands and reach; see objects up close and at a distance, use peripheral vision, and identify basic colors; lift or exert force up to 10 pounds, required less than 10% of the time.
• Travel required up to 35% of the time.

Responsibilities

• Develop and execute territory-based sales plans with Treasury Management Sales Consultants and Relationship Managers.
• Generate new business through prospecting, client discovery, pipeline management, and consultative sales activities.
• Achieve annual sales goals and activity targets and contribute to treasury management growth objectives.
• Identify opportunities to expand existing client relationships through treasury management and payment solutions.
• Lead solution discussions, presentations, and client meetings to demonstrate value and drive outcomes.
• Negotiate and influence sales opportunities while maintaining a focus on customer satisfaction.
• Serve as a subject matter expert on treasury management products, services, and emerging payment solutions.
• Inspect, review, and comment on client- or bank-provided file formats, specifications, test files, and production files.
• Scope preliminary file designs, assist clients and their partners with reviews, and support applicable custom-route design within the service offering.
• Advise clients, prospects, sales teams, and relationship managers on product functionality, positioning, pricing, and strategic application.
• Manage complex product inquiries, including non-standard RFPs and customized solution requests.
• Design and recommend solutions to improve financial processes, operational efficiency, liquidity management, and payment workflows.
• Deliver product demonstrations and presentations to internal and external audiences.
• Partner with internal and external stakeholders to develop treasury solutions that meet client objectives.
• Build and maintain relationships with clients, prospects, product partners, and sales teams.
• Participate in industry events, client seminars, and sales programs to promote treasury management capabilities.
• Provide timely updates on sales activities, pipeline performance, and market opportunities.
• Mentor less experienced sales professionals and contribute to team development as needed.
• Collaborate with Product Management to identify market needs and recommend product enhancements.
• Use client and prospect feedback to influence product development and innovation.
• Stay current on competitive offerings, treasury management trends, payment technologies, and financial supply chain developments.
• Maintain knowledge of ERP systems, Treasury Workstations, payment platforms, and related business process technologies.
• Contribute to treasury management strategic initiatives and business growth programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior