Hybrid Solutions Consultant

Posted 3 days ago

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About the role

  • 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

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

Benefits

  • 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

Job title

Solutions Consultant

Job type

Experience level

Mid levelSenior

Salary

$90,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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