Hybrid Solutions Consultant

at GTreasury

• Job title: Solutions Consultant
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $90,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, San Francisco, United States

About the role

• Solutions Consultant designing and implementing Treasury management systems for corporate clients at GTreasury. Leading projects to fulfill complex financial requirements and ensuring client satisfaction.

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

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