Customer Solutions Consultant optimizing finance workflows for strategic clients in the fintech sector. Collaborating with finance teams, leveraging technology for improved financial operations.
About the role
- Commercial Card Solutions Consultant driving revenue growth through payables mandates and client engagement in B2B payments sector. Collaborating with various teams and leading sales processes for effective client solutions.
Responsibilities
- Originate, advance, and close payables mandates across mid-market and enterprise clients through proactive prospecting, coverage coordination, and solution-led engagement.
- Lead formal sales processes including needs discovery, solution design, demos, pricing, RFP/RFI responses, and negotiations through contract execution.
- Influence senior buyers across finance, treasury, procurement, shared services, and C-suite to drive mandated outcomes and strategic adoption.
- Convert client pain points into differentiated solution strategies articulating operational, financial, and working capital benefits.
- Develop business cases, competitive positioning plans, pricing models, and commercial proposals aligned to revenue and profitability goals.
Requirements
- 5+ years of experience in commercial cards, virtual payables, treasury, AP automation, or B2B payments within a bank, financial institution, or payments provider.
- 5+ years of experience with ERP/AP workflows, supplier enablement, platform integrations (API/file), and working capital considerations.
- Bachelor’s degree in business, Finance, or related field, or equivalent experience.
Benefits
- Flexible work arrangements
- Professional development
- Tobacco-Free Hiring Practice
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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