CareerPlan

Sr. Treasury Solution Consultant

Virtual - California, USRemoteFull-time$97k–$208k2026-10-22 → 2026-11-10
Hybrid

Core

Drive Treasury Management revenue by designing and delivering payables automation strategies that optimize B2B and B2C fund payouts for clients.

Role type

Senior Solution Consultant (Treasury/Payments)

Builds

Payables automation solutions, ERP integrations, and payment modernization strategies

Domain

Banking / Treasury Management / Payments

Deliverable

product features

Required skills

Accounts Payable workflows, ERP integrations (SAP, Oracle, NetSuite, Microsoft Dynamics), API connectivity, host-to-host connectivity, file-based integrations (EDI, XML, CSV), consultative selling, business process mapping, payment industry trends

Preferred skills

Fintech platforms experience (AP automation, payment aggregators, reconciliation tools)

Technologies

SAP, Oracle, NetSuite, Microsoft Dynamics, APIs, EDI, XML, CSV

Responsibilities

Partner with Relationship Managers and Product teams to design payables strategies; Conduct Business Process Reviews to map Procure-to-Pay operations; Provide consultative guidance on payables digitization; Analyze impact on operational efficiency and working capital; Identify opportunities to enhance product capabilities; Lead educational sessions on complex Payables solutions

Seniority

Senior, hands-on IC