AR Automation Solutions Consultant

Position Summary

The Accounts Receivable Automation Solutions Consultant (AR Automation Consultant) is a senior, relationship-driven solution sales role responsible for driving adoption of bank-sponsored receivables automation solutions across middle market, large corporate, and enterprise clients (typically $50MM+ in annual revenue).

Key Responsibilities

Relationship Management & Treasury Integration

- Partner with Commercial RMs and TMAs to identify AR automation opportunities within existing credit, treasury, and payments relationships. - Support relationship teams by integrating receivables automation solutions into holistic client strategies, strengthening primary bank positioning. - Participate in joint client calls, portfolio reviews, and relationship planning sessions to deepen wallet share and client retention. - Serve as a trusted advisor to finance, treasury, and AR leadership on receivables strategy, controls, and operational efficiency.

AR Automation Solution Consulting

- Act as the bank’s subject matter expert for Accounts Receivable Automation and Order-to-Cash transformation. - Lead consultative discovery sessions to assess client receivables processes, ERP environments, payment mix, and automation maturity. - Design and position AR automation solutions leveraging bank-partner AR platforms and comparable bank-supported technologies. - Align solution design with bank risk, compliance, data security, and operational requirements. - Partner with product, implementation, and operations teams to ensure successful onboarding and ongoing client satisfaction.

Business Development & Opportunity Origination

- Proactively originate new AR automation opportunities within assigned portfolios and targeted prospect lists. - Support new-to-bank acquisition efforts by differentiating the bank through advanced receivables and working capital solutions. - Collaborate with TMAs on pipeline development, opportunity qualification, pricing strategy, and proposal development. - Utilize data, portfolio analytics, and industry insights to prioritize high-impact opportunities.

Centers of Influence & Market Presence

- Build and maintain relationships with external partners including accounting firms, advisory consultants, ERP integrators, and industry groups. - Represent the bank at industry events, client forums, and educational sessions focused on treasury, finance transformation, and working capital. - Enhance the bank’s reputation as a leader in receivables automation and digital treasury solutions.

Sales Execution & Performance Management

- Manage the end-to-end sales process in coordination with relationship teams, from opportunity identification through solution delivery. - Achieve or exceed assigned revenue, pipeline, and solution adoption goals. - Maintain accurate CRM documentation and comply with all internal sales governance, risk, and reporting requirements.

Basic Qualifications

- 8+ years experience in commercial banking, treasury management, or financial technology sales, with a focus on Accounts Receivable Automation or Order-to-Cash solutions. - 5+ Years Hands-on experience with AR automation platforms such as HighRadius, Billtrust, Versapay, Alacriti, or similar technologies.

Preferred Qualifications

- Strong understanding of commercial banking products, treasury services, and the integration of receivables into broader cash management strategies. - Ability to sell complex, consultative solutions to middle market and enterprise clients in a relationship-oriented banking environment and/or via direct prospecting efforts. - Demonstrated success meeting revenue and growth targets while supporting long-term client relationships. - Experience working alongside Commercial RMs and Treasury Management teams. - Familiarity with ERP systems (SAP, Oracle, NetSuite, Workday) and bank-hosted receivables platforms. - Expert understanding of working capital metrics such as DSO, cash forecasting, and liquidity optimization. - Knowledge of bank risk, compliance, and information security considerations related to payments and data integration.

Compensation Range

$98,000 - $189,000 Annual Salary