AR Automation Solutions Consultant

Description

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).

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.

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.

Exempt Status

Yes

Workplace Type

Office