Business Solutions Consultant – Virtual Account Management

Solution Leadership & Discovery (Pre-Contract)

Lead customer discovery and solutioning conversations across complex deposit and fund flow scenarios.

• Understand:
• - Customer business model and fund flows
• - Operational complexity and process dependencies
• - Technical and integration constraints
• - Nature of funds being managed (e.g., third-party, fiduciary, client-segregated, or operational funds)
• Translate customer needs into a clear Virtual Account Management solution approach, aligned to Huntington capabilities and delivery models.
• Apply knowledge of common Virtual Account Management use case patterns (e.g., fiduciary, custodial, platform-based, and multi-entity structures) to:
• - Accelerate discovery and reduce cycle time
• - Identify fit and non-fit early
• - Surface typical control, ownership, and operational considerations
• Partner with RMs and TMAs to:
• - Validate use case alignment
• - Address client questions and solution feasibility
• - De-risk complexity early in the sales cycle
• - Serve as the Virtual Account Management subject matter expert in client discussions, helping simplify complex concepts and guide decision-making.

Delivery Orchestration

Determine when and how to engage:

• Technology teams
• Implementation and onboarding resources
• Platform and vendor partners
• Operations and servicing teams
• Coordinate execution across Product, Technology, Operations, Risk, and external partners to ensure alignment.

Onboarding & Go-Live Accountability

• Maintain accountability for client progress through:
• - Onboarding
• - Integration readiness
• - Go-live
• Validate that:
• - Technical and operational prerequisites are clearly defined and met
• - Customer expectations are aligned throughout the process
• - Internal and external resources are properly engaged
• - Ensure a smooth transition from implementation into ongoing servicing and Customer Success.

Risk & Solution Readiness Awareness

• Proactively identify risks and friction points related to:
• - Use case fit and operational control requirements
• - Customer and internal onboarding readiness
• - Data dependencies and integration complexity
• Understand how different use case structures (e.g., fiduciary responsibilities, client fund segregation, and multi-party models) influence:
• - Account structure design
• - Control expectations
• - Onboarding and servicing complexity
• Surface these considerations early to improve solution quality, reduce downstream friction, and ensure long-term scalability.