Business Solutions Consultant – Virtual Account Management
Huntington National Bank · Columbus, OH · 3 wk ago
ConsultingFull-time
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.
- 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.
- Ensure:
- Clear ownership across all workstreams
- Clean, well-managed handoffs
- Alignment between sales commitments and delivery reality
- 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.
- 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.
- Bachelor’s Degree in Business, finance or related field or equivalent work experience.
- Minimum 10 years of proven success in a sales and solutioning consultant or technical sales advisor role.
- Minimum 4 years in the Merchant/AR/AP space, targeting mid-market firms.
- Master’s degree in Business, Finance, or related field.
- Experience in pre-sales or implementation of payment solutions is an advantage.
- Banking experience and project management experience are beneficial.
- Proven ability to develop and execute on go-to-market strategies focused on selling to mid-market firms.
- Proven experience in meeting six-figure sales goals in merchant/AR space.
- Ability to understand vertical needs and map solutions to fit those needs, as well as in-depth product features and specifications and communicate the value of technical solutions e.g., payment gateways and certifications.
- Skill in building relationships with decision makers in mid-market and large corporates. Well-versed with sales-cycles in mid-market and large corporate segments.
- Deep experience in payments products, especially merchant and receivables products
- Ongoing understand of different payment gateway solutions and features.
- Excellent communication, presentation, and interpersonal skills.
- Good interpersonal skills and ability to connect with internal and external stakeholders.
- Willingness to travel for client facing meetings, training, or conferences, between 20% – 30%, with remote work also being a part of the role.
- Thorough knowledge of various software programs including Salesforce, Word and Excel, and the ability to quickly learn additional systems/software.
Delivery Orchestration
Determine when and how to engage: