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.

Ensure:

• Clear ownership across all workstreams
• Clean, well-managed handoffs
• Alignment between sales commitments and delivery reality

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.