Jobs · Consulting · North Carolina

Business Solutions Consultant – Virtual Account Management

Huntington National Bank · Charlotte, NC · 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.

    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.

    Basic Qualifications

    • 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.

    Preferred Qualifications

    • 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.

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