Pre-Sales Solutions Consultant, Integrity TMS

For our client, a leader in the Finance & Insurance space, we are seeking a Pre-Sales Solutions Consultant to support revenue growth through customer focus, relationship development, and disciplined commercial execution. This role offers the opportunity to strengthen market execution, customer relationships, and measurable business results within a regulated financial services environment.

Location: Remote - US based candidates only, no visa sponsorship available

Responsibilities

• Lead customer discovery sessions to identify current operations and transformation goals
• Configure and present tailored product demonstrations and workshops
• Design innovative Treasury solutions aligning with client objectives
• Act as a trusted advisor to executive stakeholders throughout the sales cycle
• Develop responses to RFPs and create executive presentations
• Collaborate with Product Management and Engineering to drive enhancements based on market trends
• Support strategic client engagements and thought leadership initiatives

Qualifications

• 5+ years of experience in Treasury Management or a related field
• Experience with Treasury Management Systems (TMS) solutions
• Strong understanding of treasury operating models and banking connectivity
• Familiarity with ERP solutions such as SAP, Oracle, and Microsoft Dynamics is a plus
• Experience with the company Treasury solutions is a bonus

Pay

$116,730 – $198,430 annually

Benefits

• Flexible and creative work environment
• Diverse and collaborative atmosphere
• Professional and personal development resources
• Opportunities to volunteer and support charities