Treasury Consultant
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Job Description
Treasury Consultant enabling Deluxe’s B2B payments solutions through financial institution reseller sales. Advising customers on automation, ROI, integrations, demos, and strategic solutioning.
Responsibilities:
- Support Deluxe’s financial institution resellers in selling Deluxe products to their end clients
- Partner directly with assigned financial institution treasury sales teams
- Engage directly with customers and serve as the subject matter expert on Deluxe solutions during sales cycles
- Maintain successful partnerships with assigned treasury sales teams to drive co-selling of Deluxe solutions
- Conduct process assessments to identify friction points in clients’ B2B payments ecosystems and areas for automation
- Consult with customers to build compelling business cases using ROI tools
- Coach and advise reseller clients on opportunities as an integral part of the client sales team
- Serve as a subject matter expert and technical sales resource for covered solutions within assigned reseller partners
- Create and drive strategic solutioning, answer technical product questions, conduct product demos, and provide strategic pricing recommendations
- Maintain close partnerships with the assigned treasury management organization
- Provide ad-hoc technical product support for prospects and RFP responses
Requirements:
- Bachelor’s degree in Business or related field
- 3+ years experience Treasury Management / Payments
- 1+ year(s) experience in working directly with ERP integrations and payments process optimization
- 1+ years experience in Sales or Sales Engineering roles
- OR HS/GED and 7 years’ experience in Treasury Management and payments process optimization
- Must be 18 years of age or older
- Preferred: Bachelor’s degree in Finance or Business or related field
- Preferred: 5 years’ experience in Treasury Management or Payments Technology Consulting
- Preferred: 3 years’ experience in payments sales or sales engineering role
- Preferred: CTP Certification
Benefits:
- Competitive benefits starting on day one
- Healthcare (Medical, Dental, Vision)
- Paid Time Off, Volunteer Time Off, and Holidays
- Employer-Matched Retirement Plan
- Employee Stock Purchase Plan
- Short-Term and Long-Term Disability
- Infertility Treatment, Adoption and Surrogacy Assistance
- Tuition Reimbursement
- Commission or an annual performance incentive plan
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