Professional Services Consultant
As a Professional Services Consultant, you'll be the critical link between cutting-edge treasury technology and the real-world financial goals of global clients. You won't just implement a platform; you'll act as a digital architect and trusted advisor. You'll deeply understand each client's unique business environment, prescribe industry best practices, and architect configurations that transform their treasury operations into a powerhouse of efficiency.
Responsibilities
- Lead deep-dive discovery sessions to uncover client pain points, workflows, and technical requirements
- Design and document the "To-Be" state, determining the optimal configuration of the treasury suite to meet client goals
- Act as a subject matter expert, guiding clients through treasury best practices and helping them modernize legacy processes
- Configure the platform, ensuring the technical setup aligns with the strategic vision
- Facilitate high-impact training sessions that empower users and ensure maximum ROI from the solutions
- Partner with Sales, Product, and Engineering teams to provide client feedback and influence the product roadmap
Requirements
- 3+ years experience in client-facing solution consulting and/or software implementations, specifically in ERP or SaaS
- Experience in consultative roles, asking why, challenging the status quo, and leading clients toward better outcomes
- Experience navigating complex software ecosystems and understanding how data flows between treasury systems, banks, and ERPs
- Experience translating tech-speak into CFO-speak, making complex financial concepts accessible and compelling
- Deep knowledge of cash management, payments, risk, or hedge accounting
- Previous experience working with Corporate Treasury, Accounting, and/or Finance
Benefits
- Professional development budget
- Flexible in-office collaboration schedule
- Bi-weekly all-company meetings
- Team offsites, team bonding activities, and happy hours
- Competitive bonuses and equity
- Competitive benefits covering physical and mental healthcare, retirement, family forming, and family support
- Employee giving match
- Mobile phone stipend
- R&R days
- Wellness reimbursement and weekly onsite & virtual programming
- Generous vacation policy
- Parental leave policies and family planning benefits
- Catered lunches and fully-stocked kitchens with premium snacks/beverages