About the RoleWe're looking for a Treasury Solutions Architect to sit at the intersection of sales, treasury, and technical implementation. You'll work closely with our Account Executives throughout complex mid-market sales cycles - bringing treasury credibility and technical depth to evaluations - and partner with implementation teams to ensure seamless banking connectivity for every new customer. Beyond your direct involvement in deals, you'll play a meaningful enablement role: coaching and upskilling the sales team on treasury workflows, demo delivery, and banking connectivity concepts so that Agicap's overall go-to-market capability compounds over time.
What You'll DoSales & CS Enablement- Coach and guide Account Executives on how to structure and deliver treasury-focused demos - building team-wide capability and confidence with financial buyers, not just stepping in yourself
- Train and upskill AEs and Customer Success Managers on US banking connectivity concepts, integration paths, and how to handle technical objections in the field
- Develop reusable enablement assets: demo scripts, treasury workflow guides, bank compatibility matrices, and integration one-pagers
- Establish a feedback loop between the field and Product, ensuring real prospect and customer insights shape the roadmap
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Pre-Sales & Deal Execution- Partner with Account Executives throughout complex mid-market sales cycles, bringing treasury and technical credibility to discovery calls, demos, and evaluations
- Customize product demonstrations to reflect prospects' specific cash management workflows, ERP environments, and banking setups
- Lead technical and treasury-focused conversations with CFOs, Controllers, and Treasurers to uncover pain points and map them to Agicap's value proposition
- Build and present tailored business cases and ROI analyses to accelerate deal velocity and increase average contract value
- Run proof-of-concept evaluations and sandbox environments for prospects, managing the technical track of the sales process end-to-end
- Respond to RFPs and security/technical questionnaires
- Contribute to competitive positioning by developing deep knowledge of US alternatives and articulating Agicap's differentiation
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Banking Connectivity - Pre-Sales- Serve as the primary expert on US banking connectivity during the sales process, advising prospects on integration paths (API, SFTP, H2H, SWIFT) with their existing banking relationships
- Translate complex connectivity concepts into clear, non-technical language for CFO and Controller audiences - the communication bridge that turns technical depth into deal momentum
- Proactively engage with US banks - both large national institutions and regional banks - to build and maintain connectivity partnerships and documentation
- Help prospects anticipate integration complexity early, reducing post-sale surprises and accelerating time-to-live
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Banking Connectivity - Implementation & Onboarding- Work hand-in-hand with implementation and customer success teams to streamline banking connectivity setup for new customers
- Lead or support technical configuration of SFTP, H2H, and SWIFT connections across US banks, including large nationals (JPMorgan, Bank of America, Wells Fargo, Citi) and smaller regional institutions (Note: as Agicap US scales, hands-on configuration work is expected to transition to a dedicated implementation resource - candidates will be set expectations accordingly)
- Build and maintain a living playbook of US bank integration specs, contacts, and known requirements to reduce setup time across the team
- Troubleshoot connectivity issues during onboarding and serve as an escalation point for banking integration challenges
- Liaise with bank technical teams on behalf of customers when needed
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Strategic Contributions- Feed market and prospect insights back to Product to influence the US banking connectivity roadmap
- Track and report on the impact of pre-sales involvement on win rate, deal size, and sales cycle length
What We're Looking For- 5+ years of experience in treasury, corporate banking, fintech pre-sales, or financial software implementation
- Hands-on practitioner background in corporate treasury - ideally someone who has lived cash positioning, bank reconciliation, and reporting challenges from the corporate side before moving into the vendor or consulting world; CTP designation preferred
- Hands-on knowledge of US banking connectivity standards: SFTP file transfer, Host-to-Host (H2H) connections, SWIFT (MT/MX), and ideally bank APIs
- Experience working with a broad range of US banks, including regional and community banks
- Strong understanding of corporate treasury workflows: cash positioning, bank reconciliation, payment processing, forecasting
- Track record of supporting complex B2B SaaS or fintech sales cycles, ideally with mid-market or enterprise companies
- Excellent communicator - equally comfortable in a CFO meeting and a technical integration discussion
- Comfortable with ambiguity and building structure where little exists (this is a relatively new function at Agicap US)
- Familiarity with ERP systems (NetSuite, Sage, QuickBooks, SAP)
What we offer- Attractive compensation: Annual on-target earnings (OTE) between $150k and $200k depending on seniority.
- Competitive benefits with health benefits and 401k
- Top performers get access to stock options
$150,000 - $200,000 a year
