Treasury Solutions Architect

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🕒 Maio 11

🤠 Texas – Remoto

🤠 Texas – Remote

💵 $150.000 - $200.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

💻 Engenheiro de Soluções

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Agicap

SiteLinkedInTodas as Vagas

501 - 1000 funcionários

💸 Finanças

💳 Fintech

☁️ SaaS

Finance • Fintech • SaaS

Agicap é uma plataforma líder e completa projetada para otimizar a gestão de tesouraria para empresas. Ela se concentra em fornecer soluções para previsão de fluxo de caixa, gerenciamento de despesas corporativas, cobrança de pagamentos automatizada e gestão de liquidez. A Agicap conecta todos os seus bancos e sistemas ERP para oferecer uma visão consolidada da sua posição financeira, oferecendo conectividade de dados segura e confiável. Com sua plataforma fácil de usar e baseada em nuvem, a Agicap apoia empresas na organização e automação dos seus processos financeiros, enquanto oferece ferramentas para gestão de dívidas e relatórios. Mais de 7000 líderes empresariais confiam na Agicap por sua precisão na previsão financeira e sua capacidade de simplificar as operações financeiras, otimizando assim a posição de caixa e reduzindo riscos financeiros.

Descrição

• 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 • 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 • 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 • 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 • 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

🎯 Requisitos

• 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)

🏖️ Benefícios

• 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