Treasury Solutions Architect

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🕒 May 11

🤠 Texas – Remote

🤠 Texas – Remote

💵 $150k - $200k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💻 Solutions Engineer

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Agicap

WebsiteLinkedInAll Job Openings

501 - 1000 employees

💸 Finance

💳 Fintech

☁️ SaaS

Finance • Fintech • SaaS

Agicap is a leading all-in-one platform designed to optimize treasury management for businesses. It focuses on providing solutions for cash flow forecasting, corporate expense management, automated payment collection, and liquidity management. Agicap connects all your banks and ERP systems to give a consolidated view of your financial position, offering secure and reliable data connectivity. With its easy-to-use, cloud-based platform, Agicap supports companies in organizing and automating their financial processes, while offering tools for debt management and reporting. Over 7000 business leaders trust Agicap for its accuracy in financial forecasting and its ability to streamline financial operations, thus optimizing the cash position and reducing financial risks.

📋 Description

• 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

🎯 Requirements

• 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)

🏖️ Benefits

• 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