Treasury Consultant

🕒 September 10

🇺🇸 United States – Remote

💵 $90k - $110k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💼 Consultant

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Logo of Deluxe

Deluxe

5001 - 10000 employees

Founded 1915

💼 Consulting

📣 Marketing

📦 Logistics

Consulting • Marketing • Logistics

Deluxe is a leading financial services technology company that specializes in payment processing and data solutions. With over 100 years of experience, it connects small businesses, financial institutions, and major brands through a comprehensive suite of payment methods and financial services. Deluxe processes over $3 trillion in payment volume annually, offering tools for receivables, payables, and marketing, aimed at helping businesses grow and manage their finances efficiently.

📋 Description

• 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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