Solution Sales Executive – Treasury & Banking Automation

🔥 18 minutes ago

🏈 North America – Remote

⏰ Full Time

🟢 Junior

🤑 Sales

🚫👨‍🎓 No degree required

👻 Ghost score 10%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.Why this score:

• Just posted.
• Jobs at this company usually fill in 21 days.
• No salary listed.

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Truvio

WebsiteLinkedInAll Job Openings

201 - 500 employees

☁️ SaaS

🏢 Enterprise

🤝 B2B

SaaS • Enterprise • B2B

Truvio is a Microsoft Dynamics 365-native software portfolio that unifies finance, operations, and commerce capabilities into a single, integrated suite. It embeds domain-focused automation and AI (TruvioSense) directly inside Dynamics 365 to help organizations automate accounts payable, banking and treasury, e‑invoicing, product information management, eCommerce, production and project management, reconciliation, payment portals and other ERP processes. Truvio positions itself as a Microsoft-aligned ISV that closes the “ERP value gap” by delivering faster implementations, guided workflows, stronger controls, and evergreen compatibility with Dynamics 365 updates. The company serves Microsoft Dynamics customers and partners globally with solutions for Finance, Operations, Business Central and Commerce and emphasizes reducing integrations, improving compliance, and accelerating time-to-value.

📋 Description

• Build strong partner relationships with Dynamics 365 implementation partners, system integrators and Microsoft sellers • Work with partners to bring opportunities to their customers • Engage with customers alongside partners, speaking with Controllers, Treasurers and CFOs about D365 bank connectivity and cash management challenges • Generate and develop pipeline through partner relationships, LinkedIn social selling, events, joint webinars and other targeted activities • Support the sales process from first conversation to close • Work with prospects, partners and senior colleagues to progress opportunities • Build clear business cases around risk and control, efficiency and time savings, and security • Position solutions and support demonstrations • Collaborate with the pre-sales team to tailor demos and proposals to customer needs, including embedded AI capabilities • Maintain an accurate pipeline and forecast in HubSpot • Provide clear insights into opportunities and progress

🎯 Requirements

• 1–4 years of experience in sales, business development or other customer-facing roles, preferably within technology or SaaS • Ability to build trusted relationships and work effectively with partners in a channel-led sales model • Strong written and verbal communication, presentation and listening skills • Ability to understand customer challenges and connect them to clear business outcomes • Structured approach to pipeline management, follow-up and CRM • Confidence using LinkedIn as part of a sales approach • Genuine interest in technology and how AI is changing finance and treasury • Bachelor’s degree in Business, Finance, Information Technology or a related field is advantageous • Exposure to Microsoft Dynamics 365, ERP or financial software is advantageous • Experience working with Microsoft partners, ISVs or in channel sales is advantageous • Understanding of treasury, cash management or banking operations is advantageous

🏖️ Benefits

• Hands-on training • Exposure to enterprise software, Microsoft Dynamics 365 and solution selling • Fun activities and social time together • Latest technology • Collaborative team environment • Opportunity for increasing commercial responsibility and career development

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