We’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.
Sales & CS Enablement
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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
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Train and upskill AEs and Customer Success Managers on US banking connectivity concepts, integration paths, and how to handle technical objections in the field
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Develop reusable enablement assets: demo scripts, treasury workflow guides, bank compatibility matrices, and integration one-pagers
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Establish a feedback loop between the field and Product, ensuring real prospect and customer insights shape the roadmap
Pre-Sales & Deal Execution
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Partner with Account Executives throughout complex mid-market sales cycles, bringing treasury and technical credibility to discovery calls, demos, and evaluations
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Customize product demonstrations to reflect prospects’ specific cash management workflows, ERP environments, and banking setups
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Lead technical and treasury-focused conversations with CFOs, Controllers, and Treasurers to uncover pain points and map them to Agicap’s value proposition
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Build and present tailored business cases and ROI analyses to accelerate deal velocity and increase average contract value
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Run proof-of-concept evaluations and sandbox environments for prospects, managing the technical track of the sales process end-to-end
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Respond to RFPs and security/technical questionnaires
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Contribute to competitive positioning by developing deep knowledge of alternatives and articulatin differentiation
Banking Connectivity – Pre-Sales
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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
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Translate complex connectivity concepts into clear, non-technical language for CFO and Controller audiences — the communication bridge that turns technical depth into deal momentum
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Proactively engage with =banks — both large national institutions and regional banks — to build and maintain connectivity partnerships and documentation
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Help prospects anticipate integration complexity early, reducing post-sale surprises and accelerating time-to-live
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Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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