Associate Customer Solutions Consultant – Key Accounts

• Manage a portfolio of strategic customers, driving deep product adoption, solving complex finance workflow challenges and increasing long term value creation.




• Support customers in optimising how they manage cash, treasury, payments and financial visibility processes using Agicap.




• Understand customer finance ecosystems across ERP, banking, payments and treasury layers and translate business needs into scalable data and workflow structures.




• Drive measurable customer outcomes including activation depth, ROI and gross retention.




• Identify finance optimisation and transformation use cases and quantify business impact.




• Act as the voice of the customer across Product, Customer Success, Marketing and Commercial teams.




• Deep dive into treasury, payments and finance workflows to improve how customers operate their finance tech stack.




• Support customers in moving from manual or fragmented finance processes to automated, scalable finance operations.




• Build strong product expertise and support internal knowledge sharing across teams.




• Work closely with Commercial teams to identify strategic growth opportunities.

Requirements

• Bachelor’s or Master’s degree in Business, Finance, Economics or similar.




• 1 to 3 years of experience in: Fintech, Consulting, Finance Operations, Treasury, Accounting or Customer facing SaaS roles




• Interest in how finance processes, payments and financial systems interact in real world business environments.




• Structured problem solving mindset and ability to simplify complex workflows.




• Strong communication skills and confidence working with finance stakeholders




• High ownership mentality and accountability for customer outcomes.




• Ability to thrive in a fast moving, high growth environment




• A Plus: Experience with CRM, project management or customer platforms (Gainsight, etc)

Core Competencies

Demonstrates expertise in managing customer finance ecosystems, optimizing cash and treasury processes, and driving product adoption to enhance customer outcomes. Proficient in translating complex finance workflows into scalable solutions while fostering collaboration across teams.

Highest-signal resume keywords

• Finance Operations




• Treasury Management




• Customer Success




• Structured Problem Solving




• Strong Communication Skills

ATS Optimization Keywords

Hard Skills

• Finance Workflow Optimization




• Data Structure Development




• ROI Measurement




• Customer Outcome Management




• Finance Process Automation

Soft Skills

• High Ownership Mentality




• Accountability




• Ability to Thrive in Fast-Paced Environments

Industry Keywords

• Fintech




• Consulting




• Accounting




• Payments




• Financial Systems

Tools & Technologies

• Agicap




• CRM Platforms




• Project Management Tools




• Gainsight

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