Pre Sales Consultant – Treasury

Overview

In this role you partner with sales to dominate the European corporate treasury market, focusing on treasury product lines for up to 20,000 SMBs. You will educate clients on best practices, run demos, and translate sales outcomes into clear requirements for Product and R&D. You operate independently yet collaborate across teams, driving multiple projects under tight timelines. You add value by shaping product direction and managing senior stakeholder relationships, with a clear path to leadership.

Responsibilities

• Educate clients on best practice treasury management and risk concepts
• Lead and run own projects while collaborating with sales
• Deliver product demos and manage post-demo follow-up and documentation
• Translate requirement and gap specifications from the sales process
• Collaborate with Product Management, R&D and other teams to shape product development
• Manage senior-level relationships within target client groups
• Travel up to 20% as needed
• Progress to lead consultant after one year and manage client engagements or vendor areas
• Sign an NDA due to sensitive IP proximity

Key requirements

• Experience of Corporate Treasury Systems or advanced presales
• Ideally hedge accounting or exposure to risk management
• Experience client facing
• Degree in Computer Science, Finance or similar
• Experience in business analysis
• Understanding of cash management, accounting, payments, settlements, integration/interfaces
• Ability to travel less than 20%

• Problem solving and innovative thinking
• Independent yet collaborative work style
• Comfort making confident decisions under pressure and tight timeframes
• Treasury management systems knowledge
• Presales background in software consulting or implementation
• Understanding of cash management, payments, settlements, and interfaces

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