[Hiring] Treasury Solutions Architect @Agicap

Role Description

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.

What You'll Do

• Sales & CS Enablement
  • 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.
  • Train and upskill AEs and Customer Success Managers on US banking connectivity concepts, integration paths, and how to handle technical objections in the field.
  • Develop reusable enablement assets: demo scripts, treasury workflow guides, bank compatibility matrices, and integration one-pagers.
  • Establish a feedback loop between the field and Product, ensuring real prospect and customer insights shape the roadmap.
• Pre-Sales & Deal Execution
  • Partner with Account Executives throughout complex mid-market sales cycles, bringing treasury and technical credibility to discovery calls, demos, and evaluations.
  • Customize product demonstrations to reflect prospects' specific cash management workflows, ERP environments, and banking setups.
  • Lead technical and treasury-focused conversations with CFOs, Controllers, and Treasurers to uncover pain points and map them to Agicap's value proposition.
  • Build and present tailored business cases and ROI analyses to accelerate deal velocity and increase average contract value.
  • Run proof-of-concept evaluations and sandbox environments for prospects, managing the technical track of the sales process end-to-end.
  • Respond to RFPs and security/technical questionnaires.
  • Contribute to competitive positioning by developing deep knowledge of US alternatives and articulating Agicap's differentiation.
• Banking Connectivity – Pre-Sales
  • 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.
  • Translate complex connectivity concepts into clear, non-technical language for CFO and Controller audiences — the communication bridge that turns technical depth into deal momentum.
  • Proactively engage with US banks — both large national institutions and regional banks — to build and maintain connectivity partnerships and documentation.
  • Help prospects anticipate integration complexity early, reducing post-sale surprises and accelerating time-to-live.
• Banking Connectivity – Implementation & Onboarding
  • Work hand-in-hand with implementation and customer success teams to streamline banking connectivity setup for new customers.
  • Lead or support technical configuration of SFTP, H2H, and SWIFT connections across US banks, including large nationals (JPMorgan, Bank of America, Wells Fargo, Citi) and smaller regional institutions.
  • Build and maintain a living playbook of US bank integration specs, contacts, and known requirements to reduce setup time across the team.
  • Troubleshoot connectivity issues during onboarding and serve as an escalation point for banking integration challenges.
  • Liaise with bank technical teams on behalf of customers when needed.
• Strategic Contributions
  • Feed market and prospect insights back to Product to influence the US banking connectivity roadmap.
  • Track and report on the impact of pre-sales involvement on win rate, deal size, and sales cycle length.

Qualifications

• 5+ years of experience in treasury, corporate banking, fintech pre-sales, or financial software implementation.
• Hands-on practitioner background in corporate treasury — ideally someone who has lived cash positioning, bank reconciliation, and reporting challenges from the corporate side before moving into the vendor or consulting world; CTP designation preferred.
• Hands-on knowledge of US banking connectivity standards: SFTP file transfer, Host-to-Host (H2H) connections, SWIFT (MT/MX), and ideally bank APIs.
• Experience working with a broad range of US banks, including regional and community banks.
• Strong understanding of corporate treasury workflows: cash positioning, bank reconciliation, payment processing, forecasting.
• Track record of supporting complex B2B SaaS or fintech sales cycles, ideally with mid-market or enterprise companies.
• Excellent communicator — equally comfortable in a CFO meeting and a technical integration discussion.
• Comfortable with ambiguity and building structure where little exists (this is a relatively new function at Agicap US).
• Familiarity with ERP systems (NetSuite, Sage, QuickBooks, SAP).

Benefits

• Attractive compensation: Annual on-target earnings (OTE) between $150k and $200k depending on seniority.
• Competitive benefits with health benefits and 401k.
• Top performers get access to stock options.