Professional Services Consultant

New

Skills

Cash Management Consultative Selling Cross-Functional Collaboration ERP Systems Hedge Accounting Implementation Strategies Payments Processing Risk Management SaaS Solutions Treasury Management

As a Professional Services Consultant, you will lead discovery sessions to identify client pain points and requirements, design optimal configurations, and guide clients through treasury best practices. Your role will involve hands-on implementation and configuration, ensuring solutions are aligned with client strategies.

Key Responsibilities
  • Lead discovery sessions to uncover client pain points and requirements.
  • Design the To-Be state and optimal configuration for clients.
  • Provide trusted advisory on treasury best practices and modernization.
  • Hands-on platform configuration aligned with client strategy.
  • Facilitate training to maximize ROI from our solutions.
  • Collaborate cross-functionally with Sales, Product, and Engineering teams.
Required Skills & Qualifications
  • 3+ years of client-facing solution consulting or software implementations experience in ERP or SaaS.
  • Consultative mindset with the ability to challenge the status quo.
  • Technical aptitude to navigate complex software ecosystems and data flows.
  • Strong communication skills to translate technical concepts into business language.
  • Deep knowledge of cash management, payments, risk, or hedge accounting.
  • Experience with corporate treasury, accounting, and finance.

No forms. Your profile is generated instantly.

Job Type: Remote

Salary: Not Disclosed

Experience: Entry

Duration: Months

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