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Senior Technical Sales Consultant

3 weeks ago

Boston, MA, United States City National Bank Full time

SENIOR TECHNICAL SALES CONSULTANT - INTEGRATIONS/ PAYABLES

WHAT IS THE OPPORTUNITY?

We are seeking a highly skilled Senior Technical Sales Consultant -Payables with expertise in solution sales, system integration, and payables/information reporting application. In this role, you will partner with the sales team to identify customer needs, design tailored solutions through product, and ensure seamless integration across technologies, platforms, and services within onboarding/implementation. You'll act as the Subject Matter Expert between business and technology, helping clients understand how our solutions can solve their challenges and deliver measurable value.

WHAT WILL YOU DO?

  • Serve as the subject matter expert for City National Bank's (CNB) payment and integration solutions, leading client and internal discussion on ERP and Accounting system integrations, payment optimization, and technical capabilities.

  • Partner with Treasury Management Sales representatives, product managers, implementation consultants, and vendors deliver end to end solutions through discovery calls, demos, account reviews, implementation kickoff and post launch support.

  • Provide integration expertise by answering technical questions, educating on best practices and ensuring solutions are aligned to client requirements.

  • Provide technical and demo assistance to colleagues and/or customers for all integration/payables CNB platforms.

  • Stay current on payment industry trends, integration innovations, and regulatory requirements.

  • Collaborate with product management to identify enhancements and advance new payment ideas that align with client and market trends.

  • Partner with the Treasury Management Sales representatives, on client/prospect discovery calls, account/process reviews, and/or in implementation kickoff meetings to gain detailed understanding, and documentation, to collaborate with product, engineering, and implementation teams to ensure solutions are feasible and scalable.

  • Lead, create, and present CNB, through insightful presentations, at various industry conferences and speaking engagements.

  • Work alongside sales teams to map integration points, define data flows, APIs, along with determining interoperability requirements, and understanding unique customer needs/technical environments to meet their overall business objectives.

  • Assist with tailored demonstrations, proof-of-concepts (POCs), and design end-to-end solutions that integrate with client/prospect systems, third-party applications, and industry platforms.

  • Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).

WHAT DO YOU NEED TO SUCCEED?

Required Qualifications*

  • Bachelor's Degree or equivalent

  • Minimum 7 years of cash management sales experience in a financial services environment required.

  • Minimum 4 years experience in managing/supporting medium to large account relationships required.

  • Minimum 4 years' experience in designing and consulting technical and/or payables solutions required.

Additional Qualifications

  • Experience selling Integration and Payables/Payment automation related solutions into commercial or business enterprises.

  • Knowledge of sales techniques and principles to effectively market treasury management services.

  • Strong written and verbal communications skills.

  • Ability to gather, arranges, compile, interpret, analyze, summarize and evaluate information and data to identify sales opportunities and formulate conclusions and recommended actions.

  • Ability to set priorities, objectives and goals.

  • Strong written and verbal communications skills.

  • Ability to gather, arrange, compile, interpret, analyze, summarize and evaluate information and data to identify sales opportunities and formulate conclusions and recommended actions.

  • Ability to set priorities, objectives and goals.

  • Must have knowledge of card industry issues and competitive products/services.

  • Demonstrates a strong understanding of accounting principles, financial concepts, payment processing and client accounting principles and operations.

  • Comprehensive understanding of the principles and practices associated with the analysis of business operations, accounts payables, general ledger and associated systems and interfaces

WHAT'S IN IT FOR YOU?

CompensationStarting base salary: $111,408 - $189,738 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

Benefits and Perks

At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:

  • Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date

  • Generous 401(k) company matching contribution

  • Career Development through Tuition Reimbursement and other internal upskilling and training resources

  • Valued Time Away benefits including vacation, sick and volunteer time

  • Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs

  • Career Mobility support from a dedicated recruitment team

  • Colleague Resource Groups to support networking and community engagement

Get a more detailed look at our https://careers.cnb.com/benefits.

ABOUT US

Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at https://www.cnb.com/about-us.html.

INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT

City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.

Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.