Solutions Consultant

Solutions Consultant (San Francisco based, Hybrid)

(Must be able to commute to our San Francisco office)

GTreasury has a vision to create the next-generation of technology tools for the global, corporate financial office. We are an established market leader in the SaaS treasury management space, and are expanding globally through a combination of cash management, connectivity, and financial risk management.

GTreasury is currently looking for a Solutions Consultant to join our growing Solutions Delivery team. As a Solutions Consultant, you will be responsible for the overall design and analysis of customer requirements for a Treasury management system, and for implementing the functionality that meets these requirements on time and on budget.

The ideal candidate for the Solutions Consultant role will be able to leverage prior experience in treasury, finance, relationship banking or Fintech related roles and apply an understanding of our enterprise level customers complex financial needs to implement an appropriate solution.

What We're Looking For:

• Intellectual Curiosity: In this role you will always be presented with new and different ways of approaching a problem. Maintaining one's interest in learning new things, and being excited about spreading to that knowledge, will contribute greatly to your success.
• Positivity: Meeting challenges with a positive attitude will encourage your clients to think outside of the box and to maintain their excitement about the project.
• Kind, thoughtful, and respectful with a growth mindset: It is all, always about the people and the team. We're looking for somebody who knows that software is a team sport, who values collaboration, and who is always growing and seeking to improve their own skills.

What You Will Do:

• Lead discovery sessions with clients on their business/ technical requirements/ process
• Gather and intimately understand full requirements and document the scope of implementation
• Help support & troubleshoot delivered work throughout implementation
• Ensure client expectations are met / exceeded in terms of product set up and services delivered
• Provide up-selling opportunities and funnel to appropriate channels
• Tier 2 support for any escalated client issues related to financial instruments
• Ensure implementation proceeds on-specification and budget
• Participate in building and implementation of the solution
• Articulate design rationale and functional strategy as it directly relates to accomplishing goals

Specific Experience for the Role:

• Proven experience in a corporate Treasury and/or Treasury Management software
• Proven track record in project work including implementing treasury systems with good knowledge of project management tools
• A good team player with ability to act on own initiative
• Ability to quickly identify, analyze, and resolve problems / issues
• Strong written and verbal communication skills
• Proven organizational, leadership, and interpersonal skills and proven success working directly with clients
• Excellent verbal and written communication skills – ability to interface and influence at multiple organizational levels
• Excellent listening, presentation, and consultative skills
• Able to multi-task, re-prioritize, and adapt to rapidly changing needs and fast pace environments
• Strong interpersonal skills and comfortable dealing with senior managers in client based environments
• Thorough understanding of Treasury functions within a Corporate Treasury, Financial Institutions or related field
• Experience with Software-as-a-service technology solutions

Education Requirements:

• Bachelor's degree in Business preferred, or equivalent experience
• Enrollment in CFA, CTP or other professional program a plus

What You Will Get:

• • A high impact, high visibility role at a growing SaaS company that values personal growth, accountability, and the concept of "good work."
• A great management team and reporting structure that supports you and your growth
• A culture of open collaboration and problem solving
• An empowered role on the Solutions team, responsible for driving business value
• Great benefits and culture
• Our benefits include:
  • Salary: The expected annual median salary for this role is $90,000. Actual compensation for an individual may vary depending on skills, performance, qualifications, experience, and location.
  • Excellent medical, dental and vision insurance options
  • HSA and FSA options + company HSA contributions
  • 401K matching
  • 100% paid parental leave
  • 15 paid holidays + competitive PTO
  • Flexible work environment

More About GTreasury:

GTreasury provides CFOs and Treasurers with The Clarity to Act on strategic financial decisions with the world's most adaptable treasury platform, empowering them to face the challenges of today and tomorrow. Our industry leading solutions are purposefully designed to support every stage of treasury complexity, from Cash Visibility and Forecasting to Payments, Risk, Debt, and Investments. With GTreasury, financial leaders gain comprehensive connectivity across all banks and ERPs to build an orchestrated data environment, enabling rapid value realization with implementations up and running in weeks. Plus, our unmatched industry expertise ensures clients' continued success through dedicated guidance and top-tier support. Trusted by over 1,000 customers across 160 countries, GTreasury provides treasury and finance teams with the ability to connect, compile, and manage mission-critical data to optimize cash flows and capital structures.

GTreasury is headquartered in Chicago, with locations serving EMEA (Dublin and London) and APAC (Sydney, Singapore, and Manila).

At GTreasury, we know that our people are what makes GTreasury great and we celebrate the unique perspectives and experiences that our diverse teams bring to the table. GTreasury is an equal opportunity employer and does not discriminate against employees or prospective candidates based on race, color, religion, sex, national origin, gender identity or expression, age, disability, pregnancy (including childbirth, breastfeeding, or related medical condition), genetic information, protected military or veteran status, sexual orientation, or any other characteristic protected by applicable federal, state or local laws and we strongly encourage people from underrepresented groups to apply

If you're applying for a job in the U.S. and need a reasonable accommodation for any part of the employment process, please send an email to and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.