Sunwest Bank is looking to solve the problem of identifying, developing, and managing relationships with clients who require both advanced treasury management solutions and integrated financial technology platforms.
Requirements
- Expertise in enterprise financial software, experience with fintech or banking software solutions, including online banking platforms.
- Familiarity with SaaS pricing models, implementation cycles, and client success metrics.
- Strong knowledge of complex treasury solutions such as API, EIPP, software integration, TM integrations….Cloud based and embedded banking.
- Experience working with mid-market and enterprise clients across diverse industries.
- Ability to translate technical features into business value for non-technical stakeholders.
- Experience with digital banking platforms, commercial treasury products, and the evolving faster payments landscape.
- Knowledge of BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology, and GLBA.
Responsibilities
- Drive new business acquisition by selling integrated treasury and software solutions to commercial clients.
- Develop and execute a strategic sales plan targeting industries with complex cash management and payment needs (e.g., real estate, escrow, legal, HOA, healthcare).
- Collaborate with Relationship Managers and Treasury Officers to cross-sell software-enabled treasury products.
- Customize software demonstrations and proposals to align with client-specific treasury workflows and pain points.
- Ability to knowledge share with product and IT teams to influence the roadmap for client-facing solutions.
- Expand payments channels beyond traditional treasury including card, integrated solutions, electronic invoicing solutions, etc.
- Track pipeline activity, revenue performance, and client feedback using CRM and analytics tools.
Other
- Demonstrate professionalism in communication, attitude, and teamwork.
- Adhere to all company policies and procedures, safety regulations, and local, state, and federal laws.
- Bachelors degree, Finance, Information Systems, or related field; MBA or CTP preferred.
- Excellent communication, presentation, and negotiation skills.
- 5+ years of experience in enterprise software sales, B2B fintech sales or complex treasury solutions
