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 (Note: as Agicap US scales, hands-on configuration work is expected to transition to a dedicated implementation resource — candidates will be set expectations accordingly)

• 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

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• 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)