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Treasury Management Specialist
hace 2 meses
Embat is a leading provider of financial management solutions for medium and large-sized enterprises. Our mission is to empower businesses to make informed decisions by providing them with real-time financial insights and data-driven solutions.
Job SummaryWe are seeking a highly skilled Treasury Presales Manager to join our team. As a key member of our sales and marketing team, you will play a crucial role in driving the growth of our product by collaborating closely with our sales, product, and marketing teams.
Key Responsibilities- Client Engagement: Work closely with our sales team to engage with potential clients, understand their financial management needs, and present tailored solutions.
- Product Expertise: Develop a deep understanding of our financial products and stay updated on industry trends and competitor offerings.
- Solution Design: Collaborate with clients to design and propose customized solutions that address their specific financial management challenges.
- Demo Presentations: Lead product demonstrations, showcasing the capabilities and benefits of our financial solutions to prospective clients.
- RFP/RFI Responses: Assist in preparing responses to Requests for Proposals (RFPs) and Requests for Information (RFIs), ensuring alignment with client requirements.
- Stakeholder Collaboration: Work closely with our product management and development teams to relay client feedback, influence product enhancements, and ensure alignment with market needs.
- Training & Support: Provide training and support to internal sales teams and partners, ensuring they have a thorough understanding of our product and its value proposition.
- Market Analysis: Conduct market research and analysis to identify potential opportunities, trends, and threats within the financial management space.
- Thought Leadership: Represent Embat at industry events, webinars, and conferences, positioning us as a thought leader in financial management.
- Experience: 7+ years of experience in financial management, presales, or a related field, preferably within a Fintech or SaaS environment.
- We are looking for a hybrid profile willing to work with different teams and have a global impact. You need to be able to understand the big picture.
- Communication Skills: Excellent verbal and written communication skills, with the ability to effectively convey complex information.
- Customer-Centric Attitude: A strong commitment to providing exceptional customer service and satisfaction.
- Problem-Solving Skills: Proactive and analytical mindset with the ability to identify issues and develop practical solutions.
- Technical Skills: Comfortable with technology and quick to learn new software and tools. Strong understanding of SaaS platforms, financial software, and treasury management systems.
- Bachelor's Degree: Finance, Business, or a related field. MBA or relevant certification (e.g., CTP, CFA) is a plus.
- Languages: Working proficiency in English & fluent in Spanish.
- We offer a platform that allows you to reach your professional and personal goals.
- A competitive salary according to the project and responsibility.
- Hybrid working setup & flexible schedule.
- Latest technology of your choice to do your impactful work with.
- Access to private health insurance with Sanitas.
- Access to salary on demand, restaurant card, transport card, and kindergarten checks through Payflow.
- Career progression - Twice-yearly performance reviews.
- An opportunity to work hand in hand with our founders who built their careers in Investment Banking at J.P. Morgan for more than a decade.
- 360o development - through internal and external talks, sponsored conferences, and many more to come.
- Team Building plans.