GTreasury · 1 month ago
Solutions Consultant (New York City based, Hybrid)
GTreasury is an established market leader in the SaaS treasury management space, expanding globally through innovative technology tools for corporate financial offices. The Solutions Consultant will be responsible for designing and analyzing customer requirements for a Treasury management system, ensuring that implementations meet client needs on time and within budget.
AccountingBankingBusiness IntelligenceEnterprise SoftwareFinancial ExchangesFinancial ServicesFinTechInformation TechnologyPaymentsSoftware
Responsibilities
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
Qualification
Required
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
Bachelor's degree in Business preferred, or equivalent experience
Preferred
Enrollment in CFA, CTP or other professional program a plus
Benefits
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
Company
GTreasury
GTreasury provides a comprehensive treasury management system (TMS) designed to enhance cash visibility, forecasting, and risk control.
H1B Sponsorship
GTreasury has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
2020 (1)
Funding
Current Stage
Growth StageTotal Funding
$42MKey Investors
Mainsail Partners
2025-10-16Acquired
2017-10-24Series Unknown· $42M
Recent News
2026-01-07
2026-01-07
Company data provided by crunchbase