Aquila · 1 week ago
Software Implementation Consultant: Treasury & Debt Management, SymPro
United States
Full-time
Remote
Mid LevelAquila is a company that invests in B2B/B2G software companies and is seeking a Software Implementation Consultant: Treasury & Debt Management for their SymPro team. The role focuses on building strong client relationships, ensuring successful onboarding and configuration, and providing ongoing support for treasury and financial management products.
ElectronicsSoftwareComputerSoftware Engineering
Responsibilities
Lead end-to-end software implementations
Champion client needs
Deliver client training and support
Collaborate
Continuously evaluate and improve
Qualification
Required
You are a finance or treasury professional with strong technical aptitude and experience in treasury, debt management, investment operations, or financial systems
You may come from the public sector, financial services, consulting, or a corporate finance environment and are ready to apply your expertise in a client-facing, implementation-focused role
You understand that accuracy, responsiveness, and compliance are non-negotiable when supporting financial systems that manage complex portfolios and financial workflows
You bring experience working with treasury, investment, or debt management processes and are comfortable interpreting policies, regulations, and financial requirements in a practical, operational context
You are an empathetic and patient communicator who can translate financial and technical concepts into clear, actionable guidance for non-technical users
You enjoy helping clients adopt new systems, improve processes, and gain confidence in the tools they rely on every day
You bring knowledge of treasury, investment, debt management, or municipal finance workflows and an understanding of governmental accounting and regulatory requirements
You may have experience working directly with public agencies such as City or County Treasury, Finance or Controller's Offices, or transportation and utility departments
You have experience implementing, supporting, or training users on financial or enterprise software solutions
Ideally, this includes treasury, investment, municipal finance, or debt management systems
You can translate business requirements into practical system configuration and guide clients through change with confidence
You bring a professional, personable, and customer-focused approach
You are a critical thinker and problem solver who works with urgency to resolve client issues
You communicate clearly and can explain complex technical processes to non-technical users through training, documentation, and day-to-day support
You build trusted relationships with clients and internal teams alike
You are comfortable working in a virtual, cross-functional environment and understand the importance of tone, timing, and clarity in every interaction
You value inclusivity and respect differing perspectives
You have demonstrated success managing multiple projects with diverse stakeholders
You are highly organized, detail-oriented, and able to balance competing priorities
You can plan project activities, schedule meetings, track tasks, and keep implementations moving forward using standard tools and methodologies
You are a self-starter who thrives in an autonomous role
You take ownership of your work, proactively seek solutions, and continuously look for ways to improve processes, documentation, and client experience
You learn new software systems quickly and are comfortable working with helpdesk or ticketing platforms such as Jira, Zendesk, or Freshdesk
Preferred
Familiarity with fixed-income instruments, investment policy compliance, debt amortization schedules, or cash forecasting is an asset
Experience with SQL, data analysis, or data transformation tools for data conversions is an asset, along with the ability to bridge technical concepts and business needs
Company
Aquila
Aquila eternally invests in market leaders with staying power across enterprise software, vertical SaaS and data.
Founded in 1995
1001-5000 employees
H1B Sponsorship
Aquila 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
2025 (1)
Funding
Current Stage
Late StageLeadership Team
Conor Smith
CEO / GM, Emphasys Housing Locator
Company data provided by crunchbase