AGICAP is seeking a Pre-Sales & Banking Connectivity Specialist to work closely with Account Executives throughout complex mid-market sales cycles, bringing treasury credibility and technical depth to evaluations. The successful candidate will have 5+ years of experience in treasury, corporate banking, fintech pre-sales, or financial software implementation.
Requirements
- 5+ years of experience in treasury, corporate banking, fintech pre-sales, or financial software implementation
- Hands-on practitioner background in corporate treasury
- 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
- Comfortable with ambiguity and building structure where little exists
- Familiarity with ERP systems (NetSuite, Sage, QuickBooks, SAP)
Benefits
- Competitive benefits
- 401k
- Health benefits
