Professional Services Consultant

EC1 Partners; Chicago (IL); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Competitive base salary

Bonus

Equity

Job summary

EC1 Partners is seeking a Professional Services Consultant focused on Treasury Technology to support enterprise treasury implementations across Fortune 500-level clients. You will work directly with treasury and finance teams to understand workflows, design future-state processes, configure the platform, and guide clients through complex integrations.

Ideal candidates have strong treasury knowledge and hands-on experience with treasury systems, ERP integrations, and financial SaaS.

Qualifications

• 3+ years of client-facing software implementation, solution consulting, or professional services experience.
• Strong corporate treasury domain knowledge is essential.
• Hands-on experience with cash management, liquidity, payments, banking connectivity, financial risk, or hedge accounting.

Responsibilities

• Lead discovery sessions with corporate treasury and finance teams to understand workflows, pain points, and technical requirements.
• Design and document future-state treasury processes and solution configurations.
• Take a hands-on role in implementing and configuring enterprise treasury technology.
• Work across complex integrations involving treasury systems, banks, ERPs, and other financial platforms.
• Advise clients on treasury best practices and opportunities to modernize existing processes.
• Translate business and financial requirements into practical technical solutions.
• Deliver client training and support adoption throughout the implementation lifecycle.
• Partner closely with Product, Engineering, Sales, and other internal teams.

Skills

Client-facing experience

Treasury domain knowledge

Effective communication with finance

Tools

TMS platforms

ERP platforms

Financial SaaS

Job description

Professional Services Consultant | Treasury Technology

San Francisco | Chicago | New York | Miami | Washington, D.C.

I’m partnering with a leading financial technology company that is making a significant investment in its enterprise treasury technology offering and is looking to add an experienced Professional Services Consultant to the team.

This is a client-facing implementation role sitting at the intersection of treasury, technology, and consulting. You’ll work directly with corporate treasury teams to understand their current processes, design future-state workflows, configure the platform, and lead clients through complex treasury technology implementations.

Treasury experience is critical for this role. We’re looking for people who understand how corporate treasury functions operate and can confidently speak with clients about areas such as cash management, liquidity, payments, banking connectivity, financial risk, and related treasury workflows.

What You’ll Be Doing

• Lead discovery sessions with corporate treasury and finance teams to understand workflows, pain points, and technical requirements
• Design and document future-state treasury processes and solution configurations
• Take a hands-on role in implementing and configuring enterprise treasury technology
• Work across complex integrations involving treasury systems, banks, ERPs, and other financial platforms
• Advise clients on treasury best practices and opportunities to modernize existing processes
• Translate business and financial requirements into practical technical solutions
• Deliver client training and support adoption throughout the implementation lifecycle
• Partner closely with Product, Engineering, Sales, and other internal teams

What We’re Looking For

• 3+ years of client-facing software implementation, solution consulting, or professional services experience
• Strong corporate treasury domain knowledge is essential
• Hands-on experience with areas such as cash management, liquidity, payments, banking connectivity, financial risk, or hedge accounting
• Experience implementing or working with Treasury Management Systems (TMS), ERP platforms, or financial SaaS solutions
• Understanding of how data and payments flow between treasury systems, banks, and ERPs
• Ability to lead client conversations and advise stakeholders rather than simply execute predefined requirements
• Strong communication skills with the ability to work effectively with both technical teams and senior finance stakeholders
• Experience working directly with Corporate Treasury, Finance, and/or Accounting teams

Experience with platforms such as GTreasury, Kyriba, FIS, ION, Finastra, SAP, Oracle, NetSuite, or similar treasury and financial technology platforms would be particularly relevant.

This is a strong opportunity for someone who wants to stay close to treasury technology and implementation while joining a business investing heavily in the next generation of enterprise financial infrastructure.

Competitive base salary + bonus + equity.

Interested, or know someone who could be a fit? Feel free to message me directly.