Treasury Consultant

Deluxe; United States; Remote; USD 90,000 - 110,000; Full time

Benefits offered by this job

Healthcare (Medical, Dental, Vision)

Paid Time Off & Holidays

Employer-Matched Retirement Plan

Employee Stock Purchase Plan

Disability Coverage

Tuition Reimbursement

Job summary

Deluxe Corporation is seeking a Treasury Consultant in the United States to support our financial institution resellers and end clients. The role blends technical acumen with B2B payments knowledge to drive automation and improve working capital.

You will partner with treasury sales teams, conduct process assessments, build business cases, and act as the subject matter expert on Deluxe solutions during the sales cycle.

Qualifications

• Bachelor’s degree in Business or related field.
• 3+ years experience in Treasury Management / Payments.
• 1+ year experience with ERP integrations and payments process optimization.
• 1+ year experience in Sales or Sales Engineering roles.
• HS/GED and 7 years’ experience accepted in lieu of degree.

Responsibilities

• Identify friction points in client’s B2B payments ecosystem and propose automation with Deluxe solutions.
• Help build compelling business cases using ROI tools.
• Advise reseller clients and integrate into client sales teams from the start.
• Serve as subject matter expert for Deluxe solutions with treasury partners.
• Create and drive strategic solutions, including demos and pricing recommendations for clients.
• Maintain partnerships with treasury management organization and adapt to their methods.
• Provide ad-hoc answers to technical product questions for prospects and RFPs.

Skills

Treasury Management

Payments

ERP Integrations

Sales Experience

Sales Engineering

Education

Bachelor’s degree in Business

Preferred: Finance/Business degree

Job description

Why Join Us

Be part of an organization that’s driving change and consistently recognized as a top employer. At Deluxe, we know that great people build great companies—and we invest in you accordingly.

• We’re proud to be recognized as a Great Place to Work and a top workplace for Moms, Dads, LGBTQ+ employees, and Veterans.
• We offer competitive benefits starting on day one, designed to support your life both in and out of work.
• 42% of our employees have stayed for 10+ years, citing our people, benefits, work-life balance, inclusive culture, and team support as key reasons why.

The Treasury Consultant will support Deluxe’s financial institution resellers base in the ability to sell Deluxe products to their end clients. The role requires a blend of both technical acumen and B2B payments knowledge to understand how automation and new solutions can positively impact a business’s working capital. Partnering directly with assigned financial institution treasury sales team, the Treasury Consultant will engage directly with customers and serve as the subject matter expert on the Deluxe solutions during their sales cycle. It is critical that the individual maintain successful partnerships with the assigned treasury sales teams to continue to drive co-selling of Deluxe solutions.

• Conduct process assessments to identify friction points in client’s current B2B payments ecosystem and identify areas for automation with Deluxe solutions
• Consult with customers in helping to build compelling business cases through use of ROI tools
• Coach and advise reseller client on opportunities, becoming an integral part of the client sales team from the start
• Serve as a subject matter expert and technical sales resource for covered solutions within assigned re-seller partners
• Create and drive strategic solutioning for products, focusing on answering technical product questions, conducting product demos, and providing strategic pricing recommendations for clients
• Maintain close partnerships with the assigned treasury management organization, understanding and adapting to their methods and practices
• Provide ad-hoc support for answering technical product questions for prospects and RFP responses

Basic Qualifications:

• Bachelor’s degree in Business or related field
• 3+ years experience Treasury Management / Payments
• 1+ year(s) experience in working directly with ERP integrations and payments process optimization
• 1+ years experience in Sales or Sales Engineering roles
• OR HS/GED and 7 years’ experience in Treasury Management and payments process optimization
• Must be 18 years of age or older

Preferred Qualifications:

• Bachelor’s degree in Finance or Business or related field
• 5 years’ experience in Treasury Management or Payments Technology Consulting
• 3 years’ experience in payments sales or sales engineering role
• CTP Certification

Compensation

The compensation range for this position is $90,000.00 - $110,000.00 annually. This position will be eligible for commission or an annual performance incentive plan. The base pay actually offered will vary depending on job-related knowledge, skills, location, experience and take into account internal equity.

Benefits

In line with our commitment to employee wellbeing, our total rewards benefits package is designed to support the physical, financial, and emotional health of our employees, tailored to meet their unique and evolving needs. Our approach considers our employees’ whole selves, ensuring they can thrive both in and outside of work. Here are some of the benefits we offer, which may vary based on role, location, or hours worked:

• Healthcare (Medical, Dental, Vision)

• Paid Time Off, Volunteer Time Off, and Holidays

• Employer-Matched Retirement Plan

• Employee Stock Purchase Plan

• Short-Term and Long-Term Disability

• Infertility Treatment, Adoption and Surrogacy Assistance

• Tuition Reimbursement

These benefits are designed to enhance the health, protect the financial security, and provide peace of mind to our employees and their families.

Deluxe Corporation is an Equal Employment Opportunity employer:

All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, disability, sex, age, ethnic or national origin, marital status, sexual orientation, gender identity or presentation, pregnancy, genetics, veteran status or any other status protected by state or federal law.

Please view the electronic EEO is the Law Poster which serves to inform you of your equal employment opportunity protections as part of the application process.

Reasonable Accommodation for Job Seekers with a Disability:

If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to [e-mail].