Treasury Management Sales Strategist — Middle Market

SouthState Bank Corporation; Greenville (SC); Hybrid; USD 120,000 - 180,000; Full time

Job summary

SouthState Bank is seeking an accomplished Treasury Management sales leader for a Middle Market portfolio in the Greenville region. You will drive strategy, build relationships, and expand client use of treasury solutions across payables, receivables, liquidity, and ERP integrations.

Lead customer conversations with executive stakeholders, craft solutions, and coordinate pricing and implementation with internal partners to ensure successful outcomes.

Qualifications

• Education: Bachelor's degree in business, finance, accounting, marketing, technology, or related field; or equivalent experience. Graduate degree preferred.
• Experience: 10+ years in Treasury Management sales or related client-facing roles with cross-functional collaboration.
• Knowledge: Deep knowledge of treasury, payments, liquidity, reporting, fraud controls, and ERP interfaces.
• Skills: Ability to lead discovery, translate needs, present proposals, and negotiate effectively.
• Certifications: CTP/CCM or similar treasury/payments certification preferred.

Responsibilities

• Own and execute the Treasury Management sales strategy for an assigned Middle Market portfolio or region.
• Partner with Relationship Managers and other lines of business to identify opportunities and advance deals.
• Lead discovery conversations with client leadership across treasury, finance, and operations.
• Evaluate payment flows, liquidity, reporting needs, and controls to identify opportunities and risks.
• Design holistic Treasury Management solutions including payables, receivables, and ERP connectivity.
• Lead presentations, proposals, pricing discussions, and negotiations with clients.
• Develop engagement plans for strategic Middle Market clients and prospects.
• Conduct regular client reviews to gather feedback and plan future needs.
• Maintain disciplined sales pipeline, accurate forecasting, and ongoing follow-up.
• Coordinate with Product, Support, Implementation, Operations, Risk, and Legal to enable implementation.
• Review RFPs and ensure pricing and responses reflect client needs.
• Maintain deep knowledge of Treasury Management products and related processes.
• Monitor market and regulatory changes affecting Middle Market clients.

Skills

Consultative Selling

Middle Market Advisory

Treasury & Payments

Strategic Account Planning

Financial Analysis

Relationship Management

Executive Communication

Negotiation

Pipeline Management

Cross-Functional Collaboration

Planning & Execution

Risk Awareness

Education

Bachelor's degree in business/finance/accounting/related field; or equivalent experience

Job description

SouthState Bank is seeking an accomplished Treasury Management sales leader for a Middle Market portfolio in the Greenville region. You will drive strategy, build relationships, and expand client use of treasury solutions across payables, receivables, liquidity, and ERP integrations.

Lead customer conversations with executive stakeholders, craft solutions, and coordinate pricing and implementation with internal partners to ensure successful outcomes.