Treasury Solutions Consultant

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

Benefits offered by this job

Healthcare (Medical, Dental, Vision)

Paid Time Off

Employer-Matched Retirement Plan

Employee Stock Purchase Plan

Short-Term and Long-Term Disability

Infertility Treatment, Adoption andSur

Surrogacy Assistance

Tuition Reimbursement

Job summary

Deluxe is seeking a Treasury Consultant in the United States to support financial institution resellers and drive co-selling of Deluxe solutions. The role blends technical acumen with payments knowledge, helping clients optimize working capital and automate processes.

You will partner with treasury sales teams, deliver product demos, craft business cases, and provide guidance on pricing and solution strategy throughout the sales cycle.

Qualifications

• Bachelor's degree in Business or related field
• 3+ years experience Treasury Management / Payments
• 1+ year experience in working directly with ERP integrations and payments process optimization
• 1+ year 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

Responsibilities

• 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

Skills

Treasury Management / Payments

ERP integrations

Sales or Sales Engineering

17+ years Treasury/Payments (HS/GED)

Education

Bachelor's degree in Business or related field

Bachelor's degree in Finance or related field

Tools

ERP integrations

Job description

Deluxe is seeking a Treasury Consultant in the United States to support financial institution resellers and drive co-selling of Deluxe solutions. The role blends technical acumen with payments knowledge, helping clients optimize working capital and automate processes.

You will partner with treasury sales teams, deliver product demos, craft business cases, and provide guidance on pricing and solution strategy throughout the sales cycle.