Treasury Specialist

FIS; United States; Remote; USD 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a dynamic sales support professional to enhance revenue opportunities in the Treasury and Risk sector. This role involves close collaboration with sales teams, engaging with C-suite executives, and managing product distribution across corporate channels. You will play a key role in building a strong pipeline, ensuring alignment with business unit strategies, and supporting product launches. If you're passionate about fintech and have a strong background in Treasury, this position offers an exciting opportunity to drive growth and innovation in a fast-paced environment.

Qualifications

• Proven experience in product/industry, particularly in Treasury.
• Strong communication and presentation skills are essential.

Responsibilities

• Support sales activities and manage product distribution.
• Ensure alignment on target markets and strategy.

Skills

Sales Engagement

Communication Skills

C-level Engagement

Competitive Landscape Knowledge

Market Messaging

Tools

FIS CRM

Job description

As the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company and person on the planet. Our teams are inclusive and diverse. Our colleagues work together and celebrate together. If you want to advance the world of fintech, we’d like to ask you: Are you FIS?

Overview:

Responsible for direct sales executive support, helping generate top-of-funnel revenue opportunities across the Office of the CFO (oCFO) with a concentrated focus on Treasury and Risk sector.

Responsibilities include close alignment with the direct sales team, acting as an SME to aid in the strong qualification of potential opportunities with the objective to enhance and accelerate quality pipeline build across FIS treasury applications.

The oCFO is responsible for the delivery of the Business Unit sales number and will leverage their client, industry and product expertise to energize, motivate and enable the broader sales teams to successfully meet product sales and pipeline generation objectives.

The role will incorporate regular BU road to home and pipeline reporting, BU collaboration and Go-to-Market close collaboration across the solution lines.

It is envisaged that sales support will focus on building top-of-funnel pipeline to a Stage 4 level and driving volume. Once an opportunity becomes more Stage 3, then Sales would be expected to fully own responsibility thereon in.

What you will be doing:

Sales Engagement:

• Managing the distribution of the product through the APAC Corporate sales channels.

• Supporting sales activity including attending meetings, qualifying deals, training sellers, enhancing competitive intelligence, presenting industry trends to C-suite.

Business Unit Engagement:

• Responsible for top-of-funnel interlock and engagement with the aligned Business Unit. Regular road to home reporting and pipeline generation reporting to stakeholders within the business unit. Ensuring alignment on target markets and strategy.

Solutions Management:

• Ensure FIS Corporate Solutions meet target market needs. Influence roadmap, identifying potential gaps or future roadmap items which hinder/aid new business revenue growth. Ensures alignment on FIS market positioning, Marketing, GTM and Sales.

Enablement:

• Support the development of messaging and positioning. Collaborate on campaign strategy and focus. Review lead generation from campaign/events, and support the qualification and sales alignment process. Support relevant product launches, define the addressable market(s) where applicable.

Sales Engineering:

• Bring in presales after qualifying key opportunities to ensure smooth transition of opportunities.

• Monitor sales document opportunity correctly within the FIS CRM system.

Experience required:

• Proven experience in product / industry experiences including having worked as part of a Treasury Team.

• Product or Pre-sales experience.

• Strong grasp of competitive landscape.

• Deep relationships within key institutions in the industry.

• An understanding of FIS product / service.

• Excellent communication and presentation skills.

• Proven C-level engagement experience.

• Ability to create and shape market facing messaging and positioning.

• Beneficial experience:

• Broad knowledge of Corporate Treasury Solutions and wider working capital Eco-system.

• Fluency in additional languages; Japanese, Korean preferred but not mandatory.

Background:

Ideally the candidate should have 1 or more of the following backgrounds:

• Corporate Treasury Dept. – Manager/Director/Treasurer.

• Bank Internal Treasury Dept or Client facing Treasury specialist.

• Big4 Corp/FI Treasury Division – Manager, Director or Partner level.

• Treasury Industry Vendor – Pre-Sales.