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Pre-Sales & Banking Connectivity Specialist

AgicapCash Flow company
Austin, United States$150K - $200KMid
Sales & Account Management

About the role

Specialist in pre-sales and banking connectivity for mid-market companies.

  • We're looking for a Pre-Sales & Banking Connectivity Specialist to work closely with Account Executives and implementation teams.
  • Key Responsibilities Coach and guide Account Executives on treasury-focused demos Train AEs and Customer Success Managers on US banking connectivity concepts Partner with Account Executives throughout complex mid-market sales cycles Lead technical and treasury-focused conversations with CFOs, Controllers, and Treasurers Serve as the primary expert on US banking connectivity during the sales process Requirements 5+ years of experience in treasury, corporate banking, fintech pre-sales, or financial software implementation Hands-on practitioner background in corporate treasury Hands-on knowledge of US banking connectivity standards Experience working with a broad range of US banks Strong understanding of corporate treasury workflows
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