Pre-Sales & Banking Connectivity Specialist

We’re looking for a Pre‑Sales & Banking Connectivity Specialist to sit at the intersection of sales, treasury, and technical implementation.

• Sales & CS Enablement
  • Coach and guide Account Executives on structuring and delivering treasury‑focused demos.
  • Train and upskill AEs and Customer Success Managers on U.S. banking connectivity concepts, integration paths, and how to handle technical objections.
  • Develop reusable enablement assets: demo scripts, treasury workflow guides, bank compatibility matrices, and integration one‑pagers.
  • Establish a feedback loop between the field and Product to shape the roadmap.
• Pre‑Sales & Deal Execution
  • Partner with Account Executives throughout complex mid‑market sales cycles.
  • Customize product demonstrations to reflect prospects’ specific cash management workflows, ERP environments, and banking setups.
  • Lead technical and treasury‑focused conversations with CFOs, Controllers, and Treasurers.
  • Build and present tailored business cases and ROI analyses.
  • Run proof‑of‑concept evaluations and sandbox environments for prospects.
  • Respond to RFPs and security/technical questionnaires.
  • Contribute to competitive positioning by developing deep knowledge of U.S. alternatives.
• Banking Connectivity – Pre‑Sales
  • Serve as the primary expert on U.S. banking connectivity during the sales process.
  • Translate complex connectivity concepts into clear, non‑technical language for CFO and Controller audiences.
  • Proactively engage with U.S. banks to build and maintain connectivity partnerships and documentation.
  • Help prospects anticipate integration complexity early, reducing post‑sale surprises.
• Banking Connectivity – Implementation & Onboarding
  • Work hand‑in‑hand with implementation and customer success teams to streamline banking connectivity setup.
  • Lead or support technical configuration of SFTP, H2H, and SWIFT connections across U.S. banks.
  • Build and maintain a living playbook of U.S. bank integration specs, contacts, and requirements.
  • Troubleshoot connectivity issues during onboarding and serve as an escalation point.
  • Liaise with bank technical teams on behalf of customers.
• Strategic Contributions
  • Feed market and prospect insights back to Product to influence the US banking connectivity roadmap.
  • Track and report on the impact of pre‑sales involvement on win rate, deal size, and sales cycle length.

• 5+ years of experience in treasury, corporate banking, fintech pre‑sales, or financial software implementation.
• Hands‑on practitioner background in corporate treasury (cash positioning, bank reconciliation, reporting).
• Hands‑on knowledge of U.S. banking connectivity standards: SFTP, Host‑to‑Host (H2H), SWIFT, and ideally bank APIs.
• Experience working with a broad range of U.S. banks, including regional and community banks.
• Strong understanding of corporate treasury workflows: cash positioning, bank reconciliation, payment processing, forecasting.
• Track record of supporting complex B2B SaaS or fintech sales cycles, ideally with mid‑market or enterprise companies.
• Excellent communicator – comfortable in CFO meetings and technical integration discussions.
• Comfortable with ambiguity and building structure where little exists.
• Familiarity with ERP systems (Net Suite, Sage, Quick Books, SAP).

• Attractive compensation:
  Annual on‑target earnings (OTE) between $150k and $200k depending on seniority.
• Competitive benefits with health benefits and 401(k).
• Top performers get access to stock options.

AGICAP is committed to providing equal opportunities for everyone, and we foster an inclusive work environment that values diversity!