Business Solutions Consultant – Virtual Account Management

Description

The Business Solutions Consultant for Huntington’s Virtual Account Management offering is a specialized, client-facing role responsible for leading solution discovery, shaping complex opportunities, and orchestrating delivery from initial engagement through early post-go-live.

This role does not perform hands‑on technical implementation. Instead, the Business Solutions Consultant acts as the quarterback of the solution process, ensuring that customer needs, operational realities, and delivery capabilities are aligned throughout the lifecycle of each engagement.

The Business Solutions Consultant partners closely with Relationship Managers (RMs) and Treasury Management Advisors (TMAs), leading client‑facing solution discussions and helping move complex opportunities forward with clarity, discipline, and confidence.

A key aspect of this role is the ability to apply pattern recognition across common Virtual Account Management use cases and operating models—accelerating discovery, improving solution fit, and anticipating risk and operational considerations early in the process.

Understand:

• Customer business model and fund flows
• Operational complexity and process dependencies
• Technical and integration constraints
• Nature of funds being managed (e.g., third‑party, fiduciary, client‑segregated, or operational funds)
• Translate customer needs into a clear Virtual Account Management solution approach, aligned to Huntington capabilities and delivery models.
• Apply knowledge of common Virtual Account Management use case patterns (e.g., fiduciary, custodial, platform‑based, and multi‑entity structures) to:
• Accelerate discovery and reduce cycle time
• Identify fit and non‑fit early
• Surface typical control, ownership, and operational considerations

Partner with RMs and TMAs to:

• Validate use case alignment
• Address client questions and solution feasibility
• De‑risk complexity early in the sales cycle
• Serve as the Virtual Account Management subject matter expert in client discussions, helping simplify complex concepts and guide decision‑making.

Partner with Technical Solutions Consulting and delivery teams to define the overall engagement approach, timelines, and readiness—without performing the technical build.

Determine when and how to engage:

• Technology teams
• Implementation and onboarding resources
• Platform and vendor partners
  
  Operations and servicing teams
• Coordinate execution across Product, Technology, Operations, Risk, and external partners to ensure alignment.

Ensure:

• Clear ownership across all work streams
• Clean, well‑managed handoffs
• Alignment between sales commitments and delivery reality

Maintain accountability for client progress through:

• Onboarding
• Integration readiness
• Go‑live

Validate that:

• Technical and operational prerequisites are clearly defined and met
• Customer expectations are aligned throughout the process
• Internal and external resources are properly engaged
• Ensure a smooth transition from implementation into ongoing servicing and Customer Success.

• Serve as the primary Virtual Account Management solution escalation point during onboarding and early production.
• Coordinate issue resolution across:
• Technology teams
• Implementation and onboarding resources
• Operations and servicing partners
• External vendors
• Communicate status, risks, and next steps clearly to internal teams and customers.

• Proactively identify risks and friction points related to:
• Use case fit and operational control requirements
• Customer and internal onboarding readiness
• Data dependencies and integration complexity
• Understand how different use case structures (e.g., fiduciary responsibilities, client fund segregation, and multi‑party models) influence:
• Account structure design
• Control expectations
• Onboarding and servicing complexity
• Surface these considerations early to improve solution quality, reduce downstream friction, and ensure long‑term scalability.

• Bachelor’s…