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Lead Treasury Consultant – Global , Liquidity

Job in Lynn, Essex County, Massachusetts, 01910, USA
Listing for: Jobtailor
Full Time position
Listed on 2026-07-14
Job specializations:
  • Sales
    Business Development, Client Relationship Manager
Salary/Wage Range or Industry Benchmark: 120000 - 180000 USD Yearly USD 120000.00 180000.00 YEAR
Job Description & How to Apply Below
Position: Lead Treasury Consultant – Global Payments, Liquidity

Responsibilities

  • Lead consultative discovery sessions with clients and prospects to understand payment flows, liquidity structures, working capital challenges, and treasury operations.
  • Serve as a client‑facing subject matter expert representing GPL capabilities and industry best practices.
  • Leverage data, benchmarking, and analysis to guide strategic conversations and influence client decision‑making.
  • Collaborate with Product Solution Specialists to ensure recommended solutions are aligned to clients’ operating models.
  • Develop and deliver high‑impact finalist presentations and solution recommendations grounded in client insight and requirements.
  • Oversee the transition from sales to implementation, ensuring strong client experience, clean handoffs, and timely revenue realization.
  • Partner with Relationship Managers and GPL colleagues to identify, formulate and win new payments and liquidity opportunities.
  • Work closely with a dedicated Treasury Management Analyst to manage pitch materials, proposals, pricing, and pipeline accuracy.
  • Maintain a strong command of sales enablement tools, compliance requirements, risk and profitability tolerances and advisory frameworks.
  • Build and maintain effective relationships across Product, Implementation, Customer Services and other support partners.
  • Participate in internal initiatives, strategic projects, and client or industry events representing the GPL organization.
Requirements
  • 5+ years of Treasury Management Sales experience, or equivalent experience, demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 2+ years of experience with measurable success leading client‑facing discovery, solutioning, and finalist presentations with executive and operational teams.
  • Experience supporting or engaging with healthcare clients in areas such as A/R, A/P, payments, receivables operations, or treasury functions.
  • Healthcare experience preferred but not required.
  • Proven ability to simplify data and influence client outcomes through structured analysis.
Hard Skills
  • Treasury Management Sales
  • data analysis
  • benchmarking
  • solution recommendations
  • client presentations
  • sales enablement
  • compliance requirements
  • risk management
  • profitability analysis
  • payments operations
Soft Skills
  • consultative discovery
  • client relationship management
  • strategic influence
  • collaboration
  • communication
  • presentation skills
  • problem-solving
  • teamwork
  • adaptability
  • leadership
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