AR Automation Solutions Consultant

Position Summary

The Accounts Receivable Automation Solutions Consultant (AR Automation Consultant) is a senior, relationship-driven solution sales role responsible for driving adoption of bank-sponsored receivables automation solutions across middle market, large corporate, and enterprise clients (typically $50MM+ in annual revenue).

• Partner with Commercial RMs and TMAs to identify AR automation opportunities within existing credit, treasury, and payments relationships.
• Support relationship teams by integrating receivables automation solutions into holistic client strategies, strengthening primary bank positioning.
• Participate in joint client calls, portfolio reviews, and relationship planning sessions to deepen wallet share and client retention.
• Serve as a trusted advisor to finance, treasury, and AR leadership on receivables strategy, controls, and operational efficiency.

• Act as the bank’s subject matter expert for Accounts Receivable Automation and Order-to-Cash transformation.
• Lead consultative discovery sessions to assess client receivables processes, ERP environments, payment mix, and automation maturity.
• Design and position AR automation solutions leveraging bank-partner AR platforms and comparable bank-supported technologies.
• Align solution design with bank risk, compliance, data security, and operational requirements.
• Partner with product, implementation, and operations teams to ensure successful onboarding and ongoing client satisfaction.

• Proactively originate new AR automation opportunities within assigned portfolios and targeted prospect lists.
• Support new-to-bank acquisition efforts by differentiating the bank through advanced receivables and working capital solutions.
• Collaborate with TMAs on pipeline development, opportunity qualification, pricing strategy, and proposal development.
• Utilize data, portfolio analytics, and industry insights to prioritize high-impact opportunities.

• Build and maintain relationships with external partners including accounting firms, advisory consultants, ERP integrators, and industry groups.
• Represent the bank at industry events, client forums, and educational sessions focused on treasury, finance transformation, and working capital.
• Enhance the bank’s reputation as a leader in receivables automation and digital treasury solutions.

• Manage the end-to-end sales process in coordination with relationship teams, from opportunity identification through solution delivery.
• Achieve or exceed assigned revenue, pipeline, and solution adoption goals.
• Maintain accurate CRM documentation and comply with all internal sales governance, risk, and reporting requirements.

• 8+ years experience in commercial banking, treasury management, or financial technology sales, with a focus on Accounts Receivable Automation or Order-to-Cash solutions.
• 5+ Years Hands-on experience with AR automation platforms such as High Radius, Billtrust, Versapay, Alacriti, or similar technologies.

• Strong understanding of commercial banking products, treasury services, and the integration of receivables into broader cash management strategies.
• Ability to sell complex, consultative solutions to middle market and enterprise clients in a relationship-oriented banking environment and/or via direct prospecting efforts.
• Demonstrated success meeting revenue and growth targets while supporting long-term client relationships.
• Experience working alongside Commercial RMs and Treasury Management teams.
• Familiarity with ERP systems (SAP, Oracle, Net Suite, Workday) and bank-hosted receivables platforms.
• Expert understanding of working capital metrics such as DSO, cash forecasting, and liquidity optimization.
• Knowledge of bank risk, compliance, and information security considerations related to payments and data integration.

Yes (not eligible for overtime pay)

Office. Certain positions outside our branch network may be eligible for a flexible…