AR Automation Solutions Consultant

Description

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).

This role partners closely with   Commercial Relationship Managers (RMs)   and   Treasury Management Advisors (TMAs)   to embed   AR   automation into broader   treasury, payments, liquidity, and credit relationships , positioning the bank as a strategic advisor in w orking capital optimization and financial process modernization.

Key Responsibilities  

Relationship Management & Treasury Integration

+ 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.

AR   Automation Solution Consulting

+ 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.

Business Development & Opportunity Origination

+ 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.

Centers of Influence & Market Presence

+ 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.

Sales Execution & Performance Management

+ 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.

Basic Qualifications

+ 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.

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Preferred Qualifications  

+    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 u nderstanding 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.

Exempt Status: (Yes    = not eligible for overtime pay) (No   = eligible for overtime pay)

Yes

Workplace Type:

Office

Our Approach to  Office  Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds:  in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the…