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Lead Treasury Consultant – Global , Liquidity
Job in
Springfield, Hampden County, Massachusetts, 01119, USA
Listed on 2026-07-14
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-14
Job specializations:
-
Sales
Business Development, Client Relationship Manager
Job Description & How to Apply Below
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.
- 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.
- Treasury Management Sales
- data analysis
- benchmarking
- solution recommendations
- client presentations
- sales enablement
- compliance requirements
- risk management
- profitability analysis
- payments operations
- consultative discovery
- client relationship management
- strategic influence
- collaboration
- communication
- presentation skills
- problem-solving
- teamwork
- adaptability
- leadership
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