Pre-Sales, Banking Connectivity Specialist

Role Overview

• Coach and guide Account Executives on how to structure and deliver treasury-focused demos — building team-wide capability and confidence with financial buyers, not just stepping in yourself
• Train and upskill AEs and Customer Success Managers on US banking connectivity concepts, integration paths, and how to handle technical objections in the field
• Develop reusable enablement assets: demo scripts, treasury workflow guides, bank compatibility matrices, and integration one-pagers
• Establish a feedback loop between the field and Product, ensuring real prospect and customer insights shape the roadmap
• Partner with Account Executives throughout complex mid-market sales cycles, bringing treasury and technical credibility to discovery calls, demos, and evaluations
• Customize product demonstrations to reflect prospects' specific cash management workflows, ERP environments, and banking setups
• Lead technical and treasury-focused conversations with CFOs, Controllers, and Treasurers to uncover pain points and map them to Agicap's value proposition
• Build and present tailored business cases and ROI analyses to accelerate deal velocity and increase average contract value
• Run proof-of-concept evaluations and sandbox environments for prospects, managing the technical track of the sales process end-to-end
• Respond to RFPs and security/technical questionnaires
• Contribute to competitive positioning by developing deep knowledge of US alternatives and articulating Agicap's differentiation
• Serve as the primary expert on US banking connectivity during the sales process, advising prospects on integration paths (API, SFTP, H2H, SWIFT) with their existing banking relationships
• Translate complex connectivity concepts into clear, non-technical language for CFO and Controller audiences — the communication bridge that turns technical depth into deal momentum
• Proactively engage with US banks — both large national institutions and regional banks — to build and maintain connectivity partnerships and documentation
• Help prospects anticipate integration complexity early, reducing post-sale surprises and accelerating time-to-live
• Work hand-in-hand with implementation and customer success teams to streamline banking connectivity setup for new customers
• Lead or support technical configuration of SFTP, H2H, and SWIFT connections across US banks, including large nationals (JPMorgan, Bank of America, Wells Fargo, Citi) and smaller regional institutions (Note: as Agicap US scales, hands-on configuration work is expected to transition to a dedicated implementation resource — candidates will be set expectations accordingly)
• Build and maintain a living playbook of US bank integration specs, contacts, and known requirements to reduce setup time across the team
• Troubleshoot connectivity issues during onboarding and serve as an escalation point for banking integration challenges
• Liaise with bank technical teams on behalf of customers when needed
• Feed market and prospect insights back to Product to influence the US banking connectivity roadmap
• Track and report on the impact of pre-sales involvement on win rate, deal size, and sales cycle length

Requirements

• 5+ years of experience in treasury, corporate banking, fintech pre-sales, or financial software implementation
• Hands-on practitioner background in corporate treasury — ideally someone who has lived cash positioning, bank reconciliation, and reporting challenges from the corporate side before moving into the vendor or consulting world; CTP designation preferred
• Hands-on knowledge of US banking connectivity standards: SFTP file transfer, Host-to-Host (H2H) connections, SWIFT (MT/MX), and ideally bank APIs
• Experience working with a broad range of US banks, including regional and community banks
• Strong understanding of corporate treasury workflows: cash positioning, bank reconciliation, payment processing, forecasting
• Track record of supporting complex B2B SaaS or fintech sales cycles, ideally with mid-market or enterprise companies
• Excellent communicator — equally comfortable in a CFO meeting and a technical integration discussion
• Comfortable with ambiguity and building structure where little exists (this is a relatively new function at Agicap US)
• Familiarity with ERP systems (NetSuite, Sage, QuickBooks, SAP)

Tech Stack

• ERP
• Swift

Benefits

• Attractive compensation: Annual on-target earnings (OTE) between $150k and $200k depending on seniority.
• Competitive benefits with health benefits and 401k
• Top performers get access to stock options