Pre-Sales, Banking Connectivity Specialist

Agicap

Pre-Sales & Banking Connectivity Specialist leveraging treasury knowledge to enhance sales and customer success in financial software for mid-market companies.

Posted 5/11/2026full-timeRemote • Texas • 🇺🇸 United StatesMid-LevelSenior💰 $150,000 - $200,000 per yearWebsite

Tech Stack

Tools & technologies

ERPSwift

About the role

Key responsibilities & impact

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

What you’ll need

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)

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

SFTPH2HSWIFTbank APIscash positioningbank reconciliationpayment processingforecastingB2B SaaSfinancial software implementation

Soft Skills

communicationcoachingtrainingproblem-solvingadaptabilitycollaborationleadershipcustomer engagementanalytical thinkingfeedback facilitation

Certifications

CTP