Associate Customer Solutions Consultant – Key Accounts

Agicap

Associate Customer Solutions Consultant helping strategic customers implement finance technology solutions. Driving deep product adoption and optimizing finance workflows for complex environments.

Posted 7/24/2026full-timeLondon • 🇬🇧 United KingdomJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing customer finance ecosystems, optimizing cash and treasury processes, and driving product adoption to enhance customer outcomes. Proficient in translating complex finance workflows into scalable solutions while fostering collaboration across teams.

Highest-signal resume keywords

Finance OperationsTreasury ManagementCustomer SuccessStructured Problem SolvingStrong Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Finance Workflow OptimizationData Structure DevelopmentROI MeasurementCustomer Outcome ManagementFinance Process Automation

Soft Skills

High Ownership MentalityAccountabilityAbility to Thrive in Fast-Paced Environments

Tools & Technologies

AgicapCRM PlatformsProject Management ToolsGainsight

Industry Keywords

FintechConsultingAccountingPaymentsFinancial Systems

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

Manage a portfolio of strategic customers, driving deep product adoption, solving complex finance workflow challenges and increasing long term value creation.
Support customers in optimising how they manage cash, treasury, payments and financial visibility processes using Agicap.
Understand customer finance ecosystems across ERP, banking, payments and treasury layers and translate business needs into scalable data and workflow structures.
Drive measurable customer outcomes including activation depth, ROI and gross retention.
Identify finance optimisation and transformation use cases and quantify business impact.
Act as the voice of the customer across Product, Customer Success, Marketing and Commercial teams.
Deep dive into treasury, payments and finance workflows to improve how customers operate their finance tech stack.
Support customers in moving from manual or fragmented finance processes to automated, scalable finance operations.
Build strong product expertise and support internal knowledge sharing across teams.
Work closely with Commercial teams to identify strategic growth opportunities.

Requirements

What you’ll need

Bachelor’s or Master’s degree in Business, Finance, Economics or similar.
1 to 3 years of experience in: Fintech, Consulting, Finance Operations, Treasury, Accounting or Customer facing SaaS roles
Interest in how finance processes, payments and financial systems interact in real world business environments.
Structured problem solving mindset and ability to simplify complex workflows.
Strong communication skills and confidence working with finance stakeholders
High ownership mentality and accountability for customer outcomes.
Ability to thrive in a fast moving, high growth environment
A Plus: Experience with CRM, project management or customer platforms (Gainsight, etc)

Benefits

Comp & perks

A career acceleration platform, giving early exposure to complex finance environments, CFO level stakeholders and real finance transformation projects.
Opportunity to build expertise across the full finance technology stack: ERP, Banking, Payments, Treasury
Direct collaboration with Product, Engineering and Senior Leadership teams, including regular exposure to global strategy and HQ teams.
Opportunity to help scale the UK and US markets during a major growth phase of the company.
Join a high performance, entrepreneurial culture building one of Europe’s leading fintech platforms.
Competitive salary and benefits package.