Solution Sales Executive- Treasury & Banking Automation

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Solution Sales Executive – Treasury & Banking Automation based in Canada.

The Solution Sales Executive will play an important role in expanding the adoption of innovative treasury and banking automation solutions across the North American market. This position is ideal for an ambitious sales professional looking to develop a long-term career in enterprise software and SaaS sales. Working within a partner-led commercial model, you will build relationships with Microsoft Dynamics 365 implementation partners, system integrators, and Microsoft sales teams to generate and develop new business opportunities. You will engage directly with finance leaders, including Controllers, Treasurers, and CFOs, to understand their challenges and demonstrate how technology can improve financial operations. Combining relationship building, business development, and consultative selling, you will help customers achieve greater efficiency, visibility, security, and control over their treasury processes. You will also benefit from hands-on training and close collaboration with experienced sales and pre-sales professionals in a dynamic, international, and supportive environment.

Accountabilities:

• Develop and maintain strong relationships with Microsoft Dynamics 365 implementation partners, system integrators, and Microsoft sales representatives to identify opportunities and generate new business.
• Collaborate with channel partners to introduce treasury and banking automation solutions to their existing and prospective Dynamics 365 customers.
• Engage with customers alongside partners, building relationships with key decision-makers, including Controllers, Treasurers, Chief Financial Officers (CFOs), and other finance professionals.
• Understand customer challenges related to bank connectivity, cash management, treasury operations, and financial processes, translating business needs into relevant technology solutions.
• Generate and develop a qualified sales pipeline through partner relationships, LinkedIn social selling, industry events, joint webinars, and targeted business development activities.
• Support the entire sales cycle, from initial prospect engagement and opportunity qualification through solution presentation, proposal development, negotiation, and closing.
• Work closely with prospects, partners, and senior sales colleagues to develop compelling business cases highlighting operational efficiency, time savings, risk management, internal controls, and security improvements.
• Position treasury and banking automation solutions effectively, communicating their value and relevance to customers' financial and operational objectives.
• Coordinate with pre-sales specialists to prepare and deliver tailored product demonstrations, presentations, and commercial proposals that address specific customer requirements, including embedded artificial intelligence capabilities.
• Maintain accurate sales pipeline information, opportunity tracking, and revenue forecasts within HubSpot CRM.
• Provide regular updates and actionable insights on sales opportunities, partner engagement, pipeline development, and commercial progress.
• Develop a strong understanding of the broader finance automation portfolio, including accounts payable automation solutions, to identify additional customer needs and cross-selling opportunities.
• Continuously develop product knowledge, enterprise sales capabilities, and understanding of the Microsoft Dynamics 365 ecosystem through training and collaboration with experienced colleagues.

Requirements:

• Approximately 1–4 years of professional experience in sales, business development, account management, or another customer-facing position, preferably within the technology or Software-as-a-Service (SaaS) industry.
• Demonstrated ability to establish and maintain trusted professional relationships and collaborate effectively with external partners in a channel-led sales environment.
• Strong written and verbal communication skills, with the ability to engage customers, ask relevant questions, listen actively, and present solutions clearly.
• Excellent presentation and interpersonal skills, with the confidence to communicate with senior finance professionals and other business stakeholders.
• Ability to understand customer challenges and translate business requirements into clear commercial value propositions and measurable business outcomes.
• Strong organizational and time-management skills, with a structured approach to pipeline development, opportunity tracking, follow-ups, and sales forecasting.
• Familiarity with CRM platforms and confidence using tools such as HubSpot to manage customer interactions and sales opportunities.
• Experience using LinkedIn for professional networking, prospecting, and social selling.
• Genuine interest in enterprise technology, financial automation, and the role of artificial intelligence in transforming finance and treasury operations.
• Commercially minded, proactive, and curious personality, with a strong willingness to learn and develop within an enterprise software sales environment.
• Ability to work independently, take ownership of responsibilities, and manage priorities while contributing effectively to a collaborative sales team.
• Strong relationship-building skills and an understanding of the importance of trust, teamwork, and consistent follow-through in partner-driven sales.
• Motivation to build a long-term career in enterprise software sales, with the adaptability to work in a fast-growing and evolving technology environment.

Additional Assets:

• Previous exposure to Microsoft Dynamics 365, Enterprise Resource Planning (ERP) platforms, or financial management software.
• Experience working with Microsoft implementation partners, Independent Software Vendors (ISVs), system integrators, or within a channel sales model.
• Basic understanding of treasury management, cash management, banking operations, or corporate finance processes.
• Bachelor's degree in Business Administration, Finance, Information Technology, or a related discipline.
• Familiarity with SaaS business models, enterprise software solutions, or financial automation technologies.

Benefits:

• Permanent, full-time employment opportunity.
• Fully remote working arrangement across North America, including Canada.
• Opportunity to join a fast-growing international SaaS and enterprise software environment.
• Hands-on onboarding and structured training to develop expertise in enterprise software, Microsoft Dynamics 365, treasury management, and solution selling.
• Close mentorship and collaboration with experienced sales and pre-sales professionals.
• Opportunity to develop commercial responsibilities and progress within enterprise sales.
• Exposure to innovative treasury and banking automation solutions, including embedded AI capabilities.
• Opportunity to work with an established network of Microsoft partners, system integrators, and enterprise customers.
• Exposure to a broader portfolio of finance automation solutions, including accounts payable automation.
• Collaborative and supportive international team environment, with colleagues across North America, Europe, Asia, and Australia.
• Opportunities to participate in team-building activities, social events, and initiatives that encourage employee engagement and connection.
• Professional development opportunities within a growing global organization.
• Opportunity to contribute to digital transformation initiatives that help finance teams improve efficiency, visibility, and operational control.

How Jobgether works:

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Why Apply Through Jobgether?

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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