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Mid LevelFull-time
Salary Range
$51,000 - $69,000 /year
This salary is estimated based on similar roles. The actual salary may vary.
About the Role
Agicap is seeking a Treasury Implementation Specialist to help finance teams implement and optimize modern treasury and finance workflows. This role involves working with customers to transform their financial operations from manual processes to automated, scalable systems.
Key Responsibilities
- →Manage a portfolio of strategic customers, driving deep product adoption and solving complex finance workflow challenges
- →Support customers in optimizing cash, treasury, payments, and financial visibility processes using Agicap
- →Understand customer finance ecosystems across ERP, banking, payments, and treasury layers
- →Drive measurable customer outcomes including activation depth, ROI, and gross retention
- →Identify finance optimization 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 customer operations
- →Support customers in moving from manual or fragmented finance processes to automated, scalable operations
- →Build strong product expertise and support internal knowledge sharing
- →Work closely with Commercial teams to identify strategic growth opportunities
- →Collaborate cross-functionally to ensure customers achieve their long-term finance and business objectives
Requirements
- ✓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)
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