Customer Solutions Consultant optimizing finance workflows for strategic clients in the fintech sector. Collaborating with finance teams, leveraging technology for improved financial operations.
Responsibilities
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
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
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.
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