Careers | Solutions Manager

Solutions Manager

As part of our Solution Delivery team, the Solutions Manager is responsible for the overall design and analysis of customer requirements for a Treasury management system and implements the functionality that meets these requirements on time and on budget.

Key Responsibilities:

  • Lead discovery sessions with clients on their business/ technical requirements/ process
  • Gather and intimately understand full requirements and document scope of implementation
  • Articulate design rationale and function strategy as it directly relates to accomplishing goals Document solution design in details and obtain sign-off from client
  • Participate in building of the solution as a secondary resource to the Solution Analyst
  • Help support & trouble-shoot delivered work throughout implementation
  • Ensure implementation proceeds on-spec
  • Ensure client expectations are met/ exceeded in terms of product set up and services delivered
  • Tier 2 support for any escalated client issues
  • Assume responsibility of light project management for small-medium size projects
  • Provide up-selling opportunities and funnel to appropriate channels

Required Skills & Experience:

  • Proven experience in a corporate Treasury or a Treasury Management software vendor
  • Experience with Software-as-a-service technology solutions
  • Proven track record in project work including implementing treasury systems with good knowledge of project management tools
  • Thorough understanding of Treasury functions within a Corporate Treasury, Financial Institutions or related field
  • A good team player with ability to act on own initiative
  • Strong interpersonal skills and comfortable dealing with senior managers in client based environments
  • Ability to quickly identify, analyze, and resolve problems / issues
  • Able to multi-task, re-prioritize, and adapt to rapidly changing needs and fast pace environments
  • Strong written and verbal communication skills
  • Willing and able to travel both in the US and overseas


  • Essential: Educated to Degree level or equivalent
  • Preferred: Post Graduate/Business Qualification e.g. MBA
  • Enrollment in CFA, CTP or other professional program a plus


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