AR Automation Solutions Consultant

Job description

Description Position Summary: The Accounts Receivable Automation Solutions Consultant ( AR Automation Consultant) is a senior, relationship-driven solution sales role responsible for driving adoption of bank-sponsored receivables automation solutions across middle market, large corporate, and enterprise clients (typically $50MM+ in annual revenue). This role partners closely with Commercial Relationship Managers (RMs) and Treasury Management Advisors (TMAs) to embed AR automation into broader treasury, payments, liquidity, and credit relationships , positioning the bank as a strategic advisor in w orking capital optimization and financial process modernization. Key Responsibilities: Relationship Management & Treasury Integration: Partner with Commercial RMs and TMAs to identify AR automation opportunities within existing credit, treasury, and payments relationships. Support relationship teams by integrating receivables automation solutions into holistic client strategies, strengthening primary bank positioning. Participate in joint client calls, portfolio reviews, and relationship planning sessions to deepen wallet share and client retention. Serve as a trusted advisor to finance,...