Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Solution Sales Executive- Treasury & Banking Automation

Full-time

Truvio

About the role

Are you early in your sales career and ready to take the next step into enterprise software?

We are looking for a Solution Sales Executive to help grow Truvio’s Treasury & Banking Automation solution in the North America market.

You will work in a partner-led sales environment, collaborating closely with Microsoft Dynamics 365 implementation partners, system integrators and Microsoft sellers to identify opportunities and bring our proven and best of breed Treasury & Banking Automation solution, powered by SKSoft, to D365 customers.

This is a great opportunity for someone with some years of experience in sales, business development or other customer-facing roles who want to build a career in enterprise software sales. You will work within a fun and collaborative team environment that works together to ensure success and growth.

What you will do

  • Build strong partner relationships with Dynamics 365 implementation partners, system integrators and Microsoft sellers, and work together to bring opportunities to their customers.

  • Engage with customers often alongside our partners, speaking with Controllers, Treasurers and CFOs to understand their D365 bank connectivity and cash management challenges.

  • Generate and develop pipeline through partner relationships, LinkedIn social selling, events, joint webinars and other targeted activities.

  • Support the sales process from first conversation to close , working with prospects, partners and senior colleagues to progress opportunities and build clear business cases around risk and control, efficiency and time savings and security.

  • Position our solutions and support demonstrations , collaborating with our pre-sales team to tailor demos and proposals to customer needs, including our embedded AI capabilities.

  • Maintain an accurate pipeline and forecast in HubSpot and provide clear insights into opportunities and progress.

What you will bring

  • 1–4 years of experience in sales, business development or other customer-facing roles, preferably within technology or SaaS.

  • The ability to build trusted relationships and work effectively with partners in a channel-led sales model.

  • Strong written and verbal communication, presentation and listening skills.

  • The ability to understand customer challenges and connect them to clear business outcomes.

  • A structured approach to pipeline management, follow-up and CRM.

  • Confidence using LinkedIn as part of your sales approach.

  • A genuine interest in technology and how AI is changing finance and treasury.

Strong early-career candidates are encouraged to apply. We are looking for potential, curiosity and commercial drive as much as years of experience.

Nice to have

It is an advantage if you have:

  • Exposure to Microsoft Dynamics 365, ERP or financial software.

  • Experience working with Microsoft partners, ISVs or in channel sales.

  • An understanding of treasury, cash management or banking operations.

  • A Bachelor’s degree in Business, Finance, Information Technology or a related field.

Who you are

You are curious, commercially minded and eager to learn. You enjoy building relationships and understand that successful partner sales is based on trust, collaboration and consistent follow-through.

You are comfortable asking questions, listening to customers and translating what you hear into business value. You take ownership of your work, stay organized and enjoy being part of a team where people learn from and support each other.

Most importantly, you are motivated to develop your skills and build a long-term career in enterprise software sales.

Why Truvio?

At Truvio, you will join a global software company with a strong position in the Microsoft Dynamics 365 ecosystem.

Our Treasury & Banking Automation solution, powered by SKSoft, is embedded within Dynamics 365 and helps the Office of the CFO gain greater visibility, control and efficiency across treasury and banking processes. The role will also give you exposure to Truvio’s broader finance automation portfolio, including AP Automation powered by ExFlow.

You will receive hands-on training and work closely with experienced sales and pre-sales colleagues, giving you the opportunity to deepen your knowledge of enterprise software, Microsoft Dynamics 365 and solution selling while taking on increasing commercial responsibility.

Other information

  • Employment type: Full-time

  • Start date: As soon as possible

  • Location / work style: North America, remote

  • Reports to: Enterprise Sales Director, North America

About Truvio

At Truvio, you will be part of a fast-growing modern SaaS environment that brings together established Microsoft Dynamics ISVs in one unified company, delivering a single, intelligent product portfolio built exclusively for Dynamics 365.

This way, we help customers and partners close the ERP Value Gap by unifying finance, operations and commerce within a Microsoft-native suite.

We are a team of more than 450 employees worldwide, with colleagues based across North America, Europe, Asia and Australia. Our core values, Take Ownership, Build Trust, Drive Innovation and Succeed Together, guide how we work and how we create value for our customers and partners.

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Solution Sales Executive- Treasury & Banking Automation in Remote vacancy
  •  ...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 United States. The Solution Sales Executive will play an important role in expanding the adoption... 
    Suggested
    Permanent employment
    Full time
    Remote work

    Jobgether

    Remote
    1 day ago
  • $125.45k - $186.6k

     ...It all started when engineer Fred Luddy wrote code that automated a tedious task for his coworker, Phyllis. She cried tears...  ...work for people. Job Description The Data & Analytics Solution Sales Executive (SSE) is a sales role built for experienced data and analytics... 
    Suggested
    Full time
    Work at office
    Immediate start
    Remote work
    Flexible hours

    ServiceNow

    Remote
    4 days ago
  •  ...powered exchanges, brokerages, banks, and fintechs across dozens...  ...connectivity, tokenization, treasury, and settlement capabilities...  ...We are hiring an Enterprise Sales Executive to open new markets for the...  ...legal, from discovery and solution design through commercial negotiation... 
    Suggested
    Full time
    Contract work
    Worldwide

    Revenue3

    United States
    22 hours ago
  •  ...Banking Enterprise Solutions Sales Executive Individual contributor role. Direct hire with client and requires back-office banking workflow experience. Ideal candidate will have experience selling banking software into banks! Consultative sales for one platform in... 
    Suggested
    Remote work

    CPO Recruiting Group

    Philadelphia, PA
    4 days ago
  • $250k - $315k

     ...global corporate cards and banking with intuitive spend...  .... Brex’s AI-native automation and world-class service...  ...to grow your career.Sales at BrexSales is the growth...  ...Client Sales Executive, you’ll own a portfolio...  ...with Customer Success, Solutions Consultants, Underwriting... 
    Suggested
    Work at office
    Remote work
    Work from home
    3 days per week

    Brex

    Seattle, WA
    4 days ago
  • $186.11k - $206.79k

     ...global corporate cards and banking with intuitive spend...  .... Brex’s AI-native automation and world-class service...  ...to grow your career.Sales at BrexThe Sales team...  ...Mid-Market Client Sales Executive II, you will play an essential...  ..., Billpay, and Travel solutions, to diversify and... 
    Work at office
    Remote work
    Work from home

    Brex

    San Francisco, CA
    2 days ago
  • $186.11k - $206.79k

     ...Mid-Market Client Sales Executive II Brex is the intelligent finance...  ...global corporate cards and banking with intuitive spend management...  .... Brex's AI-native automation and world-class service eliminate...  ...Management, Billpay, and Travel solutions, to diversify and enhance... 
    Work at office
    Remote work
    Work from home

    Brex

    New York, NY
    2 days ago
  •  ...journey to being the Best Community Bank in America. Our motto is...  ...with payment and receivables solutions, with a particular focus on merchant...  ...with Commercial Banking, Treasury Management, Business Banking,...  ...industry knowledge with consultative sales skills and a passion for... 
    Work experience placement
    Work at office
    Local area
    Remote work

    Peoples Bancorp

    Columbus, OH
    4 days ago
  • $243.53k - $280.07k

     ...working world.About Sales and Account...  ...technology expertise, and solution depth to drive...  ..., S&AE shapes and executes integrated go-to-market...  ..., with depth in banking, capital markets,...  ..., profitability, treasury, liquidity, and regulatory...  ..., workflow automation, integration, and... 
    Summer holiday
    Immediate start
    Flexible hours

    EY (Ernst & Young)

    New York, NY
    3 days ago
  • $125.45k - $186.6k

     ...It all started when engineer Fred Luddy wrote code that automated a tedious task for his coworker, Phyllis. She cried tears of...  ...Join us to put AI to work for people. The Data & Analytics Solution Sales Executive (SSE) is a sales role built for experienced data and... 
    Full time
    Immediate start

    ServiceNow

    Remote
    4 days ago
  •  ...in the transformative power of automation to change how the world works. We...  ...Your mission The Enterprise Sales Executive will cover regional and community banks and credit unions across the north...  ..., promoting, and selling UiPath solutions through a value-selling approach... 
    Remote job
    Full time
    Work at office
    Local area
    Immediate start

    uipath

    Remote
    8 hours ago
  • $132.89k - $166.11k

     ...global corporate cards and banking with intuitive spend...  .... Brex’s AI-native automation and world-class service...  ...to grow your career.Sales at BrexSales is the growth...  ...buyers and finance executives, leading complex multi...  ...partnership with Sales and Solutions EngineeringTurn churn-... 
    Work at office
    Remote work
    Work from home

    Brex

    New York, NY
    4 days ago
  • American Commercial Bank & Trust, NA Commercial Banking Associate - ON SITE in Lisle, IL...  ...documentation and maintain knowledge of Treasury Management services. Other projects and...  ...abilities and resourcefulness in finding solutions and answering challenges. Strong working... 
    Full time
    Bank staff
    Work at office
    Flexible hours

    American Commercial Bank & Trust

    Lisle, IL
    4 days ago
  • $55k - $70k

     ...Job title: Sales Development Representative Reports to: Manager Business Development...  ...combines payables, acquiring, and banking and treasury solutions. This unified approach allows...  ...Protection Reports per week for the Executive Team. Diligent use of our Customer... 
    Full time
    Remote work

    Priority Commerce

    United States
    13 hours ago
  • $28.99 - $35.43 per hour

     ...Commercial Banking Client Representative At U.S. Bank, we're committed to helping our...  ...corporate, and small business clients utilizing treasury management products and services. In...  ...partner with internal teams to provide solutions, and deliver a high-quality customer... 
    Temporary work
    Flexible hours
    3 days per week

    U.S. Bancorp

    Cincinnati, OH
    4 days ago
  •  ...job: Are you a proven banking technology sales professional looking to make...  ...and driven Senior Sales Executive to accelerate our expansion...  ...Channels, and Loan Origination solutions and SI services to...  ...engagement (CRM), branch automation and loan origination solutions... 
    Contract work
    Remote work
    Worldwide

    VeriPark

    New York, NY
    4 days ago
  •  ...this role, you will take ownership of the sales process, working closely with enterprise...  ...build strong relationships and deliver solutions that create real business value. You...  ...investment by introducing intelligent financial automation solutions that improve efficiency,... 
    Permanent employment
    Full time
    Remote work
    Worldwide

    Truvio

    Remote
    2 days ago
  • $99k - $135k

     ...Remote-TX Details The National Accounts Sales Executive, is an individual contributor role,...  ...develop competitive, financially sound solutions that meet partner needs. Serve as a...  ...such as your social security number or banking information, via text or email. Additionally... 
    Full time
    Remote work

    Kemper

    Texas
    16 days ago
  •  ...TEMENOS Temenos is a global leader in banking technology. Through our market-leading...  ...suite and best-in-class composable solutions, we are modernizing the banking industry...  ...banks. This role is ideal for a senior sales executives who thrives on opening doors, building... 
    Full time
    Contract work
    3 days per week
    1 day per week

    Temenos

    Remote
    4 days ago
  •  ...listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Solution Sales Executive – AP Automation based in the United States. We are looking for an experienced and commercially driven Solution Sales Executive... 
    Permanent employment
    Full time
    Remote work

    Jobgether

    Remote
    1 day ago
  • $133.25k - $168.58k

     ...teams with cloud-based treasury, payments, risk...  ...management and working capital solutions. We serve 3,000+...  ...Identify and engage C-level executives (CFOs, Treasurers, VPs...  ...optimization Sales Execution Conduct discovery...  ...Knowledge of banking relationships, payment... 
    Full time
    Contract work
    Worldwide

    Kyriba

    Remote
    15 days ago
  •  ...Strategic Sales Executive – Financial Institutions Open Banking | Financial Technology | Data Solutions The Opportunity We are partnering with a growing financial technology business to identify an experienced, commercially driven sales executive to lead strategic... 
    Full time
    Contract work
    Remote work
    Flexible hours

    Anchor Conzult

    United States
    4 days ago
  • $130k - $160k

     ...responsibility are earned through execution, not tenure Velocity with...  ..., entrepreneurial enterprise sales professional to lead...  ...expansion into the world's largest banking institutions. While we've established...  ...and discovery through solution development, executive engagement... 
    Full time
    Work at office
    Remote work
    Flexible hours

    YipitData

    Remote
    14 days ago
  • $150k - $165k

     ...Overview As a Senior Sales Executive, Insurance Solutions, you will be a consultative sales executive responsible for growing the commercial carrier...  ...’ event-based architecture enables AI-driven bundling, automation, and real-time deployment. Solutions from Origami... 
    Full time
    Temporary work
    Work experience placement
    Work at office
    Remote work
    Flexible hours

    Origami Risk LLC

    Remote
    1 day ago
  •  ...It all started when engineer Fred Luddy wrote code that automated a tedious task for his coworker, Phyllis. She cried tears...  ..., retail, restaurant, and home improvement. The Senior Solution Sales Executive will drive market success for ServiceNow's Moveworks solutions... 
    Full time
    Work at office
    Immediate start
    Remote work
    Flexible hours

    ServiceNow

    Remote
    18 days ago
  •  ...industry. Our technology powers mission-critical solutions across Lending, Payments and Universal Banking, supporting over 7,000 customers, including 80% of...  ...Finastra is seeking a high-performing Senior Sales Executive to drive net new business growth within our Middle... 
    Contract work
    Local area
    Immediate start
    Remote work
    Worldwide

    Finastra

    United States
    13 hours ago
  • $73.04k - $82.85k

     ...Sales Development Representative Brex is the intelligent...  ...corporate cards and banking with intuitive spend...  .... Brex's AI-native automation and world-class...  ...partner with Account Executives to help businesses understand...  ...a financial services solution and the rewards that it... 
    Hourly pay
    Work at office
    Immediate start
    Remote work
    Work from home
    3 days per week

    Brex

    Salt Lake City, UT
    2 days ago
  • $95k - $110k

     ...Sales Executive SavvyMoney is a leading San Francisco East Bay fintech company. We provide integrated credit score and personal finance solutions to 1,600+ bank and credit union partners nationally. The SavvyMoney solutions integrate with more than 43 digital banking... 
    Remote job
    Base plus commission
    Local area
    Flexible hours

    SavvyMoney

    Dublin, CA
    2 days ago
  • $250k

     ...Senior Sales Executive SavvyMoney is a leading San Francisco East Bay fintech company. We provide integrated credit score and personal finance solutions to 1,600 + bank and credit union partners nationally. The SavvyMoney solutions integrate with more than 43 digital... 
    Remote job
    Base plus commission
    Contract work
    Flexible hours
    Shift work

    SavvyMoney

    Dublin, CA
    2 days ago
  • $70k - $154k

     ...location. Summary:The Equipment Finance Sales Executive acquires and develops new profitable...  ...Huntington customersCross sells other bank products, and stays current on competitor...  ...outbound calling initiatives offer new solutions to clients and ensure Huntington as our... 
    Full time
    Work at office
    Remote work
    Work from home
    Flexible hours

    The Huntington National Bank

    Cincinnati, OH
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Solution Sales Executive- Treasury & Banking Automation. Be the first to apply!