Pre-Sales & Banking Connectivity Specialist
AgicapAbout the role
About the Role
We're looking for a Pre-Sales & Banking Connectivity Specialist to sit at the intersection of sales, treasury, and technical implementation. You'll work closely with our Account Executives throughout complex mid-market sales cycles — bringing treasury credibility and technical depth to evaluations — and partner with implementation teams to ensure seamless banking connectivity for every new customer. Beyond your direct involvement in deals, you'll play a meaningful enablement role: coaching and upskilling the sales team on treasury workflows, demo delivery, and banking connectivity concepts so that Agicap's overall go-to-market capability compounds over time.
What You'll Do
- Coach and guide Account Executives on how to structure and deliver treasury-focused demos — building team-wide capability and confidence with financial buyers, not just stepping in yourself
- Train and upskill AEs and Customer Success Managers on US banking connectivity concepts, integration paths, and how to handle technical objections in the field
- Develop reusable enablement assets: demo scripts, treasury workflow guides, bank compatibility matrices, and integration one-pagers
- Establish a feedback loop between the field and Product, ensuring real prospect and customer insights shape the roadmap
- Partner with Account Executives throughout complex mid-market sales cycles, bringing treasury and technical credibility to discovery calls, demos, and evaluations
- Customize product demonstrations to reflect prospects' specific cash management workflows, ERP environments, and banking setups
- Lead technical and treasury-focused conversations with CFOs, Controllers, and Treasurers to uncover pain points and map them to Agicap's value proposition
- Build and present tailored business cases and ROI analyses to accelerate deal velocity and increase average contract value
- Run proof-of-concept evaluations and sandbox environments for prospects, managing the technical track of the sales process end-to-end
- Respond to RFPs and security/technical questionnaires
- Contribute to competitive positioning by developing deep knowledge of US alternatives and articulating Agicap's differentiation
- Serve as the primary expert on US banking connectivity during the sales process, advising prospects on integration paths (API, SFTP, H2H, SWIFT) with their existing banking relationships
- Translate complex connectivity concepts into clear, non-technical language for CFO and Controller audiences — the communication bridge that turns technical depth into deal momentum
- Proactively engage with US banks — both large national institutions and regional banks — to build and maintain connectivity partnerships and documentation
- Help prospects anticipate integration complexity early, reducing post-sale surprises and accelerating time-to-live
- Work hand-in-hand with implementation and customer success teams to streamline banking connectivity setup for new customers
- Lead or support technical configuration of SFTP, H2H, and SWIFT connections across US banks, including large nationals (JPMorgan, Bank of America, Wells Fargo, Citi) and smaller regional institutions (Note: as Agicap US scales, hands-on configuration work is expected to transiti
Sales & CS Enablement
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