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Pre Sales Consultant

| Northwest Suburbs

Working under moderate supervision The Pre-Sales Consultant is responsible for providing assistance to the sales team in identifying clients’ needs, proposing and demonstrating the GTreasury solution. They will work in conjunction with the Sales Executives to pursue high value software and services sales and business development opportunities within GTreasury’s current and prospective client base to achieve or exceed yearly sales goals, increase market share and maximize profits.

The Pre-Sales Consultant works closely with GTreasury’s sales executives plus Product Development and Global Services to help identify, develop, and deliver sales of the GTreasury solution. The Pre-Sale Consultant will be working as a team with the regional Sales and Pre-Sales for the same objective. He or she is responsible for developing and managing the clients technical and end user relationships and assisting sales executives in selling the strategic vision.

Essential Job Duties

Pre sales

  • Through direct communication with prospective clients, work with the Sales Executives to gain a thorough understanding of their business needs, system needs and treasury requirements.
  • Help develop, articulate and demonstrate the GTreasury solution to clients and prospects
  • Provide business and technical input to RFP’s, client proposals, etc.
  • Maintain an effective presence at industry events, conferences, seminars and trainings as required
  • Maintains use case scenarios in demo environment via product UIs, tailoring as needed for client specific requirements


  • Maintain expertise in related industry issues relative to trends, competition, and customer needs
  • Maintain expertise relative to the function and technology of the GTreasury’s product offering in order to represent and sell effectively
  • You will be assuming the role of trainer for internal staffs who is supporting the product locally

Position Requirements:

  • Detailed understanding and experience with Treasury software
  • Deep understanding of Treasury and accounting requirements
  • Outstanding verbal and written communication skills.
  • A background in consulting or product sales
  • Team player with a strong sense of ownership
  • Significant experience presenting solutions illustrating key business value tailored to a prospects’ needs
  • Coordinates RFI / RFP responses for subject area, working with delivery organizations as needed.
  • Conduct client presentations and demonstrations. Experience with Tell-Show-Tell methodology is beneficial
  • Maintains use case scenarios in demo environment via product UIs, tailoring as needed for client specific requirements
  • Works with product team to stay abreast of product roadmap, enhancements, updates, etc.
  • Responsible for establishing and maintaining effective working relationships with peer SME’s necessary to present a unified message

Basic Qualifications:

  • 5+ years of experience working in Financial Technology/Services or similar industry
  • Excellent listening, presentation, and consultative skills.
  • Proven organizational, leadership, and interpersonal skills and proven success  working directly with clients
  • Excellent verbal and written communication skills – ability to interface and influence at multiple organizational levels.
  • CTP Certification recommended
  • Bachelor’s degree in Finance/Business preferred, or equivalent experience.
  • Travel – 50%
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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
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    • Microsoft SQL ServerDatabases
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    • ConfluenceCMS
    • SalesforceCRM
    • MarketoLead Gen


We just moved into new office space near 294 and Lake Cook Rd!

An Insider's view of GTreasury

How do you collaborate with other teams in the company?

The communication between our different departments, in my opinion, is one of the intangibles that separates our company from our competitors. Throughout our implementation process, there are collaborative status calls and internal meetings to allow each department to voice best practices and turn each project into a success story


Solutions Consultant

How does the company support your career growth?

GTreasury continues to support my career growth. As the company grows, my role is becoming more specialized in certain areas that are geared more towards my interests. This keeps every day exciting knowing that I can focus on what my strengths are and flourish in those areas.


Marketing Associate

What makes someone successful on your team?

At my prior workplace, there was a lot of ‘that’s not my job’ being played. At GTreasury, successful team members take ownership of the improvement of the client experience; if you see a problem, find a way to get it fixed.


Senior Product Manager

What are GTreasury Perks + Benefits

GTreasury Benefits Overview

GTreasury understands the importance of benefits. Benefits are almost free and covered from the first day of employment to ensure our employees peace of mind.

Health Insurance & Wellness Benefits
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Everyone receives $100,000 in Life and AD&D
Onsite Gym
Retirement & Stock Options Benefits
401(K) Matching
GTreasury's 401(k) plan matches 100% of an employee's contributions up to the first 3% of their pay, and then 50% of an employee's contribution up to 2% of their pay, with immediate vesting.
Child Care & Parental Leave Benefits
Family Medical Leave
Vacation & Time Off Benefits
Generous PTO
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Company Outings
Some Meals Provided
Happy Hours
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
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