Implements, configures, documents, and supports commercial digital banking and treasury management solutions. Coordinates onboarding with sales, operations, product, risk, and banking teams; configures access, workflows, limits, and account relationships; trains customers; troubleshoots issues; maintains compliance and implementation records; and supports continuous process improvement.
SUMMARY/OBJECTIVE:
The Technical Sales Consultant is responsible for the implementation, configuration, and onboarding of commercial digital banking and treasury management solutions. Acting as the technical liaison between Sales, Operations, and the customer, this role ensures banking services are accurately configured, implemented, documented, and supported throughout the onboarding process.
The Technical Sales Consultant partners closely with Relationship Managers, Treasury Management, Operations, Digital Banking, Product, and Risk teams to deliver a seamless client experience while maintaining operational accuracy, compliance, and service quality.
ESSENTIAL FUNCTIONS:
JOB QUALIFICATIONS:
The Technical Sales Consultant is responsible for the implementation, configuration, and onboarding of commercial digital banking and treasury management solutions. Acting as the technical liaison between Sales, Operations, and the customer, this role ensures banking services are accurately configured, implemented, documented, and supported throughout the onboarding process.
The Technical Sales Consultant partners closely with Relationship Managers, Treasury Management, Operations, Digital Banking, Product, and Risk teams to deliver a seamless client experience while maintaining operational accuracy, compliance, and service quality.
ESSENTIAL FUNCTIONS:
- Manage end-to-end implementation of commercial digital banking and treasury management services from intake through customer training and transition to ongoing support.
- Configure and maintain commercial banking solutions, including: Q2 Business Online Banking, ACH Services and ACH IDs (FIS), Positive Pay, Wire Transfer Services, Cash Consolidator, ICS (Insured Cash Sweep), Remote Deposit Capture (RDC), Account Sweep Services, and ZEscrow.
- Configure user access, entitlements, approval workflows, transaction limits, and account relationships in accordance with customer requirements and bank policies.
- Coordinate implementation activities with internal business partners to ensure timely and accurate service delivery.
- Conduct customer onboarding and training sessions, ensuring users understand system functionality and treasury management workflows.
- Troubleshoot implementation issues, resolve customer questions, and escalate technical or operational concerns as appropriate.
- Maintain complete implementation documentation, customer communications, and setup records within applicable systems.
- Ensure all implementations comply with regulatory requirements, internal controls, security standards, and risk management practices.
- Serve as a technical resource for Sales and Relationship Managers during customer onboarding and implementation activities.
- Maintain expertise on commercial banking products, treasury management services, and digital banking platforms while identifying opportunities for continuous process improvement.
JOB QUALIFICATIONS:
- Bachelor’s degree in Business, Finance, Information Systems, or a related field, or equivalent combination of education and experience.
- 3+ years of experience in commercial banking, treasury management, digital banking, cash management, implementation, technical sales support, or a related financial services environment.
- Working knowledge of commercial banking products including ACH, wire transfers, Positive Pay, Remote Deposit Capture, account sweeps, and business online banking.
- Experience working with CRM, workflow, and case management systems.
- Experience configuring banking applications and customer service profiles.
- Experience with Q2 Digital Banking and FIS banking platforms.
- Knowledge of treasury management implementation best practices and commercial onboarding processes.
- Familiarity with banking regulations, security controls, and fraud prevention practices related to commercial banking services.
- Strong analytical, organizational, and problem-solving skills with exceptional attention to detail.
- Excellent written, verbal, and presentation skills with the ability to explain technical concepts to non-technical audiences.
- Ability to manage multiple implementation projects simultaneously while meeting deadlines.
Northern Bank Woburn, Massachusetts, USA Office
275 Mishawum Rd, Woburn, MA, United States, 10801
Similar Jobs
Digital Media • Information Technology • News + Entertainment
Manages a portfolio of enterprise and mid-market Comcast Business customers, driving account growth, contract renewals, retention, customer satisfaction, and monthly sales quota attainment. Identifies incremental revenue opportunities, develops account strategies, presents technology solutions to executive stakeholders, manages sales funnels and forecasts, and serves as the primary escalation point for customer issues. Collaborates with Sales, Finance, and Operations leadership to optimize account performance and revenue retention.
Top Skills:
Advanced VoiceComcast Business ServicesCustomer Relationship Management (Crm)Metro Ethernet
Artificial Intelligence • Cloud • HR Tech • Information Technology • Productivity • Software • Automation
Leads commercial CRM sales for ServiceNow by selling to customer service, field operations, revenue operations, and sales leaders. Builds executive relationships, develops account and territory plans, leads virtual teams, conducts discovery and demonstrations, advises customers on CRM solutions, manages business reviews, and identifies expansion opportunities. Requires software or solutions sales expertise, strong quota performance, C-level relationship management, AI fluency, and willingness to travel up to 50%.
Top Skills:
AICRMServicenow
Artificial Intelligence • Cloud • Computer Vision • Hardware • Internet of Things • Software
Lead firmware and embedded software development for AI-powered video safety products. Architect scalable embedded systems, integrate camera and real-time edge computing capabilities, deploy CV/ML models, and guide technical decisions. Collaborate with hardware, cloud, machine learning, and product teams on next-generation devices and complex multi-team projects. Maintain production systems, improve testing and release infrastructure, mentor engineers, and support products from development through mass production.
Top Skills:
CC++Computer VisionContinuous IntegrationDatabricksEdge AiEdge Camera SystemsEmbedded LinuxGoGoogle MediapipeGstreamerMachine LearningMedia PipelinesMultimedia FrameworksRustSQLTableauVideo CaptureVideo Encoding
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
