Solution Sales Executive – Treasury & Banking Automation

Truvio

. Build strong partner relationships with Dynamics 365 implementation partners, system integrators and Microsoft sellers .

Posted 11/10/2026full-timeRemoteJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in building partner relationships and managing sales pipelines, particularly within technology and SaaS environments. Proficient in leveraging Microsoft Dynamics 365 and AI capabilities to address customer challenges in finance and treasury.

Highest-signal resume keywords

Partner Relationship ManagementSales Pipeline ManagementMicrosoft Dynamics 365 ExposureStrong Communication SkillsChannel Sales Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales DevelopmentBusiness Case DevelopmentCRM ManagementCash ManagementRisk and Control Analysis

Soft Skills

Relationship BuildingPresentation SkillsListening SkillsStructured ApproachCollaboration

Tools & Technologies

HubSpotLinkedInMicrosoft Dynamics 365

Industry Keywords

Treasury OperationsBanking OperationsSaaSERPFinancial Software

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

Build strong partner relationships with Dynamics 365 implementation partners, system integrators and Microsoft sellers
Work with partners to bring opportunities to their customers
Engage with customers alongside partners, speaking with Controllers, Treasurers and CFOs about 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
Work with prospects, partners and senior colleagues to progress opportunities
Build clear business cases around risk and control, efficiency and time savings, and security
Position solutions and support demonstrations
Collaborate with the pre-sales team to tailor demos and proposals to customer needs, including embedded AI capabilities
Maintain an accurate pipeline and forecast in HubSpot
Provide clear insights into opportunities and progress

Requirements

What you’ll need

1–4 years of experience in sales, business development or other customer-facing roles, preferably within technology or SaaS
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
Ability to understand customer challenges and connect them to clear business outcomes
Structured approach to pipeline management, follow-up and CRM
Confidence using LinkedIn as part of a sales approach
Genuine interest in technology and how AI is changing finance and treasury
Bachelor’s degree in Business, Finance, Information Technology or a related field is advantageous
Exposure to Microsoft Dynamics 365, ERP or financial software is advantageous
Experience working with Microsoft partners, ISVs or in channel sales is advantageous
Understanding of treasury, cash management or banking operations is advantageous

Benefits

Comp & perks

Hands-on training
Exposure to enterprise software, Microsoft Dynamics 365 and solution selling
Fun activities and social time together
Latest technology
Collaborative team environment
Opportunity for increasing commercial responsibility and career development