Customer Solutions Consultant - UK Market

Why This Role Exists

As our customers scale, their finance environments become more complex. They operate across multiple entities, bank accounts, currencies and financial systems, and need modern treasury technology to operate efficiently.

This role exists to help finance teams successfully implement and optimise modern treasury and finance workflows, enabling them to move from fragmented, manual processes to scalable, automated and data driven financial operations.

This is not a traditional Customer Success or Account Management role. You will work in a client facing implementation and process advisory capacity, helping customers realise real value from their finance technology stack.

What you will do:

• Manage a portfolio of strategic customers, driving deep product adoption, solving complex finance workflow challenges and increasing long term value creation.
• Support customers in optimising how they manage cash, treasury, payments and financial visibility processes using Agicap.
• Understand customer finance ecosystems across ERP, banking, payments and treasury layers and translate business needs into scalable data and workflow structures.
• Drive measurable customer outcomes including activation depth, ROI and gross retention.
• Identify finance optimisation and transformation use cases and quantify business impact.
• Act as the voice of the customer across Product, Customer Success, Marketing and Commercial teams.
• Deep dive into treasury, payments and finance workflows to improve how customers operate their finance tech stack.
• Support customers in moving from manual or fragmented finance processes to automated, scalable finance operations.
• Build strong product expertise and support internal knowledge sharing across teams.
• Work closely with Commercial teams to identify strategic growth opportunities.
• Collaborate cross functionally to ensure customers achieve their long term finance and business objectives.

What You Need To Succeed:

• Fluent English level
• Bachelor’s or Master’s degree in Business, Finance, Economics or similar.
• 2 to 4 years of experience in: Fintech, Consulting, Finance Operations, Treasury, Accounting or Customer facing SaaS roles
• Interest in how finance processes, payments and financial systems interact in real world business environments.
• Structured problem solving mindset and ability to simplify complex workflows.
• Strong communication skills and confidence working with finance stakeholders
• High ownership mentality and accountability for customer outcomes.
• Ability to thrive in a fast moving, high growth environment
• A Plus: Experience with CRM, project management or customer platforms (Gainsight, etc)

What’s In It For You:

• A career acceleration platform, giving early exposure to complex finance environments, CFO level stakeholders and real finance transformation projects.
• Opportunity to build expertise across the full finance technology stack: ERP, Banking, Payments, Treasury
• Direct collaboration with Product, Engineering and Senior Leadership teams, including regular exposure to global strategy and HQ teams.
• Opportunity to help scale the UK market during a major growth phase of the company.
• Join a high performance, entrepreneurial culture building one of Europe’s leading fintech platforms.
• Attractive salary: 36K in Lisbon / 38K in Lyon