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.
- Competitive salary and benefits package.
Skills Required
- Fluent English
- Bachelor's or Master's degree in Business, Finance, Economics or similar
- 2 to 4 years experience in Fintech, Consulting, Finance Operations, Treasury, Accounting or customer-facing SaaS roles
- Interest in finance processes, payments and financial systems interactions
- 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
- Experience with CRM, project management or customer platforms (e.g., Gainsight)
What We Do
Cash is King, and Agicap fundamentally reshapes the way companies manage one of their greatest pain points. Agicap allows CEOs and Finance teams of SMBs and Mid-Market companies to efficiently manage and forecast their cash flow, pay their suppliers and get paid. Here is a 2 minute overview of what we do : https://youtu.be/9VztdsTKMwg Agicap is one of the fastest scale ups in Europe, with over 8000 customers, 600 employees, $180m raised and fast revenue growth. Agicap is now launching in North America with the opening of an office in Austin, Texas. We already convinced 100+ customers in North America. Product-market fit is validated, it is now a matter of accelerating revenue generation with a local team. The ambition is to create a Hub in Austin with 100+ people over the next couple of years.
Why Work With Us
- Entrepreneurial adventure with the opportunity to launch the North American market - Unique company culture: meritocracy, high standards, continuous learning - A top-tier Sales Academy in a dynamic and growth-focused work environment.
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