Solutions Advisor

Posted 11 Days Ago
Be an Early Applicant
New York, NY
In-Office
112K-154K Annually
Mid level
Software
The Role
The Solutions Advisor engages with customers to optimize the use of Kyriba's platform, enhance satisfaction, drive adoption, and build advocacy while providing strategic insights and technical guidance.
Summary Generated by Built In

Dream Big.  Go Beyond. Be Unstoppable.

About Us

Kyriba is a global fintech leader empowering CFOs and finance teams with cloud-based treasury, payments, and risk management solutions. We serve 3,000+ customers worldwide, managing $15 trillion in payments annually and helping businesses optimize liquidity performance across the enterprise.


We're on a mission to become the most sought-after cloud technology company globally.  We think big, innovate relentlessly, and challenge the status quo every day. If you are a problem-solver who’s ready to push boundaries and achieve more than you thought possible-you'll find an exceptional career within an extraordinary business.

Essential duties and responsibilities

  • Platform Optimization: Engage with existing customers to analyze their current use of Kyriba’s platform, identifying opportunities for enhancement and recommending best practices to improve efficiency and outcomes.
  • Customer Advocacy: Work closely with customers to ensure satisfaction and advocacy, focusing on renewal, reducing churn, and increasing NPS and referrals. Build trusted advisor relationships with key stakeholders.
  • Workshops & Discovery Sessions: Facilitate tailored workshops, whiteboarding sessions, and discovery engagements to uncover additional needs and opportunities for platform utilization and expansion.
  • Strategic Collaboration with Account Management: Collaborate closely with the AM team to provide insights into customer site activity and best practices.  Leveraging data points such as click activity to infer usage trends, while tactfully addressing gaps in understanding. 
  • Portfolio Level Utilization Analysis: Conduct macro-level analysis of the customer portfolio to assess utilization trends against contractual agreements. Identify opportunities for optimization by pinpointing underused features, misalignments with contract terms, or areas where customers could derive greater value.
  • Architectural Guidance: Provide technical leadership in designing solutions to meet evolving customer needs, ensuring alignment with best practices and Kyriba’s product capabilities.
  • Strategic Demonstrations: Conduct targeted demonstrations to highlight advanced features and new functionalities relevant to the customer's goals, positioning Kyriba as their ongoing financial technology partner.
  • Market Feedback Loop: Act as the voice of the customer by providing actionable feedback to Product Management on market demands, feature requests, and potential areas for product enhancement.
  • Product Expertise: Maintain a deep understanding of Kyriba’s roadmap, features, and functionality to provide current, relevant, and impactful recommendations to customers.
  • Business Case Support: Collaborate with customers to build business cases for expanded platform use, focusing on ROI, optimization benefits, and alignment with their financial and operational objectives.
  • Industry Engagement: Represent Kyriba at customer forums, conferences, and events, sharing success stories and best practices to showcase the value of the platform.
  • Proactive Risk Mitigation: Identify signs of customer dissatisfaction or risk and work collaboratively with internal teams to resolve issues before they impact renewal decisions.
  • Competitive Analysis: Stay informed about industry trends and competitors to position Kyriba effectively and help customers understand differentiators that enhance their experience.

What you bring

  • Prior Kyriba experience or competing product experience a plus
  • 1-5 years of experience in either implementation, support, presales, or product management with treasury management technologies
  • Proven experience in a customer-facing advisory role, with a focus on driving adoption, preventing churn, and fostering advocacy.
  • Expertise in ERP integrations, and familiarity with API architectures.
  • Excellent interpersonal skills with a knack for understanding and addressing customer challenges.
  • Ability to facilitate discovery workshops and deliver impactful technical demonstrations.
  • Strong collaboration skills to liaise effectively with Product Management and internal teams.

Our Values Guide Everything We Do

  • Think Big & Constantly Innovate: We have the confidence to think big, embrace change, challenge the status quo, and continuously evolve - incorporating new technologies and driving industry progress.

  • Put our Customers’ Needs First: We are passionate about delivering the highest value for our customers and supporting them with end-to-end care throughout their journey with us.

  • Act with Integrity: Integrity is at the heart of everything we do. We take personal responsibility for our actions, own our decisions, and honour each other’s contributions. We empower each other through honesty, respect, trust and transparency.

  • Work as One Team: We are driven by our common goals and share in each other’s successes and failures, learning and working together as a team where everyone can bring their best selves.

  • Strive for Excellence while Having Fun: We enjoy tackling new challenges together, and revel in continuous improvement as we deliver, with ultimate professionalism, the very best for our customers, while exceeding our own expectations.

At Kyriba we value pay transparency and fairness.

For new hires, the annual base salary range for this role is: $112,050.00 - $154,125.00 annual salary based on a full-time schedule. Salary can progress beyond this range through sustained performance and demonstrated success in the role. In addition to base pay, this position may be eligible for variable compensation (eg. performance bonus or commission-based plan) and/or a long-term incentive. The final package will be determined by factors such as skills, experience and qualifications. Kyriba also offers a comprehensive range of health, welfare and wellbeing benefits designed to support both your professional and personal life.

Kyriba believes that everyone has the ability to make an impact, and we are proud to be an equal opportunity employer committed to providing employment opportunity regardless of sex, race, creed, color, gender, religion, marital status, domestic partner status, age, national origin or ancestry, physical or mental disability, medical condition, sexual orientation, pregnancy, military or veteran status, citizenship, and genetic information. See EEO Law.


If you require a reasonable accommodation to complete any part of the application or interview process, or to perform essential job functions, please contact us at [email protected].

Requests will be handled confidentially and in accordance with applicable local laws.

Top Skills

Api Architectures
Erp Integrations
Treasury Management Technologies
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The Company
HQ: San Diego, CA
972 Employees

What We Do

Kyriba treasury software is comprised of a set of powerful products that span treasury, risk, payments and working capital. Try Now!

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