YD
Client Financial and Treasury Lead (WFH)
- Hiring from
- Philippines
- Work type
- Remote
- Posted
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We’re looking for a Client Financial and Treasury Lead to primarily support and manage US-based customers and work during US business hours.
Key responsibilities:
* Own and manage a portfolio of US-based customers.
* Lead regular customer meetings and serve as the primary point of contact.
* Build relationships with Treasury Managers, Controllers, VPs of Finance, and CFOs.
* Understand customers' treasury, banking, cash management, and financial processes.
Qualifications:
* Experience managing 15+ large US customers.
* 2+ years at a major bank or BPO/Fintech.
* Strong knowledge of banking, treasury, or cash management.
* Comfortable leading meetings with senior finance leaders.
* Excellent English communication skills.
* Work from home setup ready.
Key responsibilities:
* Own and manage a portfolio of US-based customers.
* Lead regular customer meetings and serve as the primary point of contact.
* Build relationships with Treasury Managers, Controllers, VPs of Finance, and CFOs.
* Understand customers' treasury, banking, cash management, and financial processes.
Qualifications:
* Experience managing 15+ large US customers.
* 2+ years at a major bank or BPO/Fintech.
* Strong knowledge of banking, treasury, or cash management.
* Comfortable leading meetings with senior finance leaders.
* Excellent English communication skills.
* Work from home setup ready.
