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Software Implementation Consultant: Treasury & Debt Management
Location
United States
Posted
50 days ago
Salary
0
Seniority
Mid Level
Job Description
Software Implementation Consultant: Treasury & Debt Management
Aquila
Who we are At Aquila, we invest in category-defining B2B/B2G software companies globally, acting as a thought-partner, striving for the success of our companies in the long term. We are a well-managed, profitable company that operates like a startup with the financial backing of a parent company. For our people, this means limitless possibilities. We are unapologetically unique, pivoting to respond to the needs of the multiple markets we operate in. We have ambitious goals, and we are looking for genuine contributors with integrity, energy, flexibility, and loyalty. We are investing in building future leaders who can take an idea and make things happen. Who we need SymPro is part of the Aquila portfolio. We help public sector organizations manage billions of dollars in investments, debt, and cash with confidence. Our software is purpose-built for governments and public agencies that require accuracy, transparency, and accountability in everything they do. Cities, counties, transportation authorities, and utility districts across the United States rely on SymPro to automate complex treasury workflows, strengthen financial reporting, and replace manual processes with systems they can trust. Our work empowers finance leaders to make informed decisions that directly support the communities they serve. Reporting to the Director of Implementations and Support, we are hiring a Software Implementation Consultant: Treasury & Debt Management to join the SymPro team as we scale. As our new Software Implementation Consultant: Treasury & Debt Management, you will build strong client relationships with treasury and investment officers to understand and meet their needs. You will serve as a key liaison between public-sector clients and our internal product, operations, and support teams. As a subject-matter expert for our suite of treasury and financial management products, you will be instrumental in ensuring successful onboarding, configuration, training, and ongoing support. This is an existing full-time, remote-first role from anywhere in the United States with working hours aligned to the Pacific Time zone. Who you are You are a finance or treasury professional with strong technical aptitude and experience in treasury, debt management, investment operations, or financial systems. You may come from the public sector, financial services, consulting, or a corporate finance environment and are ready to apply your expertise in a client-facing, implementation-focused role. You understand that accuracy, responsiveness, and compliance are non-negotiable when supporting financial systems that manage complex portfolios and financial workflows. You bring experience working with treasury, investment, or debt management processes and are comfortable interpreting policies, regulations, and financial requirements in a practical, operational context. You are an empathetic and patient communicator who can translate financial and technical concepts into clear, actionable guidance for non-technical users. You enjoy helping clients adopt new systems, improve processes, and gain confidence in the tools they rely on every day. What’s in it for you Purpose. You want to make a positive impact by leveraging the best technology. At SymPro, we protect public trust by strengthening the financial systems behind essential services - transportation, infrastructure, utilities, and community programs. Every automation you implement and every workflow you streamline supports public accountability, protects taxpayer dollars, and helps ensure critical public projects stay on track. Technical exposure, social impact. You are motivated by complex systems and meaningful challenges. Our flagship Investment Management solution is now considered an industry standard, complemented by robust Debt and Cash Management capabilities. Together, they form a comprehensive treasury ecosystem trusted nationwide. You will deepen your technical implementation expertise by working with non-commodity software in a highly regulated, high-stakes environment where rigor, context, and precision are critical, and where your work supports organizations delivering essential services to their communities. Career development. This is a highly visible, multi-faceted, client-facing role with significant growth potential. SymPro is a rapidly scaling company that combines the energy of a startup with the stability and long-term backing of its parent organization and decades of proven success. You will have the autonomy to own your projects while being supported by your manager and broader team. Over time, you will be well positioned to grow into a Senior Consultant or Project Manager role, move into leadership within Aquila or its portfolio companies, or explore broader opportunities across the Constellation Software Group. How you will make an impact: - Lead end-to-end software implementations. You will partner closely with new public sector clients to plan and deliver successful implementations, managing timelines, expectations, and deliverables from project kickoff through go-live. This includes data collection, data conversion, configuration, testing, and supporting transitions from legacy systems to SymPro’s SaaS-based platform. - Champion client needs. You will conduct business process reviews and translate client requirements into system design and configuration, partnering closely with product management to communicate client feedback and contribute to feature design and prioritization. You will represent the voice of the customer across engineering, product, support, and operations teams. - Deliver client training and support. You will present virtual and on-site training tailored to users in investment management, debt administration, and treasury operations. You will provide ongoing application support, including troubleshooting, issue diagnosis, and escalation management. You will develop and maintain internal and client-facing documentation, including implementation guides, training materials, knowledge base articles, and FAQs. - Collaborate. You will build and nurture trusted relationships with finance, treasury, and accounting personnel at public agencies. You will support the sales team by participating in product demos, responding to RFPs, and conducting pre-sales technical discovery. You will proactively reach out to existing clients to ensure optimal use of the product and identify opportunities for improvement or additional services. - Continuously evaluate and improve. You will analyze current implementation, training, and support processes and recommend enhancements to improve scale, quality, and efficiency. Here’s what you bring: - Public sector finance experience. You bring knowledge of treasury, investment, debt management, or municipal finance workflows and an understanding of governmental accounting and regulatory requirements. You may have experience working directly with public agencies such as City or County Treasury, Finance or Controller’s Offices, or transportation and utility departments. Familiarity with fixed-income instruments, investment policy compliance, debt amortization schedules, or cash forecasting is an asset. - Implementation and consulting experience. You have experience implementing, supporting, or training users on financial or enterprise software solutions. Ideally, this includes treasury, investment, municipal finance, or debt management systems. You can translate business requirements into practical system configuration and guide clients through change with confidence. - Client-facing communication skills. You bring a professional, personable, and customer-focused approach. You are a critical thinker and problem solver who works with urgency to resolve client issues. You communicate clearly and can explain complex technical processes to non-technical users through training, documentation, and day-to-day support. - Relationship-building and collaboration. You build trusted relationships with clients and internal teams alike. You are comfortable working in a virtual, cross-functional environment and understand the importance of tone, timing, and clarity in every interaction. You value inclusivity and respect differing perspectives. - Project management capability. You have demonstrated success managing multiple projects with diverse stakeholders. You are highly organized, detail-oriented, and able to balance competing priorities. You can plan project activities, schedule meetings, track tasks, and keep implementations moving forward using standard tools and methodologies. - Initiative and ownership. You are a self-starter who thrives in an autonomous role. You take ownership of your work, proactively seek solutions, and continuously look for ways to improve processes, documentation, and client experience. - Technical aptitude. You learn new software systems quickly and are comfortable working with helpdesk or ticketing platforms such as Jira, Zendesk, or Freshdesk. Experience with SQL, data analysis, or data transformation tools for data conversions is an asset, along with the ability to bridge technical concepts and business needs. Why join? Aquila is a division of Constellation Software Inc., one of the largest and most successful software companies in Canada and the most successful technology stock in Canada over the last 10 years [TSE: CSU]. Our entrepreneurial culture, lean environment, and people come together to form a dynamic organization where purpose drives our growth. This is a place where high performance and hard work are rewarded, where leaders are grown, and where the best ideas win. With the autonomy to be creative and curious, we collaborate and iterate to achieve real impact in the communities we support. We spend our days asking questions and challenging the status quo, manipulating our structure, roles, and internal operations in order to stay ahead in a competitive landscape. If you share our growth mindset, relationship-focused approach, and high moral fiber, you will thrive at Aquila. Apply now. Diversity and inclusion are not mere words on paper to us. We welcome and appreciate candidates with a range of backgrounds and experiences. If you have most of the qualifications we are seeking, and want to play an integral role in our success, apply to express your interest. What you can expect from our interview process: - A virtual interview with a Talent Advisor to discuss your interest in joining the company and in the role. The conversation will be recorded using BrightHire, an AI-powered video interview tool. More details will be shared when you are invited to interview. - A virtual technical interview with the General Manager. You will have the opportunity to share your experience and learn how the role interacts with internal teams and clients. - A virtual interview with the Director of Professional Services, where you can share your consulting approach and how you manage competing deadlines and demands. - A virtual interview with a key stakeholder to gain further insights into our solutions, the problems it solves, and our process. Aquila welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. #LI-Remote #LI-DNI
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