Treasury Success Specialist UK (Fintech / Treasury SaaS)
Treasury Success Specialist UK (Fintech / Treasury SaaS)

Treasury Success Specialist UK (Fintech / Treasury SaaS)

Full-Time 50000 - 70000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Drive product adoption and transform finance teams with our AI-driven Treasury Management Platform.
  • Company: Join Embat, a fast-growing fintech startup backed by top investors.
  • Benefits: Competitive salary, equity programme, hybrid work, and generous leave from day one.
  • Why this job: Be a key player in revolutionising finance for UK companies and work directly with founders.
  • Qualifications: 3+ years in client-facing roles with strong accounting or treasury knowledge.
  • Other info: Dynamic team culture focused on ambition, humility, and teamwork.

The predicted salary is between 50000 - 70000 £ per year.

We are hiring a Treasury Advocate, a Product Specialist, a Builder.

London (Hybrid) Full-time | UK Expansion | Fintech SaaS

The Short Version

Finance teams keep companies moving. Yet most still rely on manual spreadsheets and late-night reconciliations. At Embat, we are building the system that changes that: a Treasury Management Platform powered by AI, connected to every bank, every system, and every jurisdiction.

Founded in Spain in 2021, we are now a team of 120+ people across Europe, backed by Creandum (Spotify, Klarna) with a €15M Series A. The UK is our next major market, and we are looking for someone to help us establish our presence here.

You will join a diverse group of nationalities and backgrounds, united by a genuine passion for transforming finance. You will also work alongside founders who spent over a decade in Investment Banking at J.P. Morgan before building Embat.

The Objective

This isn’t a "maintenance" role. We aren’t looking for someone to simply oversee a portfolio of stable clients. Your focus is Value Realisation. Once our Implementation team has completed the technical setup, you take the lead. You are the person moving UK finance teams from "we have a new tool" to "we cannot run our business without Embat." You will articulate the Embat story to existing users: from initial curiosity to full-scale adoption. We will provide the product, the brand, and the vision; you bring the drive and the financial expertise to ensure Embat becomes the centre of our clients’ finance operations.

What You’ll Do

  • Drive Product Adoption: Guide users through the post-onboarding journey, ensuring they transition away from legacy Excel habits to fully leverage our AI-driven features.
  • Consultative Relationship Management: Build and maintain strong, long-term relationships with CFOs and Treasurers, acting as their primary strategic point of contact.
  • Account Governance: You are the ultimate owner of the customer experience. While our CX team resolves technical tickets, you manage the communication and overall resolution of production issues for your accounts.
  • Client Advocacy: Represent the UK market internally - your insights into local finance workflows will directly influence our global product roadmap.
  • Monitor Health & Retention: Proactively track customer health metrics. You don’t wait for a client to raise a concern; you identify friction points and resolve them early.
  • Commercial Growth: Identify opportunities for expansion and ensure successful renewals by consistently demonstrating the commercial impact of the platform.
  • Represent Embat: Engage with clients and attend industry events to build trust and visibility within the London finance community.

Who You Are

We aren’t just checking boxes; we are looking for high-calibre individuals with a commercial mindset.

  • Strong Accounting/Treasury Foundation: You understand the mechanics of a balance sheet and the logic of financial workflows. You have the technical "weight" to challenge a CFO.
  • The "Dynamic" Professional: You may have a background in the Big 4 (Audit/Advisory) or a similar professional services environment, but you’ve realised you want a more high-energy, client-facing role in Fintech.
  • Experience: You bring ~3+ years in a client-facing role - this could be in Customer Success, Account Management, or professional services where you managed senior stakeholders.
  • Bilingual Capability: You are native in English to lead the UK market.
  • Personal Accountability: You take pride in "owning" the client relationship. You are a calm, authoritative voice during production issues, driving internal teams toward a solution.
  • Clear Communicator: You can translate complex financial software into actionable business impact. You are engaging and persuasive without being "salesy."

Why Join Embat

  • Help build a new market from the ground up.
  • Work directly with founders and the Head of Sales UK, not through layers of management.
  • Competitive salary, performance-based incentives, and access to our equity programme.
  • Annual leave available from day one + your birthday off.
  • Hybrid working setup from our London hub.
  • Twice-yearly performance reviews and a clear path for progression.
  • Quarterly company gatherings in Madrid or other Hubs for team building.
  • A culture that lives our values: Ambition, Humility, and Teamwork.

Our Values

  • Ambition: We stay curious and keep raising the bar, professionally or personally.
  • Humility: We treat people like we like to be treated.
  • Teamwork: We win and lose together.

One Last Thing

If you’re reading this thinking, "That sounds like me, and perhaps a bit of a stretch," that’s exactly the point. We grow our people as fast as we grow our markets. So if you’re ready to shape how the UK’s finance teams work, don’t wait. Apply now.

Treasury Success Specialist UK (Fintech / Treasury SaaS) employer: Embat

Embat is an exceptional employer that fosters a dynamic and collaborative work culture, where employees are empowered to drive meaningful change in the finance sector. With a competitive salary, performance-based incentives, and a clear path for progression, team members enjoy unique benefits such as hybrid working arrangements and annual leave from day one, including their birthday off. Joining Embat means being part of a passionate team dedicated to transforming finance, with direct access to founders and opportunities for personal and professional growth in a vibrant London setting.
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Contact Detail:

Embat Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Treasury Success Specialist UK (Fintech / Treasury SaaS)

✨Tip Number 1

Get to know the company inside out! Research Embat's mission, values, and products. This way, when you chat with them, you can show off your knowledge and passion for transforming finance.

✨Tip Number 2

Network like a pro! Attend industry events or webinars where Embat might be present. Building connections with people in the finance community can give you a leg up and show your commitment to the role.

✨Tip Number 3

Practice your pitch! Be ready to articulate how your experience aligns with the Treasury Advocate role. Highlight your client-facing skills and how you can drive product adoption and value realisation.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the team at Embat.

We think you need these skills to ace Treasury Success Specialist UK (Fintech / Treasury SaaS)

Product Adoption
Consultative Relationship Management
Client Advocacy
Customer Health Monitoring
Commercial Growth
Strong Accounting/Treasury Foundation
Stakeholder Management
Bilingual Capability
Clear Communication
Problem-Solving Skills
Technical Understanding of Financial Workflows
Engagement in Industry Events
Adaptability in a Fast-Paced Environment

Some tips for your application 🫡

Show Your Passion: When writing your application, let your enthusiasm for transforming finance shine through. We want to see that you’re not just looking for a job, but that you genuinely care about making a difference in the industry.

Tailor Your Experience: Make sure to highlight your relevant experience in client-facing roles and your understanding of financial workflows. We’re looking for someone who can connect the dots between our product and the needs of UK finance teams, so be specific!

Be Clear and Concise: We appreciate clear communication, so keep your application straightforward. Avoid jargon and focus on how your skills can help us drive product adoption and client success. Remember, we want to understand your impact quickly!

Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity to join our team at Embat.

How to prepare for a job interview at Embat

✨Know Your Treasury Stuff

Make sure you brush up on your accounting and treasury knowledge. Understand the mechanics of a balance sheet and be ready to discuss how you can help finance teams transition from manual processes to using AI-driven tools. This role is all about value realisation, so show them you know what that means!

✨Show Your Consultative Side

Prepare to demonstrate your consultative relationship management skills. Think of examples where you've built strong relationships with senior stakeholders, like CFOs or Treasurers. Be ready to explain how you can advocate for clients and ensure their needs are met while driving product adoption.

✨Be Proactive About Problem-Solving

This role requires someone who can monitor customer health metrics and identify friction points before they become issues. Come prepared with examples of how you've proactively resolved client concerns in the past. Show them you're not just reactive but can anticipate challenges and tackle them head-on.

✨Communicate Clearly and Confidently

You’ll need to translate complex financial software into actionable insights for clients. Practice explaining technical concepts in simple terms. During the interview, focus on being engaging and persuasive without coming off as overly salesy. They want to see you can connect with clients effectively!

Treasury Success Specialist UK (Fintech / Treasury SaaS)
Embat

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