Software Implementation Consultant: Treasury & Debt Management
About the position
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.
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.
Responsibilities
• Lead end-to-end software implementations.
• Champion client needs.
• Deliver client training and support.
• Collaborate.
• Continuously evaluate and improve.
Requirements
• Public sector finance experience.
• Implementation and consulting experience.
• Client-facing communication skills.
• Relationship-building and collaboration.
• Project management capability.
• Initiative and ownership.
• Technical aptitude.
Nice-to-haves
• Familiarity with fixed-income instruments, investment policy compliance, debt amortization schedules, or cash forecasting is an asset.
• Ideally, this includes treasury, investment, municipal finance, or debt management systems.
• 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.
Apply Now
Apply Now
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.
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.
Responsibilities
• Lead end-to-end software implementations.
• Champion client needs.
• Deliver client training and support.
• Collaborate.
• Continuously evaluate and improve.
Requirements
• Public sector finance experience.
• Implementation and consulting experience.
• Client-facing communication skills.
• Relationship-building and collaboration.
• Project management capability.
• Initiative and ownership.
• Technical aptitude.
Nice-to-haves
• Familiarity with fixed-income instruments, investment policy compliance, debt amortization schedules, or cash forecasting is an asset.
• Ideally, this includes treasury, investment, municipal finance, or debt management systems.
• 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.
Apply Now
Apply Now