Financial Services Engagement Director

About the role

Atrium is a pioneering consulting firm specializing in AI-assisted delivery. We help redefine industries through measurable impact, offering unparalleled technological advancements and organizational empowerment.

Responsibilities

• Manage relationships with key Financial Services clients, from pre-sales to implementation
• Lead delivery teams and act as the delivery expert in large pursuit deals
• Maintain key executive relationships and serve as an escalation point for customer issues
• Design and architect comprehensive Financial Services Cloud solutions addressing complex business requirements
• Leverage banking experience or extensive project delivery to understand and address client needs
• Translate business requirements into technical solutions using Salesforce, Snowflake, and Tableau
• Advise on data and AI-driven concepts to align platform investments with business outcomes
• Collaborate with the sales team to develop and review solution proposals, resourcing plans, and SOWs
• Evaluate client-specific technical landscapes and incorporate delivery expectations into engagement sizing and approach
• Contribute to the sales cycle and lead client presentations
• Oversee service delivery on key accounts, guiding the successful completion of Salesforce and data projects
• Ensure customer satisfaction and retention, managing risks and issues
• Guide team members in adhering to Atrium's methodology and best practices

Qualifications

• 5+ years of experience in program management, preferably in Fortune 1000 accounts
• 10+ years of experience in the Financial Services industry or banking
• Proven track record of leading and delivering multiple successful FSC implementations
• 3+ years of pre-sales experience, comfortable defining project scope and resource needs
• Active Salesforce Financial Services Cloud Accreditation
• Deep understanding of the FSC data model and banking processes
• Strong understanding of core banking regulations and industry trends
• Experience managing C-level relationships and enterprise-level engagements
• Experience with data platforms and CRM implementation
• Experience with data modernization and annual book of business of $1 million or greater
• Excellent communication and interpersonal skills
• Organizational skills for managing complex, multi-threaded engagements
• Ability to make independent judgments and lead multi-disciplined, globally distributed teams
• Strong project management skills, including scope, schedule, budget, and risk management
• BA/BS or MBA, with strong analytical and problem-solving skills