Sales Transformation Consultant - Manager Financial Services

About the role

We are seeking a skilled professional to join our team. This role involves designing and implementing sales and service experiences, capabilities, and architecture to bring customer strategies to life. You will need a deep understanding of the Financial Services industry and front-line sales and service organizations, and the ability to apply this knowledge to optimize and transform clients' sales and service solutions.

Responsibilities

• Design and implement business changes that drive industry-specific, function, and digital operating model transformation, focusing on tasks relating to people, process, and technology.
• Deliver dynamic technology consulting projects with heavy client engagement.
• Synthesize overall technology needs by analyzing a wide variety of solutions, selecting the most relevant tools/techniques to meet specific client requirements.
• Deliver banking implementation engagements (requirements, design, test, deployment, etc.), including managing specific project workstreams (scope and schedule) and junior team members, as well as client requests and deliverables.
• Consult and partner with clients to help them develop high-performance solutions to advance their industry position in Financial Services.
• Help develop of our next generation Financial Services offerings for Customer, Sales & Service.

Requirements

• 3+ years relevant experience managing or creating project deliverables in a consulting environment, with broad experience in management or technology consulting delivering technology implementations and digital transformations.
• 2+ years leading transformations in Financial Services industry (retail banking, insurance, wealth management, capital markets, and etc.) from requirements, design, test, deployment and etc.
• 2+ years experience in delivery of a wide range of Financial Services solutions; deep understanding of the industry and its challenges and opportunities.

Qualifications

• Relevant experience with large scale transformations and business engagement/client-facing skills in addition to the ability to demonstrate successful service quality and experience managing junior resources.
• Ready to dive deep into creative and analytical thinking to solve problems and transform challenges into opportunities.
• Working in an agile, fast-paced environment energizes you, and you’re at your best when contributing to a team.

Skills

• Strong client relationship development and client management skills.
• A Bachelor's degree.
• Experience with Salesforce CRM or CPQ certifications.
• Experience implementing or delivering CRM solutions such as Salesforce, Microsoft, Pega, or Oracle.
• Experience implementing or delivering CPQ applications, primarily Salesforce, Oracle, Vlocity, Apttus, or SAP.
• Experience facilitating design thinking workshops to help Financial Services clients re-imagine their future.
• An advanced degree or financial industry certification.
• Experience in sales and delivering banking projects on time.

Benefits

• Market competitive suite of benefits including medical, dental, vision, life, and long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid time off.
• Accommodation for work-related travel.

Pay

Annual salary range: $70,350 to $205,800.

Schedule

Travel requirement: Travel for this role is expected and required, the amount of travel is variable depending upon the client and project.