Senior Solutions Consultant - Financial Services

Description

The company wants a senior technical lead for enterprise deals in Financial Services, covering Investments, Insurance and Banking. You will take end-to-end ownership of technical wins, working on data architecture, integrations and practical AI use cases alongside Sales.

You will run deep discovery with enterprise IT, architecture and business leaders, helping them modernise workflows and data management and showing the value of the company platform.

You will bring sector expertise to Sales, delivering technical and architecture presentations, product demos and value-focused messaging. You will also build example solutions, prototypes and proofs of concept that show how the platform works and what it is worth.

Responsibilities

• Serve as the main technical lead on enterprise opportunities, focusing on integrations, data management and how the platform fits into complex customer technology estates.
• Work closely with Regional Sales Directors and other customer-facing teams to learn customer problems, needs and target outcomes.
• Run solution discovery and value-based conversations across the core products: Financial Reporting, GRC and Sustainability.
• Lead discussions on technology strategy, data management, integrations and modernisation with enterprise IT, architecture and business leaders.
• Deliver technical and architecture presentations, product demonstrations and value messaging aimed at Financial Services customers.
• Collect complex business and technical requirements and turn them into practical solutions on the platform.
• Design tailored solutions that support transformation and modernisation of finance and business processes.
• Build example solutions, prototypes and proofs of concept that show the platform's viability, functionality and value.
• Work with Solution Consultants to set up or adapt custom demo environments for current and prospective customers.
• Work with Sales to write business cases and proposals that set out value, business outcomes and ROI.
• Support Sales in territory and pipeline work: plan hypothesis-driven engagements, check qualification gates before committing evaluation resources, and spot high-value expansion across accounts.
• Act as the main technical contact for strategic and complex enterprise deals.
• Manage projects and relationships for larger customers with broader, more complex needs.
• Build trusted relationships with senior stakeholders in IT, architecture, finance and lines of business.
• Look across the whole finance organisation for transformation opportunities that the platform can address.
• Lead and coordinate the cross-functional the company resources involved in customer-facing work.
• Work with selected the company business partners on joint customer initiatives aimed at customer business goals.
• Work with partner and customer support teams to make onboarding, adoption and long-term success run smoothly.
• Advise enterprise IT, architecture and line-of-business leaders on modern data management using the platform, automated workflows, integrations and practical AI.
• Mentor and train colleagues, sharing technical, industry and domain knowledge.
• Think commercially, influence customer decisions and contribute to overall sales strategy.

Requirements

• At least 6 years of relevant experience in pre-sales, solution consulting, technical sales, solution delivery or management consulting in a complex enterprise technology setting.
• A bachelor's degree in a related field is preferred, but equivalent practical experience is acceptable.
• Preferred: prior work in Financial Services, especially Investments, Insurance or Banking.
• Preferred: prior work in Private or Mutual Fund Reporting, Investor Relations, Capital Planning, Treasury, Regulatory Reporting or Insurance Statutory Reporting.
• Preferred: experience with financial reporting or financial management software such as Allvue, SS&C, Yardi, Investran, Oracle, Workday, SAP or the company platform.
• Preferred: experience giving software presentations and demos, running proofs of concept, or implementing complex enterprise platforms such as ERP, business intelligence, financial performance management or data management tools.
• Preferred: hands-on work with SaaS, cloud technologies and enterprise architectures, including integrations and data management.
• Preferred: a proven record of turning business and technical needs into compelling, value-based demos and solution proposals.
• Preferred: a solid grasp of finance and accounting processes, and the ability to link technology to business outcomes.
• Preferred: a proven ability to advise on modern data strategy, enterprise integrations and practical AI within complex ecosystems.
• Preferred: deep knowledge across Financial Performance Management, GRC or Sustainability/ESG frameworks.
• Preferred: experience presenting to business and IT managers, senior stakeholders and executives.
• Preferred: excellent client-facing presentation, verbal, written and interpersonal skills, with the ability to make complex technical ideas clear and focused on business value.
• Preferred: strong problem-solving skills, with the ability to grasp complex business challenges and propose practical technology answers.
• Preferred: strong leadership, consulting, project and time-management skills, with the ability to juggle several customer engagements at once.
• Preferred: willingness and ability to train and share domain knowledge with internal and external audiences.
• Preferred: a highly commercial outlook, with the ability to influence customer decisions and help shape sales strategy.
• Preferred: a creative, collaborative and solutions-focused approach, with a friendly, partnership-minded attitude.
• Preferred: self-motivated, results-driven and focused on continuous improvement.

Conditions

Up to 30% travel for customer and internal meetings.

You need reliable internet access for any period you work remotely from outside a the company office.

The company is an equal opportunity employer. Hiring decisions are made without regard to age, gender identity, race, religion, disability status, sexual orientation or any other protected characteristic.

The company is committed to providing reasonable accommodations to applicants with disabilities. To ask for help with the application, contact the company's site.

Employees must complete security and privacy training suited to their role, in line with company policies and regulatory standards.

Benefits

• The company is building a platform that gives executives, boards and regulators reason to trust their figures. It unifies finance, risk and sustainability data on one secure base, so information stays traceable from source to output.