Remote - Principal Consultant (Banking focus) - Full Time
Job title: Remote - Principal Consultant (Banking focus) - Full Time in USA at Experienced Recruiting Partners
Company: Experienced Recruiting Partners
Job description: RemoteFull Time roleRequired: Prior Banking industry experienceThe Principal Consultant role will be an incredibly strategic individual who plays a critical role in the elevation of the firm's banking engagements as they are activating our expertise into POV's & solutions and building customer confidence, The expectation is that 50% of this individual’s time is billable to the client.The ideal candidate will make immediate client impact and enable the development of our emerging Strategic Advisory Practice, specifically in the Banking sub-vertical.Responsibilities:
Support the Client’s strategic advisory and consulting for the banking practice, enabling the growth of the practice by formulating and presenting our banking Point of View and strategic framework as part of pre-sales motions and strategic banking discovery (SBD).
Drive Strategic Program Investment (SPI)opportunities for key accounts - new accounts and existing projects in flight. This can enabled and requested from sales or delivery consulting leadership and may be non-billable at times
Strategize and drive the overall growth of Banking sub-vertical; this includes engaging in billable Strategy & Advisory engagements to create aligned roadmaps combining executive goals, business strategy and technology solutions
Support pre-sales activities to assess client need and support pre-sales team in creating solution approach and estimates
Ensure client buy-in, alignment and understanding of proposals, estimates, solutions and related roadmaps
Provide expert-level consultation and point of view on specific industry trends and challenges for internal and client stakeholders
Identify and support the enablement of industry offerings to meet common client challenges; coordinate with leadership to gain buy-in of offerings
Provide expertise, coaching and education to project teams within the Banking sub-vertical; coordinate with delivery account leadership to ensure solution
Support GTM team in developing white papers, blogs, points-of-view and marketing activities targeted to Banking sub-vertical
Build trusted advisor relationships with client leadership within key accounts to help foster account growth and success
Work with PS leadership to successfully help teams understand client business objectives, success metrics and other KPIs
Responsible for Banking Advisory Council oversight including the development of the council, guiding principles and rules of engagement
Key Activities
Define, create, present and deliver our Banking POV & roadmap as well as enabling other key roles (i.e. SEM, FA, Sales) in strategic customer projects as either a paid engagement or as a strategic project investment
Drive Strategic Banking Discovery (SBD) sessions with key customers during this critical phase of the engagement. In this role, the PC will present and deliver our Banking POV & roadmap as well as enabling other key roles (i.e. SEM, FA, Sales) in the client success engagement strategy.
Support pre-sales activities in support of new accounts as well as expansion of current accounts
Architect business processes to support digital transformation efforts for clients across Banking sub-verticals
Facilitate customer workshops to build trust, identify pain points and build consensus
Identify and recommend process change and technology improvements to support business outcomes
Develop client-facing deliverables to drive meaningful discussions and demonstrate value
Utilize and develop decision making frameworks to build alignment across varying sizes of engagements
Requirements:
10+ years of experience working in the Banking sub-vertical, in both Retail and Commercial as well as on consulting engagements within the Financial Services vertical
8+ years experience in Salesforce and related technologies either in consulting or implementation in a business solution design capacity
5+ years in consulting, leading teams and clients
Demonstrated execution of digital transformation activities
Executive-level communication skills with effective presentation skills and the ability to adapt to diverse range of audiences, specifically influencing executive-level management
Proven leadership experience including the ability to engage with C-level decision makers, influence decisions and gain alignment
Understanding of the consulting space, including customer success, profitability and client account growth
Ability to work and collaborate across with all levels and roles within an organization
Proven experience of delivering strategic initiatives
Ability to travel to clients as required
Is comfortable with the overuse of GIFs on Slack (no, seriously, we send a lot of GIFs)
Qualities of the Ideal Candidate
Provide strong leadership including aligning teams to a common vision and leading teams through change
Ability to thrive within a growing organization and comfort with ambiguity
Client success oriented with a drive to produce outstanding customer satisfaction and results
Expertise facilitating in-person and virtual meetings and presenting to an executive level audience in a concise, articulate and convincing manner.
Strong aptitude for prioritization and multitasking
Ability to work across all levels in an internal organization
A positive demeanor with exceptional interpersonal skills with respect to internal and external interactions and relationships
Expected salary:
Location: USA
Apply for the job now!
Apply Now
Company: Experienced Recruiting Partners
Job description: RemoteFull Time roleRequired: Prior Banking industry experienceThe Principal Consultant role will be an incredibly strategic individual who plays a critical role in the elevation of the firm's banking engagements as they are activating our expertise into POV's & solutions and building customer confidence, The expectation is that 50% of this individual’s time is billable to the client.The ideal candidate will make immediate client impact and enable the development of our emerging Strategic Advisory Practice, specifically in the Banking sub-vertical.Responsibilities:
Support the Client’s strategic advisory and consulting for the banking practice, enabling the growth of the practice by formulating and presenting our banking Point of View and strategic framework as part of pre-sales motions and strategic banking discovery (SBD).
Drive Strategic Program Investment (SPI)opportunities for key accounts - new accounts and existing projects in flight. This can enabled and requested from sales or delivery consulting leadership and may be non-billable at times
Strategize and drive the overall growth of Banking sub-vertical; this includes engaging in billable Strategy & Advisory engagements to create aligned roadmaps combining executive goals, business strategy and technology solutions
Support pre-sales activities to assess client need and support pre-sales team in creating solution approach and estimates
Ensure client buy-in, alignment and understanding of proposals, estimates, solutions and related roadmaps
Provide expert-level consultation and point of view on specific industry trends and challenges for internal and client stakeholders
Identify and support the enablement of industry offerings to meet common client challenges; coordinate with leadership to gain buy-in of offerings
Provide expertise, coaching and education to project teams within the Banking sub-vertical; coordinate with delivery account leadership to ensure solution
Support GTM team in developing white papers, blogs, points-of-view and marketing activities targeted to Banking sub-vertical
Build trusted advisor relationships with client leadership within key accounts to help foster account growth and success
Work with PS leadership to successfully help teams understand client business objectives, success metrics and other KPIs
Responsible for Banking Advisory Council oversight including the development of the council, guiding principles and rules of engagement
Key Activities
Define, create, present and deliver our Banking POV & roadmap as well as enabling other key roles (i.e. SEM, FA, Sales) in strategic customer projects as either a paid engagement or as a strategic project investment
Drive Strategic Banking Discovery (SBD) sessions with key customers during this critical phase of the engagement. In this role, the PC will present and deliver our Banking POV & roadmap as well as enabling other key roles (i.e. SEM, FA, Sales) in the client success engagement strategy.
Support pre-sales activities in support of new accounts as well as expansion of current accounts
Architect business processes to support digital transformation efforts for clients across Banking sub-verticals
Facilitate customer workshops to build trust, identify pain points and build consensus
Identify and recommend process change and technology improvements to support business outcomes
Develop client-facing deliverables to drive meaningful discussions and demonstrate value
Utilize and develop decision making frameworks to build alignment across varying sizes of engagements
Requirements:
10+ years of experience working in the Banking sub-vertical, in both Retail and Commercial as well as on consulting engagements within the Financial Services vertical
8+ years experience in Salesforce and related technologies either in consulting or implementation in a business solution design capacity
5+ years in consulting, leading teams and clients
Demonstrated execution of digital transformation activities
Executive-level communication skills with effective presentation skills and the ability to adapt to diverse range of audiences, specifically influencing executive-level management
Proven leadership experience including the ability to engage with C-level decision makers, influence decisions and gain alignment
Understanding of the consulting space, including customer success, profitability and client account growth
Ability to work and collaborate across with all levels and roles within an organization
Proven experience of delivering strategic initiatives
Ability to travel to clients as required
Is comfortable with the overuse of GIFs on Slack (no, seriously, we send a lot of GIFs)
Qualities of the Ideal Candidate
Provide strong leadership including aligning teams to a common vision and leading teams through change
Ability to thrive within a growing organization and comfort with ambiguity
Client success oriented with a drive to produce outstanding customer satisfaction and results
Expertise facilitating in-person and virtual meetings and presenting to an executive level audience in a concise, articulate and convincing manner.
Strong aptitude for prioritization and multitasking
Ability to work across all levels in an internal organization
A positive demeanor with exceptional interpersonal skills with respect to internal and external interactions and relationships
Expected salary:
Location: USA
Apply for the job now!
Apply Now