Job description

The Strategic Industry Solutions Consultant is responsible for driving highly engaging consulting services focused on Value Consulting for Banks and Credit Unions. This will be a global role based in a US Financial Services Hub and will report to the SVP of Global Solutions Consulting. The Financial Services Industry Solutions Consultant will play a key role in positioning Creatio FINSERV products in the market. This position requires strong leadership, exceptional communication skills, and a deep understanding of sales processes and methodologies.

Responsibilities

Provide expert consulting services for financial institutions, from assessing current business operations and workflows to recommending process improvements and operational strategies and technology adoption.
Advise prospective clients on regulatory compliance and emerging industry trends, helping them align with best practices and future-proof their operations.
Develop value propositions and business cases for implementing Creatio’s FinServ products, communicating these benefits to senior leadership at client organizations.
Drive solution innovation by collaborating with internal teams to create tailored, market-driven demonstrations and solutions that meet client needs.
Actively participate in FinServ opportunities, leading client presentations and executive briefings to drive successful sales outcomes. Spend at least 50% of the time engaging in sales-related activities.
Deliver presentations to senior executives at client organizations, offering insights on improving business operations, workflow optimization, and the strategic application of Creatio’s products.
Provide broad and deep subject matter expertise in banking operations and key financial services areas, such as risk management, regulatory compliance, and operational strategy.
Foster long-term relationships with key stakeholders, acting as a trusted advisor and driving future engagements in alignment with business goals.
Consult and advise on change management strategies, proposing adoption of process improvements and technology solutions within client organizations.
Design sales programs to reach new prospective customers, deliver industry thought leadership across a variety of channels to generate prospect interest, and secure market awareness
Support sales efforts by developing strategies to penetrate new accounts and generate thought leadership across industry verticals, specifically targeting financial institutions.
Collaborate with the product and R&D teams to provide insights and ensure alignment of product features with client needs and market demands.
Represent Creatio at financial services events and industry conferences, delivering thought leadership presentations and building brand awareness.
Collaborate with Marketing to prepare and create materials, including the website content, presentation decks, brochures, case studies, and whitepapers, ensuring alignment with the product positioning and marketing strategy.
Cultivate and maintain relationships with industry analysts to gain insights, market feedback, and enhance our product positioning and market presence. (not high on list)
Represent the company at FinServ events, delivering engaging presentations that showcase our FinServ products' unique features and benefits.

Qualifications

Bachelor’s degree in Business, Finance, Economics, or a related field. MBA or advanced certifications preferred.
10+ years of consulting experience with a top-tier consulting firm (Big 4 preferred) or in a leadership role at a financial institution with a complete understanding of the major business drivers in financial services.
Proven track record in leading or consulting on large-scale transformation projects within financial services, with expertise in workflow optimization, process improvement, and operational efficiency.
Strong understanding of regulatory compliance, risk management, and financial industry standards.
Hands-on experience driving change and new solutions, with an emphasis on improved customer experience, regulatory effectiveness, and operational efficiency
Experience in delivering business advisory services for banking and financial institutions, with a focus on improving customer experience, operational efficiency, and regulatory effectiveness.
Proven experience in digital transformation and innovation within the financial services sector, including FinTech and RegTech applications.
Strong combination of business acumen and technical aptitude to serve as the bridge between client business leaders and technologists, effectively communicating product capabilities and benefits to blended audiences.
Exceptional communication skills, with the ability to influence senior-level stakeholders and present complex concepts in a clear and compelling way.
Experience in CRM, Process Automation, and enterprise software solutions within the financial services industry.
Ability to work in fast-paced, team-oriented environments and to manage cross-functional projects.
Self-motivated and proactive with the ability to work independently and prioritize tasks effectively.
Ability to travel for client engagements and industry conferences.

Required profile