Financial Services Account Growth

Director

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Hybrid

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{"group":"Organization","title":"Financial Services Account Growth","zohoId":"557706000012716083","endDate":"2021-12-30T00:00:00.000Z","jobType":"Full Time","job_url":"400-orion-innovation-financial-services-account-growth","agencyId":1,"location":[{"lat":40.75368539999999,"lon":-73.9991637,"city":"New York","text":"New York, NY 10001, USA","state":"New York","country":"United States","zipCode":"10001","is_state":false,"is_country":false,"state_code":"NY","countryCode":"US","isLocationSet":true,"loc_h3_hex_res4":"842a101ffffffff","isLocationResolved":true,"is_address_available_from_parser":true}],"maxSalary":null,"minSalary":null,"startDate":"2021-11-15T00:00:00.000Z","onBehalfOf":"42","description":"<span id=\"spandesc\"><div><b>Account Growth: Client Services</b> <br /></div><ul><li><span>Go-to-client leader for developing key account and customer relationship strategies, identifying specific pursuit opportunities to build and expand Orion’s Financial Services footprint.<br /></span></li><ul><li><span>FS Client Partner will manage approximately a cluster (2-5) key customers within the region<br /></span></li><li><span>Covering Orion’s Existing Clients and grow the firm’s business with these clients through consultative selling &amp; adoption of the Domain Led - Digital Transformation &amp; Digital Product Development Solutions &amp; Services.<br /></span></li><li><span>This leader will be directly interacting with senior client executives (CXO’s and 2-3 levels down) to understand:<br /></span></li><ul><li><span>Strategic business goals, Business / Technology / Operations priorities and help them design solutions, services to meet these goals by leveraging Orion’s capabilities &amp; competency areas.<br /></span></li></ul><li><span>Develop, own &amp; lead<br /></span></li><ul><li><span>Account planning, GTM within account cluster<br /></span></li><li><span>Account penetration strategies </span><br /></li><li><span>Land and expand,<br /></span></li><li><span>New Business Unit/LOB expansion,<br /></span></li><li><span>Geo/regional expansion<br /></span></li></ul><li><span>Respond to and deliver on client requests, Respond to RFI’s/RFP’s, Technology &amp; services needs.<br /></span></li><li><span>Proactively identify opportunities, digital transformation initiatives that align to Orion’s interest and capability areas<br /></span></li><li><span>Make solution proposals, pricing models, presentations to client(s) in line with account &amp; client strategy<br /></span></li></ul><li><span>Own the entire account operations process:</span><br /></li><ul><li>Account Budgeting/Targets, <br /></li><li>Weekly / Monthly / Quarterly forecasting,<br /></li><li>MSA/contracts<br /></li><li>SOW(s), Invoices<br /></li><li>Engage with Delivery &amp; Operations teams to manage project / program level margins (<span>Cost’s)</span><br /></li></ul></ul><div><b>Domain, Thought Leader &amp; Consulting</b> <br /></div><ul><li><span>The role also requires being a strategic advisor, provide management consulting becoming a coach / guide to key Stakeholder’s to drive Digital Transformation initiatives.<br /></span></li><li><span>You will need to be a Thought Leader in the Financial Services space with good understanding of<br /></span></li><ul><li><span>macro &amp; micro trends,<br /></span></li><li><span>regulatory impacts,<br /></span></li><li><span>geo (US, EU, LATAM),<br /></span></li><li><span>impact of various technologies &amp; methodologies (Digital Experience, Cloud, DevSecOps, Data, Agile, Automation, AI/ML, IOT) and key enablers of Digital Transformation &amp; Global Delivery<br /></span></li></ul><li><span>This leader will need to be well versed in any one or more of the below industry segments/domains with deep understanding of business processes, products/ platforms, and digital transformation in that particular segment:<br /></span></li><ul><li><span>Banking (Universal Banks, Super Regional and Regional Banks),<br /></span></li><li><span>Cards &amp; Payments and Fintech companies<br /></span></li><li><span>Investment Management, Wealth Management &amp; Asset Management, WealthTech<br /></span></li><li><span>Financial Services Marketplace (Clearing Settlements, Credit Risk Agencies, Regulatory Institutions, Market Data, Clearing House), RegTech<br /></span></li><li><span>Insurance (P&amp;C) &amp; InsurTech<br /></span></li></ul><li><span>This leader will need to contribute to Digital marketing efforts to expand mindshare for Orion’s Domain Led Digital Transformation solutions offerings / assets through<br /></span></li><ul><li><span>Digital Collateral (Blogs, Case Studies)<br /></span></li><li><span>Industry Webinars, Podcasts<br /></span></li><li><span>Account /Segment Campaigns,<br /></span></li><li><span>Analyst Briefings, Seminar presentations, roadshows etc.<br /></span></li></ul></ul><div><span><b>Qualifications</b>:<br /></span></div><ul><li><span>Requires solid understanding of FS Domains – (Note: We are not looking for generalist sales but solution &amp; consultative sales).<br /></span></li><li><span>Requires ability to construct project bids, multi-year digital transformation deals, Digital POD’s with solid understanding of Design &amp; Tech, co-development, co-innovation, co-sourcing models<br /></span></li><li><span>Requires significant interaction with business, technical, operations stakeholders.<br /></span></li><li><span>Communication will be a key<br /></span></li><li><span>Requires good understanding and prior experience of selling &amp; managing Tier 1 /2 Financial Services relationships<br /></span></li><ul><li><span>Banking &amp; Financial Services: Retail, Commercial, Cards &amp; Payments, Wealth \nManagement, Investment Banking, Capital Markets, Asset Management<br /></span></li></ul><li>Should have either worked or sold as a Platform/System Integrator or from one of management consulting / professional services firms (Accenture, Deloitte, etc.)<br /></li><ul><li><span>Core Banking Platforms: Fiserv, FIS, Hogan, Temenos, SAP, Oracle<br /></span></li><li><span>Retail Banking platforms: Fiserv, FIS, ACI and new Fintech platforms (D3, Back base)<br /></span></li><li><span>Digital banking, Commercial banking: Fiserv, FIS, ACI, Bottomline, Finastra<br /></span></li><li><span>Wealth / Investment Banking / Capital Markets: Calypso, Murex, Sungard, Temenos, Fiserv, FIS, Wall street systems<br /></span></li><li><span>Risk &amp; Regulatory Compliance: Actimize, BAE Detica, RSA, SAS<br /></span></li><li><span>Cards &amp; Payments: TSYS, First data, Worldpay<br /></span></li><li><span>Insurance Platforms: Guidewire, DuckCreek<br /></span></li></ul></ul><div><span><b>The ideal candidate is a leader who has</b><br /></span></div><ul><li><span>Demonstrated success in leading engagements of all sizes from inception through completion in a fast-paced entrepreneurial environment<br /></span></li><li><span>Is articulate and readily adapt his/her style and message appropriately to their audience<br /></span></li><li><span>Understands how to navigate complex client environments and situations. Is Skilled at defining, communicating, clarifying and driving change and action<br /></span></li><li><span>Is a thought leader, adept at leading digital transformation journey<br /></span></li><li><span>Can lead and engage with teams with diverse backgrounds and inspire performing teams<br /></span></li><li><span>Works with cross functional peers accountable for success in delivering outcomes and high&#x2;quality customer experience<br /></span></li><li><span>Balance the focus on growth and revenue generation with clear ability meet account level targets &amp; profitability goals<br /></span><br /></li></ul><div><br /></div></span><br />","isHybridJob":true,"isRemoteJob":false,"noOfOpenings":1,"maxExperience":"15","minExperience":"12","isOnPremiseJob":false,"onBehalfOfName":"Orion Innovation","otherlocations":[],"zohoCurrencyIn":"USD","experienceLevel":"Director","zohoNoOfOpenings":{"noOfOpenings":1,"fulfillmentIds":["557706000012716083-1"]},"otherJobReference":null,"sharpenedJobTitle":"Financial Services Account Growth","job_category_group":3,"portalLocationDisplay":"New York NY","expertise_coreskill_or_product":["Other"],"job_id":"2197"}