Financial Services Sales Lead – Account Growth (Insurance)

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{"group":"Organization","title":"Financial Services Sales Lead – Account Growth (Insurance)","zohoId":"557706000012716102","endDate":"2022-12-09T10:57:45.479Z","isDraft":false,"jobType":"Full Time","job_url":"401-orion-innovation-financial-services-sales-lead-account-growth-insurance","agencyId":1,"clientId":"35","location":[{"lat":41.8839927,"lon":-87.61970559999999,"city":"Chicago","text":"Chicago, IL 60601, USA","state":"Illinois","country":"United States","zipCode":"60601","is_state":false,"is_country":false,"state_code":"IL","countryCode":"US","isLocationSet":true,"loc_h3_hex_res4":"842664dffffffff","isLocationResolved":true,"is_address_available_from_parser":true}],"maxSalary":null,"minSalary":null,"questions":[],"startDate":"2022-12-09T10:57:45.479Z","onBehalfOf":"42","companyName":"Meytier","description":"<p><strong>Account Growth: Client Services</strong></p><ul><li>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.</li><li class=\"ql-indent-1\">FS Client Partner will manage approximately a cluster (2-5) key customers within the region</li><li class=\"ql-indent-1\">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.</li><li class=\"ql-indent-1\">This leader will be directly interacting with senior client executives (CXO’s and 2-3 levels down) to understand:</li><li class=\"ql-indent-2\">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.</li><li class=\"ql-indent-1\">Develop, own &amp; lead</li><li class=\"ql-indent-2\">Account planning, GTM within account cluster</li><li class=\"ql-indent-2\">Account penetration strategies</li><li class=\"ql-indent-2\">Land and expand,</li><li class=\"ql-indent-2\">New Business Unit/LOB expansion,</li><li class=\"ql-indent-2\">Geo/regional expansion</li><li class=\"ql-indent-1\">Respond to and deliver on client requests, Respond to RFI’s/RFP’s, Technology &amp; services needs.</li><li class=\"ql-indent-1\">Proactively identify opportunities, digital transformation initiatives that align to Orion’s interest and capability areas</li><li class=\"ql-indent-1\">Make solution proposals, pricing models, presentations to client(s) in line with account &amp; client strategy</li><li>Own the entire account operations process:</li><li class=\"ql-indent-1\">Account Budgeting/Targets,</li><li class=\"ql-indent-1\">Weekly / Monthly / Quarterly forecasting,</li><li class=\"ql-indent-1\">MSA/contracts</li><li class=\"ql-indent-1\">SOW(s), Invoices</li><li class=\"ql-indent-1\">Engage with Delivery &amp; Operations teams to manage project / program level margins (Cost’s)</li></ul><p><strong>Domain, Thought Leader &amp; Consulting</strong></p><ul><li>The role also requires being a strategic advisor, provide management consulting becoming a coach / guide to key Stakeholder’s to drive Digital Transformation initiatives.</li><li>You will need to be a Thought Leader in the Financial Services space with good understanding of</li><li class=\"ql-indent-1\">macro &amp; micro trends,</li><li class=\"ql-indent-1\">regulatory impacts,</li><li class=\"ql-indent-1\">geo (US, EU, LATAM),</li><li class=\"ql-indent-1\">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</li><li>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:</li><li class=\"ql-indent-1\">Banking (Universal Banks, Super Regional and Regional Banks),</li><li class=\"ql-indent-1\">Cards &amp; Payments and Fintech companies</li><li class=\"ql-indent-1\">Investment Management, Wealth Management &amp; Asset Management, WealthTech</li><li class=\"ql-indent-1\">Financial Services Marketplace (Clearing Settlements, Credit Risk Agencies, Regulatory Institutions, Market Data, Clearing House), RegTech</li><li class=\"ql-indent-1\">Insurance (P&amp;C) &amp; InsurTech</li><li>This leader will need to contribute to Digital marketing efforts to expand mindshare for Orion’s Domain Led Digital Transformation solutions offerings / assets through</li><li class=\"ql-indent-1\">Digital Collateral (Blogs, Case Studies)</li><li class=\"ql-indent-1\">Industry Webinars, Podcasts</li><li class=\"ql-indent-1\">Account /Segment Campaigns,</li><li class=\"ql-indent-1\">Analyst Briefings, Seminar presentations, roadshows etc.</li></ul><p><strong>Qualifications</strong>:</p><ul><li>Requires solid understanding of FS Domains – (Note: We are not looking for generalist sales but solution &amp; consultative sales).</li><li>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</li><li>Requires significant interaction with business, technical, operations stakeholders.</li><li>Communication will be a key</li><li>Requires good understanding and prior experience of selling &amp; managing Tier 1 /2 Financial Services relationships</li><li class=\"ql-indent-1\">Banking &amp; Financial Services: Retail, Commercial, Cards &amp; Payments, Wealth Management, Investment Banking, Capital Markets, Asset Management</li><li>Should have either worked or sold as a Platform/System Integrator or from one of management consulting / professional services firms (Accenture, Deloitte, etc.)</li><li class=\"ql-indent-1\">Core Banking Platforms: Fiserv, FIS, Hogan, Temenos, SAP, Oracle</li><li class=\"ql-indent-1\">Retail Banking platforms: Fiserv, FIS, ACI and new Fintech platforms (D3, Back base)</li><li class=\"ql-indent-1\">Digital banking, Commercial banking: Fiserv, FIS, ACI, Bottomline, Finastra</li><li class=\"ql-indent-1\">Wealth / Investment Banking / Capital Markets: Calypso, Murex, Sungard, Temenos, Fiserv, FIS, Wall street systems</li><li class=\"ql-indent-1\">Risk &amp; Regulatory Compliance: Actimize, BAE Detica, RSA, SAS</li><li class=\"ql-indent-1\">Cards &amp; Payments: TSYS, First data, Worldpay</li><li class=\"ql-indent-1\">Insurance Platforms: Guidewire, DuckCreek</li></ul><p><strong>The ideal candidate is a leader who has</strong></p><ul><li>Demonstrated success in leading engagements of all sizes from inception through completion in a fast-paced entrepreneurial environment</li><li>Is articulate and readily adapt his/her style and message appropriately to their audience</li><li>Understands how to navigate complex client environments and situations. Is Skilled at defining, communicating, clarifying and driving change and action</li><li>Is a thought leader, adept at leading digital transformation journey</li><li>Can lead and engage with teams with diverse backgrounds and inspire performing teams</li><li>Works with cross functional peers accountable for success in delivering outcomes and high-quality customer experience</li><li>Balance the focus on growth and revenue generation with clear ability meet account level targets &amp; profitability goals</li></ul><p>&nbsp;</p><p>&nbsp;</p>","isHybridJob":false,"isRemoteJob":false,"exclusiveJob":false,"jobCatagories":[],"maxExperience":"15","minExperience":"12","isOnPremiseJob":true,"onBehalfOfName":"Orion Innovation","otherlocations":[{"lat":40.7127753,"lon":-74.0059728,"zip":"","city":"New York","text":"New York, NY, USA","state":"New York","country":"United States","is_city":true,"is_state":false,"is_country":false,"state_code":"NY","countryCode":"US","isLocationSet":true,"isLocationResolved":true}],"experienceLevel":"Director","numberOfOpenings":"1","maxSeniorityLevel":8,"minSeniorityLevel":6,"otherJobReference":null,"sharpenedJobTitle":"Financial Services Sales Lead – Account Growth (Insurance)","job_category_group":3,"growthOppurtunities":[],"portalLocationDisplay":" / New York","expertise_coreskill_or_product":["Other"],"job_id":"2564"}