Financial Services Account Growth / Client Partner

Director

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Remote

Meytier Premier Employer

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{"group":"Organization","title":"Financial Services Account Growth / Client Partner","zohoId":"557706000017959045","endDate":"2023-01-13T12:59:15.812Z","isDraft":false,"jobType":"Full Time","job_url":"525-orion-innovation-financial-services-account-growth-client-partner","agencyId":1,"clientId":"35","location":[{"lat":37.09024,"lon":-95.712891,"zip":"","city":"","text":"United States","state":"","country":"United States","is_city":false,"is_state":false,"is_country":true,"state_code":"","countryCode":"US","isLocationSet":true,"isLocationResolved":true}],"maxSalary":null,"minSalary":null,"questions":[],"startDate":"2023-01-13T12:59:15.812Z","onBehalfOf":"42","companyName":"Meytier","description":"<p>As a Sales Account Growth Lead / Director you will be responsible for</p><ul><li>Account Growth: Client Services</li><li class=\"ql-indent-1\">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 of 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&nbsp;down) to understand:</li><li class=\"ql-indent-2\">Strategic business goals, Business / Technology / Operations priorities&nbsp;and help them design solutions, services to meet these goals by leveraging Orion’s capabilities &amp; competency areas.</li><li class=\"ql-indent-2\">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-3\">land and expand,</li><li class=\"ql-indent-3\">New Business Unit/LOB expansion,</li><li class=\"ql-indent-3\">Geo/regional expansion</li><li class=\"ql-indent-2\">Respond to and deliver on client requests, Respond to RFI’s/RFP’s, Technology &amp; services needs.</li><li class=\"ql-indent-2\">Proactively identify opportunities, digital transformation initiatives that align to Orion’s interest and capability areas</li><li class=\"ql-indent-2\">Make solution proposals, pricing models, presentations to client(s) in line with account &amp; client strategy</li><li class=\"ql-indent-1\">Own the entire account operations process –</li><li class=\"ql-indent-2\">Account Budgeting/Targets,</li><li class=\"ql-indent-2\">Weekly / Monthly / Quarterly forecasting,</li><li class=\"ql-indent-2\">MSA/contracts</li><li class=\"ql-indent-2\">SOW(s), Invoices</li><li class=\"ql-indent-2\">Engage with Delivery &amp; Operations teams to manage project / program level margins (Cost’s)</li><li class=\"ql-indent-1\">Oversee the delivery of Orion’s commitments to clients by working closely with various service delivery teams, COI’s – Experience Design, Engineering, Data &amp; Analytics, Managed Services, Cloud &amp; Infrastructure, QA, etc.</li><li class=\"ql-indent-1\">As a leader you will be responsible for developing alliances &amp; partnerships that may be required for teaming up for purposes of a sale / initiative to provide or augment)</li><li class=\"ql-indent-2\">Advisory/consulting</li><li class=\"ql-indent-2\">Solution design</li><li class=\"ql-indent-2\">Execution capabilities</li><li class=\"ql-indent-2\">e.g. partnership with Fintech/Insurtech provider or Salesforce or Appian.</li><li class=\"ql-indent-2\">Customer Success: This leader will be required to continuously develop trust-based relationships, manage steering committee for engagements, overall account governance &amp; customer satisfaction</li><li>Domain, Thought Leader &amp; Consulting</li><li class=\"ql-indent-1\">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 class=\"ql-indent-1\">You will need to be a Thought Leader in the Financial Services space with good understanding of</li><li class=\"ql-indent-2\">macro &amp; micro trends,</li><li class=\"ql-indent-2\">regulatory impacts, geo (US, EU, LATAM),</li><li class=\"ql-indent-2\">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 class=\"ql-indent-1\">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-2\">Banking (Universal Banks, Super Regional and Regional Banks),</li><li class=\"ql-indent-2\">Cards &amp; Payments and Fintech companies</li><li class=\"ql-indent-2\">Investment Management, Wealth Management &amp; Asset Management, Wealth Tech</li><li class=\"ql-indent-2\">Financial Services Marketplace (Clearing Settlements, Credit Risk Agencies,</li><li class=\"ql-indent-2\">Regulatory Institutions, Market Data, Clearing House), Reg Tech</li><li class=\"ql-indent-2\">Insurance (P&amp;C) &amp; Insur Tech</li><li class=\"ql-indent-1\">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-2\">Digital Collateral (Blogs, Case Studies)</li><li class=\"ql-indent-2\">Industry Webinars, Podcasts</li><li class=\"ql-indent-2\">Account /Segment Campaigns,</li><li class=\"ql-indent-2\">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 class=\"ql-indent-1\">Requires solid understand of digital solutions areas and use-case based consulting/selling in select domains –</li><li class=\"ql-indent-2\">e.g. Front-Office, Middle-Office, Back-Office,</li><li class=\"ql-indent-2\">Marketing, Sales &amp; Services, Customer Onboarding,</li><li class=\"ql-indent-2\">Risk, Regulatory &amp; Compliance</li><li class=\"ql-indent-2\">Payments, Lending, Retail /Digital Banking, Commercial Banking</li><li class=\"ql-indent-2\">P&amp;C Insurance, Policy Admin</li><li class=\"ql-indent-1\">Requires good understanding of Digital Transformation, relevant technologies, industry leaders in Sales &amp; Services (e.g. CRM), Digital Experience Platforms, Cloud, Infrastructure Services, API Management, DevOps, Data/Analytics, Omni Channel Solutions, RPA/Automation, Customer Experience, UX, Managed Services, Application Services</li><li class=\"ql-indent-1\">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-2\">Core Banking Platforms: Fiserv, FIS, Hogan, Temenos, SAP, Oracle</li><li class=\"ql-indent-2\">Retail Banking platforms: Fiserv, FIS, ACI and new Fintech platforms (D3, Back base)</li><li class=\"ql-indent-2\">Digital banking, Commercial banking: Fiserv, FIS, ACI, Bottomline, Finastra</li><li class=\"ql-indent-2\">Wealth / Investment Banking / Capital Markets: Calypso, Murex, Sungard, Temenos, Fiserv, FIS, Wall street systems</li><li class=\"ql-indent-2\">Risk &amp; Regulatory Compliance: Actimize, BAE Detica, RSA, SAS</li><li class=\"ql-indent-2\">Cards &amp; Payments: TSYS, First data, Worldpay</li><li class=\"ql-indent-2\">Insurance Platforms: Guidewire, DuckCreek</li></ul><p>The ideal candidate is a leader who has</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>","isHybridJob":false,"isRemoteJob":true,"exclusiveJob":false,"jobCatagories":[],"maxExperience":"15","minExperience":"12","isOnPremiseJob":false,"onBehalfOfName":"Orion Innovation","otherlocations":[],"experienceLevel":"Director","numberOfOpenings":"1","maxSeniorityLevel":8,"minSeniorityLevel":6,"otherJobReference":null,"sharpenedJobTitle":"Financial Services Account Growth / Client Partner","job_category_group":3,"growthOppurtunities":[],"portalLocationDisplay":"United States or Remote","expertise_coreskill_or_product":["Other"],"job_id":"2275"}