Engagement Lead - Professional Services - US

Mid / Senior


In Office

Meytier Premier Employer

Working there

About This Workplace

Meytier Partner

Key Responsibilities:

Account Growth: Client Services

  • 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.
  • Financial Service Client Partner will manage approximately a cluster of 2 to 5 key customers within the region.
  • Covering Orion’s Existing Clients and grow the firm’s business with these clients through consultative selling & adoption of the Domain Led - Digital Transformation & Digital Product Development Solutions & Services.
  • This leader will be directly interacting with senior client executives (CXO’s and 2-3 levels down) to understand:
  • Strategic business goals, Business / Technology / Operations priorities and help them design solutions, services to meet these goals by leveraging Orion’s capabilities & competency areas.
  • Develop, own & lead
  • Account planning, GTM within account cluster
  • Account penetration strategies
  • land and expand
  • New Business Unit/LOB expansion,
  • Geo/regional expansion
  • Respond to and deliver on client requests, Respond to RFI’s/RFP’s, Technology & services need.
  • Proactively identify opportunities, digital transformation initiatives that align to Orion’s interest and capability areas
  • Make solution proposals, pricing models, presentations to client(s) in line with account & client strategy

Own the entire account operations process –

  • Account Budgeting/Targets,
  • Weekly / Monthly / Quarterly forecasting,
  • MSA/contracts
  • SOW(s), Invoices
  • Engage with Delivery & Operations teams to manage project / program level margins (Cost’s)
  • Oversee the delivery of Orion’s commitments to clients by working closely with various service delivery teams, COI’s – Experience Design, Engineering, Data & Analytics, Managed Services, Cloud & Infrastructure, QA, etc.
  • As a leader you will be responsible for developing alliances & partnerships that may be required for teaming up for purposes of a sale / initiative to provide or augment)
  • Advisory/consulting
  • Solution design
  • Execution capabilities e.g. partnership with Fintech/Insurtech provider or Salesforce or Appian.
  • Customer Success: This leader will be required to continuously develop trust-based relationships, manage steering committee for engagements, overall account governance & customer satisfaction

Domain, Thought Leader & Consulting

  • The role will require a good understanding of digital solutions areas and use-case based consulting/selling in select domains Tax, Assurance and Services.
  • The role also requires being a strategic advisor, provide management consulting becoming a coach / guide to key Stakeholder’s to drive Digital Transformation initiatives.
  • You will need to be a Thought Leader in the Financial Services space with good understanding of
  • macro & micro trends,
  •  regulatory impacts,
  • geo (US, EU, LATAM),
  • Impact of various technologies & methodologies (Digital Experience, Cloud,DevSecOps, Data, Agile, Automation, AI/ML, IOT) and key enablers of Digital Transformation & Global Delivery
  • 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:
  • Banking (Universal Banks, Super Regional and Regional Banks),
  • Cards & Payments and Fintech companies
  • Investment Management, Wealth Management & Asset Management, WealthTech
  • Financial Services Marketplace (Clearing Settlements, Credit Risk Agencies,
  • Regulatory Institutions, Market Data, Clearing House), RegTech
  • Insurance (P&C) & InsurTech
  • This leader will need to contribute to Digital marketing efforts to expand mindshare for Orion’s Domain Led Digital Transformation solutions offerings / assets through
  • Digital Collateral (Blogs, Case Studies)
  • Industry Webinars, Podcasts
  •  Account /Segment Campaigns,
  • Analyst Briefings, Seminar presentations, roadshows etc.


  • Requires solid understanding of Financial Service Domains – (Note: We are not looking for generalist sales but solution & consultative sales).
  • Requires ability to construct project bids, multi-year digital transformation deals, Digital POD’s with solid understanding of Design & Tech, co-development, co-innovation, co-sourcing models
  • Requires significant interaction with business, technical, operations stakeholders.
  • Communication will be a key
  • Requires good understanding and prior experience of selling & managing Tier 1 /2 Financial Services relationships
  • Banking & Financial Services: Retail, Commercial, Cards & Payments, Wealth Management, Investment Banking, Capital Markets, Asset Management
  • Requires solid understand of digital solutions areas and use-case based consulting/selling in select domains
  • e.g. Front-Office, Middle-Office, Back-Office,
  • Marketing, Sales & Services, Customer Onboarding,
  • Risk, Regulatory & Compliance
  • Payments, Lending, Retail /Digital Banking, Commercial Banking
  • P&C Insurance, Policy Admin
  • Requires good understanding of Digital Transformation, relevant technologies, industry leaders in Sales & 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.
  • Should have either worked or sold as a Platform/System Integrator or from one of management consulting / professional services firms (Accenture, Deloitte, etc.)
  • Core Banking Platforms: Fiserv, FIS, Hogan, Temenos, SAP, Oracle
  • Retail Banking platforms: Fiserv, FIS, ACI and new Fintech platforms (D3, Back base)
  • Digital banking, Commercial banking: Fiserv, FIS, ACI, Bottomline, Finastra
  • Wealth / Investment Banking / Capital Markets: Calypso, Murex, Sungard, Temenos,Fiserv, FIS, Wall street systems
  • Risk & Regulatory Compliance: Actimize, BAE Detica, RSA, SAS
  • Cards & Payments: TSYS, First data, Worldpay
  • Insurance Platforms: Guidewire, DuckCreek
  • The ideal candidate is a leader who has
  • Demonstrated success in leading engagements of all sizes from inception through completion in a fast-paced entrepreneurial environment
  • Is articulate and readily adapt his/her style and message appropriately to their audience.
  • Understands how to navigate complex client environments and situations. Is Skilled at defining, communicating, clarifying and driving change and action.
  • Is a thought leader, adept at leading digital transformation journey Can lead and engage with teams with diverse backgrounds and inspire performing teams
  • Works with cross functional peers accountable for success in delivering outcomes and high quality customer experience
  • Balance the focus on growth and revenue generation with clear ability meet account level targets & Profitability goals.

Compensation range: $150 K - $185 K

© 2024 Meytier - All Rights Reserved.
   Privacy Policy    Terms Of Use