Finance Vertical SME

We are currently seeking a Finance Vertical SME to align with the Finance Vertical Lead within the CSM Organization. Reporting to the Customer Success Management (CSM) Lead, this leader will be responsible for:

• Supporting Client Partners, sales, and marketing staff by creating and delivering proper messaging and solutions that correctly speak to the customer and their vertical
• Keeping abreast of emerging trends and issues facing the industry to help identify unmet customer and market needs
• Creating and delivering a training curriculum to the PO team and organization, to ensure that vertical knowledge is built across the organization

Qualifications

• 10+ years of experience within financial services
• Deep knowledge and practical experience in one or more of the following:
  • Front, Middle and Back Office Operations
  • Regulatory Reporting
  • Risk Management
  • Wealth, Asset, and Investment Management
  • Trading Technology
  • Product Knowledge (Equity, Fixed Income, FX, Derivatives, etc.)
  • Excellent communication skills, both written and verbal
  • Experience in mentoring and training more junior team members
  • Ability and willingness to travel to client sites, as needed

Responsibilities

The leader’s success in this role will be measured by the ability to successfully execute the below functions:

• Playing a key role in Pre – and Post-Sales activities by creating content and participating in customer meetings
• Assisting in Business Proposal preparations and combining business needs with domain solutions
• Keeping abreast of emerging trends and issues facing the industry in order to deliver proper messaging and solutions to customers
• Developing a training curriculum and delivery plan to deliver to PO team and organization on a quarterly basis
• Supporting PO in mining opportunities at the Customer level, based on the domain they represent
• Assisting Delivery team(s) to identify candidates with required skills and experience, and providing periodic and ad hoc training sessions to close any knowledge gaps raised by the team
• Acting as the domain evangelist for Relevantz
• Create Business Landscape at customer sites, based on Business Needs
• Educating customers on new technologies being used to solve problems in this domain