Solution Area Specialist - Financial Services
Core
Assess and qualify sales opportunities, drive deal orchestration, and act as a trusted advisor for digital transformation in the financial services sector.
Role type
Senior Account Management / Solution Area Specialist
Builds
Sales pipelines, customer relationships, and co-selling strategies with partners
Domain
Financial Services / Technology Sales
Deliverable
client delivery
Required skills
Sales frameworks, deal orchestration, stakeholder management, partner relationship management, sales pipeline management, market analysis, AI-driven forecasting, digital transformation strategy
Preferred skills
Experience with AI sales agents, automation tools, Power Platforms, propensity data analysis, consumption data analysis
Technologies
AI sales agents, automation, Power Platforms, AI-powered analytics tools
Responsibilities
Assess and qualify sales opportunities following sales frameworks; Collaborate across organizations to contribute to deal orchestration; Drive partner teams and resources to activate co-selling strategies; Analyze business opportunities to improve the customer portfolio; Evaluate solution areas and develop insights to align sales plays with customer priorities; Lead discussions with customer stakeholders to identify and accelerate sales opportunities