CareerPlan

Senior Strategic Account Technology Strategist, Financial Services

United States, New York, New YorkFull-time2026-10-02 → 2026-11-11

Core

Develops and drives opportunities, creates demand, and acts as a technology mentor to senior executives in large-scale financial services organizations to lead business transformations through digital technologies.

Role type

Senior Strategic Account Technology Strategist

Builds

Customer business transformations, technology roadmaps, and strategic account plans for financial services clients.

Domain

Financial Services / Digital Transformation / Cloud & AI

Required skills

Industry sales strategy, account planning, technology roadmap creation, stakeholder management, cross-regional team orchestration, demand generation, solution feasibility analysis, partner ecosystem management, competitive intelligence, digital transformation leadership

Preferred skills

Deep expertise in AI and Industrial Metaverse capabilities, experience with cloud and collaboration technologies, ability to mentor C-level leaders, knowledge of global best practices in financial services

Technologies

Cloud platforms, AI tools, Industrial Metaverse frameworks, MSX D365

Responsibilities

Develops and drives opportunities and creates demand for product and solution sales; Acts as a technology mentor to C-level leaders and technical decision makers; Creates mid- and long-term technology and business roadmaps for strategic accounts; Orchestrates cross-regional teams and partners to gather information and identify account risks; Leads the technical portion of account planning and delivery; Delivers regular industry and technology briefings to customer senior decision-makers; Defines blueprints for opportunity initiation and manages consumption pipelines; Partners with global executives to lead overall strategy development and address technical blockers.

Seniority

Senior, hands-on IC with strategic leadership responsibilities