Sr. Value Consultant
Core
Guide financial institution clients toward measurable business outcomes by leading value-based engagements, translating platform usage and performance data into actionable recommendations, and influencing adoption and optimization.
Role type
Senior individual contributor value consultant (fintech/SaaS)
Builds
Data-driven value narratives, client-ready analysis outputs, and strategic account planning supporting renewals and expansions
Domain
Fintech / Digital Banking / SaaS
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Value consulting, data analysis, stakeholder management, strategic account planning, ROI modeling, benchmarking, executive presence
Preferred skills
Value engineering, digital banking platforms, CRM/analytics tools (Salesforce, Tableau, Power BI), business case development
Technologies
Salesforce, Tableau, Power BI, Excel
Responsibilities
Lead value-based engagements (assessments, reviews, outcome alignment), analyze platform usage and benchmarks, present data-backed insights to stakeholders, support commercial motions (renewals/expansions), partner cross-functionally with Sales and Customer Success, document engagement outcomes, provide feedback to internal teams on product/messaging
Seniority
Senior, hands-on IC
