Financial Services, Strategy and Transformation Director
Core
Strategic leader bridging Product Management, Enablement, Sales, Professional Services, Customer Success, and Partners to drive Go-To-Market success for Financial Services applications.
Role type
Director, Strategy and Transformation (SaaS/Enterprise Software)
Builds
Scalable knowledge-sharing initiatives, sales programs, executive presentations, ROI insights, customer success stories, and enablement assets.
Domain
Financial Services (Planning, Performance Management, Reporting) + SaaS Enterprise Software
Deliverable
product features
Required skills
Financial Services domain expertise, consultative selling, strategic advisory, product management, enablement operations, GTM operations, application architecture, ecosystem enablement
Preferred skills
SaaS or enterprise software experience, thought leadership content creation, competitive intelligence analysis
Technologies
Anaplan platform, Financial Services applications
Responsibilities
Partner with GTM teams to integrate Financial Services Applications into sales motion; Distill Financial Services expertise into actionable sales tactics and support complex sales opportunities; Support Platform and AI teams with application design, best practices, and pre-market testing; Act as a key thought leader at industry engagements and produce market insights; Collaborate with Competitive Intelligence to sharpen positioning and battlecards.
