Financial Services Subject Matter Expert - Remote

Overview

As a Financial Services Subject Matter Expert, you will play a critical role in driving our go-to-market strategy within the financial services industry, working closely with enterprise account executives to pursue opportunities with major banks and financial institutions.

In Short

• Serve as a trusted advisor on financial services industry trends.
• Develop and deliver compelling sales presentations.
• Conduct market research and competitive analysis.
• Collaborate with product management and engineering teams.
• Participate in industry events and conferences.
• Stay updated on regulatory changes affecting the industry.
• Provide ongoing training to account executives.

Requirements

• Bachelor's degree in Finance, Economics, or related field.
• 5+ years of experience in the financial services industry.
• Strong consulting background with successful client engagements.
• Deep understanding of the financial services landscape.
• Excellent communication and presentation skills.
• Strong analytical and problem-solving skills.
• Experience with CRM systems and project management tools.

Benefits

• 100% employer-paid medical, vision, and dental coverage.
• 401k Match to help save for the future.
• Monthly stipend for work productivity.
• 15 days PTO plus Sick Time Off.
• Up to 24 weeks of Parental Leave.
• Paid Volunteer Day to support the community.
• Access to professional growth and development opportunities.
• Teleworking options from any registered location in the U.S.
• Life insurance and disability plans coverage.
• 12 paid holidays per year.