Financial Services Industry Consultant

Описание

WE ARE

SoftServe is a global digital solutions company with headquarters in Austin, Texas, founded in 1993. Our associates work on 2,000+ projects with clients across North America, EMEA, APAC, and LATAM. We are about people who create bold things, make a difference, have fun, and love their work.

Digital Products, Business Analysis & Consulting CoE helps organizations leverage digital technologies and modern approaches to reduce costs, enhance efficiency, and improve quality across internal operations. By aligning technology with business goals, we help clients maximize value, enhance agility, and transform their business models for long-term success in a competitive landscape.

IF YOU ARE

Familiar with key operational areas within retail banking, or insuranceSkilled in navigating the financial services industry with 3-4 years of dedicated experienceCompetent in consulting and professional services with a total of 4-5 years of experienceStrong in process analysis, benchmarking, and structured problem-solvingExperienced in process modeling, process mapping, and creation of requirements specificationsConfident with digital product management and project management in digital product development and improvementProficient in using tools such as Microsoft Visio, Miro, Lucidchart, or their equivalentEffective as a communicator, negotiator, presenter, and meeting facilitatorCapable of adapting to new challenges and driving innovative solutions (nice to have)

AND YOU WANT TO

Contribute to pre-sales and other client engagements as an industry expert by providing expert-level guidance and consultation on the specific industry or domainSupport teams in the development of proposals for RFP/RFI processes and pre-sales activitiesConduct stakeholder interviews, workshops, and process discovery to capture the current client’s practices and existing challenges as well as to understand their business strategies, objectives, and transformation initiativesPerform industry-focused research and analysis to support solution shaping and client decision-makingSupport creation of deliverables for clients, including assessments, recommendations, playbooks, and other assetsProvide guidance to business analysts and implementation teams on industry-specific practices and requirements during the execution phaseReview and validate documented requirements to ensure alignment with industry standards and best practices, regulations, and the operating model of the client during implementationParticipate in team discussions on solution design, providing input and advice based on industry knowledge and operational experienceEffectively communicate findings and recommendations to business and technical stakeholdersBuild trust-based relationships with client stakeholders and internal teamsCollect and evaluate internal and external feedback on implemented solutions to identify issues and risks, suggest improvements, and recommend additional services and enhancementsCreate client-specific Points of View (POVs) to support pre-sales and consulting engagements.Create overview decks for sub-domains or specialized areas within the industry to be used in pre-sales activitiesRepresent the company’s solutions and industry expertise at internal and external events, such as exhibitions, conferences, and conventionsContribute to the development of go-to-market strategies for industry-specific solution offeringsEstablish a secure customer data management process within BA activities, which includes but is not limited to data obtaining, exchange, storing, retention, and deletion.Follow company data governance policies, practices, and procedures to ensure that sensitive data, including customer data, is treated according to the confidentiality level.Follow off-boarding procedures, fulfilling data retention and deletion rules set up on the project.

TOGETHER WE WILL

Maximize the customer and business value provided by your expertise in financial servicesAssimilate best practices from a team of top-notch experts and learn from leaders across diverse organizationsUse our access to expert communities, paid certifications, and professional events to enhance your careerBe Game Changers who represent our best talent and creative minds in the annual SoftServe AwardsWork with a diverse team of professionals in a collaborative enterprise environment to drive innovationCreate an exceptional customer experience and impact the company's global success, recognized by the Customer Hero ProgramBoost leadership skills with managerial competencies through our Leadership-Development programsDeliver more value as an emerging or mature leader with our dedicated development initiativesJoin a vibrant community where your professional growth and success are our top priorities