Job # 9086RK

  • Remote
  • Hybrid
  • Boston, MA

Senior Consultant – Banking Software


Job Overview:

Join an Award-winning Banking Industry leader with one of the most successful track records for growing and retaining exceptional banking and technology talent. You will bring expertise in banking technology and exude a passion for marketing the value of banking solutions to customers!


The Opportunity:

  • Serve as Subject Matter Expert, working with existing clients to teach optimal strategic use of software solutions
  • Collaborate with customers for successful implementation, integration, and ongoing training/consulting to drive value of banking software solutions.
  • Act as key voice of the customer, translating client feedback from education and support back to product management and data science.
  • Provide feedback to ensure continued improvement of existing solutions and insight for creation of additional products.
  • Deliver consultative services and identify cross-selling opportunities, as appropriate.
  • Create written executive analysis to support analytical process
  • Assist in gathering requirements for current and future product enhancements by conducting market research, supported by ongoing interaction with clients and prospects
  • Educate Executives, managers and banking community through public speaking, webinars, industry articles and research



  • 4+ years of experience in a bank or a firm that services the banking industry
  • Understanding of banking, risk management, data analytics, banking tech-marketing and/or Bank Deposits and Bank Funding sources
  • Comfortable presenting and understanding financial models
  • Highly analytical with Strong intellectual curiosity
  • Excellent communication, interpersonal and client management skills
  • Passion for effectively communicating with clients and colleagues
  • Bachelor’s Degree, preferably in Finance, Accounting, Economics, Marketing or similar
  • Minimal Travel, as needed.
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