Manage delivery-side sales for the Finance Systems service line in collaboration with the Go-To-Market team and Finance Systems experts
Draft and review Statements of Work (SOWs) and budget buildups, ensuring adherence to organizational guidelines and protocols
Create and enhance pitch materials, scoping documentation, and standardized templates for SOW offerings
Maintain accurate records of activities and opportunities in Salesforce
Scope service delivery requirements, engaging relevant team members as needed
Assess pricing accuracy and recommend improvements to scoping and pricing processes
Act as a visible champion for the service line through client engagement, industry forums, events, and marketing campaigns
Educate Go-To-Market and delivery teams on solution updates, roadmaps, and new offerings
Manage and conduct handover meetings to ensure seamless transition from sales to delivery

Bachelor’s degree in Business, Finance, Information Systems, or related field
5+ years of experience in professional services, consulting, or solution delivery within the legal or financial systems domain
Proven experience in drafting SOWs, building budgets, and managing sales-to-delivery processes
Strong understanding of finance systems and operations in law firms
Excellent communication and presentation skills, with ability to engage clients and internal stakeholders effectively
Proficiency in Salesforce or similar CRM tools

Finance Systems Lead

Key skills