Financial services industry (Banking, Insurance, Wealth) experience preferred
7+ years of deep enterprise-level project or program experience (SaaS preferred)
Demonstrable experience leading the end-to-end discovery, solutioning, estimating, and SOW-creation process
Active involvement in supporting the sale of professional services
Experience leading strategic scoping, proposal development, RFP responses, and executive-level presentations
Deep demonstrated technical and/or functional proficiency in the Salesforce platform and its solutions
Strong written and verbal communication skills
Demonstrated ability to influence a group audience
Excellent analytical, problem-solving, and conflict-resolution skills
Proficiency in deal architecture and pricing levers
Proven ability to lead and mentor cross-functional teams
Ability to travel will be required and varies based on client needs
Degree or equivalent relevant experience required (e.g., military experience, volunteer roles, work experience, etc.). Advanced degree (Master’s in related field or MBA) preferred