Senior Value Consultant

Role Overview

• Guide financial institution clients toward measurable business outcomes by leading value-based engagements such as assessments, platform reviews, and outcome alignment sessions.
• Translate client business objectives into actionable recommendations by analyzing platform usage, performance data, benchmarks, and industry trends.
• Develop clear value narratives by connecting Alkami platform capabilities to client priorities, financial impact, and operational efficiency.
• Independently manage end-to-end value consulting engagements by planning scope, executing analyses, and delivering high-quality client-ready outputs.
• Present insights and recommendations to client stakeholders by delivering compelling, data-backed presentations and consultative discussions.
• Support account strategy and commercial motions by contributing value perspectives to renewals, expansions, and strategic account planning.
• Partner cross-functionally with Sales, Customer Success, and Relationship Management by aligning on customer goals, engagement timing, and success measures.
• Identify opportunities for increased adoption and optimization by benchmarking clients against peers and best practices.
• Apply sound judgment to ambiguous or complex client scenarios by adapting established value frameworks and approaches as needed.
• Document engagement outcomes and insights by producing clear deliverables that reinforce Alkami’s value messaging and recommended next steps.
• Provide feedback to internal teams by sharing recurring client insights that inform product direction, messaging, and go-to-market strategies.
• Maintain deep knowledge of Alkami’s platform and the digital banking landscape by staying current on product capabilities, releases, and market trends.
• Serve as a role-model consultant by demonstrating strong executive presence, analytical rigor, and customer-first mindset in all engagements.

Requirements

• 3–6 years of progressive experience in value consulting, value engineering, management consulting, sales engineering, customer success, or a related SaaS, fintech, or banking technology role
• Bachelor’s degree in Business, Finance, Information Systems, Engineering, or a related field; or equivalent practical experience.
• Strong understanding of financial institution operations, digital banking strategies, and technology-enabled business outcomes.
• Proven ability to translate complex data, product capabilities, and analytics into clear, outcome-focused business recommendations.
• Experience leading client-facing workshops, presentations, and strategic discussions with mid
• to senior-level stakeholders.
• Analytical proficiency with the ability to assess usage data, benchmarks, KPIs, and performance metrics to inform decision-making.
• Excellent written and verbal communication skills with the ability to adapt messaging to different audiences.
• Demonstrated ability to work independently on complex engagements while collaborating effectively across internal teams.
• Comfort operating in ambiguity and applying judgment to adapt standard frameworks to unique client situations.

Benefits

• remote-first environment
• unlimited paid time off
• 401(k) with employer match