Talent.com
Principal Consultant of Banking

Principal Consultant of Banking

ZennifyStockton, CA, US
17 hours ago
Job type
  • Full-time
Job description

Principal Consultant Of Banking

The Principal Consultant role at Zennify will be an incredibly strategic individual who plays a critical role in the elevation of the firm's banking engagements as they are activating our expertise into POV's & solutions and building customer confidence. The expectation is that 50% of this individual's time is billable to the client.

The ideal candidate will make immediate client impact and enable the development of our emerging Strategic Advisory Practice, specifically in the Banking sub-vertical.

Primary Responsibilities

  • Support Zennify's strategic advisory and consulting for the banking practice, enabling the growth of the practice by formulating and presenting our banking Point of View and strategic framework as part of pre-sales motions and strategic banking discovery (SBD).
  • Drive Strategic Program Investment (SPI) opportunities for key accounts - new accounts and existing projects in flight. This can enabled and requested from sales or delivery consulting leadership and may be non-billable at times.
  • Strategize and drive the overall growth of Banking sub-vertical; this includes engaging in billable Strategy & Advisory engagements to create aligned roadmaps combining executive goals, business strategy and technology solutions.
  • Support pre-sales activities to assess client need and support pre-sales team in creating solution approach and estimates.
  • Ensure client buy-in, alignment and understanding of proposals, estimates, solutions and related roadmaps.
  • Provide expert-level consultation and point of view on specific industry trends and challenges for internal and client stakeholders.
  • Identify and support the enablement of industry offerings to meet common client challenges; coordinate with leadership to gain buy-in of offerings.
  • Provide expertise, coaching and education to project teams within the Banking sub-vertical; coordinate with delivery account leadership to ensure solution.
  • Support GTM team in developing white papers, blogs, points-of-view and marketing activities targeted to Banking sub-vertical.
  • Build trusted advisor relationships with client leadership within key accounts to help foster account growth and success.
  • Work with PS leadership to successfully help teams understand client business objectives, success metrics and other KPIs.
  • Responsible for Banking Advisory Council oversight including the development of the council, guiding principles and rules of engagement.

Key Activities

  • Define, create, present and deliver our Banking POV & roadmap as well as enabling other key roles (i.e. SEM, FA, Sales) in strategic customer projects as either a paid engagement or as a strategic project investment.
  • Drive Strategic Banking Discovery (SBD) sessions with key customers during this critical phase of the engagement. In this role, the PC will present and deliver our Banking POV & roadmap as well as enabling other key roles (i.e. SEM, FA, Sales) in the client success engagement strategy.
  • Support pre-sales activities in support of new accounts as well as expansion of current accounts.
  • Architect business processes to support digital transformation efforts for clients across Banking sub-verticals.
  • Facilitate customer workshops to build trust, identify pain points and build consensus.
  • Identify and recommend process change and technology improvements to support business outcomes.
  • Develop client-facing deliverables to drive meaningful discussions and demonstrate value.
  • Utilize and develop decision making frameworks to build alignment across varying sizes of engagements.
  • Required Qualifications

  • 10+ years of experience working in the Banking sub-vertical, in both Retail and Commercial as well as on consulting engagements within the Financial Services vertical.
  • 8+ years experience in Salesforce and related technologies either in consulting or implementation in a business solution design capacity.
  • 5+ years in consulting, leading teams and clients.
  • Demonstrated execution of digital transformation activities.
  • Executive-level communication skills with effective presentation skills and the ability to adapt to diverse range of audiences, specifically influencing executive-level management.
  • Proven leadership experience including the ability to engage with C-level decision makers, influence decisions and gain alignment.
  • Understanding of the consulting space, including customer success, profitability and client account growth.
  • Ability to work and collaborate across with all levels and roles within an organization.
  • Proven experience of delivering strategic initiatives.
  • Ability to travel to clients as required.
  • Is comfortable with the overuse of GIFs on Slack (no, seriously, we send a lot of GIFs).
  • Qualities of the Ideal Candidate

  • Provide strong leadership including aligning teams to a common vision and leading teams through change.
  • Ability to thrive within a growing organization and comfort with ambiguity.
  • Client success oriented with a drive to produce outstanding customer satisfaction and results.
  • Expertise facilitating in-person and virtual meetings and presenting to an executive level audience in a concise, articulate and convincing manner.
  • Strong aptitude for prioritization and multitasking.
  • Ability to work across all levels in an internal organization.
  • A positive demeanor with exceptional interpersonal skills with respect to internal and external interactions and relationships.
  • The full compensation package is based on candidate's experience and certifications. Zennify pay range $165,000 - $190,000 USD.

    Create a job alert for this search

    Principal Consultant • Stockton, CA, US

    Related jobs
    • Promoted
    Restaurant Manager

    Restaurant Manager

    Harrah's Northern CaliforniaIone, CA, US
    Full-time
    Restaurant Manager – Louie Oliver’s.We’re seeking a dynamic and experienced Restaurant Manager to lead daily operations at Louie Oliver’s, ensuring exceptiona...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Elite Experienced Loan Officer

    Elite Experienced Loan Officer

    Satori MortgageElk Grove, CA, United States
    Permanent
    If you're the kind of person who's already proven you can fund loans.If you've closed loans, built relationships, and learned the game, but you know you're nowhere near your ceiling.If you wake up ...Show moreLast updated: 14 hours ago
    • Promoted
    Physician / Psychiatry / California / Locum or Permanent / Psychiatrists Needed - Full Time / Part Tim

    Physician / Psychiatry / California / Locum or Permanent / Psychiatrists Needed - Full Time / Part Tim

    Platinum Empire Group, Inc.Ione, CA, US
    Full-time +1
    Platinum Locums (DBA as Platinum Healthcare Staffing) is in need of 4 Full Time or Part Time Psychiatrists to provide medical services to a State Correctional Facility located in Ione, CA.Schedule : ...Show moreLast updated: 30+ days ago
    • Promoted
    Associate Banker

    Associate Banker

    BMO Financial GroupAntioch, CA, United States
    Part-time
    Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.Work...Show moreLast updated: 19 days ago
    • Promoted
    • New!
    Senior Teller

    Senior Teller

    Tri Counties BankModesto, CA, United States
    Full-time
    Get your foot in the door for an opportunity that could lead to fantastic career possibilities.Senior Teller position includes our benefit plan of medical, dental, vision, 401K, ESOP, holiday, vaca...Show moreLast updated: 20 hours ago
    • Promoted
    Retail Keyholder

    Retail Keyholder

    ZWILLING J.A. HENCKELSLivermore, CA, US
    Part-time
    ZWILLING is looking for a part time Retail Keyholder to join our retail sales team.The ideal candidate should be a results-driven, self-motivated, team player, with a strong focus on customer servi...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Associate Partner Manager

    Associate Partner Manager

    ShippoStockton, CA, US
    Full-time
    Here at Shippo, we are the shipping layer of the internet and we consider ourselves to be one of the core building blocks of e-commerce. Our mission is to make merchants successful through world cla...Show moreLast updated: 17 hours ago
    • Promoted
    Director for Biosecurity Mission Innovation

    Director for Biosecurity Mission Innovation

    Lawrence Livermore National LaboratoryLivermore, CA, United States
    Full-time
    We support diverse research activities with talented staff, state-of-the-art facilities and core competencies.From internal collaboration to external partnerships, we work together to advance scien...Show moreLast updated: 30+ days ago
    • Promoted
    Director Alumni Relations Marketing Communications

    Director Alumni Relations Marketing Communications

    University of the PacificStockton, CA, United States
    Full-time +1
    Director Alumni Relations Marketing Communications.Standard - occasional nights or weekends to meet business needs.Special Instructions to Applicants. For Applicants Seeking Job Opportunities within...Show moreLast updated: 30+ days ago
    • Promoted
    Manager, Revenue Cycle Management

    Manager, Revenue Cycle Management

    AbbottLivermore, CA, US
    Full-time
    At Abbott, you can do work that matters, grow, and learn, care for yourself and family, be your true self and live a full life. Career development with an international company where you can grow th...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Senior Global Partnerships Manager

    Senior Global Partnerships Manager

    FigmentSalida, CA, US
    Full-time
    Senior Global Partnerships Manager.Figment powers the future of Web3 through industry-leading blockchain infrastructure.As the leading provider of staking solutions, we help 500+ institutional clie...Show moreLast updated: 5 hours ago
    • Promoted
    Associate Banker

    Associate Banker

    Bank of MontrealStockton, CA, United States
    Part-time
    Retail Banking Sales & Service.Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in the b...Show moreLast updated: 5 days ago
    • Promoted
    • New!
    Part Time (30 hours) Associate Banker, Tracy Branch, Tracy, CA

    Part Time (30 hours) Associate Banker, Tracy Branch, Tracy, CA

    JPMorgan Chase Bank, N.A.Tracy, CA, United States
    Part-time
    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right t...Show moreLast updated: 18 hours ago
    • Promoted
    • New!
    Partner Director - GuidePoint & SHI

    Partner Director - GuidePoint & SHI

    SaviyntStockton, CA, US
    Full-time
    Partner Director - GuidePoint & SHI.Saviynt's AI-powered identity platform manages and governs human and non-human access to all of an organization's applications, data, and business processes.Cust...Show moreLast updated: 17 hours ago
    • Promoted
    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Data AnnotationOakley, California
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 30+ days ago
    • Promoted
    Pharmaceutical Sales Representative

    Pharmaceutical Sales Representative

    Hintech Recruiting LLCSacramento County, CA, United States
    Full-time
    A leading company in pharmaceutical sales that is going through expansion.We are looking for a rep with 2+ years in specialty pharmaceutical sales and preferably with any experience in CNS specialt...Show moreLast updated: 3 days ago
    • Promoted
    Business Manager

    Business Manager

    AcostaLivermore, CA, US
    Full-time
    As a Business Manager, you will play a pivotal role in driving our company's success by achieving key business objectives and fostering strong relationships with our customers.Responsible for the m...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Startup Sourcing Associate (Business Development)

    Startup Sourcing Associate (Business Development)

    StartEngineStockton, CA, US
    Full-time
    Startup Sourcing Associate (Business Development).StartEngine is the FinTech powerhouse driving the future of fundraising and alternative investing. StartEngine was founded by Howard Marks, the co-f...Show moreLast updated: 17 hours ago