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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Voice of the Client processes, synthesizing client feedback and market insights into actionable product strategies and revenue-generating solutions. Proven ability to lead cross-functional teams and drive product adoption, scalability, and measurable growth.
Highest-signal resume keywords
Voice Of The Client ExpertiseCross-Functional LeadershipProduct Roadmap AlignmentClient Growth OpportunitiesCommercial Acumen
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Product StrategyMarket AnalysisClient Feedback SynthesisRevenue GenerationProduct Adoption MeasurementBusiness Case DevelopmentAutomation OpportunitiesScalability AssessmentInvestment ROI EvaluationPortfolio Management
Soft Skills
CollaborationCommunicationLeadershipCommercial ThinkingClient-Driven Innovation
Certifications & Qualifications
Bachelor’s Degree
Industry Keywords
Client DeliveryService ExpansionProduct UtilizationMarket TrendsCompetitive InsightsStandardizationFeasibility AssessmentRegulatory RequirementsHCS PortfolioStrategic Initiatives
About the role
Key responsibilities & impact- Establish and maintain a structured Voice of the Client process across the HCS portfolio
- Analyze client feedback and account-level opportunities to identify recurring needs, product gaps, and portfolio-wide opportunities
- Partner with Client Delivery leaders on cross-sell, upsell, product adoption, and service expansion opportunities
- Develop portfolio-level growth opportunities and solution concepts for Client Delivery and Sales
- Translate client and market requirements into product strategy, roadmap priorities, enhancements, automation opportunities, and investment recommendations
- Establish communication and feedback loops across Client Delivery, Product, Technology, Operations, and Sales
- Monitor product utilization and adoption and identify opportunities to increase adoption
- Identify opportunities for standardization, reuse, and scalable solutions
- Gather and synthesize market intelligence, competitive insights, advisor feedback, industry trends, and emerging client requirements
- Strengthen HCS positioning, value propositions, client presentations, and executive-level discussions
- Support strategic client conversations requiring product, market, innovation, or HCS portfolio expertise
- Develop business cases for product investments, service enhancements, automation, AI capabilities, and strategic initiatives
- Partner with Operations and CoE & Risk on feasibility, scalability, regulatory requirements, controls, and delivery impact
- Maintain transparency into the HCS product roadmap and communicate capabilities, timing, priorities, and dependencies
- Communicate product developments and new capabilities to Client Delivery and Sales teams
- Measure product and portfolio initiative impact, including adoption, revenue opportunities, client value, and ROI
- Create a culture of client-driven innovation, collaboration, commercial thinking, transparency, and disciplined prioritization
Requirements
What you’ll need- Bachelor’s degree or equivalent combination of education and experience
- 7+ years of progressive leadership experience preferred
- Ability to identify and enable existing-client growth opportunities, including cross-sell, upsell, product adoption, and service expansion
- Experience generating qualified expansion pipelines and translating client needs into revenue-generating solutions
- Strong Voice of the Client expertise
- Ability to synthesize client feedback and market insights into actionable product and service strategies
- Experience aligning product roadmaps and investment priorities with client needs, market demand, and business objectives
- Ability to evaluate product performance, adoption, and investment ROI
- Success identifying opportunities for cross-client standardization, scalability, and reuse of products and services
- Strong cross-functional leadership skills across Product, Client Delivery, Technology, and other stakeholders
- Commercial acumen and track record translating product and portfolio initiatives into measurable revenue growth and client value
Benefits
Comp & perks- Remote work
- Flexible working hours
- Health and welfare benefits starting on the first day of employment
- Health insurance coverage
- Voluntary dental and vision programs
- Life and disability insurance
- Retirement savings plan
- Paid holidays
- Paid time off (PTO) and/or vacation and sick time
- Employee discounts on merchandise, services, travel, and more
- Career growth opportunities
- Training and access to award-winning learning platforms
- Great work environment
- Diversity-focused culture
- Bonus or incentive eligibility based on business need