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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in advisory and solution consulting within financial services, with a strong focus on BPMN, workflow configuration, and leveraging AI in customer solutions. Proven ability to engage with senior stakeholders and manage project timelines while delivering effective outcomes.
Highest-signal resume keywords
BPMN ExpertiseFinancial Services Domain ExperienceWorkflow ConfigurationAI Integration in SolutionsStakeholder Engagement
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Solution ConsultingProcess Re-engineeringOperating Model DesignNo-code/Low-code ConfigurationProduct and Pricing ConfigurationDiscovery and Requirements GatheringProject PlanningTechnical Build CollaborationCustomer Outcome ManagementRegulatory Compliance
Soft Skills
Trust BuildingEffective CommunicationAmbiguity ManagementStakeholder NavigationCustomer Engagement
Tools & Technologies
FintechOSSalesforceMS DynamicsPower PlatformAI-native Platforms
Industry Keywords
BankingInsuranceLendingDepositsWealth ManagementOperational EfficiencyCustomer OnboardingProduct LaunchDecisioningCost-to-Serve
About the role
Key responsibilities & impact- Own customer outcomes and lead engagements end-to-end from discovery through live solution
- Embed with customers on-site and remotely to understand strategic objectives, operating models, constraints, and goals
- Facilitate workshops and interview stakeholders
- Map current-state and future-state operating models and processes in BPMN style
- Translate discovery findings into solution blueprints configured on the FintechOS platform
- Advise customers on modernising onboarding and origination, launching products faster, and operating more efficiently
- Design and configure workflows and journeys at the process level
- Partner with a Forward Deployed Engineer on deep technical builds
- Develop comprehensive FintechOS product expertise and serve as an internal platform resource
- Incorporate AI into work and solution design within customer and regulatory guardrails
- Provide customer and field feedback to product and engineering
- Drive project planning and timeline management with the CSM
- Manage milestones, dependencies, and delivery commitments
- Take use cases from discovery through go-live
- Navigate business, executive, and technical stakeholder groups
- Enable customers to run and expand implemented solutions
- Expand initial use cases with customers
- Partner with Presales on late-stage sales, solution design, and proofs of value, then transition relationships into delivery
Requirements
What you’ll need- 5+ years in advisory, delivery, or solution consulting in financial services
- Ability to ask the right questions, earn trust, and guide customers to the right answer
- Ability to engage effectively with senior stakeholders from operations to the C-suite
- Comfort with BPMN, operating-model design, workflow configuration, and product and pricing configuration
- Ability to learn and configure no-code, low-code, AI-native platforms
- Strong banking, insurance, and/or financial services domain experience
- Fluency in origination, lending, deposits, or wealth
- Understanding of workflows, decisioning, and cost-to-serve
- Ability to span business and technical contexts and partner with engineers on deep technical builds
- Ownership and comfort with ambiguity
- Experience implementing low-code or composable platforms in regulated environments, or platforms such as Salesforce, MS Dynamics, or Power Platform is advantageous
- Experience with structured discovery, process re-engineering, or target-operating-model consulting is advantageous
- Understanding of the shift from IT-led to business-led product development
- Ability to position AI as business value and bring governed AI into customer solutions is advantageous
Benefits
Comp & perks- Regular travel to customer sites for discovery, workshops, and go-lives (roughly 30 to 50% depending on delivery activity)
- Occasional travel to the London HQ to connect with the wider team, if remote
- Opportunity to shape how the company delivers, what it builds, and where it wins
- Growth opportunities working alongside institutions such as Société Générale and Admiral and helping open a new market
- Autonomy with no micromanagement or bureaucracy
- Collaboration with smart, motivated people tackling problems in financial services
- Diverse and inclusive workplace valuing different perspectives, backgrounds, and ideas