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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 design, and the integration of AI into customer solutions. Proven ability to engage with senior stakeholders and drive project outcomes from discovery to implementation.
Highest-signal resume keywords
BPMN ExpertiseFinancial Services Domain ExperienceNo-Code/Low-Code Platform ConfigurationStakeholder EngagementAI Integration in Solutions
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Workflow DesignProcess Re-EngineeringOperating-Model DesignProduct ConfigurationAI Application in SolutionsCustomer Outcomes ManagementProject PlanningSolution ConsultingDiscovery FacilitationRegulatory Compliance
Soft Skills
Trust BuildingEffective CommunicationGuidance and MentorshipAdaptabilityOwnership
Tools & Technologies
FintechOSSalesforceMS DynamicsPower PlatformAI-Native Platforms
Industry Keywords
BankingInsuranceLendingDepositsWealth ManagementCustomer EngagementProduct DevelopmentStakeholder ManagementRegulated EnvironmentsComposability
About the role
Key responsibilities & impact- Own customer outcomes and lead engagements from discovery through live solution
- Facilitate workshops and interview stakeholders
- Map current- and future-state operating models and processes using BPMN-style methods
- Translate customer needs into configured FintechOS solutions
- Advise customers on modernising onboarding and origination and launching products faster
- Design and configure workflows and journeys at the process level
- Partner with a Forward Deployed Engineer for deep technical implementation
- Develop comprehensive FintechOS product expertise
- Incorporate AI into work and customer solutions within regulatory guardrails
- Provide customer and market feedback to Product and Engineering
- Embed with customers on-site and remotely to understand objectives, constraints, and goals
- Drive project planning and timeline management with the CSM
- Take use cases from discovery to go-live
- Navigate business, executive, and technical stakeholder groups
- Enable customers to operate and expand the solutions built
- Expand from initial use cases to broader customer adoption
- Partner with Presales on late-stage sales, solution design, and proofs of value
Requirements
What you’ll need- 5+ years in advisory, delivery, or solution consulting in financial services
- Ability to build trust, ask the right questions, and guide customers to solutions
- Ability to engage effectively with senior stakeholders from operations to the C-suite
- Comfort with BPMN, operating-model design, workflow, product, and pricing configuration
- Ability to learn and configure no-code, low-code, and AI-native platforms
- Strong banking, insurance, or financial services domain experience
- Fluency in origination, lending, deposits, or wealth
- Ability to span business and technical domains and partner with engineers
- Ownership and comfort with ambiguity
- Experience with low-code or composable platforms in regulated environments, or platforms such as Salesforce, MS Dynamics, or Power Platform
- Experience facilitating structured discovery, process re-engineering, or target-operating-model work
- Understanding of business-led product development
- Ability to position AI as business value and apply governed AI in customer solutions
Benefits
Comp & perks- Impact: opportunity to shape delivery, product development, and market growth
- Growth opportunities working alongside institutions such as Société Générale and Admiral
- Autonomy with no micromanagement or bureaucracy
- Collaborative team environment
- Commitment to diversity and inclusion
- Hybrid working arrangement with London as the preferred base and remote consideration within the UK for exceptional candidates