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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in FintechOS solutions, including workflow design and configuration, while effectively engaging with stakeholders to drive customer outcomes and project success. Possesses strong domain knowledge in financial services, particularly in origination, lending, and deposits, with the ability to incorporate AI into customer solutions.
Highest-signal resume keywords
FintechOS Solutions DesignBPMN Process MappingCustomer EngagementFinancial Services Domain ExpertiseLow-Code Platform Configuration
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 ConfigurationProcess Re-EngineeringOperating-Model DesignAI IntegrationSolution Blueprint CreationProduct ConfigurationDiscovery Process ManagementCustomer Outcome OwnershipStakeholder EngagementProject Planning
Soft Skills
Customer Trust BuildingCommunicationAdaptabilityProblem SolvingCollaboration
Tools & Technologies
FintechOSSalesforceMS DynamicsPower PlatformNo-Code PlatformsLow-Code Platforms
Industry Keywords
Financial ServicesBankingInsuranceOriginationLendingDepositsWealth ManagementRegulated EnvironmentsTarget Operating ModelGoverned AI
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 in BPMN style
- Translate customer needs into FintechOS solutions
- Advise customers on modernising onboarding and origination, launching products faster, and operating more efficiently
- Design and configure workflows and journeys on the FintechOS platform
- Partner with a Forward Deployed Engineer on deep technical implementation
- Develop comprehensive FintechOS product expertise
- Incorporate AI into work and solution design within customer and regulatory guardrails
- Communicate customer needs and feedback to product and engineering
- Embed with customers on-site and remotely to understand objectives, constraints, and goals
- Drive project planning and timeline management alongside the CSM
- Create process maps and solution blueprints
- Take use cases from discovery to go-live
- Guide and enable customer teams
- Expand successful initial use cases
- 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
- Experience earning customer trust and guiding customers to appropriate solutions
- Ability to engage senior stakeholders from operations through the C-suite
- Comfort with BPMN, operating-model design, workflow configuration, product configuration, 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 preferred
- Experience with structured discovery, process re-engineering, or target-operating-model consulting preferred
- Understanding of IT-led versus business-led product development
- Ability to position AI as business value and implement governed AI in customer solutions preferred
- Regular travel to customer sites, approximately 30–50% depending on delivery activity
Benefits
Comp & perks- Impact: opportunity to shape how FintechOS delivers, what it builds, and where it wins
- Growth: work alongside institutions like Société Générale and Admiral and help open a new market
- Autonomy with no micromanagement or bureaucracy
- Collaborative team environment
- Diversity-focused workplace
- Hybrid work arrangement with on-site and remote customer engagement
- Opportunity to travel to London HQ and customer sites