Industry Advisor

This is a fully remote position, open to applicants in United States.

📋 Description

• Provide strategic guidance to executives on key deals in collaboration with the Sales and Solution Advisory teams.

• Facilitate executive discovery sessions, workshops, and presentations.

• Transform customer priorities into value propositions, business cases, and strategic transformation roadmaps.

• Develop the Banking and Financial Services playbook, encompassing value frameworks, use cases, benchmarks, client success stories, and guides for executive discussions.

• Formulate perspectives on industry trends, regulatory changes, and emerging technologies.

• Represent Icertis at conferences, webinars, and executive briefings.

• Organize and lead roundtables, customer advisory boards, and industry councils.

• Provide customer and market insights to Product, Engineering, and AI teams.

• Assist in the development of AI-driven, industry-specific solutions.

• Utilize AI regularly for research, customer preparation, analysis, and content creation.

• Engage with banks, insurers, capital markets firms, asset managers, payments companies, fintechs, and other regulated financial institutions.

⛳️ Requirements

• Over 10 years of experience in banking or financial services, enterprise software, management consulting, value engineering, or business transformation.

• Extensive understanding of banking, insurance, capital markets, asset management, payments, or fintech business processes and operational models.

• Capability to support related industries.

• Proven experience advising senior leaders, including General Counsel, Chief Risk Officers, Chief Compliance Officers, CPOs, CFOs, COOs, CIOs, and third-party risk leaders.

• Demonstrated ability to link industry challenges to quantifiable business outcomes and value.

• Practical knowledge of contract lifecycle management (CLM) and contracting processes.

• Current and applicable use of AI in daily professional activities.

• Comfort with learning and showcasing enterprise software solutions.

• Excellent consultative selling, facilitation, and storytelling abilities.

• Bachelor’s degree required.

🏝️ Benefits

• On-Target Earnings (OTE): $225,000 to $295,000 (75/25), which includes an annual sales target incentive bonus and equity component.

• Comprehensive medical, dental, vision, and mental health benefits.

• Employee Assistance Program (EAP) available.

• Equity (RSUs) and shared ownership in the company.

• Generous 401(k) matching program.

• Flexible work environment offered.

• Paid maternity and paternity leave provided.

• Generous holiday and Paid Time Off (PTO) program.

• Coaching as a Service (CaaS) available.

• Annual personal development allowance granted.

• Seven paid volunteer days offered each year.

• Participation in global and regional Diversity, Equity, Inclusion, and Belonging (DEIB) steering committees and employee resource groups.

• Access to global DEIB training programs and guest speakers.

• Generous holiday schedule, including paid time off during the week of the 4th of July.

• Complimentary professional and leadership coaching available.

• Option for remote work from anywhere in the U.S.

• Travel focused on customer engagements and events.