Strategic Value & Transformation Director

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

📋 Description

• Collaborate with Sales Executives on significant strategic pursuits for new clients.

• Create and communicate unique value propositions.

• Facilitate discovery sessions with stakeholders from financial institutions.

• Determine business priorities and assess pain points quantitatively.

• Align Lumin’s digital banking solutions with measurable outcomes.

• Construct and tailor ROI, TCO, and payback models using client data, benchmarks, and financial assumptions.

• Convert quantitative analyses into business cases and presentations suitable for executives.

• Act as a trusted advisor while engaging with finance, digital, operations, and executive stakeholders.

• Work alongside Solutions Architects, Product, Marketing, and Client Services teams.

• Assist in deal strategy by pinpointing value drivers, risks, and differentiators.

• Standardize and enhance value frameworks, tools, and methodologies.

• Offer insights on market trends, buyer expectations, and value drivers to inform product strategy and marketing messaging.

• Prepare presentations for both internal and external audiences, including board-level business cases.

• Undertake additional responsibilities as assigned.

⛳️ Requirements

• A Bachelor’s degree in Business, Marketing, or a related field, or equivalent experience is preferred.

• 7–10 years of experience in value consulting, digital transformation, management consulting, financial analysis, pre-sales strategy, or similar roles in enterprise SaaS or technology-driven services is required.

• Experience with financial institutions, digital banking platforms, or fintech solutions is highly preferred.

• Proven track record in constructing ROI, TCO, or financial models for complex B2B sales cycles is essential.

• Demonstrated ability to engage in consultative, multi-stakeholder sales environments and influence executive decision-making is required.

• Experience aiding enterprise sales teams in competitive, high-value deal cycles is preferred.

• 7 years of progressive B2B sales experience in enterprise software, SaaS, or technology-driven services, including at least 5 years in the digital banking or financial technology sector is required.

• Strong financial and analytical capabilities, including knowledge of ROI, NPV, IRR, and cost-benefit modeling.

• Ability to convert quantitative analysis into compelling executive-level business narratives.

• Strong executive presence and the ability to establish credibility with senior stakeholders, including CFOs and Heads of Digital.

• Exceptional communication and presentation abilities.

• Capacity for cross-functional collaboration across Sales, Product, Marketing, and Client Services.

• In-depth understanding of digital banking trends, the fintech landscape, and financial institution buyer dynamics.

• Advanced proficiency in Microsoft Excel, PowerPoint, and data analysis tools.

• Strong organizational and project management skills with the ability to handle multiple concurrent deal engagements.

• Intellectual curiosity and a data-driven approach.

• Comprehensive knowledge of digital banking platforms, financial technology trends, and buyer dynamics within credit unions and banking sectors.

• Must be able to work from an approved location within the continental U.S., excluding Montana, Alaska, and Hawaii.

• Must be legally authorized to work in the United States.

• Must meet the travel requirements of the role.

• Must actively utilize AI tools such as Claude, ChatGPT, or similar in daily work.

🏝️ Benefits

• Medical, dental, and vision insurance.

• 401(k) plan with company match.

• Flexible paid time off (PTO).

• 12 paid holidays each year.

• Paid sick leave.

• Paid parental and family leave.

• Lifestyle spending account.

• Tuition reimbursement program.

• Cell phone stipend.

• Reasonable accommodations for qualified individuals with disabilities.

• 100% cloud-native company environment.

• Travel required at 25–40% (approximately 65–104 workdays annually).