[Hiring] Financial Services Engagement Director @Atrium AI

Role Description

As the Financial Services Engagement Director, you will be responsible for managing the overall relationship with Atrium’s key FINS accounts. This role spans the entire engagement with the customer, including:

• Delivery leadership in pre-sales activities
• Acting as the delivery expert
• Being a key part of deal teams on large pursuits
• Maintaining key executive relationships
• Acting as an escalation point in implementations
• Ensuring alignment and overall customer satisfaction

The ideal candidate will have a strong understanding of consulting methodologies and experience working with Salesforce, Snowflake, analytics, and data science.

In this role, you will be responsible for:

• Designing and architecting comprehensive Financial Services Cloud (FSC) solutions
• Leveraging prior banking experience to understand and address client needs
• Demonstrating a strong understanding of standard banking processes, regulations, and industry trends
• Translating business requirements to technical solutions
• Advising customers on Data & AI-driven concepts
• Partnering with Account Executives to understand customer requirements
• Collaborating with the Sales Team on managing deal cycles
• Evaluating client-specific technical landscape
• Contributing across the sales cycle and participating in client presentations
• Overseeing service delivery on key accounts
• Driving customer satisfaction and retention
• Partnering with Engagement Leads to guide successful delivery of projects
• Providing guidance and mentorship to team members

Qualifications

• 5+ years of experience in a program management role, preferably managing accounts in the Fortune 1000
• 10+ years of experience in the Financial Services industry and/or banking
• Proven track record of leading and delivering multiple successful FSC implementations
• 3+ years of pre-sales experience
• Active Salesforce Financial Services Cloud Accreditation
• Deep understanding of the FSC data model
• Strong understanding of core banking processes and relevant regulations
• Experience managing C-level relationships
• Enterprise-level engagement & program management experience in FSC strategy & execution engagements
• Experience in Data Modernization and CRM Implementation concepts
• Experience working with engagements and programs with an annual book of business of $1 million or greater
• Excellent communication and interpersonal skills
• Organizational skills for managing complex engagements
• Ability to conduct complex work with full autonomy
• Enthusiastic, professional, and confident team player
• Experience leading and mentoring multi-disciplined teams
• Strong understanding of fundamental project management skills
• Experience supporting and leading sales activities
• Strong analytical and problem-solving skills
• BA/BS or equivalent; MBA is a plus

Requirements

• Ability to potentially travel up to 30%

Next Steps

Our recruitment process is highly personalized. It’s important that we find the right fit, making each step of the process unique as we continue to learn about each other. We want to get to know you and encourage you to be selective.

At Atrium, we believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment.