Services Sales Lead

📋 Description

• Shape services strategy and deal structure with Sales, Solutions Consultants, and Consulting.
• Lead scoping sessions to uncover requirements, operating models, and go-live criteria.
• Draft and refine SOWs defining scope, deliverables, timelines, and success metrics.
• Devise implementation strategies balancing customer goals, feasibility, and best practices.
• Collaborate with Legal, Finance, and Product to ensure pricing and scope accuracy.
• Translate customer requirements into delivery frameworks and resourcing plans with Consulting.
• Influence scope, pricing, and contract discussions for clarity and alignment.
• Maintain pipeline visibility and forecasting for services capacity.

🎯 Requirements

• 7+ years in consulting, implementation strategy, or account mgmt in financial services software.
• 5+ years shaping deal strategies and/or managing SOWs for enterprise tech engagements.
• Deep understanding of asset management industry dynamics.
• Experience leading scope definition, pricing, and contracting for enterprise services.
• Ability to present SaaS solutions and service strategies to executives and ops.
• Willingness to travel up to 35%.

🎁 Benefits

• Company Stock Plan
• Unlimited vacation
• Educational reimbursements
• Wellness reimbursements
• $0 cost employee insurance plans
• Careers page for full perks overview