Embedded FinTech Solutions Consultant

Fintech OS SRL; New York (NY); On-site; USD 120,000 - 170,000; Full time

Job summary

FintechOS is seeking a Forward Deployed Technical Consultant who sits with customers to turn strategic intent into working solutions on the FintechOS platform. You’ll partner with a Forward Deployed Engineer, lead workshops, and translate goals into an actionable operating model and BPMN‑style processes.

You’ll work closely with executives and operations teams, design end‑to‑end workflows, and guide onboarding, origination, lending, and wealth use cases.

Qualifications

• 5+ years in advisory, delivery, or solution consulting in financial services.
• Presence with senior stakeholders from operations to the C-suite.
• Hands-on process and solution design with BPMN, operating-model design, and workflow configuration.
• Strong banking/insurance/financial services domain experience.
• Fluency in origination, lending, deposits, or wealth workflows.

Responsibilities

• Own the customer outcome from discovery to live solution.
• Run discovery workshops and map operating models.
• Guide customers on onboarding, origination, and faster product launches.
• Design and configure workflows and journeys with the platform.
• Collaborate with Presales and carry relationships into delivery.

Skills

Consultative instinct

Stakeholder management

BPMN design

No-code / Low-code

AI-native platforms

Financial services domain

Tools

Salesforce

MS Dynamics

Power Platform

Job description

FintechOS is seeking a Forward Deployed Technical Consultant who sits with customers to turn strategic intent into working solutions on the FintechOS platform. You’ll partner with a Forward Deployed Engineer, lead workshops, and translate goals into an actionable operating model and BPMN‑style processes.

You’ll work closely with executives and operations teams, design end‑to‑end workflows, and guide onboarding, origination, lending, and wealth use cases.