Principal Embedded Technical Customer Advisor, Financial Services - North America

Sas; Cary (NC); Hybrid; USD 150,000 - 225,000; Full time

Benefits offered by this job

Medical, dental, vision plans

401(k) plan

Tuition Assistance Program

Job summary

SAS seeks a Principal Embedded Technical Customer Advisor to partner with strategic Financial Services customers in North America from Cary HQ, with hybrid options or remote work from Chicago. You will translate business challenges into scalable SAS architectures and PoVs, guiding adoption and platform evolution.

In this highly visible role, you’ll mentor others, coordinate with sales and product teams, and ensure security policies support SAS development goals while driving measurable outcomes.

Qualifications

• Bachelor’s degree in mathematics, statistics, data science, business, CS or related field.
• 12+ years in technical sales, solutions architecture, systems engineering or similar.
• Proven experience influencing executives within large Financial Services orgs.
• Expertise in change enablement, user adoption, and value tracking measures.
• Experience integrating analytics into enterprise decisioning engines.

Responsibilities

• Lead deep workshops mapping client environments to SAS ecosystems.
• Serve as on-site SME, recommending best practices for SAS solutions.
• Develop demonstrations, prototypes and value proofs using client data.
• Partner with Account Executives on retention and post-sale expansion.
• Coordinate with sales, pre‑sales, support and product teams to optimize deployments.

Skills

Executive stakeholder influence

Cloud/Analytics strategy

Customer relationship building

Technical sales leadership

Data security knowledge

Education

Bachelor’s degree in a related field

Tools

SAS platform

Job description

Principal Embedded Technical Customer Advisor, Financial Services, North America – Cary, NC Headquarters Hybrid or Chicago, IL Remote

We’re a leader in data and AI. Through our software and services, we inspire customers around the world to transform data into intelligence – and questions into answers.

If you’re looking for a dynamic, fulfilling career with flexibility and a world-class employee experience, you’ll find it here. We’re recognized around the world for our inclusive, meaningful culture and innovative technologies by organizations like Fast Company, Forbes,Newsweek and more.

About the job

The Technology Services and Enablement division is looking for a Principal Embedded Technical Customer Advisor to serve as a deeply embedded technical partner for strategic customers. In this highly visible, hands‑on role, you will work within customer environments to translate business challenges into system designs, proofs of value and scalable SAS architectures.

You will collaborate closely with customer engineering, operations and leadership teams to validate SAS technology, optimize solutions and guide long‑term platform evolution. Your work will help customers achieve measurable outcomes while supporting adoption, retention, expanded usage and growth.

As a Principal Embedded Technical Customer Advisor, you will:

• Conduct deep‑in‑depth workshops to map customers’ current operational environments and define an evolving SAS ecosystem aligned with their needs.
• Serve as an on‑site subject matter expert, recommending best practices that maximize the value, usage and usability of SAS solutions.

• Develop and deliver technically rigorous demonstrations, prototypes and proofs of value using customer data and use cases.

• Partner with Account Executives to plan and implement customer retention, post‑sale adoption and expansion strategies.

• Configure SAS solutions and supporting products for validation, knowledge sharing and demonstration purposes.

• Coordinate with sales, pre‑sales, technical support, product management and partners to implement and optimize solutions in customer environments.

• Maintain advanced knowledge of SAS offerings, third‑party technologies, competitive information and industry trends, and apply that knowledge to customer opportunities.
• Ensure all applicable security policies and processes are followed to support the organization’s secure software development goals.
• Embrace curiosity, passion, authenticity and accountability. These are our values and influence everything we do.
• Mentor other embedded resources to foster career and skill growth

Required qualifications

• Bachelor’s degree in mathematics, statistics, data science, business, computer science or a related field.
• Minimum 12 years of experience in technical sales, solutions architecture, systems engineering, application development, project management, customer advisory, or related technical customer‑facing roles.
• Proven experience influencing executive and technical stakeholders within large Financial Services organizations, including Technology, Operations, Data & Analytics, and Line of Business leadership teams.
• Proficiency in technical change enablement, user adoption frameworks, and value realization tracking (e.g., establishing usage KPIs, post‑sale enablement roadmaps, and center‑of‑excellence structures).
• Expertise in detecting fast‑moving consumer fraud vectors across digital channels. Knowledge of cross‑channel behavioral profiling to evaluate transactions in milliseconds while minimizing false positives and customer friction.
• Experience integrating adaptive analytics into enterprise decisioning engines to respond dynamically to evolving consumer fraud tactics.
• Experience serving as a trusted advisor to executive stakeholders, including CIOs, CTOs, Data Officers, Risk Officers, or Line of Business Leaders, with a demonstrated ability to align technology investments to business outcomes
• Equivalent combination of related education, training and experience may be considered in place of the above qualifications.

Additional competencies, knowledge and skills

• Building Customer Relationships: Builds trusted, productive customer partnerships by understanding needs, ensuring satisfaction, and proactively resolving issues to maintain confidence and loyalty.
• Driving For Results: Sets ambitious goals, measures progress effectively and persistently works to meet or exceed objectives while maintaining a focus on continuous improvement and achievement.
• Influencing: Uses effective persuasion and collaboration strategies to gain acceptance of ideas, build trust, and secure commitment to actions that drive desired business outcomes. Demonstrates the ability to engage stakeholders, address concerns, build a compelling case for change, and motivate others toward shared goals.
• Creating Demand through Insight: Identifies underlying customer business challenges and their root causes, then delivers compelling insights that help decision‑makers recognize previously unseen problems or opportunities and understand the value of new solutions that drive long‑term business results.
• Track record of leading enterprise‑scale cloud, data, AI, or analytics transformation programswith measurable business outcomes, including platform adoption, operational modernization, risk reduction, or revenue growth

World‑class benefits

Highlights include...

• Comprehensive medical, prescription, dental and vision plans.
• Medical plan options include:
  • PPO with low annual deductible and copays.
  • HDHP combined with a health savings account with a contribution from SAS (no access to on‑site health care center).
• Onsite Health Care Center (HQ) that’s free to employees and family members enrolled in the PPO plan. There’s a pharmacy too! Not local to HQ? The pharmacy will ship prescriptions for no additional charge!
• An industry‑leading 401k plan.
• Tuition Assistance Program and programs and resources to support your development
• Generous time away including vacation time, a variety of paid holidays, and our much‑loved U.S. Winter Wellness Break between December 25 and January 1.
• Volunteer Time Off, parental leave and unlimited paid sick days.
• Generous childcare benefits for all full‑time employees.

You are welcome here.

At SAS, it’s not about fitting into our culture – it’s about adding to it. We believe our people make the difference. Our inclusive workforce brings together unique talents and inspires teams to create amazing software that reflects the diversity of our users and customers.

Additional Information

To qualify, applicants must be legally authorized to work in the United States, and should not require, now or in the future, sponsorship for employment visa status. SAS is an equal opportunity employer. All qualified applicants are considered for employment without regard to any characteristic protected by law. Read more: Know Your Rights.

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