Sr. Value Consultant

Alkami Technology, Inc.; United States; Remote; USD 133,000 - 147,000; Full time

Benefits offered by this job

Remote-first environment

Unlimited PTO

401(k) with employer match

Job summary

Alkami Technology, Inc. is seeking a Senior Value Consultant to independently lead value-based engagements with US financial institutions, guiding clients from insight to action and driving adoption, optimization, and long-term value realization.

You will partner with Sales, Relationship Management, and Customer Success teams to align on client goals and success measures. This remote-first role emphasizes executive presence, analytical rigor, and the ability to translate complex data into clear

Qualifications

• Strong understanding of financial institution operations and digital banking
• Ability to translate data and analytics into actionable business recommendations
• Experience leading client-facing workshops and strategic discussions with mid-to-senior stakeholders
• Analytical proficiency with KPIs, benchmarks, and performance metrics
• Excellent written and verbal communication adaptable to audiences
• Ability to work independently on complex engagements while collaborating with internal teams
• Comfort operating in ambiguity and adapting frameworks to client situations

Responsibilities

• Lead value-based engagements and align outcomes with client objectives
• Analyze usage data, performance benchmarks, and industry trends to shape recommendations
• Develop value narratives linking Alkami capabilities to client priorities and ROI
• Manage end-to-end value consulting engagements from scope to deliverables
• Present insights and recommendations to client stakeholders with data-backed storytelling
• Contribute to renewals, expansions, and strategic account planning
• Collaborate with Sales, Customer Success, and Relationship Management teams
• Identify opportunities for adoption and optimization across clients

Skills

Strategic storytelling

Executive communication

Workshop facilitation

Data interpretation

Stakeholder management

Independent work

Ambiguity management

Education

Bachelor's degree in Business/Finance/IS/Engineering

Tools

Salesforce

Tableau

Power BI

Excel

Job description

Alkami is the digital sales and service platform provider for U.S. banks and credit unions. Our unified Platform integrates onboarding, digital banking, and data and marketing, each solution can stand alone, but together they deliver more to help institutions onboard, engage, and grow relationships. As the future shifts toward Anticipatory Banking, we help data-informed bankers meet the moment with technology that drives action.

Founded in 2009, we continue to be recognized for our intentional culture and tremendous growth (Best Place to Work in Fintech; Best & Brightest to Work For Nationally; and Comparably's Best Company Culture, Best Career Growth, Best Engineering Team, and Best Places to Work in Dallas, among others). We're building a culture where each Alkamist can perform to their highest potential, and we're always on the lookout for the best and brightest minds. If you're ready to experience the power of alchemy - transforming the ordinary into the extraordinary - come join one of the fastest growing SaaS companies in the U.S.

As a remote-first company, most of our positions can be remote in the US, except for key roles, which will be indicated in the Job Title.

Follow us on Glassdoor and LinkedIn!

The Senior Value Consultant is a customer-facing, individual contributor role responsible for helping financial institution clients realize measurable business outcomes from their investment in Alkami's digital banking platform. This role operates independently on complex value-based engagements, applying deep domain expertise, analytical judgment, and consultative skills to guide clients from insight to action. As a trusted advisor, the Senior Value Consultant influences adoption, optimization, and long-term value realization through data-driven recommendations and outcome-oriented storytelling. The role plays a meaningful part in supporting customer growth, retention, and satisfaction while partnering closely with Sales, Relationship Management, and Customer Success teams.

Essential Duties & Responsibilities

• Guide financial institution clients toward measurable business outcomes by leading value-based engagements such as assessments, platform reviews, and outcome alignment sessions.
• Translate client business objectives into actionable recommendations by analyzing platform usage, performance data, benchmarks, and industry trends.
• Develop clear value narratives by connecting Alkami platform capabilities to client priorities, financial impact, and operational efficiency.
• Independently manage end-to-end value consulting engagements by planning scope, executing analyses, and delivering high-quality client-ready outputs.
• Present insights and recommendations to client stakeholders by delivering compelling, data-backed presentations and consultative discussions.
• Support account strategy and commercial motions by contributing value perspectives to renewals, expansions, and strategic account planning.
• Partner cross-functionally with Sales, Customer Success, and Relationship Management by aligning on customer goals, engagement timing, and success measures.
• Identify opportunities for increased adoption and optimization by benchmarking clients against peers and best practices.
• Apply sound judgment to ambiguous or complex client scenarios by adapting established value frameworks and approaches as needed.
• Document engagement outcomes and insights by producing clear deliverables that reinforce Alkami’s value messaging and recommended next steps.
• Provide feedback to internal teams by sharing recurring client insights that inform product direction, messaging, and go-to-market strategies.
• Maintain deep knowledge of Alkami’s platform and the digital banking landscape by staying current on product capabilities, releases, and market trends.
• Serve as a role-model consultant by demonstrating strong executive presence, analytical rigor, and customer-first mindset in all engagements.

Recommended Experience & Education

Minimum Years of Experience

3-6 years of progressive experience in value consulting, value engineering, management consulting, sales engineering, customer success, or a related SaaS, fintech, or banking technology role, with demonstrated experience operating independently on customer-facing engagements.

Education Level

Bachelor's degree in Business, Finance, Information Systems, Engineering, or a related field; or equivalent practical experience.

Knowledge, Skills, & Qualifications

Required

• Strong understanding of financial institution operations, digital banking strategies, and technology-enabled business outcomes.
• Proven ability to translate complex data, product capabilities, and analytics into clear, outcome-focused business recommendations.
• Experience leading client-facing workshops, presentations, and strategic discussions with mid-to-senior-level stakeholders.
• Analytical proficiency with the ability to assess usage data, benchmarks, KPIs, and performance metrics to inform decision-making.
• Excellent written and verbal communication skills with the ability to adapt messaging to different audiences.
• Demonstrated ability to work independently on complex engagements while collaborating effectively across internal teams.
• Comfort operating in ambiguity and applying judgment to adapt standard frameworks to unique client situations.

Preferred

• Experience in value engineering or value consulting within SaaS, fintech, or digital banking platforms.
• Familiarity with Alkami's platform or comparable digital banking and financial technology solutions.
• Experience supporting commercial activities such as renewals, expansions, or value-based selling motions.
• Proficiency with CRM, analytics, and presentation tools such as Salesforce, Tableau, Power BI, Excel, or similar platforms.
• Exposure to benchmarking methodologies, ROI modeling, or business case development in a customer-facing context.

The salary range for this position is: $133,000 - $147,000

Cool Things to Know

Not Just Any Company : Alkami has an awesome diverse and inclusive environment. We have a FUN culture and offer great benefits, including remote-first environment, unlimited paid time off, 401(k) with employer match, and more.

Work Authorization : We cannot offer employment sponsorship at this time. Candidates must be eligible to work in the US for full-time employment.

Recruiters : We are not looking for outside recruiting firms to help us in this search. Thank you for understanding.

Pay Transparency: As of January 1, 2023, new states and locales have enacted pay equity laws that require more pay transparency by employers in the following states: California, Colorado (effective January 1, 2021), Connecticut, Maryland, Nevada, New Jersey, New York, Ohio, Rhode Island and Washington.

The Important Stuff

Alkami Technology is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Alkami is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Alkami are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Alkami will not tolerate discrimination or harassment based on any of these characteristics. Alkami encourages applicants of all ages.

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