Strategic Financial Services Engagement Lead

Atrium; United States; On-site; USD 120,000 - 150,000; Full time

Job summary

Atrium is seeking a Financial Services Engagement Director to manage key accounts in the Financial Services sector. This role encompasses relationship management, delivery oversight, and collaboration with sales teams.

The ideal candidate will have significant experience in program management and the Financial Services industry, including Salesforce accreditation and excellent communication skills. You will guide multiple engagements while ensuring customer satisfaction and success.

Qualifications

• 5+ years of experience in program management, preferably with Fortune 1000 accounts.
• 10+ years of experience in Financial Services and/or banking.
• 3+ years of pre-sales experience.

Responsibilities

• Manage overall relationship with key FINS accounts.
• Oversee customer satisfaction and engagement delivery.
• Collaborate with Sales Team on deal cycles.

Skills

Program management

Financial Services expertise

Salesforce Financial Services Cloud

Data and AI-driven concepts

Stakeholder management

Communication skills

Education

BA/BS or equivalent

MBA

Tools

Salesforce

Snowflake

Tableau

Job description

Atrium is seeking a Financial Services Engagement Director to manage key accounts in the Financial Services sector. This role encompasses relationship management, delivery oversight, and collaboration with sales teams.

The ideal candidate will have significant experience in program management and the Financial Services industry, including Salesforce accreditation and excellent communication skills. You will guide multiple engagements while ensuring customer satisfaction and success.