VP Solutions Financial Services

As the VP of Solutions, Financial Services (FS) you are an experienced business leader and influencer and is responsible for the FS vertical’s commercial success. You will develop the FS vertical strategy and define and execute on an operational plan aligning to the company’s broader company strategy through matrixed leadership of dedicated functional groups supporting the vertical. Your obsession: strategy, innovation, growth, execution.

Responsibilities

• Develop and oversee the execution of quarterly, annual, and multi-year strategic plans designed to grow and scale the Financial Services vertical while remaining aligned with the company’s strategic, financial, and operational objectives.
• Successfully lead a matrix-based cross-functional team of dedicated core team leads, and associated resources that are focused to the solution and plan objectives.
• Ensure overall product and GTM strategies are aligned with customer/market requirements and competitive positioning, supporting customer growth and retention objectives in partnership with product and GTM teams.
• Create, along with R&D (Product & Engineering), an executable roadmap that aligns to the solution strategy and broader platform growth strategy.
• Evaluate and influence key investments in product, marketing, sales, services, partners, and customer success that support the success and growth of the solution.
• Develop KPIs, goals, and targets for functions supporting solution business.
• Collaborate with supporting functional teams to analyze, monitor, forecast and prioritize initiatives in alignment with the Financial Services vertical and overall organizational priorities and strategic plan.
• Develop tactical programs to pursue targeted goals and objectives for the business.
• Maintain a deep understanding of customer needs, user requirements, the market, the industry, competition, data (wins, losses, churn, blockers/gaps, success metrics, pricing elasticity, etc.).
• Meet with prospective/existing clients and provide support to the solution sales and success teams.
• Influence & align with the services to define an executable service strategy to ensure quality and timely delivery of implementation services and to meet commercial objectives.
• Influence & align with the customer success team to ensure quality customer support and enablement, and a focus on customer value/experience, retention, and growth.
• Influence & align with the Partner team to define a partner strategy, delivery model, and execution.
• Be an expert in your industry. Represent and promote Financial Services through networking with existing and prospective clients and partners, attending conferences and industry groups, and developing and/or presenting on your industry.
• Engage with senior/executive management in broader organizational strategic planning and budgeting.
• Work collaboratively with the other Solution Owners to identify potential joint GTM and retention initiatives, product roadmap overlap/priorities, delineation of solution offerings and share best practices.
• Working with your FS Solution functional teams, prepare and present a quarterly business review to the company leadership team.

What You’ll Need

Education

• Undergraduate Degree or equivalent combination of education and experience in a related field.

Experience

• 15+ years of progressive business experience
• Demonstrated experience working with cross-functional teams to deliver SaaS solutions
• Scaling product portfolio / business units throughout the entire product lifecycle
• Expanding and innovating existing product offerings
• Experience building and executing GTM strategies in the FS industry
• Experience working with partners for GTM and delivery/implementation (desired)

 Skills

• Strong financial and operational expertise
• Excellent business acumen and strategic thinking
• Executive level communication and relationship building skills
• Strong leadership skills with the ability to lead, motivate, and drive results
• Ability to negotiate, influence, and resolve conflicts
• Familiarity with digital transformation of finance and the technology landscape within FS
• Deep understanding of and practical experience in global regulations within FS and the impact on reporting requirements and business processes
• Knowledge of trends in global FS industry