Director, Consulting - Financial Services

Kizen
New York
Workplace: HybridFull timeUSD 200,000 - 280,000 annuallyFunction: Consulting & AdvisorySkills: ["Stakeholder influence","Executive presence","Problem-solving","Organizational leadership"]

Lead consulting engagements for financial services clients, partnering with the VP of Consulting to qualify opportunities and drive a consult-to-platform GTM motion. Rapidly discover high-value AI use cases, map current-state bottlenecks, and design future-state architectures on the Kizen platform. Own end-to-end delivery roadmaps, ensuring production-ready, scalable deployments, while partnering with Sales and Engineering and building playbooks to scale globally.

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Kizen
Kizen
1 day ago

Director, Consulting - Financial Services

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Last checked: 3 hours agoStatus: Live

Job Summary

Lead consulting engagements for financial services clients, partnering with the VP of Consulting to qualify opportunities and drive a consult-to-platform GTM motion. Rapidly discover high-value AI use cases, map current-state bottlenecks, and design future-state architectures on the Kizen platform. Own end-to-end delivery roadmaps, ensuring production-ready, scalable deployments, while partnering with Sales and Engineering and building playbooks to scale globally.
Location: New York
Workplace: Hybrid
Employment Type: Full time
Job Function: Consulting & Advisory
Seniority: Director level

Key Responsibilities

  • •Partner with the VP of Consulting on GTM strategy and co-selling to qualify opportunities and shape the consult-to-platform narrative.
  • •Lead discovery workshops and deep-dives to identify high-ROI workflows and design future-state architectures on the Kizen platform.
  • •Own the end-to-end delivery roadmap, ensuring deployments are high-quality, scalable, and production-ready.
  • •Bridge client requirements with Product/Engineering teams to ensure platform evolution for enterprise needs.
  • •Manage resources and timelines and develop delivery playbooks/frameworks to scale consulting motion globally.

Pay and Benefits

Salary: USD 200,000 - 280,000 annually
Perks:EquityHealth InsurancePaid LeaveLearning Budget

Key Requirements

  • •10+ years leading high-impact client engagements at a top-tier consultancy or high-growth SaaS platform.
  • •Deep experience in the Financial Services industry.
  • •Proven track record managing complex client engagements from first meeting to proven value.
  • •Ability to re-architect messy manual processes into clean, automated workflows.
  • •Experience deploying platforms such as CRM, ERP, EMR, RPA, or low-code solutions, with understanding of data architectures and enterprise integrations (APIs, ETL).
Experience:Financial ServicesSaaS
Skills:Stakeholder influenceExecutive presenceProblem-solvingOrganizational leadership
Tech Stack:AIAutomationAPIsETLCRMERPEMRRPALow-code

Company Brief

Kizen
Kizen provides an all-in-one revenue operations platform combining CRM, marketing automation, conversational AI, and analytics to help businesses automate growth, manage customer data, and optimize sales and marketing workflows.
Industry: SaaS
Company Size: Medium (51 to 250 employees)
Growth: Growth Stage Startup
Headquarters: Chicago, United States
Website