Senior Consultant - Financial Services

Kizen
New York
Workplace: OnsiteFull timeUSD 170,000 - 210,000 annuallyFunction: Consulting & AdvisoryExperience: 6+ yearsSkills: ["Structured problem-solving","Client collaboration","Stakeholder management","Process engineering","Executive communication"]

Lead discovery and delivery for financial services clients, translating complex legacy workflows into AI-driven process maps, prototypes, and platform configurations within Kizen. Own measurable outcomes such as speed to value, cost reduction, and adoption. Produce high-fidelity BRDs and process artifacts while standardizing reusable playbooks. Partner with Consulting leadership from engagement shaping and support through execution.

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Kizen
Kizen
1 day ago

Senior Consultant - Financial Services

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Last checked: 3 hours agoStatus: Live

Job Summary

Lead discovery and delivery for financial services clients, translating complex legacy workflows into AI-driven process maps, prototypes, and platform configurations within Kizen. Own measurable outcomes such as speed to value, cost reduction, and adoption. Produce high-fidelity BRDs and process artifacts while standardizing reusable playbooks. Partner with Consulting leadership from engagement shaping and support through execution.
Location: New York
Workplace: Onsite
Employment Type: Full time
Job Function: Consulting & Advisory
Seniority: Mid level

Key Responsibilities

  • •Lead discovery phases, facilitate workshops, and configure workflows and agents within the Kizen platform.
  • •Translate ambiguous business needs into structured process maps and lightweight prototypes to validate early value.
  • •Drive real-world outcome metrics including speed to value, cost reduction, and platform adoption.
  • •Produce high-fidelity artifacts such as BRDs and process maps, and contribute to reusable playbooks.
  • •Collaborate with Consulting leadership to shape client engagements and support delivery from discovery through execution.

Pay and Benefits

Salary: USD 170,000 - 210,000 annually
Perks:EquityHealth InsurancePaid LeaveLearning Budget

Key Requirements

  • •6+ years of experience in discovery, implementation, process engineering, or technical consulting roles.
  • •Experience in the Financial Services industry.
  • •Proven ability to redesign complex business processes and translate them into actionable, platform-based configurations.
  • •Exceptional ability to lead structured stakeholder discussions and manage client expectations with executive presence.
  • •Familiarity with low-code platforms, SaaS products, or automation tools, and the ability to understand data architectures and integration patterns.
Experience:6+ yearsFinancial services
Skills:Structured problem-solvingClient collaborationStakeholder managementProcess engineeringExecutive communication
Languages:English
Tech Stack:Low-codeSaaSAutomation tools

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