Strategic Advisor – Financial Services

Job not on LinkedIn

October 17

🍂 Massachusetts – Remote

Although this job is listed in Massachusetts, this company may be open to hiring remote in other states.

⏰ Full Time

🟠 Senior

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

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Solutions Metrix

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Enterprise • SaaS • B2B

Solutions Metrix is a company that specializes in customer relationship management (CRM) solutions. They provide CRM consulting, implementation, optimization, and support services, aiming to enhance customer experience and increase customer lifetime value. They work with a range of CRM platforms including Salesforce, Microsoft Dynamics 365, Creatio, and SugarCRM, and cater to industries such as banking, insurance, higher education, manufacturing, and more. Solutions Metrix offers holistic CRM strategies aligned with organizational goals, focused on user adoption and comprehensive change management.

11 - 50 employees

Founded 2001

🏢 Enterprise

☁️ SaaS

🤝 B2B

📋 Description

• Serve as an executive arm of the organization, engaging with senior leaders of banks and credit unions. • Build credibility and act as a trusted advisor, clearly articulating the value proposition of our solutions. • Partner with clients to align technology and transformation initiatives with their strategic goals. • Facilitate on-site strategy sessions to co-create 1–3 year roadmaps addressing lending, retail banking, marketing, and operational efficiency. • Ensure programs deliver measurable business outcomes, increasing client retention and lifetime value. • Share best practices to achieve their strategic goals with the Credit Union and regional banks. • Drive net-new business opportunities, with a strong focus on retail & commercial banking transformation.

🎯 Requirements

• 15+ years of experience in financial services (banking/credit unions), with proven success in business growth and client strategy. • Strong executive presence with ability to build trust and credibility with middle management and C-suite leaders. • Deep understanding of banking operations, lending, and commercial banking. • Demonstrated ability to craft strategic roadmaps and translate client goals into actionable business outcomes. • Entrepreneurial mindset: thrives in dynamic, high-growth environments, willing to roll up sleeves and execute. • Excellent communication and relationship-building skills.

🏖️ Benefits

• Represent the organization at industry events, conferences, and client-facing sessions. • Provide oversight, insight, and mentorship on structuring client engagements, proposals, and strategic plans. • Drive some leadership workshops during our Inception process. • Help evolve client management from administrative tasks toward true advisory and growth-partner roles. • Provide executive presence and thought leadership in marketing and brand-building efforts.