Business Transformation Expert

Financial Services Industry Principal

Job Summary: Evergreen is Insight Global’s professional services division. We deliver technology services, talent services, business process outsourcing, and specialized services to hundreds of customers across 13 different industries. The industry principal will partner with solutions leaders in our professional services practices and our sales leaders over our key accounts to bring account and industry-specific solutions and capabilities to market. This role requires a deep understanding of industry trends, client needs, and the ability to develop and implement innovative solutions.

LOCATION: Atlanta (preferred); New York (secondary), Charlotte (open)

Role and Responsibilities:

Sales Leader Responsibilities:

Influence account revenue growth by developing services-oriented industry sales strategies with the sales team.

Drive adoption and execution against industry sales strategy at an account level by partnering with industry and market sales leaders as well as sales enablement teams.

Build and nurture C-level relationships to solidify our partnership at key accounts.

Solutions Leader Responsibilities:

Build and nurture internal relationships with professional services practices and develop industry-specific solution offerings and go-to-market strategies.

Develop and maintain a culture of excellence for solutions presented to our key accounts.

Engage business owners within key accounts to understand and maintain alignment between Evergreen capabilities and account needs.

Identify key areas of investment to align solution capability and capacity to the needs of the account.

Industry Expertise:

Serve as the subject matter expert for financial services industry, providing insights and guidance on industry trends, challenges, and opportunities.

Stay ahead of the curve by exploring and advising customers on cutting-edge technologies

Client Engagement:

Build and maintain strong relationships with key clients, understanding their business needs and ensuring our services align with their strategic objectives.

Foster close collaboration with diverse stakeholders, translating complex technical concepts into clear language for executives and partners alike.

Solution Development:

Collaborate with cross-functional teams to develop and deliver industry-specific managed services solutions that meet client requirements and drive business value.

Thought Leadership:

Represent the company at industry events, conferences, and forums, sharing insights and thought leadership on managed services and industry trends.

Provide strategy and thought leadership in response to changing customer needs and industry trends

Business Development:

Support sales efforts by identifying new business opportunities, developing proposals, and participating in client presentations.

Help to execute technical sales plans and proposals (RFP, RFQ, RFI) to grow insight Global’s opportunities in an intentional way.

Partner with service delivery leaders on strategies to create opportunities off current projects in delivery.

Service Delivery:

Partner with service delivery leaders to oversee the delivery of managed services to ensure high-quality performance, client satisfaction, and continuous improvement.

Team Leadership:

Mentor and guide a team of professionals, fostering a culture of excellence, collaboration, and innovation.

Qualifications

10 years’ experience leading a Technology Infrastructure Organization (Hardware, Network, Data Center, Cloud Services, Security, Support Services)

5 years’ experience in Sr. Leadership role for large banks like BOA, JPMC, Wells Fargo, Fidelity, Citigroup, U.S. Bank, Morgan Stanley

2 years’ experience working for consulting, advisory, technology services company serving/selling into enterprise banks (Examples: Cisco, IBM, Dell, Blackbox, WWT, Accenture, KPMG, North Highland Group)

Experience in Audit, Risk, Controls, Anti-money laundering (AML), Software/Applications, Payments is a plus (working for/with Amex, NCR, Global Payments, Fiserv)

Proven experience in generating consistent revenue growth.

Strong analytical, problem-solving, and strategic thinking skills.

Excellent communication and interpersonal skills.

Proven ability to lead and inspire teams.

Prior relationships with executives in the industry.

Willingness to travel as needed to meet with clients and attend industry events.