Note: The job is a remote job and is open to candidates in USA. Alkami Technology provides a digital sales and service platform for U.S. banks and credit unions. The Senior Value Consultant helps financial institution clients realize measurable business outcomes from Alkami’s digital banking platform by leading value-based engagements, analyzing data, and delivering actionable recommendations. The role also supports customer adoption, optimization, retention, and commercial activities while partnering with Sales, Customer Success, and Relationship Management teams.
Responsibilities
- Guide financial institution clients toward measurable business outcomes by leading value-based engagements such as assessments, platform reviews, and outcome alignment sessions
- Translate client business objectives into actionable recommendations by analyzing platform usage, performance data, benchmarks, and industry trends
- Develop clear value narratives by connecting Alkami platform capabilities to client priorities, financial impact, and operational efficiency
- Independently manage end-to-end value consulting engagements by planning scope, executing analyses, and delivering high-quality client-ready outputs
- Present insights and recommendations to client stakeholders by delivering compelling, data-backed presentations and consultative discussions
- Support account strategy and commercial motions by contributing value perspectives to renewals, expansions, and strategic account planning
- Partner cross-functionally with Sales, Customer Success, and Relationship Management by aligning on customer goals, engagement timing, and success measures
- Identify opportunities for increased adoption and optimization by benchmarking clients against peers and best practices
- Apply sound judgment to ambiguous or complex client scenarios by adapting established value frameworks and approaches as needed
- Document engagement outcomes and insights by producing clear deliverables that reinforce Alkami’s value messaging and recommended next steps
- Provide feedback to internal teams by sharing recurring client insights that inform product direction, messaging, and go-to-market strategies
- Maintain deep knowledge of Alkami’s platform and the digital banking landscape by staying current on product capabilities, releases, and market trends
- Serve as a role-model consultant by demonstrating strong executive presence, analytical rigor, and customer-first mindset in all engagements
Skills
- 3–6 years of progressive experience in value consulting, value engineering, management consulting, sales engineering, customer success, or a related SaaS, fintech, or banking technology role, with demonstrated experience operating independently on customer-facing engagements
- Bachelor's degree in Business, Finance, Information Systems, Engineering, or a related field; or equivalent practical experience
- Strong understanding of financial institution operations, digital banking strategies, and technology-enabled business outcomes
- Proven ability to translate complex data, product capabilities, and analytics into clear, outcome-focused business recommendations
- Experience leading client-facing workshops, presentations, and strategic discussions with mid- to senior-level stakeholders
- Analytical proficiency with the ability to assess usage data, benchmarks, KPIs, and performance metrics to inform decision-making
- Excellent written and verbal communication skills with the ability to adapt messaging to different audiences
- Demonstrated ability to work independently on complex engagements while collaborating effectively across internal teams
- Comfort operating in ambiguity and applying judgment to adapt standard frameworks to unique client situations
- Candidates must be eligible to work in the US for full-time employment
- Experience in value engineering or value consulting within SaaS, fintech, or digital banking platforms
- Familiarity with Alkami's platform or comparable digital banking and financial technology solutions
- Experience supporting commercial activities such as renewals, expansions, or value-based selling motions
- Proficiency with CRM, analytics, and presentation tools such as Salesforce, Tableau, Power BI, Excel, or similar platforms
- Exposure to benchmarking methodologies, ROI modeling, or business case development in a customer-facing context
Benefits
- Remote-first environment
- Unlimited paid time off
- 401(k) with employer match
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