Financial Services Technical Lead

Posted 5 Days Ago
Be an Early Applicant
Hiring Remotely in Chicago, IL
Remote
Hybrid
7+ Years Experience
Artificial Intelligence • Cloud • HR Tech • Information Technology • Productivity • Software • Automation
We deliver digital workflows that create great experiences and unlock productivity.
The Role
Financial Services Technical Lead responsible for consulting and implementing ServiceNow's Financial Services Operations solutions for Banking and Insurance industries. Focus on accelerating customer business outcomes and providing architectural guidance and deep product expertise to customers and partners.
Summary Generated by Built In

Company Description
It all started in sunny San Diego, California in 2004 when a visionary engineer, Fred Luddy, saw the potential to transform how we work. Fast forward to today - ServiceNow stands as a global market leader, bringing innovative AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500®. Our intelligent cloud-based platform seamlessly connects people, systems, and processes to empower organizations to find smarter, faster, and better ways to work. But this is just the beginning of our journey. Join us as we pursue our purpose to make the world work better for everyone.
Job Description
Financial Services Technical Lead is a functional and technical expert consulting with customers on implementing ServiceNow's Financial Services Operations (FSO) solutions based on best practices for Banking and Insurance - all with the goal of accelerating and driving customer business outcomes. The role requires the person to be laser-focused on solving for the most relevant customer challenges - providing support during sales cycles, on direct engagements with our Customers and Partners, and advocating for customer needs within ServiceNow (e.g., Product Management, Customer & Partner Excellence, Training & Certification).
Technical Consultant Lead, Customer Workflow brings architectural guidance, business acumen in the financial services industry (Customer Service, Call Center, Information Technology, Banking and Insurance Operations Process, etc.), and deep product expertise, innovation, and knowledge capital to our customers and partners.
What will you be doing in this role?
Project Delivery

  • Serve as primary technical point-of-contact for projects and as the face of the development team to the customer.
  • Ensure quality of work delivered by the technical team, serve as escalation point for client concerns, and identify and implement technical team process efficiencies to benefit the technical team and clients.
  • Define, at an architectural and design level of detail, technical solutions aligned with our client's business problems and ServiceNow Implementation Best Practices.
  • Understand customer requirements, translate to high-quality technical solutions, and communicate and deliver them to clients.
  • Write/estimate stories, monitor developer's work, and own overall quality and delivery of development.
  • Lead technical onboarding efforts with new clients to understand their current processes and platform configurations.
  • Deliver any purchased development artifacts, documentation, and knowledge transfer activities.
  • Collaborate with the engagement manager to monitor for scope creep and resolve critical path technical issues.
  • Mentor developers and technical consultants on technical design standards and best practices.
  • Research technology partner or other vendor solutions in context of client requirements for integration.


Pre-Sales

  • Maintain and build proficient knowledge of the ServiceNow platform and products.
  • Assist the pre-sales team with scoping service engagements typically involving multiple ServiceNow products and complex integrations with client applications/systems/core banking platforms/core insurance platforms.
  • Evangelize ServiceNow Expert Services by contributing to whitepapers, webinars, community groups and partnerships.


Product

  • Engage and collaborate closely with the ServiceNow product teams on new product service offerings and go to market activities.
  • Interface with the product team during new product implementations to gain best practices insights and give feedback on new features and capabilities to enhance the product.


Leadership and Practice Development

  • Contribute to continual improvement of Delivery Services processes and the maturing of varied portfolios, capabilities, expertise, and best practices in consideration of customer needs and requirements.
  • Serve as a Senior member of the Customer and Industry Workflow Practice for Financial Services helping to define short-term and long-term goals.


Qualifications
To be Successful in this role, you will need to have the following qualifications:

  • At least 8 years of consultation and/or configuration experience related to implementing complex, highly configurable technologies. Preferably ServiceNow Customer and Industry Workflow Solutions. (Salesforce, ServiceNow, Zendesk. Etc.)
  • Minimum of 5 years of experience developing enterprise architectures and technical roadmaps with integrations with Customer Facing Portals, Core Banking Platforms, Core Insurance Platforms, Transactional Based Systems, Document Management Platforms, Data Warehouses, etc.
  • Strong Understanding of the financial services industry and specific knowledge including system architecture, security, use cases, workflows, personas, industry standards, compliance and regulatory requirements (Ex. HIPPA, PHI, PII, KYC, AML, PCI DSS, Reg E, Reg Z, etc.) typically found in the financial services ecosystem.
  • Demonstrated ability to influence and consult senior leaders (identification of needs, providing options with pros, cons and risks) in a large organization, while also providing thought leadership to sponsors/stakeholders in solving business process and/or technical problems.
  • Understanding of data classifications and impacts to storage and security requestions for various types.
  • Experience creating implementation design artifacts, conducting solution presentations and obtaining customer acceptance of solution design.
  • Strong capabilities in forging trust, engaging a remote or in-person audience bringing project/program management and leadership expertise.
  • Strong aptitude toward communicating complex business and technical concepts using visualization and modeling aids. Ability to conceptualize and design sophisticated wireframes, workflows, and diagrams.
  • A passion to continually study new technologies and functionality, as well as be involved in projects that push the capabilities of existing technologies.


Certifications
As a ServiceNow Expert Services Consultant, you will be a continuous learner required to achieve and maintain new accreditations and certifications, participate in professional development courses and be passionate about innovation.

  • Required ServiceNow Certifications: (can be obtained within the first 30 days)
  • Certified System Administrator
  • Certified Application Designer


Required in the first 90 days:

  • Certified Implementation Specialist - Customer Service Management
  • Certified Implementation Specialist - Field Service Management


Required in the first 180 days:

  • Financial Services - Banking and Wealth Management Suite
  • Financial Services - Insurance Suite


Required in first year:

  • Certified Technical Architect (achieve in first year, or similar advance certification)


Preferred additional ServiceNow Certifications:

  • Certified Implementation Specialist - IT Service Management
  • Certified Implementation Specialist - IT Operations Management


Not sure if you meet every qualification? We still encourage you to apply! We value inclusivity, welcoming our candidates from diverse backgrounds, including non-traditional paths. Unique experiences enrich our team, and the willingness to dream big makes you an exceptional candidate!
Additional Information
Work Personas
We approach our distributed world of work with flexibility and trust. Work personas (flexible, remote, or required in office) are categories that are assigned to ServiceNow employees depending on the nature of their work. Learn more here .
Equal Opportunity Employer
ServiceNow is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, national origin or nationality, ancestry, age, disability, gender identity or expression, marital status, veteran status, or any other category protected by law. In addition, all qualified applicants with arrest or conviction records will be considered for employment in accordance with legal requirements.
Accommodations
We strive to create an accessible and inclusive experience for all candidates. If you require a reasonable accommodation to complete any part of the application process, or are unable to use this online application and need an alternative method to apply, please contact [email protected] for assistance.
Export Control Regulations
For positions requiring access to controlled technology subject to export control regulations, including the U.S. Export Administration Regulations (EAR), ServiceNow may be required to obtain export control approval from government authorities for certain individuals. All employment is contingent upon ServiceNow obtaining any export license or other approval that may be required by relevant export control authorities.
From Fortune. ©2024 Fortune Media IP Limited. All rights reserved. Used under license.

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HQ: Santa Clara, CA
23,000 Employees
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Year Founded: 2004

What We Do

At ServiceNow, our technology makes the world work for everyone, and our people make it possible. Our cloud‑based platform and solutions deliver digital workflows that create great experiences and unlock productivity for employees and the enterprise.

With more than 8,100+ customers, we serve approximately 85% of the Fortune 500®, and we're proud to be a Fortune 100 Best Companies to Work For® and World's Most Admired Companies™.

Explore your future career with us, visit www.servicenow.com/careers.

From Fortune. ©2024 Fortune Media IP Limited. All rights reserved. Used under license.

Why Work With Us

By joining ServiceNow, you are part of an ambitious team of change-makers who have a restless curiosity and a drive for ingenuity. We're committed to helping our people do their best work and live their best lives so we can fulfill our purpose together. At the fastest-growing enterprise software company , you can grow can grow your career faster.

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