Industry Lead - Financial Services & Insurance Industry

Reposted 3 Hours Ago
Be an Early Applicant
Hiring Remotely in United States
Remote
160K-195K Annually
Senior level
Information Technology • Business Intelligence • Consulting
The Role
Advises clients on Workday implementation and strategy for financial services and insurance, develops client relationships, and drives business growth.
Summary Generated by Built In

Imagine advising renowned clients across the country and implementing one of the world’s most innovative and leading cloud technologies. At CrossVue, that’s exactly what you’ll do – you’ll take part in a quickly growing Workday practice.

As a Workday Services Partner, we offer full-suite services and provide our consultants with hands-on training and certification in Workday. We believe that happy employees deliver better results, so we strive to provide our employees with a meaningful work-life balance and invest in their professional development.

By joining CrossVue you’ll be making a direct impact on our growing Workday practice, regularly taking part in:

  • Advising key stakeholders through selection, transformation, implementation, and configuration of Workday. Our consultants are hands-on involved in full-scale implementation, project management, change management, requirements and design, process improvement, testing, integration enablement support, overseeing supplier enablement, and best practices  
  • Contributing beyond client delivery, including, but not limited to recruiting, coaching, marketing, business development, practice development, operational improvement, and beyond
  • Implementing performance improvement and cost-reduction initiatives

The Financial Services & Insurance Industry Leader will help drive the rapid growth and success of CrossVue's healthcare business. This role involves working closely with the CrossVue leadership team and reporting directly to the Chief Strategy Officer. 

Key Responsibilities: 

Financial Services & Insurance Industry Strategy: 

  • Scale FSI client services across strategy, implementation, and ongoing support. 

  • Develop and manage executive client relationships. 

  • Develop and manage Workday FSI relationships. 

  • Propose creative solutions for FSI  clients' operations, processes, and technologies. 

  • Propose new services, partnerships, offerings, products, and technologies to meet FSI clients' requirements. 

Business Development: 

  • Identify new revenue and growth opportunities through a professional network to drive new leads and accounts for CrossVue. 

  • Drive and help close opportunities in concert with delivery leaders and sales executives. 

  • Upsell, cross-sell, and convert new business across services: transformation, implementation, and ongoing support. 

  • Work closely with the industry leadership team, marketing, and alliance teams to develop and execute successful Go-To-Market strategies. 

  • Contribute to Workday marketing efforts such as thought leadership, attending conferences, speaking opportunities, events, and networking. 

Service Delivery: 

  • Ability to act as an Executive Sponsor, providing oversight and guidance to project team members. 

  • Serve as an escalation point to address and mitigate issues as they arise in the delivery of client projects 

  • Provide guidance, support, and vision to clients and partners participating in project steering committees 

This role offers the opportunity to significantly impact the growth and success of CrossVue's FSI businesses. The ideal candidate will possess the following experience and qualifications: 

Experience: 

  • 5+ years experience in the financial services and insurance industry, including a deep understanding of FSI operations, processes, and technologies. 

  • Proven track record of leading complex projects within scope, timeline, and budget. 

  • Active Workday certification(s) in one or more areas coupled with project implementation, support, and client delivery experience exceeding 5 years 

  • Experience in developing and managing executive client relationships. 

  • Strong leadership and team management skills. 

  • Excellent communication and interpersonal skills. 

  • Ability to propose creative solutions, and technology investments, for FSI clients' operations, processes, and technologies. 

  • Business development skills, including identifying new revenue and growth opportunities. 

Education: 

  • A relevant degree in finance, business, or a related field. 

Pay Transparency: The salary range for this position is $160,000 - $195,000 per year. The salary range reflects the target pay range for this role. However, individual compensation will be determined based on several factors when extending an offer of employment, which include, but are not limited to work experience, qualifications, skills and location. Compensation ranges may be modified in the future, at the sole discretion of CrossVue. 

 

This role is also eligible for a performance-based incentive opportunity.  

 

This role is also eligible for the following benefits: 

  • Medical, Dental, and Vision Insurance 

  • Health Savings Account (HSA) 

  • Flexible Spending Accounts (FSA) 

  • Life & AD&D Insurance 

  • Short-Term & Long-Term Disability Insurance 

  • 401(k) Retirement Plan 

  • Employee Assistance Program (EAP) 

  • Telehealth Services 

  • Accident, Critical Illness, and Hospital Indemnity Insurance 

  • Pet Insurance & Discounts 

 

Please Note: We believe in finding the right fit for both the consultant and our team. Leveling is assessed throughout the interview process, and we're open to a variety of experience levels, backgrounds, and unique skillsets! 

 

A Note on Travel: Our approach to travel is different. Instead of the traditional Monday-Thursday grind, we thoughtfully schedule on-site client visits based on project needs and team well-being. Expect travel for this position to range from 25-30%, occasionally reaching up to 50% for critical project phases. 

CrossVue is a contemporary consulting firm providing the blueprint for modernizing client operations and processes through Workday. As a leading Workday advisory, deployment, and post-production support firm, we drive critical results for our clients and help them reach their transformation goals through the Workday platform. For more information, visit www.crossvue.com.

Top Skills

Workday
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The Company
Chicago, Illnois
239 Employees

What We Do

CrossVue, a leading boutique consulting firm, connects the dots between technology, transformation, operations, and data analytics. Our team combines innovation with deep technical and industry expertise to solve complex business challenges. Leveraging our mastery of the Workday platform, we go beyond providing insights – we transform how enterprises view their operations. From human capital to financials, we deliver unparalleled transparency, empowering leaders with a clear, comprehensive view of their organization. Discover how we’re reshaping the future of business intelligence and how you can see clear across your enterprise at crossvue.com

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