Ir al contenido principal

We'd prefer it if you saw us at our best.

Pega.com is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice

Senior Specialist Solutions Consultant, Customer Risk & Due Diligence

Job Category: Pre-Sales Consulting
Location: US - Massachusetts - Remote

Meet Our Team:

The Solution Consultant (also known as a "Presales Consultant" or "Sales Consultant) is a passionate technical leader working collaboratively within a sales team and as a key contributor to the Pega Solutions Consulting team, you will help drive our Pega Customer Risk & Due Diligence (CRDD) applications sales. Your experience will enable you to act as a consultant to our sales teams, partners and clients. You will have the ability to configure and present exciting software demonstrations to the top global companies in the financial services industry.

Picture Yourself at Pega:

In this role, you’ll work with a diverse team of sales executives, solution architects, and domain specialists, on positioning the value of Pega's powerful portfolio of strategic applications. Our solutions help clients embrace digital transformation, by automating, streamlining, and rethinking the way work gets done. You will be a key member of the CRDD team, which collaborate in widening and deepening the market penetration of the application across the globe region.

What You'll Do at Pega:

Build compelling demonstrations and Proof of Concepts (POC) using Pega platform and solution tools. Display initiative, self-motivation and deliver high quality results, along with meeting all expectations for both internal and external customers. Collaborate and provide support in client-facing capacity in sales opportunities, working with field sales teams, on the following Customer Risk & Due Diligence (CRDD) domain areas (ideally have knowledge in 2-3 of these areas and ability to learn the others):

  • Customer Lifecycle Management (CLM)
  • Know Your Customer (KYC)
  • Financial Crime and Fraud Alert Management
  • Payments investigations
  • Payments disputes

Who You Are:

  • You have a strong affinity for technology and relevant hands-on Pega platform and solution experience
  • You have demonstrated experience in the IT industry, including experience with Pega based solutions and working with Pega platform and relevant solutions (ideally Customer Lifecycle Management and Smart Apps).
  • Understanding of Software Development Life Cycle entailing requirement analysis, design, development, testing and troubleshooting.
  • Sufficient exposure to Banking functional/technical domain
  • Throughout your career you have helped shape solutions that are technically innovative and delivered business value

What You've Accomplished:

  • Experience performing a technical client facing role, dealing with large complex customer landscapes
  • At least 5 years’ experience in technology related roles, including Pega based solutions.
  • Exposure to operational processes in large financial services organizations, ideally including one or more of: KYC, AML, Fraud, and payments.
  • Must have the ability to configure and present robust product demos, combined with the interpersonal skills needed to develop relationships by listening to, understanding, and anticipating client needs
  • Demonstrable success in establishing great working relationships with customers/clients and internal stakeholders.

Pega Offers You:

  • Work with cutting edge technology, driving hundreds of millions of benefits at our clients, improving customer experience for millions of customers
  • An innovative, inclusive, agile, flexible, challenging and fun work environment in a closely collaborating expert team
  • Continuous learning and development opportunities
  • Competitive benefits program inclusive of pay + revenue based bonus
Job ID: 21240

Apply Now

Already have an account? Log in.

Invitation to Self-Identify

Pegasystems Inc. is subject to certain nondiscrimination and affirmative action record keeping and reporting requirements which require Pegasystems Inc. to invite employees and applicants to voluntarily self-identify their gender identity, race/ethnicity, disability status, and veteran status. Submission of this information is voluntary and refusal to provide it will not subject you to any adverse treatment. The information obtained will be kept confidential and may only be used in accordance with the provisions of applicable federal laws, executive orders, and regulations, including those which require the information to be summarized and reported to the Federal Government of civil rights enforcement purposes.

Race and Ethnicity

Please select the ethnicity or race you most closely identify with:

Hispanic or Latino - A person of Cuban, Mexican, Puerto Rican, South or Central American, or other Spanish culture or origin regardless of race.

White (Not Hispanic or Latino) - A person having origins in any of the original peoples of Europe, the Middle East or North Africa.

Black or African American (Not Hispanic or Latino) - A person having origins in any of the black racial groups of Africa.

Native Hawaiian or Other Pacific Islander (Not Hispanic or Latino) - A person having origins in any of the peoples of Hawaii, Guam, Samoa or other Pacific Islands.

Asian (Not Hispanic or Latino) - A person having origins in any of the original peoples of the Far East, Southeast Asia or the Indian Subcontinent, including, for example, Cambodia, China, India, Japan, Korea, Malaysia, Pakistan, the Philippine Islands, Thailand and Vietnam.

American Indian or Alaska Native (Not Hispanic or Latino) - A person having origins in any of the original peoples of North and South America (including Central America) and who maintains tribal affiliation or community attachment.

Two or More Races (Not Hispanic or Latino) - All persons who identify with more than one of the above five races.

I do not wish to disclose - If you choose not to disclose your race/ethnicity, your employer is still required to include such information about you in the EEO-1 Report by using existing employment records or other permitted means to do so.

Disability Status

Form CC-305, OMB Control Number 1250-0005, Expires 4/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years. Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at https://www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's
  • Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.

Veteran Status

Why Are You Being Asked to Complete This Form?

This employer is a Government contractor subject to the Vietnam Era Veterans' Readjustment Assistance Act of 1974, as amended by the Jobs for Veterans Act of 2002, 38 U.S.C. 4212 (VEVRAA). VEVRAA requires Government contractors to take affirmative action to employ and advance in employment protected veterans. To help us measure the effectiveness of our outreach and recruitment efforts of veterans, we are asking you to tell us if you are a veteran covered by VEVRAA. Completing this form is completely voluntary, but we hope you fill it out. Any answer you give will be kept private and will not be used against you in any way.

For more information about this form or the equal employment obligations of Federal contractors, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How Do You Know if You Are a Veteran Protected by VEVRAA?

Contrary to the name, VEVRAA does not just cover Vietnam Era veterans. It covers several categories of veterans from World War II, the Korean conflict, the Vietnam era, and the Persian Gulf War which is defined as occurring from August 2, 1990 to the present.If you believe you belong to any of the categories of protected veterans please indicate by checking the appropriate box below. The categories are defined on the next page and explained further in an “Am I a Protected Veteran?” infographic provided by OFCCP.

What Categories of Veterans Are “Protected” by VEVRAA?

“Protected” veterans include the following categories: (1) disabled veterans; (2) recently separated veterans; (3) active duty wartime or campaign badge veterans; and (4) Armed Forces service medal veterans. These categories are defined below.

  1. A “disabled veteran” is one of the following:
    1. a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or
    2. a person who was discharged or released from active duty because of a service-connected disability.
  2. A “recently separated veteran” means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.
  3. An “active duty wartime or campaign badge veteran” means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.
  4. An “Armed forces service medal veteran” means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.
  • 8 characters minimum
  • 1 number
  • 1 special character (!@#%$*+.)
  • 1 lowercase character
  • 1 uppercase character
By providing a password, you will become a Pega Digital Community Member and be able to track your application status

Required, allowed file types are DOC, DOCX, PDF, TXT (2MB max)

By clicking "Submit Application" I agree that I have read and agree to Pegasystems Privacy and Security Policy, Terms of Use, and Candidate Privacy Notice. If at any time I would like to opt-out of receiving text messages, I can text "stop" after receiving a text message from Pegasystems.

Inclusion and Diversity – Inclusive is one of our values at Pega. Pegasystems is committed to inclusion and diversity and strives to foster a fair and inclusive environment for all. We believe Pega can achieve more when we create a culture that inspires each of us to fully contribute each and every day. We encourage diverse thinking and collaboration for better outcomes for all. Learn more about our inclusive culture.

We encourage candidates of all backgrounds and skillsets to consider opportunities at Pega. At Pega, we focus on the skills needed to be successful and we know that our employees can thrive even if they don't possess a traditional background. If you like the sound of this role, but are not sure if you are the right person, please consider applying. We would love to hear from you!

As an Equal Opportunity and Affirmative Action employer, Pegasystems will not discriminate in its employment practices due to an applicant's race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, veteran or disability status, or any other category protected by law.

Export Compliance – For positions requiring access to technical data subject to export control regulations such as this, Pegasystems may need to obtain export license approval from the U.S. Government and EU Authorities for certain individuals.

Accommodations – If you require reasonable accommodations under the Americans with Disabilities Act (US only) or comparable regional regulations in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact us here or contact (US only) 1-888-PEGA-NOW and/or 225 Wyman Street Waltham, MA 02451 ATTN: Benefits.

Labor Condition Applications
GDPR Candidate Privacy Notice
Pegasystems Limited UK Gender Pay Gap Statement
EEO/AA Policy Statement
Know Your Rights: Workplace Discrimination is Illegal
Pay Transparency Policy Statement
Your Employee Rights Under the Family and Medical Leave Act
E-Verify Notice
Employee Polygraph Protection Act Rights

Compartir esta página Share via X Share via LinkedIn Copying...