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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

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