Industry Advisor
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Job Description
Industry Advisor guiding banks and financial firms on contract intelligence, AI, and transformation. Shaping strategic deals, industry playbooks, executive communities, and Icertis product direction.
Responsibilities:
- Advise executives on strategic deals in partnership with Sales and Solution Advisory
- Lead executive discovery, workshops, and presentations
- Turn customer priorities into value cases, business cases, and transformation roadmaps
- Create the Banking and Financial Services playbook, including value frameworks, use cases, benchmarks, customer stories, and executive conversation guides
- Develop points of view on industry trends, regulatory developments, and emerging technology
- Represent Icertis at conferences, webinars, and executive briefings
- Create and lead roundtables, customer advisory boards, and industry councils
- Bring customer and market insight to Product, Engineering, and AI teams
- Help build AI-enabled, industry-specific solutions
- Use AI daily for research, customer preparation, analysis, and content
- Cover banks, insurers, capital markets firms, asset managers, payments companies, fintechs, and other regulated financial institutions
Requirements:
- 10+ years in banking or financial services, enterprise software, management consulting, value engineering, or business transformation
- Deep knowledge of banking, insurance, capital markets, asset management, payments, or fintech business processes and operating models
- Ability to support adjacent industries
- Experience advising senior leaders, including General Counsel, Chief Risk Officers, Chief Compliance Officers, CPOs, CFOs, COOs, CIOs, and third-party risk leaders
- Track record of connecting industry challenges to measurable business outcomes and value
- Working knowledge of contract lifecycle management (CLM) and contracting processes
- Practical, current use of AI in day-to-day work
- Comfort learning and demonstrating enterprise software
- Strong consultative selling, facilitation, and storytelling skills
- Bachelor’s degree
Benefits:
- OTE: $225,000 to $295,000 (75/25), including annual sales target incentive bonus and equity component
- Medical, dental, vision, and mental health benefits
- Employee Assistance Program (EAP)
- Equity (RSUs) and shared ownership in the company
- Generous 401(k) match
- Flexible work environment
- Paid maternity and paternity leave
- Generous holiday and PTO program
- Coaching as a Service (CaaS)
- Annual personal development allowance
- Seven paid volunteer days annually
- Global and regional DEIB steering committees and employee resource groups
- Global DEIB training programs and guest speakers
- Generous holidays, including the 4th of July week off (paid)
- Free professional and leadership coaching
- Remote work from anywhere in the US
- Travel focused on customers and events
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