[Remote] Sr. Value Consultant
Note: The job is a remote job and is open to candidates in USA. Alkami Technology is a digital sales and service platform provider for U.S. banks and credit unions. The Senior Value Consultant is responsible for helping clients achieve measurable business outcomes by leading value-based engagements and providing data-driven recommendations.
Responsibilities
- Guide financial institution clients toward measurable business outcomes by leading value-based engagements such as assessments, platform reviews, and outcome alignment sessions
- Translate client business objectives into actionable recommendations by analyzing platform usage, performance data, benchmarks, and industry trends
- Develop clear value narratives by connecting Alkami platform capabilities to client priorities, financial impact, and operational efficiency
- Independently manage end-to-end value consulting engagements by planning scope, executing analyses, and delivering high-quality client-ready outputs
- Present insights and recommendations to client stakeholders by delivering compelling, data-backed presentations and consultative discussions
- Support account strategy and commercial motions by contributing value perspectives to renewals, expansions, and strategic account planning
- Partner cross-functionally with Sales, Customer Success, and Relationship Management by aligning on customer goals, engagement timing, and success measures
- Identify opportunities for increased adoption and optimization by benchmarking clients against peers and best practices
- Apply sound judgment to ambiguous or complex client scenarios by adapting established value frameworks and approaches as needed
- Document engagement outcomes and insights by producing clear deliverables that reinforce Alkami’s value messaging and recommended next steps
- Provide feedback to internal teams by sharing recurring client insights that inform product direction, messaging, and go-to-market strategies
- Maintain deep knowledge of Alkami’s platform and the digital banking landscape by staying current on product capabilities, releases, and market trends
- Serve as a role-model consultant by demonstrating strong executive presence, analytical rigor, and customer-first mindset in all engagements
Skills
- 3–6 years of progressive experience in value consulting, value engineering, management consulting, sales engineering, customer success, or a related SaaS, fintech, or banking technology role, with demonstrated experience operating independently on customer-facing engagements
- Bachelor's degree in Business, Finance, Information Systems, Engineering, or a related field; or equivalent practical experience
- Strong understanding of financial institution operations, digital banking strategies, and technology-enabled business outcomes
- Proven ability to translate complex data, product capabilities, and analytics into clear, outcome-focused business recommendations
- Experience leading client-facing workshops, presentations, and strategic discussions with mid- to senior-level stakeholders
- Analytical proficiency with the ability to assess usage data, benchmarks, KPIs, and performance metrics to inform decision-making
- Excellent written and verbal communication skills with the ability to adapt messaging to different audiences
- Demonstrated ability to work independently on complex engagements while collaborating effectively across internal teams
- Comfort operating in ambiguity and applying judgment to adapt standard frameworks to unique client situations
- Experience in value engineering or value consulting within SaaS, fintech, or digital banking platforms
- Familiarity with Alkami's platform or comparable digital banking and financial technology solutions
- Experience supporting commercial activities such as renewals, expansions, or value-based selling motions
- Proficiency with CRM, analytics, and presentation tools such as Salesforce, Tableau, Power BI, Excel, or similar platforms
- Exposure to benchmarking methodologies, ROI modeling, or business case development in a customer-facing context
Benefits
- Remote-first environment
- Unlimited paid time off
- 401(k) with employer match
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