Financial Services Technical Lead is a functional and technical expert consulting with customers on implementing ServiceNow’s Financial Services Operations (FSO) solutions based on best practices for Banking and Insurance – all with the goal of accelerating and driving customer business outcomes. The role requires the person to be laser-focused on solving for the most relevant customer challenges - providing support during sales cycles, on direct engagements with our Customers and Partners, and advocating for customer needs within ServiceNow (e.g., Product Management, Customer & Partner Excellence, Training & Certification). 

Technical Consultant Lead, Customer Workflow brings architectural guidance, business acumen in the financial services industry (Customer Service, Call Center, Information Technology, Banking and Insurance Operations Process, etc.), and deep product expertise, innovation, and knowledge capital to our customers and partners. 

What will you be doing in this role?  

Project Delivery  

• Serve as primary technical point-of-contact for projects and as the face of the development team to the customer. 

• Ensure quality of work delivered by the technical team, serve as escalation point for client concerns, and identify and implement technical team process efficiencies to benefit the technical team and clients. 

• Define, at an architectural and design level of detail, technical solutions aligned with our client’s business problems and ServiceNow Implementation Best Practices.  

• Understand customer requirements, translate to high-quality technical solutions, and communicate and deliver them to clients. 

• Write/estimate stories, monitor developer’s work, and own overall quality and delivery of development.  

• Lead technical onboarding efforts with new clients to understand their current processes and platform configurations.  

• Deliver any purchased development artifacts, documentation, and knowledge transfer activities.  

• Collaborate with the engagement manager to monitor for scope creep and resolve critical path technical issues.  

• Mentor developers and technical consultants on technical design standards and best practices.  

• Research technology partner or other vendor solutions in context of client requirements for integration. 

Pre-Sales  

• Maintain and build proficient knowledge of the ServiceNow platform and products.  

• Assist the pre-sales team with scoping service engagements typically involving multiple ServiceNow products and complex integrations with client applications/systems/core banking platforms/core insurance platforms. 

• Evangelize ServiceNow Expert Services by contributing to whitepapers, webinars, community groups and partnerships.  

Product 

• Engage and collaborate closely with the ServiceNow product teams on new product service offerings and go to market activities. 

• Interface with the product team during new product implementations to gain best practices insights and give feedback on new features and capabilities to enhance the product. 

Leadership and Practice Development  

• Contribute to continual improvement of Delivery Services processes and the maturing of varied portfolios, capabilities, expertise, and best practices in consideration of customer needs and requirements. 

• Serve as a Senior member of the Customer and Industry Workflow Practice for Financial Services helping to define short-term and long-term goals.  

To be Successful in this role, you will need to have the following qualifications: 

• At least 8 years of consultation and/or configuration experience related to implementing complex, highly configurable technologies. Preferably ServiceNow Customer and Industry Workflow Solutions. (Salesforce, ServiceNow, Zendesk. Etc.) 

• Minimum of 5 years of experience developing enterprise architectures and technical roadmaps with integrations with Customer Facing Portals, Core Banking Platforms, Core Insurance Platforms, Transactional Based Systems, Document Management Platforms, Data Warehouses, etc.  

• Strong Understanding of the financial services industry and specific knowledge including system architecture, security, use cases, workflows, personas, industry standards, compliance and regulatory requirements (Ex. HIPPA, PHI, PII, KYC, AML, PCI DSS, Reg E, Reg Z, etc.) typically found in the financial services ecosystem.  

• Demonstrated ability to influence and consult senior leaders (identification of needs, providing options with pros, cons and risks) in a large organization, while also providing thought leadership to sponsors/stakeholders in solving business process and/or technical problems.  

• Understanding of data classifications and impacts to storage and security requestions for various types.  

• Experience creating implementation design artifacts, conducting solution presentations and obtaining customer acceptance of solution design. 

• Strong capabilities in forging trust, engaging a remote or in-person audience bringing project/program management and leadership expertise.  

• Strong aptitude toward communicating complex business and technical concepts using visualization and modeling aids. Ability to conceptualize and design sophisticated wireframes, workflows, and diagrams. 

• A passion to continually study new technologies and functionality, as well as be involved in projects that push the capabilities of existing technologies. 

Certifications  

As a ServiceNow Expert Services Consultant, you will be a continuous learner required to achieve and maintain new accreditations and certifications, participate in professional development courses and be passionate about innovation. 

• Required ServiceNow Certifications: (can be obtained within the first 30 days) 

• Certified System Administrator 

• Certified Application Designer 

Required in the first 90 days: 

• Certified Implementation Specialist – Customer Service Management  

• Certified Implementation Specialist – Field Service Management 

Required in the first 180 days:  

• Financial Services – Banking and Wealth Management Suite 

• Financial Services – Insurance Suite  

Required in first year: 

• Certified Technical Architect (achieve in first year, or similar advance certification) 

Preferred additional ServiceNow Certifications: 

• Certified Implementation Specialist – IT Service Management 

• Certified Implementation Specialist – IT Operations Management 

ServiceNow is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, national origin or nationality, ancestry, age, disability, gender identity or expression, marital status, veteran status or any other category protected by law.

At ServiceNow, we lead with flexibility and trust in our distributed world of work. Click here to learn about our work personas: flexible, remote and required-in-office.

If you require a reasonable accommodation to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact us at talent.acquisition@servicenow.com for assistance.

For positions requiring access to technical data subject to export control regulations, including Export Administration Regulations (EAR), ServiceNow may have to obtain export licensing approval from the U.S. Government for certain individuals. All employment is contingent upon ServiceNow obtaining any export license or other approval that may be required by the U.S. Government.

Please Note: Fraudulent job postings/job scams are increasingly common. Click here to learn what to watch out for and how to protect yourself. All genuine ServiceNow job postings can be found through the ServiceNow Careers site.

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