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Senior Value Consultant
Alkami TechnologySenior Value Consultant at Alkami working with financial institutions to maximize their digital banking platform investment. Leading value-based engagements and delivering actionable insights to clients.
About the role
Key responsibilities & impact- 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.
Requirements
What you’ll need- 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
- 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.
Benefits
Comp & perks- remote-first environment
- unlimited paid time off
- 401(k) with employer match
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
value consultingvalue engineeringmanagement consultingsales engineeringcustomer successdata analysisperformance metricsbusiness recommendationsdigital banking strategiesfinancial institution operations
Soft Skills
analytical proficiencywritten communicationverbal communicationexecutive presencecustomer-first mindsetindependent workcollaborationadaptabilityjudgmentpresentation skills