Identify and shape client solutions by collaborating with Sales Representatives and Sales Engineers, participating in detailed client discussions, and reviewing RFP/RFI documentation or other solution requests to determine the most appropriate approach.
Partner with Professional Services leadership and team members to define and validate a robust, executable solution that aligns business, technical, and operational requirements.
Develop comprehensive solution strategies, including the recommended approach, estimated timeline, ROI models, and supporting presentation materials.
Proactively surface and resolve issues that may impact solution integrity, delivery timelines, or resource requirements, ensuring risks are addressed early.
Engage with Sales and Finance organizations to evaluate pricing strategies, determine the optimal pricing approach, and secure necessary approvals.
Identify and escalate risks across all solution components, working closely with the Solutions Director to explore mitigation and risk‑abatement alternatives.
Contribute content to Scope of Work (SOW) development, ensuring solution components, assumptions, and responsibilities are accurately represented.
Facilitate cross‑functional working sessions including pricing, staffing, timeline, contract, and material reviews, to drive alignment and agreement as required.
Participate in client site visits alongside Sales Representatives and other key stakeholders to gather insights that strengthen solution design.
Conduct targeted research on clients, prospects, industries, and verticals to provide subject‑matter expertise and identify opportunities to differentiate the Concentrix solution.
Support Sales Representatives in securing the appropriate internal resources to ensure adherence to Concentrix governance requirements, including NDAs, Deal Review processes, Legal review, and Security Risk/Controls.
Continuously improve opportunity management practices, enhancing team effectiveness and elevating the clarity and impact of solution messaging.

Requirements

Bachelor’s Degree or 8+ years of related experience in one or more relevant areas: consulting, user‑centered design, digital/voice bots and channels, customer experience, vertical expertise, contact center operations, cloud services, sales support, or marketing.
Experience with automation, self‑service, and omni‑channel engagement, including bots, IVR, messaging/chat, user experience design, and CX best practices.
Exceptional written and verbal communication skills, with the ability to present clearly and credibly to both internal and external stakeholders.
Advanced proficiency in Microsoft Office, including Excel, PowerPoint, and Word.
Demonstrated ability to organize and prioritize multiple initiatives within a fast‑paced, deadline‑driven environment.
Fosters a creative environment that supports open and constructive dialogue.
Proven initiative and ownership mindset, with a focus on continual learning, improvement, and high-quality execution.
Strong customer‑centric mindset and professional presence, with the ability to influence and build trust with diverse audiences.
Solid understanding of business operations and industry dynamics, with demonstrated business acumen and decision‑making capability.
Ability to comprehend, analyze, and interpret complex information to inform solution strategy, recommendations, and storytelling.
A tech‑curious, innovation‑oriented approach, with enthusiasm for exploring new CX technologies, automation capabilities, and digital engagement tools.
Experience in the Banking, Financial Services, and Insurance (BFSI) sector is a strong asset, particularly in designing CX, digital, or operational solutions for regulated industries.

Benefits

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Applicant Tracking System Keywords

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Hard Skills & Tools

consultinguser-centered designdigital botscustomer experiencecontact center operationscloud servicesautomationself-serviceomni-channel engagementuser experience design

Soft Skills

written communicationverbal communicationorganizational skillsprioritizationcreativityinitiativecustomer-centric mindsetinfluencetrust-buildinganalytical skills