Smarsh

Consultant

• A Supervision Consultant combines supervision and compliance services, customer success, and business development.
• Assist in day-to-day delivery and growth of Smarsh Supervision Services.
• Work closely with customers and internal partners to enable best-in-class supervision programs.
• Onboard and serve as a primary point of contact for Assisted Review clients.
• Serve as a sales support resource, including sales call support, driving sales opportunities in existing and new clients, SOW review and delivery.
• Drive business development through client growth and service expansion.
• Build and maintain advanced knowledge of regulatory policies and procedures, including FINRA.
• Partner with legal, compliance, and business partners on process changes and regulatory expectations.
• Meet with customers to support and implement supervision services, consult on best practices, and develop supervision workflows.
• Implement and refine supervision policies to ensure compliance with legal and regulatory requirements.
• Setup searches, queues, tags, and other attributes in Smarsh platforms.
• Analyze customer data, transactional activity, and procedural documentation to determine adherence to best practices.
• Conduct compliance reviews and analysis of regulatory compliance policies for the Assisted Review service.
• Prepare, proofread, and distribute confidential reports, correspondence, and forms.

Professional Services Consultant – Supervision

Financial Planning and Analysis

• Work directly with customers, sales teams, sales leaders, services/support teams, and business unit leaders to advise on deal structures, establish compelling commercials, and drive closure of customer issues.
• Develop product knowledge and work with product and solutions delivery teams to help define commercial offerings.
• Understand the business and technical requirements of our customers and partners, advising sales teams on the best approach (balancing risk between custom terms and internal system limitations).
• Work cross-functionally to develop global mechanisms for deal management and sizing (sales intake, approval matrixes, systems of record, contracting mechanisms, billing enablement, new commercial constructs, and booking valuation policies).
• Evaluate and model pricing proposals for new and existing offerings based on customer requirements and in accordance with business processes and solutions.
• Prepare cost models, margin assessments, and booking valuations for review and approval by Smarsh leadership.
• Provide input to produce required documentation for new services, extensions and renewals.
• Provide administrative support for effective management and tracking of pricing proposals, booking valuations, and approval decisions.
• Operate as a team member supporting a global consulting and sales operation to advise on methods to improve business processes through interaction with order management, sales operations, revenue operations and finance teams ensuring alignment on opportunities and supporting reporting, quoting and booking processes. Support complex negotiations involving bespoke commercial and legal agreements.
• Quickly build credibility and trust with internal customers.
• Provide strong support, communication, and persuasion skills including cross-functional teams and senior leaders.
• Other Duties as Assigned.

Professional Services Consultant – Supervision

Finance Manager