Customer Value Lead

Finastra Technology • Atlanta, GA

1d • Hybrid

About The Position

The Customer Value Lead will accelerate revenue growth by elevating value‑selling excellence, automating the value process, and enabling sales teams through scalable tools and programs. This role empowers our lending sales organization to articulate, quantify, and deliver business value—with a strong emphasis on self‑service enablement, online ROI calculator automation, and repeatable value assets. The ideal candidate brings deep experience in consultative/value selling, value engineering, programmatic sales enablement, and financial modelling, paired with subject matter expertise in financial services and retail lending operations.

Requirements

• Deep expertise in value‑selling methodologies, business case development, value storytelling, and value quantification
• Proven experience building scalable value‑selling frameworks and enablement programs
• Demonstrated ability to align cross‑functional teams behind a unified value narrative
• Proven ability to translate product capabilities into measurable financial and operational outcomes
• Strong understanding of the trends shaping U.S. retail lending—e.g., cloud and AI adoption, evolving regulations, risk expectations, and the competitive landscape
• Strong presence and credibility when presenting to C‑level stakeholders
• Excellent communication, facilitation, and narrative storytelling skills (written and verbal)
• Ability to work both independently and collaboratively, influencing cross‑functional teams
• Demonstrated experience in management consulting, value consulting, or business value engineering
• Experience working with U.S. regional banks or lending technology providers
• Bachelor’s degree or equivalent experience

Nice To Haves

• Experience designing ROI calculators/financial models and/or managing value automation programs

Responsibilities

• Own and evolve value‑selling tools, including automated ROI calculators, business case templates, and self‑service diagnostic tools for retail lending.
• Build scalable enablement programs that empower account executives to independently articulate value and quantify financial impact.
• Create repeatable value plays supported by lending‑specific benchmarks, benefit assumptions, and pre‑built financial models.
• Develop enablement materials and deliver training on value discovery and value‑selling automation tools to the sales organization.
• Provide ongoing coaching and guidance to sales executives on leading value discovery conversations and using self‑service value assessment calculators with clients.
• Support a limited set of high‑impact opportunities through tailored value propositions and bespoke ROI/business case analysis.
• Partner with Sales Leadership to embed strong value positioning into deal strategy and territory planning, and align value priorities and programs across the organization.
• Contribute to the development and continuous refinement of value‑selling assets, tools, and thought leadership.
• Develop digital‑first, automated approaches to value advisory that differentiate the organization in the retail lending technology market.
• Produce executive‑ready content—including value frameworks, industry insights, benchmark libraries, and messaging guides.
• Create reusable qualitative and quantitative content to enable consistent, repeatable value delivery across the sales organization.

Benefits

• Unlimited vacation, subject to local regulations and business priorities
• Hybrid working arrangements
• Paid time off for voting
• Bereavement leave
• Sick leave
• Confidential one‑to‑one support through our Employee Assistance Program
• Network of Wellbeing Champions and Gather Groups
• Monthly events and initiatives designed to help you thrive
• Medical insurance
• Life insurance
• Disability insurance
• Retirement plans
• Lifestyle benefits
• Paid time off for volunteering
• Donation‑matching opportunities
• Access to online learning and accredited courses through our Skills & Career Navigator tool
• Global recognition program, Finastra Celebrates
• Employee surveys that help shape our culture and ways of working

What This Job Offers

• Job Type: Full-time
• Career Level: Senior