Finance Systems Commercial Delivery Lead

Harbor

4d•Remote

About The Position

Harbor is seeking a Finance Systems Commercial Delivery Lead to join our growing team. The Finance Systems Commercial Delivery Lead is responsible for leading and managing the delivery-side sales activities for the Finance Systems service line. This role works in close partnership with the Go-To-Market team, service line subject matter experts, and Marketing to advance brand awareness and promote service offerings within the legal industry. The individual will own the creation of pitch materials, statements of work (SOWs), and budget buildups, ensuring alignment with organizational standards. Additionally, the role will collaborate with business line leaders to identify, evaluate, and bring strategically aligned opportunities to market. This is a fully remote position that can be worked from anywhere in the USA or Canada.

Requirements

Bachelor’s degree in Business, Finance, Information Systems, or related field
5+ years of experience in professional services, consulting, or solution delivery within the legal or financial systems domain
Proven experience in drafting SOWs, building budgets, and managing sales-to-delivery processes
Strong understanding of finance systems and operations in law firms
Excellent communication and presentation skills, with ability to engage clients and internal stakeholders effectively
Proficiency in Salesforce or similar CRM tools

Nice To Haves

Experience in marketing collaboration and thought leadership initiatives
Familiarity with pricing strategies and process optimization
Advanced knowledge of legal industry trends and finance technology solutions

Responsibilities

Manage delivery-side sales for the Finance Systems service line in collaboration with the Go-To-Market team and Finance Systems experts
Draft and review Statements of Work (SOWs) and budget buildups, ensuring adherence to organizational guidelines and protocols
Create and enhance pitch materials, scoping documentation, and standardized templates for SOW offerings
Maintain accurate records of activities and opportunities in Salesforce
Scope service delivery requirements, engaging relevant team members as needed
Assess pricing accuracy and recommend improvements to scoping and pricing processes
Act as a visible champion for the service line through client engagement, industry forums, events, and marketing campaigns (e.g., thought leadership, social media, webinars)
Educate Go-To-Market and delivery teams on solution updates, roadmaps, and new offerings
Participate actively in the sales forecasting process
Manage and conduct handover meetings to ensure seamless transition from sales to delivery