Industry Advisor

Icertis•United States,

13h•$225,000 - $295,000•Remote

About The Position

As an Industry Advisor – Banking and Financial Services, you will help leading banks, insurers and financial firms turn those contracts into measurable business results using Icertis Contract Intelligence and AI. This is a hands-on advisory role. You will be the industry voice in strategic deals, sit across the table from senior executives, shape how Icertis goes to market in Banking and Financial Services, and influence the product itself. You will use AI every day, and you will learn our platform well enough to show it yourself.

Requirements

10+ years in banking or financial services, enterprise software, management consulting, value engineering or business transformation.
Deep knowledge of banking, insurance, capital markets, asset management, payments or fintech business processes and operating models, and the range to support adjacent industries.
Experience advising senior leaders such as General Counsel, Chief Risk Officers, Chief Compliance Officers, CPOs, CFOs, COOs, CIOs and third-party risk leaders.
A track record of connecting industry challenges to measurable business outcomes and value.
Working knowledge of contract lifecycle management (CLM) and the business processes around contracting.
Practical, current use of AI in your day-to-day work.
Comfort learning and demonstrating enterprise software, plus strong consultative selling, facilitation and storytelling skills.
A bachelor’s degree.

Nice To Haves

Experience with CLM, legal tech, procurement tech, or risk and compliance platforms; regulated-industry transformation; building ROI models and value frameworks; or working with global system integrators, analysts and industry associations.
An advanced degree or relevant professional qualification.

Responsibilities

Advise executives on strategic deals: partner with Sales and Solution Advisory to lead executive discovery, workshops and presentations, and turn customer priorities into value cases, business cases and transformation roadmaps.
Build the Banking and Financial Services playbook: create reusable value frameworks, use cases, benchmarks, customer stories and executive conversation guides.
Lead the industry conversation: develop points of view on industry trends, regulatory developments and emerging technology, and represent Icertis at conferences, webinars and executive briefings.
Build executive communities: create and lead roundtables, customer advisory boards and industry councils with senior leaders, partners and analysts.
Shape the product: bring customer and market insight to Product, Engineering and AI teams, and help build AI-enabled, industry-specific solutions.
Work AI-first: use AI daily for research, customer preparation, analysis and content, apply sound judgment to its output, and share what works with your peers.

Benefits

Robust medical, dental, vision, and mental health benefits.
Employee Assistance Program (EAP).
Equity (RSUs) and shared ownership in the company.
Generous 401(k) match.
Flexible work environment.
Paid maternity and paternity leave.
Generous holiday and PTO program.
CaaS (Coaching as a Service).
Annual personal development allowance.
7 Days for Humanity – seven paid volunteer days annually.
Global and regional DEIB steering committees and employee resource groups (ERGs).
Global DEIB training programs and guest speakers throughout the year.
Supporting employees’ and their families’ physical, mental, and financial well-being.
Accelerating Icertians’ careers.
Making a social and environmental impact in our communities.
Cultivating and advancing a culture of diversity, equity, inclusion, and belonging (DEIB) across our company, customers, and suppliers.
Generous holidays, including the 4th of July week off (paid).
Free professional and leadership coaching.
Annual personal development allowance.