Sr Solution Consultant - CRM

ServiceNow • Chicago, IL

3d • Remote

About The Position

ServiceNow is redefining how financial institutions operate — and the CRM Solution Consulting team is at the center of that transformation. As a Senior Solution Consultant focused on Financial Services, you'll help banks, insurers, and wealth managers reimagine the full customer lifecycle: from sales and onboarding through servicing, operations, and retention.
This role sits at the intersection of deep industry expertise and cutting-edge platform capability. You'll leverage ServiceNow's Financial Services Operations (FSO) platform and the broader CRM suite — and you'll do it as a trusted partner to both your sales team and your customers.

Requirements

• 5+ years of pre-sales solution consulting or sales engineering experience with CRM, Customer Experience, or Enterprise Application platforms.
• Financial services background strongly preferred — banking, insurance, wealth management, or payments.
• ServiceNow platform experience or equivalent cloud SaaS technical depth; hands-on demo capability required.
• Proven collaboration across Sales, Product Management, Product Marketing, and Professional Services.
• Territory management skills — pipeline building, account prioritization, and execution with a sales counterpart.
• Experience integrating AI into workflows or customer-facing processes.

Responsibilities

• Lead discovery workshops and technical demos that connect FSO and CRM solutions to real financial services challenges across the full customer journey.
• Partner with sales to build pipeline, shape account strategy, and drive deals forward with domain credibility and technical depth.
• Guide strategic programs in top accounts — roadmap alignment, customer journey sessions, and outcome-based value conversations with business and IT stakeholders.
• Translate complex platform capabilities into compelling demo stories for compliance leaders, operations teams, CX executives, and CTOs.
• Stay current on product releases, AI capabilities, and the competitive landscape — and share what you learn to make the whole team better.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees