Advisory Solution Consultant- Financial Services- Moveworks

ServiceNow • San Francisco, CA

1d • Remote

About The Position

What you get to do in this role:
The Moveworks Advisory Solution Consultant- Financial is a technical & business consultant with the advanced ability to develop, position and provide industry and product specific solutions during sales cycles while achieving quarterly and annual sales goals for the Financial Services vertical.
· Partner closely with ServiceNow Account Executives as the Moveworks product, AI, and domain expert, supporting complex sales cycles and driving deal strategy across Financial Services.
· Lead customer discovery sessions and workshops to understand business challenges, technical environments, and success criteria, aligning Moveworks capabilities to customer needs and outcomes.
· Deliver compelling, persona- and value-based product demonstrations that “explain by showing” how Moveworks and ServiceNow together automate work and improve employee experiences.
· Facilitate technical and architectural workshops covering Moveworks’ AI/ML approach, integrations, security, and platform architecture, in the context of the customer’s ServiceNow environment.
· Partner with Business Value Services to build data-driven business cases, prioritize use cases, and articulate measurable ROI using reports, calculators, and insights.
· Define customer success criteria and lead the design, execution, and management of end-to-end proof-of-concept engagements.
· Develop trusted relationships with customer stakeholders and client partners, guiding strategic programs such as roadmap alignment, customer journey mapping, and outcome planning in top accounts.
· Collaborate cross-functionally to ensure a smooth transition from pre-sales to post-sales by documenting requirements and facilitating a clean handoff to Customer Success teams.
· Provide continuous feedback to Product Management on customer needs, competitive insights, and market trends to help influence product direction and strategy.
· Stay current on competitive positioning and market differentiation, clearly articulating Moveworks’ value within the broader ServiceNow ecosystem.
· Contribute to team excellence by sharing best practices, reusable assets, and continuously improving demos, presentations, and sales processes to be more scalable and impactful.
· Support field and marketing initiatives, including executive briefings, conferences, user groups, and industry events.

Requirements

• Experience applying and evaluating AI in enterprise environments, including integrating AI into workflows, decision-making, and problem-solving through automation, AI-powered tools, and data-driven insights.
• Strong understanding of cloud architecture and RESTful APIs, with the ability to leverage self-service tools and configurators to demonstrate “art of the possible” solutions and connect to customer pre-production environments.
• Familiarity with RPA, iPaaS, and low-code/no-code platforms; scripting or coding experience is a plus for building prototypes, custom use cases, and integrations.
• 5+ years of experience in pre-sales solution consulting or sales engineering roles supporting enterprise application platforms.
• Experience in enterprise industries such as technology or telecommunications is preferred.
• Proficiency with the ServiceNow platform or deep technical experience with other enterprise cloud software solutions.
• Demonstrated ability to collaborate cross-functionally with product management, product marketing, partners, and professional services teams.
• Strong territory and pipeline management skills, with experience partnering closely with sales counterparts to drive consistent execution.
• Willingness to travel approximately 25% for customer meetings and internal. This role will have you traveling to the East coast and throughout the West coast.

Responsibilities

• Partner closely with ServiceNow Account Executives as the Moveworks product, AI, and domain expert, supporting complex sales cycles and driving deal strategy across Financial Services.
• Lead customer discovery sessions and workshops to understand business challenges, technical environments, and success criteria, aligning Moveworks capabilities to customer needs and outcomes.
• Deliver compelling, persona- and value-based product demonstrations that “explain by showing” how Moveworks and ServiceNow together automate work and improve employee experiences.
• Facilitate technical and architectural workshops covering Moveworks’ AI/ML approach, integrations, security, and platform architecture, in the context of the customer’s ServiceNow environment.
• Partner with Business Value Services to build data-driven business cases, prioritize use cases, and articulate measurable ROI using reports, calculators, and insights.
• Define customer success criteria and lead the design, execution, and management of end-to-end proof-of-concept engagements.
• Develop trusted relationships with customer stakeholders and client partners, guiding strategic programs such as roadmap alignment, customer journey mapping, and outcome planning in top accounts.
• Collaborate cross-functionally to ensure a smooth transition from pre-sales to post-sales by documenting requirements and facilitating a clean handoff to Customer Success teams.
• Provide continuous feedback to Product Management on customer needs, competitive insights, and market trends to help influence product direction and strategy.
• Stay current on competitive positioning and market differentiation, clearly articulating Moveworks’ value within the broader ServiceNow ecosystem.
• Contribute to team excellence by sharing best practices, reusable assets, and continuously improving demos, presentations, and sales processes to be more scalable and impactful.
• Support field and marketing initiatives, including executive briefings, conferences, user groups, and industry events.

Benefits

• health plans, including flexible spending accounts
• a 401(k) Plan with company match
• ESPP
• matching donations
• a flexible time away plan
• family leave programs

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed