Smartsheet is a tech company with a human story to tell. We’re here to empower teams to manage projects, automate workflows, and rapidly build new secure solutions, using simple no-code tools. We’re revolutionaries – so for us changing the way the world works is all in a day’s work.

As a Financial Services Subject Matter Expert, you will play a critical role in driving our go-to-market strategy within the financial services industry. You will work closely with large enterprise account executives to identify and pursue opportunities with bulge bracket banks, large regional banks, investment banks, and other financial institutions. Your deep understanding of the financial services landscape, combined with your strong consulting background and customer-facing skills, will be essential in positioning Smartsheet as the preferred solution for these organizations.

Reports to Regional Vice President, Financial Services.

You Will:

Serve as a trusted advisor to account executives on financial services industry trends, pain points, and best practices for leveraging Smartsheet to address these challenges.
Develop and deliver compelling sales presentations and demonstrations that showcase Smartsheet's value proposition to financial services clients.
Conduct market research and competitive analysis to identify new opportunities and trends within the financial services industry.
Collaborate with product management and engineering teams to provide feedback on product enhancements and new features that cater to the specific needs of financial services clients.
Actively participate in industry events and conferences to build relationships with key decision-makers and influencers within the financial services community.
Stay up-to-date on regulatory changes and compliance requirements that impact the financial services industry.
Provide ongoing training and enablement to account executives on the latest developments in the financial services landscape and how to effectively leverage Smartsheet to address client needs.

You Have:

Bachelor's degree in Finance, Economics, Business Administration, or a related field.
5+ years of experience in the financial services industry, with a focus on bulge bracket banks, large regional banks, or investment banking.
Strong consulting background with a proven track record of delivering successful client engagements.
Deep understanding of the financial services landscape, including regulatory requirements, industry trends, and client pain points.
Excellent communication and presentation skills, with the ability to articulate complex ideas to both technical and non-technical audiences.
Strong analytical and problem-solving skills.
Ability to work independently and as part of a cross-functional team.
Experience with CRM systems (e.g., Salesforce, Clari) and project management tools.

Preferred Qualifications:

MBA or advanced degree in Finance or a related field.
Experience with Smartsheet or other project management and collaboration tools.
Optional certifications in relevant financial services areas (e.g., CFA, CPA).

Current US Perks & Benefits:

HSA, 100% employer-paid premiums, or buy-up medical/vision and dental coverage options for full-time employees
401k Match to help you save for your future (50% of your contribution up to the first 6% of your eligible pay)
Monthly stipend to support your work and productivity
15 days PTO, plus Sick Time Off
Up to 24 weeks of Parental Leave
Personal paid Volunteer Day to support our community
Opportunities for professional growth and development including access to Udemy online courses
Company Funded Perks, including a counseling membership, local retail discounts, and your own personal Smartsheet account
Teleworking options from any registered location in the U.S. (role specific)
US employees are automatically covered under Smartsheet-sponsored life insurance, short-term, and long-term disability plans
US employees receive 12 paid holidays per year

Smartsheet provides a competitive base salary range for roles that may be hired in different geographic areas we are licensed to operate our business from. Actual compensation is determined by several factors including, but not limited to, level of professional, educational experience, skills, and specific candidate location. In addition, this role will be eligible for a market competitive incentive opportunity.

US Base Salary Pay Range

$92,500—$137,500 USD

Get to Know Us:

At Smartsheet, we’ve created a place where everyone is welcome — people from all over the world, all backgrounds, all ages, all colors, and all beliefs working side by side. Here, everyone can make a difference and empower others to do the same. You’re encouraged to apply even if your experience doesn’t precisely match our job description—if your career path has been nontraditional, that will set you apart. At Smartsheet, we empower everyone, everywhere to change the way the world works—join us!

Equal Opportunity Employer:

Smartsheet is an Equal Opportunity (EEO) employer committed to fostering an inclusive environment with the best employees. It is our policy to provide equal employment opportunities to all qualified applicants in accordance with applicable laws in the US, UK, Australia, Germany, Costa Rica, Japan, and Bulgaria. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

If there are preparations we can make to help ensure you have a comfortable and positive interview experience, please let us know.

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Financial Services Consultant

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