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Industry Advisor

Role overview

Qualifications

  • Experience in banking and financial services
  • Strong understanding of contracts and regulatory obligations
  • Ability to engage with senior executives

Responsibilities

  • Help financial institutions turn contracts into measurable business results
  • Provide hands-on advisory support in strategic deals
  • Shape market approach for Icertis in Banking and Financial Services
  • Influence product development and demonstrate platform knowledge

Key facts

Hard skills

Other skills

  • Communication
  • Strategic Thinking

About the company

Icertis logo

Icertis

Computer Software / SaaS

Icertis is the global leader in AI-powered contract intelligence. The Icertis platform revolutionizes contract management, equipping customers with powerful insights and automation to grow revenue, control costs, mitigate risk, and ensure compliance - the pillars of business success. Today, 30% of the Fortune 100 trust Icertis to realize the full intent of millions of commercial agreements in 90+ countries.

Company details

Company typeLarge
IndustryComputer Software / SaaS
Company size1001 - 5000

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Job description

Industry Advisor – Banking and Financial Services

Help leading financial institutions turn contracts into results

Role detail 

Specification 

Location 

Remote, United States 

Reports to 

Vice President, Industry Advisory 

Team 

Industry Advisory, Solution Advisory 

Travel 

25–40% for customer engagements, industry events and partner meetings 

About the role

Financial institutions run on contracts: outsourcing and third-party agreements, customer and partner contracts, broker and distribution deals, and the regulatory obligations that come with them. 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.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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