SAS

Principal Embedded Technical Customer Advisor, Financial Services - North America

SAS • $150K — $180K *
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree in relevant field (mathematics, statistics, data science, etc.)
  • 12+ years in technical sales, solutions architecture, or related roles
  • Experience influencing senior stakeholders in Financial Services
  • Proficient in user adoption frameworks and value realization tracking
  • Expertise in consumer fraud detection across digital channels
  • Experience integrating analytics into decision-making engines
  • Strong advisory experience with C-suite executives or relevant leaders

Responsibilities

  • Conduct workshops to define SAS ecosystems for customers
  • Serve as a subject matter expert on SAS solutions
  • Deliver demos and proofs of value based on customer data
  • Partner with sales for customer retention and expansion
  • Configure SAS solutions for validation and knowledge sharing
  • Collaborate with teams to optimize customer solutions
  • Mentor embedded resources for skill growth

Benefits

  • Comprehensive medical, prescription, dental, and vision insurance
  • Onsite Health Care Center for employees and their families
  • Industry-leading 401(k) plan
  • Tuition Assistance Program for professional development
  • Generous vacation time and paid holidays including a Winter Wellness Break
  • Volunteer Time Off and parental leave available
  • Childcare benefits for full-time employees
Full Job Description

Principal Embedded Technical Customer Advisor, Financial Services, North America – Cary, NC Headquarters Hybrid or Chicago, IL Remote

 

About the job   

The Technology Services and Enablement division is looking for a Principal Embedded Technical Customer Advisor to serve as a deeply embedded technical partner for strategic customers. In this highly visible, hands-on role, you will work within customer environments to translate business challenges into system designs, proofs of value and scalable SAS architectures. 

You will collaborate closely with customer engineering, operations and leadership teams to validate SAS technology, optimize solutions and guide long-term platform evolution. Your work will help customers achieve measurable outcomes while supporting adoption, retention, expanded usage and growth. 

As a Principal Embedded Technical Customer Advisor, you will:   

  • Conduct deep-dive workshops to map customers’ current operational environments and define an evolving SAS ecosystem aligned with their needs. 
  • Serve as an on-site subject matter expert, recommending best practices that maximize the value, usage and usability of SAS solutions. 
  • Develop and deliver technically rigorous demonstrations, prototypes and proofs of value using customer data and use cases. 
  • Partner with Account Executives to plan and implement customer retention, post-sale adoption and expansion strategies. 
  • Configure SAS solutions and supporting products for validation, knowledge sharing and demonstration purposes. 
  • Coordinate with sales, pre-sales, technical support, product management and partners to implement and optimize solutions in customer environments. 
  • Maintain advanced knowledge of SAS offerings, third-party technologies, competitive information and industry trends, and apply that knowledge to customer opportunities. 
  • Ensure all applicable security policies and processes are followed to support the organization’s secure software development goals. 
  • Embrace curiosity, passion, authenticity and accountability. These are our values and influence everything we do.
  • Mentor other embedded resources to foster career and skill growth

 

Required qualifications 

  • Bachelor’s degree in mathematics, statistics, data science, business, computer science or a related field.
  • Minimum 12 years of experience in technical sales, solutions architecture, systems engineering, application development, project management, customer advisory, or related technical customer-facing roles.
  • Proven experience influencing executive and technical stakeholders within large Financial Services organizations, including Technology, Operations, Data & Analytics, and Line of Business leadership teams.
  • Proficiency in technical change enablement, user adoption frameworks, and value realization tracking (e.g., establishing usage KPIs, post-sale enablement roadmaps, and center-of-excellence structures).
  • Expertise in detecting fast-moving consumer fraud vectors across digital channels. Knowledge of cross-channel behavioral profiling to evaluate transactions in milliseconds while minimizing false positives and customer friction.
  • Experience integrating adaptive analytics into enterprise decisioning engines to respond dynamically to evolving consumer fraud tactics.
  • Experience serving as a trusted advisor to executive stakeholders, including CIOs, CTOs, Data Officers, Risk Officers, or Line of Business Leaders, with a demonstrated ability to align technology investments to business outcomes
  • Equivalent combination of related education, training and experience may be considered in place of the above qualifications. 

 

Additional competencies, knowledge and skills 

  • Building Customer Relationships: Builds trusted, productive customer partnerships by understanding needs, ensuring satisfaction, and proactively resolving issues to maintain confidence and loyalty.
  • Driving For Results: Sets ambitious goals, measures progress effectively and persistently works to meet or exceed objectives while maintaining a focus on continuous improvement and achievement.
  • Influencing: Uses effective persuasion and collaboration strategies to gain acceptance of ideas, build trust, and secure commitment to actions that drive desired business outcomes. Demonstrates the ability to engage stakeholders, address concerns, build a compelling case for change, and motivate others toward shared goals.
  • Creating Demand through Insight: Identifies underlying customer business challenges and their root causes, then delivers compelling insights that help decision-makers recognize previously unseen problems or opportunities and understand the value of new solutions that drive long-term business results.
  • Track record of leading enterprise-scale cloud, data, AI, or analytics transformation programs with measurable business outcomes, including platform adoption, operational modernization, risk reduction, or revenue growth

World-class benefits   

Highlights include... 

  • Comprehensive medical, prescription, dental and vision plans.  
  • Medical plan options include:
    • PPO with low annual deductible and copays.  
    • HDHP combined with a health savings account with a contribution from SAS (no access to on-site health care center).  
  • Onsite Health Care Center (HQ) that’s free to employees and family members enrolled in the PPO plan. There’s a pharmacy too! Not local to HQ? The pharmacy will ship prescriptions for no additional charge!  
  • An industry-leading 401k plan.  
  • Tuition Assistance Program and programs and resources to support your development
  • Generous time away including vacation time, a variety of paid holidays, and our much-loved U.S. Winter Wellness Break between December 25 and January 1.  
  • Volunteer Time Off, parental leave and unlimited paid sick days.  
  • Generous childcare benefits for all full-time employees. 

 

About SAS

SAS is a multinational software company that provides advanced analytics, business intelligence, and data management software and services. SAS is the largest privately held software company in the world and is headquartered in Cary, North Carolina. The company was founded in 1976 by Jim Goodnight and John Sall, who are still the CEO and Executive Vice President, respectively. SAS has over 83,000 customers worldwide and employs over 14,000 people in more than 60 countries. SAS has been recognized as one of the best places to work by Fortune magazine and the Great Place to Work Institute.
Learn more about SAS
Size
14,000 employees
Industry
Founded
1976

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