The Senior Value Consultant is a customer-facing, individual contributor role responsible for helping financial institution clients realize measurable business outcomes from their investment in Alkami's digital banking platform. This role operates independently on complex value-based engagements, applying deep domain expertise, analytical judgment, and consultative skills to guide clients from insight to action. As a trusted advisor, the Senior Value Consultant influences adoption, optimization, and long-term value realization through data-driven recommendations and outcome-oriented storytelling. The role plays a meaningful part in supporting customer growth, retention, and satisfaction while partnering closely with Sales, Relationship Management, and Customer Success teams.
Essential Duties & Responsibilities- Guide financial institution clients toward measurable business outcomes by leading value-based engagements such as assessments, platform reviews, and outcome alignment sessions.
- Translate client business objectives into actionable recommendations by analyzing platform usage, performance data, benchmarks, and industry trends.
- Develop clear value narratives by connecting Alkami platform capabilities to client priorities, financial impact, and operational efficiency.
- Independently manage end-to-end value consulting engagements by planning scope, executing analyses, and delivering high-quality client-ready outputs.
- Present insights and recommendations to client stakeholders by delivering compelling, data-backed presentations and consultative discussions.
- Support account strategy and commercial motions by contributing value perspectives to renewals, expansions, and strategic account planning.
- Partner cross-functionally with Sales, Customer Success, and Relationship Management by aligning on customer goals, engagement timing, and success measures.
- Identify opportunities for increased adoption and optimization by benchmarking clients against peers and best practices.
- Apply sound judgment to ambiguous or complex client scenarios by adapting established value frameworks and approaches as needed.
- Document engagement outcomes and insights by producing clear deliverables that reinforce Alkami's value messaging and recommended next steps.
- Provide feedback to internal teams by sharing recurring client insights that inform product direction, messaging, and go-to-market strategies.
- Maintain deep knowledge of Alkami's platform and the digital banking landscape by staying current on product capabilities, releases, and market trends.
- Serve as a role-model consultant by demonstrating strong executive presence, analytical rigor, and customer-first mindset in all engagements.
Recommended Experience & EducationMinimum Years of Experience3-6 years of progressive experience in value consulting, value engineering, management consulting, sales engineering, customer success, or a related SaaS, fintech, or banking technology role, with demonstrated experience operating independently on customer-facing engagements.
Education Level
Bachelor's degree in Business, Finance, Information Systems, Engineering, or a related field; or equivalent practical experience.
Knowledge, Skills, & QualificationsRequired- Strong understanding of financial institution operations, digital banking strategies, and technology-enabled business outcomes.
- Proven ability to translate complex data, product capabilities, and analytics into clear, outcome-focused business recommendations.
- Experience leading client-facing workshops, presentations, and strategic discussions with mid- to senior-level stakeholders.
- Analytical proficiency with the ability to assess usage data, benchmarks, KPIs, and performance metrics to inform decision-making.
- Excellent written and verbal communication skills with the ability to adapt messaging to different audiences.
- Demonstrated ability to work independently on complex engagements while collaborating effectively across internal teams.
- Comfort operating in ambiguity and applying judgment to adapt standard frameworks to unique client situations.
Preferred- Experience in value engineering or value consulting within SaaS, fintech, or digital banking platforms.
- Familiarity with Alkami's platform or comparable digital banking and financial technology solutions.
- Experience supporting commercial activities such as renewals, expansions, or value-based selling motions.
- Proficiency with CRM, analytics, and presentation tools such as Salesforce, Tableau, Power BI, Excel, or similar platforms.
- Exposure to benchmarking methodologies, ROI modeling, or business case development in a customer-facing context.
The salary range for this position is: $135,000 - $150,000
Cool Things to KnowNot Just Any Company: Alkami has an awesome diverse and inclusive environment. We have a FUN culture and offer great benefits, including remote-first environment, unlimited paid time off, 401(k) with employer match, and more.
Work Authorization: We cannot offer employment sponsorship at this time. Candidates must be eligible to work in the US for full-time employment.
Recruiters: We are not looking for outside recruiting firms to help us in this search. Thank you for understanding.
Pay Transparency: As of January 1, 2023, new states and locales have enacted pay equity laws that require more pay transparency by employers in the following states: California, Colorado (effective January 1, 2021), Connecticut, Maryland, Nevada, New Jersey, New York, Ohio, Rhode Island and Washington.
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