Wealth Management Advisor advising Desjardins members and business owners on investments, loans, insurance, and financial strategies. Building trusted relationships while balancing client needs, profitability, and risk.
About the role
- Value Advisor accelerating Hyland software sales through ROI analysis, business cases, and value workshops. Communicating solution benefits to prospects and sales teams.
Responsibilities
- Act as the main point of contact on standard value consulting engagements
- Conduct onsite value workshops at customer locations to understand current-state costs and estimated future-state value with company solutions
- Work with sales teams and partners to determine engagement scope and objectives
- Generate ROI workbooks, owning the process from SPAR assignment through customer and Account Manager delivery and approval
- Create standard business cases explaining the overall value of company solutions
- Create and deliver standard presentations providing a high-level overview of solution value
- Present value consulting findings to mid-management prospects
- Transfer pre-sales knowledge to the services project team to clarify solution value requirements
- Document and summarize value from prior engagements, conversions/convergences, deployed solutions, case studies, and industry trends/metrics
Requirements
- Bachelor's Degree or equivalent experience
- Experience with enterprise content services solutions, capabilities, and deployments
- Understanding of basic financial concepts
- Proficiency with Microsoft Office software
- Demonstrated knowledge in value consultant sales in a relevant technology solution or assigned industry
- Good negotiating and influencing skills
- Ability to establish rapport and gain the trust of others
- Ability to gain consensus across multiple departments and leadership levels
- Ability to thrive in a fast-paced, deadline-driven environment
- Ability to present and write with ease, clarity, and impact using communication appropriate to the subject and audience
- Self-motivated with the ability to manage engagements independently to completion
- Ability to write concise, logical, grammatically correct documentation
- Good collaboration skills within teams and across other areas
- Up to 25% travel time required
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