Industry Advisor

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.

What you will do

• Advise executives on strategic deals: partner with Sales and Solution Advisory to lead executive discovery, workshops and presentations, and turn customer priorities into value cases, business cases and transformation roadmaps.

• Build the Banking and Financial Services playbook: create reusable value frameworks, use cases, benchmarks, customer stories and executive conversation guides.

• Lead the industry conversation: develop points of view on industry trends, regulatory developments and emerging technology, and represent Icertis at conferences, webinars and executive briefings.

• Build executive communities: create and lead roundtables, customer advisory boards and industry councils with senior leaders, partners and analysts.

• Shape the product: bring customer and market insight to Product, Engineering and AI teams, and help build AI-enabled, industry-specific solutions.

• Work AI-first: use AI daily for research, customer preparation, analysis and content, apply sound judgment to its output, and share what works with your peers.

Where you will focus

You will cover banks, insurers, capital markets firms, asset managers, payments companies, fintechs and other regulated financial institutions. Customer priorities include third-party and outsourcing agreements, vendor management and operational resilience, regulatory obligations and auditability, lending, insurance and distribution contracting, fee and rebate management, counterparty risk, M&A and operating-model change, and responsible AI adoption.

What you will bring

Required

Icertis is proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

#LI-CB1

Who we are:  Icertis is the only contract intelligence platform companies trust to keep them out in front, now and in the future. Our unwavering commitment to contract intelligence is grounded in our FORTE values—Fairness, Openness, Respect, Teamwork and Execution—which guide all our interactions with employees, customers, partners, and stakeholders. Because in our mission to be the contract intelligence platform of the world, we believe how we get there is as important as the destination.

Icertis, Inc. provides Equal Employment Opportunity to all employees and applicants for employment without regard to race, color, religion, gender identity or expression, sex, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Icertis, Inc. complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. If you are in need of accommodation or special assistance to navigate our website or to complete your application, please send an e-mail with your request to [email protected] or get in touch with your recruiter.