Director, Strategic Banking Advisor

Role Overview


Gerent is on the lookout for a Strategic Banking Advisor who can help our fast-expanding Financial Services team to empower our clients through digital transformation leveraging Salesforce. The ideal candidate serves as a Trusted Advisor throughout our relationship with our customers. They will contribute and evangelize Gerent’s banking point of view to our prospects and customers from the initial sales cycle throughout the full cycle delivery. You will be responsible for defining best practices, industry competency, client engagement (sales side and delivery) and account growth. You will support complex projects and work closely with technical and non-technical team members to ensure that every solution provides top value to Gerent’s customers. You will take our learnings from projects to contribute to industry product development.

We are looking for Industry leaders with various degrees of experience at this time. Actual responsibilities and qualifications may vary slightly based on the level at which a candidate is hired. 

What you’ll do: 

  • Collaborate closely with delivery practices leadership to ensure a balance of supply and demand for resource skills and capacity in accordance with demands of the market

  • Work closely with the sales organization and support solution sales process, including the development and enhancement of tools and methodologies that improve the sale of professional services

  • Ensure a thorough understanding of customer expectations through meetings with sales and discussions of contractual details with the customer at the planning meetings

  • Foster executive relationships and, when required, serve as the executive sponsor or support others inside the business who serve as the executive sponsor.

  • Develops and supports the enhancements for delivery best practices, and where appropriate, builds delivery templates, and white papers.

  • Work with delivery leadership to enable industry focused delivery consultants

  • Work with SVP and VP of Financial Services to define reusable assets and/or products and drive requirements along with solutioning

  • Work with the Director of Financial Services Product as Product Manager to new product development.

  • Obtain Professional Accreditation in Financial Services Cloud (if available)

  • Participate with Salesforce industry product team (where applicable)

  • Member on Industry Product board (if available)

  • Oversee portfolio, ensure client success & referenceability

  • Partner with Client to grow client value in the current and future client engagements

  • Ensure/establish visibility into Client’s strategic objectives and aligned roadmap

  • Ensure healthy cross-functional team culture

  • Develop deep rooted relationships with our clients

What we’re looking for:


  • Bachelor’s degree in Business Administration and/or Information Technology (or equivalent experience) preferred.

  • Salesforce certifications: Admin, Industry Accreditation


  • 5+ years of enterprise consulting and implementation experience

  • 12+ years experience in Industry or in Management Consulting with focus in Industry

  • 3+ years of CRM consulting experience

Technical competencies:

  • Practical experience in one or more CRM software products (e.g., Salesforce, Siebel, Oracle, Clarify, Vantive, PeopleSoft, NetSuite, etc.)

  • Experience with critical areas of enterprise architecture (e.g., integration technologies, SSO, master data management)

  • Familiarity with Waterfall and/or Agile methodologies

Soft skills:

  • People leadership — Must have demonstrated leadership skills.

  • Teamwork — Must collaborate effectively with technical and non-technical team members during projects.  Collaborate effectively with Sales, Salesfroce and pre sales teams

  • Client focus — Must apply a client-centric mindset and ensure that all projects keep clients’ stated needs and goals top of mind.  

  • Accountability — Must be willing to take ownership of and responsibility for their customers project success.

  • Communication and presentation skills — Must present complex information to both technical and non-technical audiences. 

  • Innovation, creativity, and problem-solving —  Should be willing to think outside the box when confronting project challenges, building out practice assets and defining methods to train delivery resources. 

  • Strategy - Must be able to lay out a strategy or roadmap for clients onboarding or amidst a digital transformation anchored in <Industry> use caes

Leadership Qualities:

  • Must have a strong commitment to living in service to others

  • Be of outstanding character; a leader who influences others to become the best versions of themselves and demonstrates wisdom, integrity and resilience even in tough times 

  • Be a keenly intelligent builder, dedicated doer, and empathetic leader who enjoys developing teams and creative strategies

What we can offer you:

  • Competitive salary

  • WFH

  • FTO

  • Paid major holidays

  • Healthcare, dental, vision coverage

  • 401k 

Don’t wait; start growing your career with Gerent today!

At Gerent, we recognize that our people are our strongest asset. Since our founding, we’ve sought to harness the power of people and technology to fuel meaningful, positive connections between businesses and consumers. Our thriving community of creative thinkers and makers sets us apart by continually finding new ways to turn innovative technology solutions into remarkable customer experiences.  

The quality of their collective work speaks for itself — today, Gerent stands as a Salesforce Summit Partner and, after 900+ implementations, holds a 5-Star Customer Satisfaction Score. Our services span the gamut from strategy to consulting, implementation, digital experience, innovation, and managed services. 

Our ultimate goal is to become a trusted advisor in the Salesforce ecosystem. To that end, we’ve gathered some of the best and brightest in tech to ensure that Gerent’s collective strategic knowledge, business acumen, industry knowledge, and deep technical expertise set us apart from our competitors. 

We’ve built a solid foundation over the past 13 years. Now, we have a pivotal opportunity to expand exponentially over the next few years. We need talented professionals who can help us grow — and want to grow alongside us. 

Why work with Gerent?

  • Relationships are our gold standard.

We put our people first because we know the way we treat our employees is the way they’ll treat our customers.

  • Learning never stops.

Our team has an unquenchable thirst for knowledge. We embrace curiosity and continuous learning, pushing ourselves to skill up and stay abreast of industry and technical innovations.

  • Working to live.

Work is just one facet of a person’s life, and we intend to keep it that way. That’s why our entire team works remotely – because we’ve found that working from home means having more time to spend on our passions and with our families. 

  • Embracing our differences. 

Diversity is one of our greatest strengths. By including people from all walks of life, we can generate the best ideas and solutions.

  • We see and seek the best in people.

We assume the best of those we work with. We’ve found that assuming positive intent from our clients and colleagues leads to a positive work environment where everyone thrives.

  • Greater than the sum of our parts.

We believe we’re at our best when we work together. We’ve created a culture in which team members come together and elevate one another to perform at a higher standard than they ever could alone.

  • Constantly striving for excellence.

When something is good, we want to make it great. It’s in our company DNA to challenge the status quo and push the envelope. We’re not afraid to ask hard questions that improve our work.

  • Doing the right thing.

We keep our moral compass close at hand. We strive to do the right thing in every situation, no matter how big or small. 

We’re always looking for talented professionals who can help make our company — and team — stronger and more capable. Apply today! 

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