Customer Value Specialist

Lake Mary, FL 32746

Posted: 03/23/2022 Job Number: 1182

Job Description

The Customer Value Team is in the vanguard of Banking and Technology and transforms that know-how into innovative approaches in to engage executives of Financial Services’ organizations. The team differentiates the company in the marketplace and is extremely impactful in increasing sale effectiveness.


The mandate of the Customer Value Team is to increase the company’s ability to engage with Executive level decision makers during their decision-making and throughout the innovation process. This is achieved by bringing value, innovation, and strategic alignment to the center of the solution proposition and sales cycle.


The team functions essentially as a consulting group, creating strategic content that is delivered to senior executives within client organizations to drive a value-based approach.


About the Role of Customer Value Team

  1. a Customer Value team member, you will advise Financial Services’ executives on the business and financial impact of major technology related transformations. This will be executed by assessing their current strategy, constraints and capabilities and defining different scenarios. The team identifies key capabilities to improve their market competitiveness, defining transformation roadmaps and estimating the financial impact.


This function is a critical role for the company’s success since it reduces the uncertainty associated with the major decisions our customers will make. We achieve these goals by:

  • Outlining the impact specific investments are going to have in addressing strategic objectives
  • Establishing the expected ROI from these investments
  • Showing how leveraging innovative technologies will help customers gain a competitive advantage in the market and/or impact their end customers


We are looking for experienced professionals with a proven track record in consulting and/or value advisory roles in Financial Services and/or the Technology sector (preferably in both). The Customer Value position is an individual contributor role which requires strong skills in managing multiple stakeholders and in addressing complex problems, especially ones with considerable degrees of uncertainty. Senior value leads must have previous experience in working with C-Level executives in their decision-making process.


This is a unique opportunity to work in a leading global Fintech and be at the forefront of Financial Service’s innovation.


Experience and skills:
  • It is a critical to be proactive and have a collaborative attitude
  • We work in a fast pace and dynamic environment; you need to make things happen
  • Executive level communication and presentation skills; you need to know how to influence others
  • Experience working with C-Level executives in supporting and providing them advice and presenting analysis to sustain your advice
  • Understanding and hands on experience working in large/complex opportunities or working at/with large and complex companies where it was required to manage multiple agendas and stakeholders
  • Ability to understand complex scenarios and business operations using limited information in order to extrapolate recommendations on paths forward and key sets of initiatives for executives to consider
  • Understanding of key Financial Services and Technology trends
  • 5+ years’ experience in management consulting and/or value selling (could have been working in internal strategy/consulting departments)
  • Preferably: experience working in roles that had a strong technology component or at least required an understanding of the impact technology can have
  • Business-level fluency in spoken and written English
  • It is a critical to be proactive and have a collaborative attitude
  • Able to influence and drive others when working in a virtual team environment


Meet Your Recruiter

Michelle Abel

Michelle Abel, CPC, is the founder of Corporate & Technical Recruiters, Inc. She began her career after completing her undergraduate studies in Psychology at Emory University. Before founding CTR, she was a partner and CFO in a national recruiting firm. Michelle went on to establish her own firm as CEO of Corporate & Technical Recruiters. CTR's clients have a global presence and offer positions in marketing, sales, management, technology, engineering and accounting. With over 20 years of experience in the personnel field, Michelle's dedication to service makes her a leader in the industry.

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About Lake Mary, FL

Ready to take the next step in your career? Explore exciting job opportunities in the vibrant area surrounding Lake Mary, Florida! Nestled in the heart of Seminole County, Lake Mary offers a perfect blend of suburban charm and urban convenience. With top-rated schools, stunning parks like Central Park at Lake Mary, and a thriving arts scene featuring the Jeanine Taylor Folk Art Gallery and the Wayne Densch Performing Arts Center, this region is a haven for both nature enthusiasts and culture aficionados. Indulge in local delicacies like gator tail at popular eateries and catch a game by Orlando City SC at Exploria Stadium just a short drive away. Start your next chapter in Lake Mary and discover a flourishing community filled with endless growth opportunities and enchanting Southern hospitality!