Strategy And Transformation Advisor Jobs

Location: Central, US Remote (TX, UT, CO, NM, KS, OK, MO, AR, MS, LA) Compensation: $145,000 - $175,000 (Total Cash Compensation) The salary range above reflects our compensation bands adjusted for regional cost-of-living differences. Actual compensation will be determined based on the candidate's experience level, skills, and the specific location within our service region. Eltropy is seeking a strategic and results-oriented Tier-1 Customer Success Manager (CSM) to manage a portfolio of roughly 20 high-impact financial institution customers, including top-tier credit unions and community banks. In this role, you will partner with key stakeholders to deliver transformative outcomes through our industry-leading AI-powered communications platform while driving retention, growth, and overall satisfaction. Role & Responsibilities Tier-1 Relationship Management Serve as the trusted strategic advisor and single point of contact for roughly 20 Tier-1 accounts, fostering deep executive relationships and long-term partnerships. Conduct regular check-ins and executive/strategic business reviews to ensure customers are achieving their desired outcomes and realizing clear ROI from Eltropy. Cultivate referenceable customers who serve as positive advocates of Eltropy to prospects and within the broader financial services community. Advocate and drive customers’ product, technology, and service needs internally within Eltropy. Customer Success Strategy Develop and execute tailored, multi-year success plans to support customers in achieving their business goals and transformation initiatives. Proactively identify and mitigate risks of churn through data analysis, health scoring, usage tracking, and early intervention strategies. Partner closely with customers on best practices, change management, and roadmap alignment to maximize adoption and value. Revenue Growth Identify opportunities for expansion and upsell within the portfolio by aligning customer needs and strategic prior

Location: Central, US Remote (ND, SD, NE, MN, IA, WI, IL, MI, IN, OH, PA, NY) Compensation: $145,000 - $175,000 (Total Cash Compensation) The salary range above reflects our compensation bands adjusted for regional cost-of-living differences. Actual compensation will be determined based on the candidate's experience level, skills, and the specific location within our service region. Eltropy is seeking a strategic and results-oriented Tier-1 Customer Success Manager (CSM) to manage a portfolio of roughly 20 high-impact financial institution customers, including top-tier credit unions and community banks. In this role, you will partner with key stakeholders to deliver transformative outcomes through our industry-leading AI-powered communications platform while driving retention, growth, and overall satisfaction. Role & Responsibilities Tier-1 Relationship Management Serve as the trusted strategic advisor and single point of contact for roughly 20 Tier-1 accounts, fostering deep executive relationships and long-term partnerships. Conduct regular check-ins and executive/strategic business reviews to ensure customers are achieving their desired outcomes and realizing clear ROI from Eltropy. Cultivate referenceable customers who serve as positive advocates of Eltropy to prospects and within the broader financial services community. Advocate and drive customers’ product, technology, and service needs internally within Eltropy. Customer Success Strategy Develop and execute tailored, multi-year success plans to support customers in achieving their business goals and transformation initiatives. Proactively identify and mitigate risks of churn through data analysis, health scoring, usage tracking, and early intervention strategies. Partner closely with customers on best practices, change management, and roadmap alignment to maximize adoption and value. Revenue Growth Identify opportunities for expansion and upsell within the portfolio by aligning customer needs and strateg

Spaulding Ridge is an advisory and IT implementation firm. We help global organizations get financial clarity into the complex, daily sales, and operational decisions that impact profitable revenue generations, efficient operational performance, and reliable financial management. At Spaulding Ridge, we believe all business is personal. Core to our values is our relationships with our clients, our business partners, our team, and the global community. Our employees dedicate their time to helping our clients transform their business, from strategy through implementation and business transformation. The Talent Development Partner is an experienced learning professional responsible for designing, developing, facilitating, and evaluating high-quality talent development programs across North America while supporting the company’s global learning framework and strategy. This role translates enterprise priorities and emerging capability needs into practical, scalable learning experiences that accelerate new-hire productivity, strengthen consulting and technical capabilities, increase manager effectiveness, and support career growth. As a hands-on program owner, this person will lead the full lifecycle of assigned talent development initiatives, from needs assessment and program design through facilitation, coordination, measurement, and continuous improvement. The Talent Development Partner will own North American internship programming, manage and continuously improve the learning management system, and maintain the content, tools, governance, and data needed to deliver consistent learning experiences. Working closely with global Learning and Development colleagues, People and Culture, practice and business leaders, subject matter experts, and external providers, this role will ensure programs reflect global standards while responding to North American business needs, client-delivery expectations, and future capability requirements. In this role, you can expect to: &

Who is Artefact? Artefact is a next-generation strategy and data consulting firm dedicated to transforming organizations through data and AI. We combine the rigor of top-tier strategy consulting with deep expertise in data, digital, and analytics to help clients achieve tangible business impact. With 1,800+ consultants, data scientists, and engineers across 23 countries, we work with global leaders such as Samsung, L’Oréal, Orange, and Sanofi. Our Romandie office (Geneva/Lausanne) is at the heart of Artefact’s growth, advising clients on their most pressing strategic challenges — from AI strategy and governance to digital transformation roadmaps and new business model design. Main Responsibilities As a Senior Technical Consultant / Senior AI Engineer , you will lead the design and delivery of impactful AI and data solutions. You’ll combine hands-on engineering with client advisory, guiding multi-disciplinary teams from opportunity framing to production deployment. Own solution architecture & delivery: Define end-to-end architectures (data, ML/LLM, APIs, security), make build/buy decisions, and drive projects from PoC to production with reliability, observability, and cost in mind. Lead complex PoCs & pilots: Scope, prototype, and validate AI/ML use cases (incl. LLMs/GenAI, RAG, fine-tuning, evaluation) and convert successful pilots into scalable products. Advanced programming & modeling: Build, adapt, and evaluate ML/DL/LLM models using Python (PyTorch, TensorFlow, HuggingFace, LangChain/LlamaIndex), including prompt engineering, fine-tuning/LoRA, vector search, and safety/guardrails. Cloud & MLOps/LLMOps: Design and operate solutions on Azure, GCP, or AWS (CI/CD, containers, model serving, feature stores, vector DBs, monitoring, eval pipelines). Client advisory & stakeholder management: Translate business goals into technical roadmaps, present to senior stakeholders, manage risks and trade-offs, and ensure measurable business impact. Quality, se

Who is Artefact? Artefact is a next-generation strategy and data consulting firm dedicated to transforming organizations through data and AI. We combine the rigor of top-tier strategy consulting with deep expertise in data, digital, and analytics to help clients achieve tangible business impact. With 1,800+ consultants, data scientists, and engineers across 23 countries, we work with global leaders such as Samsung, L’Oréal, Orange, and Sanofi. Our Romandie office (Geneva/Lausanne) is at the heart of Artefact’s growth, advising clients on their most pressing strategic challenges — from AI strategy and governance to digital transformation roadmaps and new business model design. What you will be doing? We are looking for a Senior AI Engineer / Technical Consultant to bridge the gap between high-level strategy and technical execution. You will act as a "builder first, consultant second," designing and deploying AI/ML solutions that solve complex business problems for global clients. This role involves end-to-end technical leadership, from initial rapid prototyping (PoCs) to scaling production-ready systems. Key Responsibilities Solution Engineering: Design, implement, and deploy pragmatic AI solutions (ML, LLMs, Generative AI) tailored to specific client business needs. Technical Consulting: Act as a technical advisor to client stakeholders, translating business requirements into scalable technical architectures and guiding them on AI best practices. Prototyping & Production: Build and test Proof of Concepts (PoCs) and transition them into production-ready environments, ensuring security, performance, and maintainability. Architecture & Infrastructure: Design robust AI infrastructure using cloud-native services (AWS, Azure, or GCP) and modern data pipelines. Collaboration: Work within cross-functional teams (Data Scientists, Project Managers, and Strategy Consultants) to ensure the technical feasibility of AI initiatives. Mentorship: Lead project workstreams and

Who we are Artefact is a leading global consulting company dedicated to accelerating the adoption of data and AI to positively impact people and organizations. We specialize in data & AI transformation and data marketing to drive tangible business results across the entire enterprise value chain for our clients. Artefact offers the most comprehensive set of data-driven solutions per industry, built on deep data science and cutting-edge AI technologies, delivering AI projects at scale in all industry sectors. From strategy to operations, we offer an end-to-end approach and solutions: data strategy, data quality and governance, data platforms, AI Factory, data-driven customer experience and marketing ROI. Our 1500+ employees operate in 22 countries (Europe, Asia, Americas, Middle East, Africa) and we partner with 1000+ clients, including some of the world’s top 300 brands such as Heineken, Mars, Samsung and L’Oréal. What you will be doing : Our Data Consulting department leads the way in effectively exploiting data & AI in all its forms. Do you want to help our clients define best-in-class data & AI strategies, drive transformations and build data & AI solutions that have impact? Join our dynamic consulting team and contribute to developing our international client portfolio! As an AI Consultant, you will support national and international clients across various industries in developing and implementing innovative data & AI strategies. Your role will encompass: Client advisory : collaborate with clients alongside your (international) team to understand their business needs and goals, delivering data-driven recommendations that guide decision-making and strategy. Data Collection and organization : collect, clean, and prepare data for analysis, correcting errors and formatting it for statistical software. Ownership of project stream: drive individual workstreams, ensuring successful and timely delivery, in alignment with project goals. Da

About the Team OpenAI’s GTM Partnerships team builds a strategic, global partner ecosystem to accelerate customer success, enable responsible enterprise AI adoption, and drive durable growth in support of OpenAI’s mission. We work cross-functionally across Sales, Solutions, Product, Engineering, Security, Legal, Finance, Marketing, Operations, and Customer Success to translate strategic partnerships into measurable outcomes for customers. Global consulting and advisory partners are essential to helping enterprises move from AI strategy to production deployment. PwC brings global reach, deep industry and functional expertise, technology and transformation capabilities, and longstanding relationships with complex and regulated enterprises. This role will lead OpenAI’s global partnership with PwC and create the strategy, operating model, and field motions needed to turn that relationship into repeatable customer and commercial impact. This role is based in San Francisco, New York City, or Seattle. We use a hybrid work model of three days in the office per week. About the Role We are hiring a Partner Director, PwC to serve as the single accountable owner of OpenAI’s strategic relationship with PwC globally. You will define the partnership thesis and joint business plan, build executive alignment, activate PwC’s industry, advisory, technology, sales, and delivery organizations, and develop repeatable go-to-market motions that accelerate enterprise AI adoption. This is a strategic and hands-on leadership role. You will move fluidly between senior executive engagement, joint account and opportunity strategy, solution and delivery alignment, field enablement, governance, and day-to-day execution. Success requires a strong understanding of how a large, matrixed professional-services organization operates, commercial discipline, technical fluency, and the ability to align teams without relying on formal authority. The ideal candidate has led a high-impact global alliance with

For over 20 years, Smartsheet has empowered teams to manage work seamlessly and scale solutions smarter. Now, in our most ambitious chapter yet, we are uniting human teams with AI agents. By orchestrating the work agents do best, automating manual tasks and uncovering insights at scale, we create the space for people to focus on what truly matters: judgment, creativity, and big thinking. That is magic at work, and it’s what we show up for every day. Smartsheet is seeking a Principal Partner Marketing Manager to lead and scale co-marketing programs across our ecosystem of strategic technology and channel partners. This role influences and executes partner marketing strategy, program design, and budget. You will own the end-to-end marketing relationship with a portfolio of high-priority partners — designing and executing programs that accelerate pipeline at every stage of the buyer journey. You will operate as a trusted advisor and key connector between Field Marketing, Partner Sales, Demand Gen, and Product Marketing This role reports to the Director, Partner Marketing and can be based in our Bellevue, WA office or remotely from anywhere in the US where Smartsheet is a registered employer. You Will: Partner Marketing Strategy & Program Design Own the co-marketing strategy and execution roadmap for a portfolio of strategic technology and channel partners, ensuring alignment to Smartsheet's FY27 Field Marketing transformation priorities and demand generation framework. Design and govern integrated partner marketing programs across multiple channels including events, digital, content syndication, demand generation with clear pipeline and ROI objectives. Establish scalable operating models, playbooks, and execution frameworks for partner marketing that can be adopted across the function. Develop and manage the partner marketing events strategy, including third-party event sponsorships, partner-led field events, and co-branded virtual programs. Pipeline Accountability

CAPCO POLAND *We are looking for Poland based candidate. This role is hybrid. At Capco Poland, we’re not just another consultancy - we’re the spark behind digital transformation in the financial world. As a global leader in technology and management consulting, we thrive on helping clients tackle the toughest challenges across banking, payments, capital markets, wealth, and asset management. Help financial institutions navigate the evolving payments landscape and turn market, regulatory and technology change into practical business outcomes. The Role As a Senior Manager specializing in Payments at Capco, you will advise banks and other financial institutions on complex payments challenges, helping clients respond to changing customer expectations, regulatory requirements and developments across the payments ecosystem. You will work closely with senior client stakeholders across Payments, Operations, Product, Technology, Risk and Compliance, supporting engagements spanning payments strategy, operating model transformation, regulatory change and the modernization of payments capabilities. This is a senior advisory role combining deep payments knowledge, consulting expertise and strong stakeholder management. You will help clients assess opportunities and challenges, define target-state solutions and deliver sustainable change while contributing to the continued development of Capco’s Payments offering in Poland. What You’ll Do Advise banks and other financial institutions on payments strategy, transformation and regulatory change, translating complex market and regulatory developments into practical business actions. Lead advisory and transformation engagements across the payment’s lifecycle, including payment products, processes, operating models and supporting capabilities. Support clients in responding to developments across the European and Polish payments landscape, assessing business impacts and defining effective implementation and transformation ro

Who we are About Stripe Stripe is a financial infrastructure platform for businesses. Millions of companies - from the world’s largest enterprises to the most ambitious startups - use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone's reach while doing the most important work of your career. About the team Stripe's Strategy & Transformation practice (within Professional Services) works with our most strategic users. The team serves as a transformation & growth partner to our most strategic and frontier users — helping them achieve complex business goals and enabling greater certainty in their outcomes when they invest with Stripe. This role will establish and lead a new sub-practice within Strategy & Transformation: Growth & Monetization Advisory . As Stripe's users grow in scale and ambition — launching new revenue channels, embedding payments & finance into platforms, pricing AI-powered products, and expanding into new geographies — they need a trusted, opinionated advisor in their corner to advice them with prescriptive point of view on revenue acceleration, GTM, pricing & monetization strategy. This role & practice will span both traditional fiat rails and the emerging crypto and stablecoin infrastructure across Stripe, Bridge, Privy, and Tempo — positioning it as one of the most forward-looking advisory capabilities in financial services today. You will run workshops for c-suite & senior management around this capabilities and support the team globally on including this workstream in their respective enterprise transformation workshop The opportunity Stripe works with the world's most ambitious platforms, marketplaces, and enterprises building the next generation of financial products — and the scale of

Build strategies. Shape change. Lead enterprise data transformation. The Role We are seeking a visionary Data Strategy & Advisory Leader at Managing Principal level to shape the future of data in financial services. You will lead the design, delivery, and scaling of enterprise-wide data strategies for tier-one banks, insurers, and investment firms — helping them unlock the value of their data and meet the demands of an ever-evolving regulatory and digital landscape. This is not just about advising — it’s about owning the transformation agenda : defining innovative propositions, leading complex consulting engagements, inspiring cross-disciplinary teams, and driving commercial growth. You’ll be at the forefront of modern data strategy, governance, analytics, and AI adoption, while mentoring the next generation of data leaders. What You’ll Do Design and operationalise enterprise data strategies that enable business transformation across banking, insurance, and investment sectors. Lead high-impact consulting engagements in data governance, literacy, quality, regulatory response, and analytics-driven decision-making. Shape new market propositions in data consulting, including the adoption of AI, advanced analytics, and cloud-based data platforms. Drive process modernisation — from business analysis to technical design, solution implementation, and long-term optimisation. Build trusted senior stakeholder relationships , influencing strategic decisions and securing follow-on mandates. Scale data capabilities across internal teams and client organisations, ensuring consistent, high-quality outcomes. Contribute to thought leadership , industry events, and internal innovation initiatives. What We’re Looking For 8+ years of senior-level consulting experience in financial services, with a strong data strategy and advisory focus. Proven expertise across the full data lifecycle , supported by frameworks such as DAMA DMBOK, DCAM, or CDMC. Deep understandin

AI Strategy & Transformation – Managing Principal Location: London (Hybrid) | Practice Area: Data & Analytics | Type: Permanent Shape the Future of AI Strategy for the World's Leading Financial Institutions The Role We're looking for an experienced Managing Principal to join Capco's AI Strategy & Transformation practice. In this senior leadership role, you'll partner with C-suite executives across leading financial institutions to define AI strategies, shape enterprise transformation agendas and deliver measurable business value through responsible AI adoption. You'll combine strategic advisory expertise, commercial leadership and transformation delivery to help clients scale AI capabilities, establish effective operating models and realize long-term value from AI investments. Alongside leading major client engagements, you'll play a key role in growing Capco's AI Strategy & Advisory capability, developing our people and expanding our market presence. What You'll Do Lead enterprise AI strategy engagements, defining transformation roadmaps, operating models, governance frameworks and investment priorities. Advise senior executives on AI adoption, business transformation, Responsible AI and value realization across complex Financial Services organizations. Lead large-scale AI transformation programmes while building trusted client relationships and delivering measurable commercial outcomes. Drive business growth by shaping new client opportunities, developing propositions and contributing to AI thought leadership. Coach and develop consulting teams while strengthening Capco's AI Strategy & Advisory capability across the business. What We're Looking For Extensive consulting or advisory experience delivering AI, digital or enterprise transformation within Financial Services. Proven experience advising C-suite stakeholders and leading complex strategic transformation programmes from strategy through implementation. Strong expertise in AI strategy, gov

Spaulding Ridge is an advisory and IT implementation firm. We help global organizations get financial clarity into the complex, daily sales, and operational decisions that impact profitable revenue generations, efficient operational performance, and reliable financial management. At Spaulding Ridge, we believe all business is personal. Core to our values is our relationships with our clients, our business partners, our team, and the global community. Our employees dedicate their time to helping our clients transform their business, from strategy through implementation and business transformation. What You Will Do We are looking for an Engagement Lead to join our Finance and Operations Delivery Team! The Engagement Lead will oversee relationships with our enterprise level clients across our Finance and Operations technologies. The ideal candidate will be apt in building strong relationships with strategic clients demonstrated by your ability to understand our clients’ needs and requirements, aligning them with our best in cloud solutions to achieve their goals. The engagement lead is expected to drive strong delivery of existing work which will help lead to adjacent opportunities in different functions, business units, and/or regions within an enterprise ecosystem. Ideal candidates will be able to: Develop trust relationships with a portfolio of major clients Acquire a thorough understanding of key customer needs and requirements Expand the relationships with existing customers by continuously proposing solutions that meet their objectives Understand their business processes and advise on best-practices where applicable Lead multi-faceted internal teams, balancing SR’s resources to maximize impact to the customer while still focusing on their professional development and career progression Ensure the correct products and services are delivered to customers in a timely manner Serve as the link of communication between key customers and internal teams Resol

Spaulding Ridge is an advisory and IT implementation firm. We help global organizations get financial clarity into the complex, daily sales, and operational decisions that impact profitable revenue generations, efficient operational performance, and reliable financial management. At Spaulding Ridge, we believe all business is personal. Core to our values is our relationships with our clients, our business partners, our team, and the global community. Our employees dedicate their time to helping our clients transform their business, from strategy through implementation and business transformation. What You Will Do We are looking for an Engagement Lead to join our Finance and Operations Delivery Team! The Engagement Lead will oversee relationships with our enterprise level clients across our Finance and Operations technologies. The ideal candidate will be apt in building strong relationships with strategic clients demonstrated by your ability to understand our clients’ needs and requirements, aligning them with our best in cloud solutions to achieve their goals. The engagement lead is expected to drive strong delivery of existing work which will help lead to adjacent opportunities in different functions, business units, and/or regions within an enterprise ecosystem. Ideal candidates will be able to: Develop trust relationships with a portfolio of major clients Acquire a thorough understanding of key customer needs and requirements Expand the relationships with existing customers by continuously proposing solutions that meet their objectives Understand their business processes and advise on best-practices where applicable Lead multi-faceted internal teams, balancing SR’s resources to maximize impact to the customer while still focusing on their professional development and career progression Ensure the correct products and services are delivered to customers in a timely manner Serve as the link of communication between key customers and internal teams Resol

CAPCO POLAND *We're looking for Poland-based candidates. The role is hybrid and requires working from the office in Warsaw. Capco Poland is a global technology and management consultancy specializing in driving digital transformation across the financial services industry. We are passionate about helping our clients succeed in an ever-changing industry. We are also: Experts in banking and payments, capital markets and wealth and asset management Committed to growing our business and hiring the best talent to help us get there Focused on maintaining our nimble, agile and entrepreneurial culture Shape complex data programmes and help financial institutions turn data strategy into practical, scalable transformation. The Role As a Senior Lead Consultant / Principal Data Advisor at Capco, you will play a key role in leading complex, large-scale data programmes for clients across banking and financial services. You will work closely with senior management, Steering Committees, Business, IT, Security, and Data Owners to provide strategic direction and support critical architectural and organisational decisions. Combining practical expertise across data governance, architecture, and transformation, you will help clients build robust data capabilities and translate strategic objectives into effective delivery. What You’ll Do Lead and provide strategic direction across large-scale data programmes within banking and financial services. Advise senior management and Steering Committees on data strategy, governance, architecture, and transformation. Facilitate complex discussions and build alignment between Business, IT, Security, Data Owners, and other key stakeholders. Guide architectural and organisational decisions across data warehouses, data platforms, and lakehouse solutions. Assess architectural and technical recommendations, including solutions using GCP and BigQuery, to support scalable and effective delivery. What We're looking for Extensive experience in leading large