Finance Systems Commercial Delivery Lead

Job Duties and Responsibilities

• Sales Delivery Ownership:
  • Manage delivery-side sales for the Finance Systems service line in collaboration with the Go-To-Market team and Finance Systems experts
• Proposal Development:
  • Draft and review Statements of Work (SOWs) and budget buildups, ensuring adherence to organizational guidelines and protocols
  • Create and enhance pitch materials, scoping documentation, and standardized templates for SOW offerings
• Opportunity Management:
  • Maintain accurate records of activities and opportunities in Salesforce
  • Scope service delivery requirements, engaging relevant team members as needed
• Pricing and Process Improvement:
  • Assess pricing accuracy and recommend improvements to scoping and pricing processes
• Brand and Market Engagement:
  • Act as a visible champion for the service line through client engagement, industry forums, events, and marketing campaigns (e.g., thought leadership, social media, webinars)
• Sales Enablement:
  • Educate Go-To-Market and delivery teams on solution updates, roadmaps, and new offerings
  • Participate actively in the sales forecasting process
• Sales-to-Delivery Transition:
  • Manage and conduct handover meetings to ensure seamless transition from sales to delivery

Qualifications

Required:

• Bachelor’s degree in Business, Finance, Information Systems, or related field
• 5+ years of experience in professional services, consulting, or solution delivery within the legal or financial systems domain
• Proven experience in drafting SOWs, building budgets, and managing sales-to-delivery processes
• Strong understanding of finance systems and operations in law firms
• Excellent communication and presentation skills, with ability to engage clients and internal stakeholders effectively
• Proficiency in Salesforce or similar CRM tools

Preferred:

• Experience in marketing collaboration and thought leadership initiatives
• Familiarity with pricing strategies and process optimization
• Advanced knowledge of legal industry trends and finance technology solutions