Customer Advisor Finance Jobs

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Principal Embedded Technical Customer Advisor, Financial Services - North America

SAS Cary, NC

Cary, NC

Today

Full time Advisor Client Relations Client Service

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Job Description

Lead a hands-on, embedded technical advisory engagement with strategic Financial Services customers to design scalable SAS solutions and drive measurable outcomes.

Responsibilities

Run deep-dive workshops to map customers’ current operational environments and define an evolving SAS ecosystem aligned to their needs.
Act as an on-site subject matter expert, recommending best practices to maximize the value, usage, and usability of SAS solutions.
Create and deliver technically rigorous demonstrations, prototypes, and proofs of value using customer data and use cases.
Collaborate with Account Executives to plan and implement customer retention, post-sale adoption, and expansion strategies.
Configure SAS solutions and supporting products to support validation, knowledge sharing, and demonstration activities.
Coordinate with sales, pre-sales, technical support, product management, and partners to implement and optimize solutions in customer environments.
Maintain advanced knowledge of SAS offerings, third-party technologies, competitive information, and industry trends, then apply insights to customer opportunities.
Follow applicable security policies and processes to support the organization’s secure software development goals.
Model SAS values including curiosity, passion, authenticity, and accountability in day-to-day work.
Mentor other embedded resources to support career and skill growth.

Requirements

Bachelor’s degree in mathematics, statistics, data science, business, computer science or a related field.
Minimum 12 years of experience in technical sales, solutions architecture, systems engineering, application development, project management, customer advisory, or related technical customer-facing roles.
Demonstrated ability to influence executive and technical stakeholders at large Financial Services organizations across Technology, Operations, Data & Analytics, and Line of Business leadership teams.
Proficiency in technical change enablement, user adoption frameworks, and value realization tracking, including usage KPIs, post-sale enablement roadmaps, and center-of-excellence structures.
Expertise in identifying fast-moving consumer fraud vectors across digital channels, including cross-channel behavioral profiling to evaluate transactions in milliseconds while minimizing false positives and customer friction.
Experience integrating adaptive analytics into enterprise decisioning engines to respond to evolving consumer fraud tactics.
Experience serving as a trusted advisor to executive stakeholders (e.g., CIOs, CTOs, Data Officers, Risk Officers, or Line of Business Leaders), aligning technology investments to business outcomes.
Equivalent combination of related education, training, and experience may be considered in place of the listed qualifications.

Benefits

Comprehensive medical, prescription, dental, and vision plans.
Medical plan options include PPO with low annual deductible and copays, and HDHP with a health savings account with a contribution from SAS.
Onsite Health Care Center (HQ) free to employees and family members enrolled in the PPO plan; pharmacy ships prescriptions with no additional charge.
Industry-leading 401k plan.
Tuition Assistance Program and programs/resources to support development.
Generous time away including vacation time, a variety of paid holidays, and a U.S. Winter Wellness Break between December 25 and January 1.
Volunteer Time Off, parental leave, and unlimited paid sick days.
Generous childcare benefits for all full-time employees.

Additional Competencies, Knowledge and Skills

Building Customer Relationships: Understands needs, ensures satisfaction, proactively resolves issues, and maintains confidence and loyalty.
Driving For Results: Sets ambitious goals, measures progress effectively, and continuously improves to meet or exceed objectives.
Influencing: Gains acceptance of ideas and secures commitment by engaging stakeholders, addressing concerns, and building a compelling case for change.
Creating Demand through Insight: Identifies root causes of customer business challenges and delivers insights that reveal problems or opportunities and demonstrate long-term business value.
Transformation Track Record: Leads enterprise-scale cloud, data, AI, or analytics transformation programs with measurable outcomes such as platform adoption, operational modernization, risk reduction, or revenue growth.

Additional Information

Applicants must be legally authorized to work in the United States and should not require sponsorship for employment visa status now or in the future.
SAS is an equal opportunity employer.
Resumes may be considered in the order they are received.
Certain job functions may require access to technology or software subject to export/import regulations; SAS may request nationality or citizenship information for trade compliance purposes.
SAS only sends emails from verified sas.com addresses and never asks for sensitive personal information or money. If you have doubts about authenticity, contact Recruitingsupport@sas.com.

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