This role bridges sales and delivery for financial services clients, requiring someone who can translate technical AI/ML and data capabilities into business outcomes without writing code. The person will maintain reusable delivery assets, run workshops and demos, scope technology implementations alongside engineering teams, and operate as a trusted advisor who understands both client pain points and product capability.… Success demands fluency in financial services (banking, insurance, investment management), customer data platforms, data segmentation, and emerging AI/LLM use cases, paired with strong executive communication and the ability to manage multiple concurrent engagements within defined scope and timeline guardrails.
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