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XM Strategy - Financial Services Industry

Qualtrics

Qualtrics

Accounting & Finance
United States · Remote
Posted on Friday, April 19, 2024

At Qualtrics, we create software the world’s best brands use to deliver exceptional frontline experiences, build high-performing teams, and design products people love. But we are more than a platform—we are the creators and stewards of the Experience Management category serving over 18K clients globally. Building a category takes grit, determination, and a disdain for convention—but most of all it requires close-knit, high-functioning teams with an unwavering dedication to serving our customers.

When you join one of our teams, you’ll be part of a nimble group that’s empowered to set aggressive goals and move fast to achieve them. Strategic risks are encouraged and complex problems are solved together, by passing the microphone and iterating until the best solution comes to light. You won’t have to look to find growth opportunities—ready or not, they’ll find you. From retail to government to healthcare, we’re on a mission to bring humanity, connection, and empathy back to business. Join over 6,000 people across the globe who think that’s work worth doing.

XM Strategist - Financial Services and Insurance

Why We Have This Role

  • Our XM Strategists support our sales teams by bringing their years of experience and credentials to bear through defined client engagements ranging from executive coaching sessions to more in-depth workshops.
  • This team dives deep on key deals and strategic accounts to positively influence time to close, average deal size and overall win percentage.
  • The XM Strategist for our Financial Services and Insurance business will act as an expert advisor across our core XM domains (customer, employee and market research) as well as across several key industry verticals including retail and B2B.
  • While most of your efforts will be focused in the pre-sales environment, some of the additional cross-functional initiatives may include input in product direction, content generation, contributing to analyst reports/relationships, attending events, and influencing account-based marketing activity.

How You’ll Find Success

  • Thrive as a subject matter expert focused on pre-sales engagements that build, expand and close pipeline in the most critical accounts for the business, with the most critical stakeholders and decision makers.
  • Serve as a strategic partner to the sales team in key opportunities, delivering outputs that help customers build their vision for experience management, and design their roadmaps towards the art of the possible.

How You'll Grow

  • While this role is designated “financial services”, it is not dedicated. As such, there is opportunity to work across specialized verticals including public sector (education and government), healthcare & life sciences, and across the entire enterprise sector.
  • The XM category cuts across several stand-alone areas of professional expertise. In this role you will gain exposure not only to areas that align with your core areas of expertise (e.g., employee experience), but will also be afforded the opportunity to shadow and eventually own motions aligned to other areas under the XM umbrella (e.g., customer experience and market research).

Things You’ll Do

  • Work directly with sales teams pursuing key deals across quarters and years. These deals could range from large dollar deals with significant impact on short-term company performance to important industry leaders who prefer to take a crawl-walk-run approach to XM. Either way, your expertise and guidance will be essential to effectively meeting our customers' needs.
  • Engage with select existing customers who have the potential to act as flagship advocates and are wanting to significantly expand their license within or across XM categories.
  • Act as a support / guide to the service delivery teams (internal and ecosystem) in key flagship accounts and as a trusted advisor to the C-suite / budget holders of our most valued customers.
  • Influence go-to-market strategy for XM:
    • Provide guidance to the PMM team on product positioning and messaging, competitive intelligence and key trends influencing how we position and grow.
    • Provide guidance to the teams responsible for unlocking barriers to growth in this market (e.g. accessibility, security, procurement frameworks) and work with these groups to proactively address critical issues
    • Provide guidance on thought leadership content to help build our brand in market. Be a visible, strategic thought leader at our most strategic customer events

What We’re Looking For On Your CV

  • College degree in a related field (e.g. Psychology, Business, Social Sciences, Economics, etc.). Graduate degree preferred.
  • Experience working in or with enterprise teams owning CX, EX or MR functions within name-brand organization
  • Experience consulting on the design and implementation of Experience Management (XM) Programs - Employee or Customer
  • A strong knowledge of survey/assessment design, change management consulting, and quantitative or qualitative data analysis
  • A strong understanding of industry trends and an ability to articulate for the layperson
  • Demonstrated ability to persuasively communicate complex concepts at the highest level within organizations and an ability to build relationships with strategic decision makers

What You Should Know About This Team

  • We pride ourselves on being a team that not only understands but also contributes to the achievement of the company's primary objectives.
  • Partnering with sales teams across different locations, we foster a culture where smooth communication and collaboration reign supreme.
  • This is a highly visible role, to both internal and external executive teams.
  • While there is consistency in projects and expectations, the work rarely looks the same day-to-day
  • Our team values the ability to take initiative, work independently, and accomplish key initiatives. Everyone is encouraged to think ahead, anticipate potential issues, and find ways to proactively conquer.
  • We believe in being face-to-face with clients and travel is expected.

Our Team’s Favorite Perks and Benefits

  • This team has the unique ability to apply creative and insightful solutions to significant business challenges - the ability to grow creatively and strategically is a key perk
  • Qualtrics Experience Program - A bonus each year for an experience of your choosing
  • Worldwide and diverse community that enjoys helping each other
  • In our offices we take pride in creating an open and collaborative work space.
  • At Qualtrics we are constantly working to create an environment where everyone feels safe and comfortable coming to work and can, as a result of our culture, make their best possible contribution to our team

Qualtrics is an equal opportunity employer meaning that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other protected characteristic.

​​​Applicants in the United States of America have rights under Federal Employment Laws:Family & Medical Leave Act,Equal Opportunity Employment,Employee Polygraph Protection Act

Qualtrics is committed to the inclusion of all qualified individuals. As part of this commitment, Qualtrics will ensure that persons with disabilities are provided with reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please let your Qualtrics contact/recruiter know.

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For full-time positions, this pay range is for base per year; however, base pay offered may vary depending on location, job-related knowledge, education, skills, and experience. For part-time or intern positions, this pay range is for base pay per hour. A sign-on bonus and restricted stock units may be included in an employment offer, in addition to a range of medical, financial, and other benefits, based on eligibility criteria.

Remote Pay Transparency Range
$142,500$169,000 USD