CRM Solution Consultant, Financial Services Industry

Job DescriptionOverview As a Solution Consultant for the India BFSI sector, you will play a pivotal role in helping banks, insurance companies, and financial institutions transform customer engagement and operational efficiency through innovative CRM solutions. You will partner with Sales, Product Management, and Executive Leadership to deliver technical expertise and strategic guidance throughout the sales cycle. This role requires a deep understanding of India’s BFSI priorities, compliance requirements, and digital transformation initiatives. What You’ll Do As a BFSI Solution Consultant, you will leverage your technical and domain expertise to develop, position, and deliver product-specific solutions during sales engagements, while supporting quarterly and annual sales objectives for your territory. Key responsibilities include: Partner with Sales as a trusted technical advisor and domain expert to support CRM solution sales for banks, NBFCs, and insurance providers. Lead discovery workshops tailored to BFSI needs, uncovering challenges such as customer onboarding, regulatory compliance, fraud prevention, and omnichannel engagement. Deliver compelling product demonstrations that showcase how our solutions align with RBI guidelines, IRDAI frameworks, and India’s digital banking initiatives. Respond to technical and product-related inquiries from BFSI customers, partners, and internal teams, ensuring alignment with data privacy laws and compliance standards like RBI, IRDAI, and SEBI regulations. Collaborate with Product Management to provide feedback on enhancements that address unique BFSI needs, such as secure transactions, KYC automation, and AI-driven personalization. Share best practices and reusable assets with peers to improve team efficiency and effectiveness in BFSI-focused engagements. Stay informed on competitive landscape and regulatory changes, including RBI circulars, IRDAI guidelines, and emerging fintech trends. Represent the company at BFSI events, including banking forums, fintech conferences, and industry trade shows. QualificationsWhat We’re Looking For To succeed in this role, you should bring: CRM Expertise: Deep hands-on experience in CRM and customer experience, with strong knowledge of service, sales, lead & opportunity management. AI Integration Mindset: Ability to leverage or critically evaluate AI in workflows, decision-making, and problem-solving within CRM contexts for BFSI use cases. BFSI Experience: Proven track record engaging with banks, insurance companies, NBFCs, or fintech projects in India. Regulatory Knowledge: Familiarity with RBI, IRDAI, SEBI guidelines, and India’s data privacy regulations. Communication Skills: Exceptional ability to translate complex technical concepts into clear, business-oriented language for senior BFSI stakeholders. Analytical & Problem-Solving Skills: Innovative thinker with a focus on process improvement and delivering customer-centric value. Collaboration: Proven ability to work effectively in cross-functional, global teams. Experience: 7+ years in pre-sales solution consulting or sales engineering. Proficiency with ServiceNow or similar cloud-based platforms. Experience working with Product Management, Marketing, Partners, and Professional Services. Territory Management: Skilled in pipeline building and partnering with Sales to drive execution excellence. Flexibility: Willingness to travel as needed. Additional InformationWork Personas We approach our distributed world of work with flexibility and trust. Work personas (flexible, remote, or required in office) are categories that are assigned to ServiceNow employees depending on the nature of their work and their assigned work location. Learn more here . To determine eligibility for a work persona, ServiceNow may confirm the distance between your primary residence and the closest ServiceNow office using a third-party service. Equal Opportunity Employer ServiceNow is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, national origin or nationality, ancestry, age, disability, gender identity or expression, marital status, veteran status, or any other category protected by law. In addition, all qualified applicants with arrest or conviction records will be considered for employment in accordance with legal requirements.  Accommodations We strive to create an accessible and inclusive experience for all candidates. If you require a reasonable accommodation to complete any part of the application process, or are unable to use this online application and need an alternative method to apply, please contact for assistance.  Export Control Regulations For positions requiring access to controlled technology subject to export control regulations, including the U.S. Export Administration Regulations (EAR), ServiceNow may be required to obtain export control approval from government authorities for certain individuals. All employment is contingent upon ServiceNow obtaining any export license or other approval that may be required by relevant export control authorities.  From Fortune. ©2025 Fortune Media IP Limited. All rights reserved. Used under license.