Concentrix · 1 day ago
BFSI Business Manager
United States
Full-time
Remote
Mid, Senior LevelConcentrix is a global technology and services leader that powers the world’s best brands. The BFSI Business Unit Manager will support the EMEA BFSI Sector Lead by managing business performance, governance, and strategic enablement to ensure the sector meets its objectives.
Customer ServiceInformation TechnologyOutsourcingSalesUX Design
Responsibilities
Build, maintain, and continuously enhance a comprehensive EMEA BFSI performance dashboard - tracking revenue, margin, pipeline, CSAT, renewals, and transformation mix by client, country, and subsector
Work with Salesforce and analytics teams to design and animate dashboards that accurately reflect business growth progress and pipeline quality
Partner with Finance to create robust P&L reporting and financial files for monthly and quarterly governance discussions
Conduct trend analysis to highlight growth opportunities, margin pressure, and at-risk clients, supporting data-driven decisions
Bring market intelligence and competitive insight into sector strategy discussions, ensuring CNX BFSI remains informed by the latest financial services trends and benchmarks
Act as the custodian of all BFSI case studies, client success stories, and references, ensuring the right examples are used across EMEA markets
Maintain a centralised repository of sector collateral, playbooks, and best-practice materials
Collaborate with Marketing and Bid teams to refresh and elevate BFSI materials aligned to transformation and technology-led narratives
Support new pursuits and renewals by providing case studies and insights that strengthen proposals and client engagement
Own the BFSI governance cadence - scheduling meetings, setting agendas, coordinating inputs, and producing executive-quality packs
Prepare all materials for BFSI Council meetings, Portfolio Reviews, and EMEA Board updates
Create compelling PowerPoint and Excel outputs that translate complex data into clear, insightful narratives for senior leadership
Track and ensure closure of all actions and commitments arising from governance sessions
Partner with the Sector Lead to track progress against strategic objectives, flag risks, and keep leadership accountable, including 'keeping the Sector Lead honest' on agreed priorities and outcomes
Maintain a centralised view of client health across all BFSI accounts, consolidating CSAT, renewal likelihood, revenue trends, and delivery quality
Ensure client health insights are integrated into performance and governance packs
Track progress against account-level growth plans, highlighting underperforming areas and driving follow-up actions with Account Executives
Coordinate with Account Executives and Country CCOs to ensure timely responses to emerging risks or opportunities
Operationalise and continuously improve the BFSI Operating Model, embedding governance structures, reporting processes, and playbooks
Drive continuous improvement initiatives across BFSI operations (data automation, reporting simplification, knowledge-sharing)
Support preparation of business cases and investment proposals for BFSI initiatives
Act as a thought partner to the Sector Lead, contributing ideas, insights, and constructive challenge to strategic decision-making
Qualification
Required
Proven experience in the banking, financial services, or fintech sector, ideally in operations, strategy, transformation, or business management roles
Likely to have worked within a major bank or financial institution, or within a consulting / outsourcing partner to BFSI clients
Experience in or exposure to 'Business Manager' / 'Chief of Staff' / 'Strategy & Operations' roles supporting a senior leader or business unit head; managing performance, reporting, and cross-functional initiatives
Deep familiarity with BFSI operations for example: Retail, business, or investment banking processes; Payments ecosystems - card processing, instant payments, digital wallets; Collections and recoveries operations, particularly in regulated lending environments; Compliance and risk management - Anti-Money Laundering (AML), Fraud Prevention, Financial Crime (FinCrime), and Know Your Customer (KYC); Customer service and experience transformation in BFSI contexts
Proven understanding of financial services regulation and the commercial sensitivities of operating within FCA / PRA / ECB / other European regulatory frameworks
Strong data and performance management skills - comfortable manipulating complex financial and operational data, identifying insights, and drawing conclusions
Experience building and managing governance structures, performance dashboards, and executive reporting packs
Confident working with CRM platforms (preferably Salesforce) and BI tools to track pipeline and performance
Familiar with P&L and financial reporting constructs - able to interpret margin drivers, cost allocations, and business unit performance
Comfortable interacting with cross-functional teams - Sales, Delivery, Finance, and Marketing, and synthesising information into clear recommendations
Commercially fluent and sector-literate - understands the dynamics, terminology, and rhythms of the BFSI industry
Analytical and structured thinker, with the ability to translate numbers and trends into actionable insights
Operationally rigorous - ensures follow-through, accountability, and precision in execution
Credible and confident communicator, able to engage senior stakeholders (Country CEOs, Account Directors, Finance, Clients)
Resilient and proactive, thrives in a matrix environment with multiple priorities
Demonstrates intellectual curiosity and a passion for the transformation of the financial services industry
Can operate with Velocity and deliver within tight timescales and changing priorities
Company
Concentrix
Concentrix is an IT firm that engages in software services, data analytics, enterprise technology, and digital operations.
Founded in 1983
10001+ employees
H1B Sponsorship
Concentrix has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2022 (1)
2021 (10)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
$2.15B2023-07-19Post Ipo Debt· $2.15B
2020-12-01IPO
2006-09-11Acquired
Leadership Team
Chris Caldwell
President and CEO
Pethachi Pichappan
Vice President Information Technology
Recent News
2026-01-22
2026-01-20
2026-01-14
Company data provided by crunchbase