Principal Solutions Consultant, Financial Services & Insurance jobs in United States
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Pegasystems · 1 week ago

Principal Solutions Consultant, Financial Services & Insurance

Pegasystems is a leading technology company specializing in intelligent automation and customer engagement solutions. As a Principal Solutions Consultant, you will collaborate with Sales and Product teams to help clients in the Financial Services and Insurance sectors leverage Pega's technology to drive digital transformation and achieve business success.

Artificial Intelligence (AI)CRMRobotic Process Automation (RPA)Software
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Comp. & Benefits
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H1B Sponsor Likelynote

Responsibilities

Partner with Account Executives to develop and execute sales strategies that align with client goals and industry trends
Lead discovery sessions to understand client needs, challenges, and opportunities across various sectors
Design and deliver compelling solution demonstrations, proof of concepts, and vision documents tailored to each client’s business
Serve as a product and domain expert, articulating the value of Pega’s platform and applications in solving real-world problems
Collaborate with cross-functional teams to ensure seamless execution of sales campaigns and client engagements
Build strong relationships with stakeholders to become a trusted advisor and thought leader

Qualification

Enterprise software salesDigital transformationBusiness process automationConsultative sellingClient relationship buildingAI technologiesSAP environmentsPresentation skillsStrategic thinkingStorytellingCommunication skillsCollaborationAdaptability

Required

6+ years of selling complex enterprise software solutions
Ability to travel approximately 30% of the time to support business needs
Demonstrated success in building client relationships and driving business outcomes
Experience working across multiple industries or verticals
Ability to grasp new technology concepts quickly and creatively
Proven consultative selling skills and ability to influence senior stakeholders
Experience in enterprise software, digital transformation, or business process automation
Strong presentation and communication skills, with the ability to tailor messaging to varied audiences
Comfortable working in a fast-paced, collaborative, and entrepreneurial environment

Preferred

Familiarity with technologies such as AI, decisioning, workflow automation, and customer engagement platforms
Background in diverse SAP environments-from BTP and ECC to S/4HANA and other enterprise level solutions-covering different domains and processes a plus

Benefits

Continuous learning and development opportunities
An innovative, inclusive, agile, flexible, and fun work environment
Competitive global benefits program inclusive of pay + bonus incentive, employee equity in the company

Company

Pegasystems

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PegaSystems provides business process and customer relationship management solutions for organizations.

H1B Sponsorship

Pegasystems 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 (49)
2024 (32)
2023 (24)
2022 (59)
2021 (46)
2020 (41)

Funding

Current Stage
Public Company
Total Funding
$525M
2020-02-19Post Ipo Debt· $525M
2009-01-01Post Ipo Equity
1996-07-26IPO

Leadership Team

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Alan Trefler
Founder and CEO
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Ken Stillwell
Chief Operating Officer and Chief Financial Officer
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Company data provided by crunchbase