[Remote] Finance Systems Commercial Delivery Lead
Note: The job is a remote job and is open to candidates in USA. Harbor is seeking a Finance Systems Commercial Delivery Lead to join our growing team. The role is responsible for leading delivery-side sales activities for the Finance Systems service line, collaborating with various teams to promote service offerings and manage proposal development.
Responsibilities
- Manage delivery-side sales for the Finance Systems service line in collaboration with the Go-To-Market team and Finance Systems experts
- Draft and review Statements of Work (SOWs) and budget buildups, ensuring adherence to organizational guidelines and protocols
- Create and enhance pitch materials, scoping documentation, and standardized templates for SOW offerings
- Maintain accurate records of activities and opportunities in Salesforce
- Scope service delivery requirements, engaging relevant team members as needed
- Assess pricing accuracy and recommend improvements to scoping and pricing processes
- Act as a visible champion for the service line through client engagement, industry forums, events, and marketing campaigns (e.g., thought leadership, social media, webinars)
- Educate Go-To-Market and delivery teams on solution updates, roadmaps, and new offerings
- Participate actively in the sales forecasting process
- Manage and conduct handover meetings to ensure seamless transition from sales to delivery
Skills
- Bachelor's degree in Business, Finance, Information Systems, or related field
- 5+ years of experience in professional services, consulting, or solution delivery within the legal or financial systems domain
- Proven experience in drafting SOWs, building budgets, and managing sales-to-delivery processes
- Strong understanding of finance systems and operations in law firms
- Excellent communication and presentation skills, with ability to engage clients and internal stakeholders effectively
- Proficiency in Salesforce or similar CRM tools
- Experience in marketing collaboration and thought leadership initiatives
- Familiarity with pricing strategies and process optimization
- Advanced knowledge of legal industry trends and finance technology solutions
Company Overview