Note: The job is a remote job and is open to candidates in USA. Harbor is seeking a Finance Systems Delivery Lead to join their growing team. This role is responsible for managing delivery-side sales activities for the Finance Systems service line, collaborating with various teams to promote service offerings and ensure alignment with organizational standards.
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. Experience in law firms is a plus
• 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
• Harbor is a provider of expert services across strategy, legal technology, operations, and intelligence. It was founded in undefined, and is headquartered in Chicago, Illinois, USA, with a workforce of 501-1000 employees. Its website is https://harborglobal.com.