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Digital Transformation Manager

Hearsay Systems is looking for a talented Digital Transformation Manager to join our growing team. 

At Hearsay Systems, we are passionate about driving measurable business outcomes with our customers. It’s more than an aspiration – it’s one of our core strategic pillars. As an integral part of our GTM organization, it is the Digital Transformation Manager's responsibility to partner with Hearsay’s threaded account teams, (including Customer Success, Sales, and Professional Services), to deliver trusted advice to our clients.

You are articulate and a structured thinker, experienced with design-thinking and experienced hosting ideation and innovation workshops, and are comfortable with leading discovery and presentation sessions to program managers and executives alike. You’ve worked with financial services companies and had broad exposure to corporate and/or digital strategy projects, worked with Marketing or Sales on customer experience and segmentation strategy projects throughout your career to date.  You are keen to deepen this expertise and to be an integral part in a company’s growth rather than just advise clients in your next role. You understand the client acquisition and retention challenges facing wealth managers, financial advisors and insurance agents today and you are excited to work alongside our top customers to help them solve these business challenges together.  

Articulating concrete business value, both quantitatively and creatively, is how you inspire prospects and clients to see the unique opportunity they have to transform their business in partnership with Hearsay Systems. 

About Hearsay Systems:
Founded in 2009, Hearsay Systems is reinventing the human-client experience in wealth management, property and casualty and life insurance. The Hearsay Client Engagement Platform empowers over 200,000 advisors and agents to authentically and intelligently grow business relationships by proactively guiding and capturing the last mile of digital communications. The world’s leading financial firms—including Allstate, New York Life, Morgan Stanley, and Charles Schwab—rely on Hearsay’s SaaS platform to scale their reach, optimize sales engagements, and deliver exceptional client service in a consistent and compliant manner.

We are a tight-knit and dedicated team that passionately believes in our products, our people, and our culture. Our products help advisors and agents scale personalized customer engagements across social media (Facebook, LinkedIn, Twitter, Instagram), websites, text, and voice.

Headquartered in San Francisco, Hearsay has a globally distributed team with members in San Francisco, Seattle, New York, Toronto, London, Budapest and Manila and is backed by Sequoia Capital, NewView Capital, and Salesforce Ventures.

About the Role

  • The Digital Transformation Director works with existing and prospective clients to understand their strategic priorities, then develops tailored recommendations that drive clear outcomes in line with those priorities
  • Establish trusted advisor relationships with customer project teams and decision-makers with between 8-10 of Hearsay’s top customers
  • Among your key deliverables, you coordinate virtual and on-site working sessions to develop customized value maps, business cases, data insight projects, and facilitate workshops to get executive buy-in
  • Hearsay also leans on the leadership of the Director to continually iterate on and improve the value consulting practice, assets and deliverables, and disseminate value-oriented insights across the GTM organization
  • Help your sales team meet expansion and revenue targets with select customers through consultative teaming, and facilitating business case development with customers
  • You work in lockstep with the GTM leaders of your accounts as well as maintain regular brainstorming sessions to share knowledge and level up together
  • You collaborate and support the Customer Success, and Data & Insights teams in evaluating existing program performance and collaborating with them on a plan to increase the maturity of customer programs
  • About you

  • 6+ years professional experience, of which 3-5 years have been in Corporate or Digital strategy consulting, wealth/insurance management and transformation consulting
  • Significant experience working in financial services vertical industries and/or Customer, Growth, Digital Strategy practice areas
  • MBA degree (or have equivalent industry experience)
  • Working knowledge of Enterprise SaaS platforms
  • At home leading discovery sessions with practitioners, directors and executives to uncover key requirements, challenges and opportunities in their business
  • Create and deliver concise, compelling value-based presentations to decision makers
  • Comfortable creating a business case to demonstrate ROI of our programs
  • A passion for problem-solving: the ability to identify and proactively resolve issues with customer project teams and executive sponsors
  • Demonstrate a strong business understanding and proactively identifies options, outcomes, and risks for a variety of customer scenarios
  • Surfaces conflicts and disagreements in a constructive manner with a goal of providing visibility and assisting with resolution
  • High IQ and EQ