Acuity Analytics · 1 month ago
Associate Director/Director : Pre-sales
New York, United States
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expAcuity Analytics is seeking a passionate and energetic solution leader to join their Lending Services division. The role involves driving new client acquisition and accelerating growth in the Loan Operations business as a subject matter expert.
AnalyticsAsset ManagementBankingBusiness IntelligenceConsultingFinanceFinancial ServicesHedge FundsMarket ResearchVenture Capital
Hiring Manager
Aditi Chauhan
Responsibilities
Work as an end-to-end partner to our sales team to acquire new clients including preparation of collaterals, participation in customer calls, understanding the client problem statement, provide subject matter expertise and build business case to drive offshoring solutions
Help in transitioning of new clients from initial pitch, preparation of service delivery proposals, and transition of client processes to offshore
Act as a consultant to our clients with the objective of driving efficiency, effectiveness and simplification in their Loan Operations and Treasury processes
Demonstrate aptitude to challenge current processes by understanding the target operating model and suggest solutions to bring efficiencies in the process
Demonstrate good acumen for creating Sales and Marketing strategies for new business growth
Act independently to determine methods and procedures on new or special assignments. Use professional concepts in developing resolution to moderately complex issues
Establish and maintain constructive working relationship and keep stakeholders (internal and external) informed of progress or status, addressing the underlying needs and providing solutions
Qualification
Required
10 - 15 years of experience in Pre Sales-Financial Services
15-20 years' experience in helping commercial and corporate banks drive transformation within their Loan operation function
Ability to deliver business growth with reduced risk combining process optimization and digital transformation
Strong understanding of the Loan operations, Treasury & Cash Management functions of global and regional US Banks
Exhibit strong relationship with senior stakeholders/ partners globally
Ability to work in a matrix environment and managing multiple competing priorities
Strong stakeholder management, networking and relationship management skills
Excellent Communication, planning and organizing skills
Excellent verbal, written, and interpersonal communication skills
MBA (Finance); Certification in Six Sigma Black Belt
Company
Acuity Analytics
Acuity Analytics delivers enhanced performance and productivity to over 800 of the world’s leading financial services firms and corporates, operating as a trusted partner for over 23 years.
5001-10000 employees
H1B Sponsorship
Acuity Analytics 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 (1)
2024 (1)
2022 (5)
2020 (2)
Funding
Current Stage
Late StageTotal Funding
$600MKey Investors
Blackstone GroupHelion Venture Partners
2024-10-09Debt Financing· $600M
2023-01-27Acquired
2007-06-15Series Unknown
Leadership Team
Ian Mullen
Chief Financial Officer
Shailendra Gupta
Group Chief Financial Officer
Recent News
Acuity Knowledge Partners (UK) Limited
2025-12-02
BusinessCloud
2025-10-11
Company data provided by crunchbase