Sr. Principal Strategist, Value Led Transformation
ServiceNow · Charlotte, NC
📍 Charlotte, North Carolina, usvia smartrecruitersPosted 2026-07-20
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It all started when engineer Fred Luddy wrote code that automated a tedious task for his coworker, Phyllis. She cried tears of joy. That moment inspired Fred to build a company that could do that for everyone—freeing people from busywork so they could focus on meaningful work. Today, ServiceNow is the AI control tower for business reinvention. Our ServiceNow AI platform brings together any AI, any data, and any workflow— helping 85% of the Fortune 500® work smarter, faster, and better. We're building an AI-native culture where technology and talent are unstoppable together. And we're just getting started.
Join us to put AI to work for people.
The Financial Services Insurance Strategist is a role that operates together with ServiceNow’s customer-centric sales teams as well as with other key functions within ServiceNow (i.e., executive offices, industry go-to-market, solution sales) to identify, calculate, and develop value narratives for our most strategic customer and biggest bets. These narratives must demonstrate how ServiceNow’s solutions impact our customers’ P&L (reduce costs, increase revenue), show industry relevancy across our customer’s priorities and challenges, and be compelling in nature. S/he will serve as the main point of contact for the AMS-based Insurance account sales teams. They will help our account teams to connect with senior and C-suite stakeholders and take our messaging, communications and experience to the next level with a financial acumen and industry-based lens.
The ideal candidate brings a powerful combination of:
Consulting experience at a leading strategy / consulting firm
Experience acquired from working for a leading Financial Services company
Working knowledge of how technology can and should be leveraged to drive transformation change in the In
Experience in a customer-facing role selling and delivering consulting services
S/he will closely align with our core and solution account teams to seed and develop strategic opportunities. S/he will build trusted relationships with customer and partner executives, partner with sales leaders, and be a significant contributor to the revenue growth in our Financial Services accounts in AMS.
This Strategist is responsible for three specific areas of responsibility, including:
Industry-relevant value strategy: Develop value narratives and horizons for ServiceNow’s most strategic customers that are industry relevant and compelling. Work with account teams to identify and align ServiceNow’s extended go-to-market teams around dream big value narrative ideas.
Value output driving pipeline generation and expansion: Partner with account executives and their teams to progress pipeline by infusing value and industry expertise. Calculate analyses for top pursuits, including value estimates and outcome-focused business cases. Tailor storytelling and deliverables for customer audience and personas (i.e. CIO vs. line of business owner).
Value KPI design: Identify the value of use cases and key processes within Insurance. Work with cross-functional teams to infuse these insights and KPIs into value models, business cases, and executive presentations.
A compelling candidate brings a unique combination of experiences, spanning senior leadership experience in the Financial Services industry, an understanding of financial modeling and acumen, and depth of expertise in strategic consulting. S/he is expected to “roll up their sleeves” and is equally comfortable devising a multi-year strategy to penetrate the local market while also tracking the status of existing opportunities and key areas of pursuit. S/he thrives in a high growth, fast-paced environment, and can maintain a ‘north star’ point of view despite managing urgent requests of a given day. S/he will maintain a pulse on broader ServiceNow and Global Sales priorities, programs, and communications, and advise on ideal messaging, channels and approaches with the goal of delivering the best possible solution for customers. We're looking for a high-energy, relationship building and empathetic partner who has a business-building mindset and is a remarkable communicator!
Experience in leveraging or critically thinking about how to integrate AI into work processes, decision-making, or problem-solving. This may include using AI-powered tools, automating workflows, analyzing AI-driven insights, or exploring AI’s potential impact on the function or industry.
5+ years of experience in the financial services industry with proven success in guiding strategy, operations and day to day functions
10+ years at a top tier consulting firm designing and driving transformational change for financial services clients
Exceptional financial acumen and modeling skills
Exceptional executive presentation skills – in person, on zoom, C-level
Ability to develop trusted advisor relationships with customers and sales organizations; demonstrated ability to advise and influence senior leaders, multiple teams / departments on strategy, messaging and customer engagement
Experience producing thought leadership content and communications
Resourceful, self-motivated and able to prioritize independently shifting workloads in a dynamic, high growth environment
Agile business mind; adept ability to work in a matrix organization structure with a highly distributed team, leading through influence and relationship-building
Proven ability achieving revenue targets for an overall region and accounts, in partnership with direct account sales teams
Superior organizational skills with ability to effectively prioritize
Ability to travel up to 40% of the time
Bachelors and/or Masters degree in Business, Technology, Engineering or related fields
Work Personas
We approach our distributed world of work with flexibility and trust. Work personas (flexible, remote, or required in office) are categories that are assigned to ServiceNow employees depending on the nat
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