Business Banking Strategy & Platform Enablement Lead

Job Title- Business Banking Strategy & Platform Enablement Lead

Project Location Remote

Duration- 6 months contract

Visa- USC/ GC

Job Title

Business Banking Strategy & Platform Enablement Lead
(Alternative titles: Director Business Banking Transformation Principal Banking Platforms & Strategy)

Role Summary

We are seeking a senior business banking professional with deep domain expertise and hands-on experience guiding financial institutions through platform strategy and execution. This role will serve as a strategic advisor and execution leader responsible for defining the overall approach key decision points and operating model for business banking capabilities with a strong focus on leading business banking and digital platform solutions.

The ideal candidate combines business banking acumen platform knowledge and change leadership and can translate strategy into practical recommendations across staffing models adoption planning and pricing structures.

Key Responsibilities

Business Banking Strategy & Approach

• Define end-to-end business banking platform strategy aligning technology capabilities with growth profitability and client experience goals.
• Recommend strategic approaches for platform selection configuration and rollout based on institution size segment focus and maturity.
• Identify and articulate key decision points for executives (e.g. build vs. buy phased vs. enterprise-wide adoption feature prioritization operating model trade-offs).

Platform Advisory & Enablement

• Serve as a subject matter expert on modern business banking platform capabilities limitations and best-fit use cases.
• Advise on implementation sequencing integration considerations and dependencies across digital banking treasury lending and onboarding.
• Translate platform functionality into measurable business outcomes (revenue growth operational efficiency client acquisition and retention).

Operating Model Staffing & Adoption

• Define staffing models required to support implementation and steady-state operations (product operations technology sales and support).
• Assess skill gaps and recommend training and change management plans to drive internal adoption.
• Develop adoption strategies for frontline teams and clients including incentives enablement approaches and success metrics.

Pricing & Commercial Models

• Design and evaluate pricing structures enabled by modern banking platforms (bundled vs. modular offerings relationship-based pricing usage-based fees).
• Partner with finance and product teams to ensure pricing aligns with cost-to-serve margin targets and competitive positioning.
• Support business cases and ROI analyses for platform investments.

Executive & Stakeholder Engagement

• Present clear concise recommendations to senior leadership translating complexity into actionable decisions.
• Act as a bridge between business technology operations and external partners to ensure alignment and execution.
• Support vendor and partner management including contract considerations and roadmap alignment.

Required Qualifications

• 10 years of experience in business banking commercial banking or treasury services.
• Demonstrated experience advising on or implementing modern business banking or digital banking platforms.
• Strong understanding of business banking products operating models and client segments.
• Proven ability to define strategy decision frameworks and execution roadmaps.
• Experience with staffing models adoption/change management and pricing strategy.
• Exceptional communication and executive presentation skills.

Preferred Qualifications

• Experience in consulting transformation or platform advisory roles.
• Direct involvement in digital banking or core-adjacent platform implementations.
• Familiarity with regulatory risk and compliance considerations in business banking.

What Success Looks Like

• Executives have clear decision frameworks for platform strategy and investment.
• Business banking platforms are positioned and adopted in a way that drives measurable business outcomes.
• Teams are properly staffed trained and enabled to support growth.
• Pricing structures are competitive scalable and profitable.