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NewRocket

ServiceNow-based digital transformation consulting and implementation

ServiceNow Business Process Consultant - FSO/CSM

Implementation & Technical Account ManagementConfirmed live in the last 24 hours
Full-timeNo salary listedRemote

About the Job

Requirements

  • 8–12 years of experience in business process consulting, business architecture, or functional solution design, including some experience at a consulting firm, SaaS/PaaS provider, or enterprise software company.
  • At least 3 years of ServiceNow platform experience, with a strong functional and working technical understanding of platform configuration.
  • Proven experience designing and delivering ServiceNow Financial Services Operations processes and solutions.
  • Experience in banking or insurance, with an understanding of core processes.
  • Experience with Customer Service Management, including a fundamental understanding of its data model, on which Financial Services Operations builds.
  • Techno-functional depth, including comfort configuring forms, workflows, and Flow Designer, and the ability to discuss scripting, data, and integration approaches with engineers.
  • Working knowledge of technologies behind ServiceNow integrations, including single sign-on, Security Assertion Markup Language, Web Services, Lightweight Directory Access Protocol, and Representational State Transfer, sufficient to define integration requirements.
  • Strong process modeling skills using Business Process Model and Notation or similar notation, with tools such as Visio, Lucidchart, or Miro.
  • Ability to facilitate workshops and influence business and IT stakeholders up to executive level.
  • Experience with Agile/Scrum methodology, including writing user stories and managing a backlog.
  • Strong problem-solving skills and ability to simplify complex situations.
  • Proficiency with Microsoft Word, Excel, and PowerPoint.
  • Must be willing and able to continue education within the ServiceNow platform and beyond and complete ServiceNow competency certifications and module accreditations.
  • Must hold or obtain within six months of hire a ServiceNow Certified System Administrator certification.
  • Must hold or obtain within six months of hire a ServiceNow Certified Implementation Specialist certification in a relevant domain.

Responsibilities

  • Serve as the primary business process point of contact for Financial Services Operations programs, representing NewRocket to insurance and financial services business stakeholders.
  • Lead discovery workshops to understand customer operations across policy servicing, claims, billing inquiries, and customer service.
  • Map current-state processes, identify pain points and inefficiencies, and design future-state processes aligned with ServiceNow Financial Services Operations, Customer Service Management, and Field Service Management best practices.
  • Drive fit-to-standard and fit-gap analysis, guiding customers toward out-of-the-box capabilities and minimizing unnecessary customization.
  • Translate future-state processes into clear requirements, user stories, and acceptance criteria for engineering teams to build and test against.
  • Partner with Solution Architects to align process design with the platform data model, integrations, and technical architecture.
  • Identify opportunities to apply automation and agentic artificial intelligence, including Now Assist and AI Agents, to insurance workflows.
  • Define process key performance indicators and success measures, and support value realization after go-live.
  • Support user acceptance testing, demonstrations, training, and organizational change management activities.
  • Draft and publish process documentation, playbooks, and reusable process models in the company repository.
  • Collaborate with Project Managers to manage scope, prioritize the backlog, and resolve process and requirement issues.
  • Demonstrate effective use of artificial intelligence tools to improve productivity, accelerate decision-making, and enhance work outcomes.
  • Leverage artificial intelligence and emerging technologies to streamline work processes, generate insights, and drive continuous improvement.
  • Research insurance and financial services industry trends to propose enhancements to NewRocket's Financial Services Operations products and offerings.

Desired Qualifications

  • Exposure to ServiceNow artificial intelligence capabilities such as Now Assist and AI Agents, or to process mining.
  • ITIL Foundation certification.
  • ServiceNow micro-certifications.
  • Business analysis or process certification, such as CBAP, CCBA, or Lean Six Sigma.
  • ServiceNow Certified Implementation Specialist certification in Financial Services Operations or Customer Service Management is preferred.

About the Company

NewRocket

ServiceNow-based digital transformation consulting and implementation

NewRocket provides digital transformation solutions built on the ServiceNow platform to create tailored portals, intranets, and mobile apps that streamline workflows. It works by starting with consulting, then implementing ServiceNow-based solutions that automate tasks, connect multiple software systems, and expose APIs for external partners. It differentiates itself through deep ServiceNow expertise, end-to-end delivery, and ongoing support across a diverse global client base, from energy companies to municipal services. Its goal is to help organizations become more efficient and responsive by modernizing workflows and interfaces, improving productivity and customer satisfaction.

Company size
11-50
Company stage
Acquired
Total funding
Not listed
Headquarters
Vista, CA
Founded
2016

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