Functional Consultant
Sympera AI
Functional Consultant
Sympera AI
AI-powered platform for relationship banking
The Opportunity
SymphonyAI is a leading provider of financial services software, delivering advanced solutions in compliance and fraud detection to some of the world's most complex financial institutions. We're looking for a dynamic and innovative Business Consultant to join our Professional Services team — someone who thrives at the intersection of client relationships, product expertise, and technical delivery.
In this role, you'll be the critical link between our clients, our product teams, and our technical consultants. You'll bring your industry experience to bear on gathering requirements, shaping solutions, and helping deliver systems that make a real difference in the fight against financial crime.
What You Will Do
Build viable business cases and capture detailed client requirements, primarily for system integration projects
Demonstrate software and present risk and compliance models directly to clients
Prepare for and deliver workshops with clients' fraud, risk, compliance, investigation, and data teams
Develop fraud models and watch list verification methods
Deploy enterprise solutions within client environments
Run client workshops to define and scope project goals, workflows, business requirements, gaps, and opportunities
Manage requirements traceability and prepare functional specifications
Partner with Product Development and Technical Consultants to analyze and design functional enhancements
Translate business specifications into clear language for both technical and business audiences
Coordinate business analysis efforts across client technology initiatives
Collaborate with Account Management and Pre-Sales teams to identify new opportunities within managed accounts
Contribute to client presentations that showcase SymphonyAI's product functionality and delivery methodology
Support client testing activities, particularly during UAT
Maintain and grow deep product expertise
Adhere to and help enhance our software development approaches and methodologies
What You Have
Experience delivering complex, product-based IT solutions in Financial Services, particularly within Fraud, Compliance, or Risk Management.
A bachelor's degree in Business Administration, Economics, Engineering, Statistics, Computer Science, or a related field.
First-hand experience with software product implementation, user interaction, and deployment.
Strong writing skills across business requirement documents, use cases, issue logs, project status reports, scope change documents, mapping specifications, and test plans/cases.
A track record of exceeding expectations for both internal and external stakeholders
Solid process analysis and mapping skills.
Experience across the full software development lifecycle.
Excellent communication skills — able to explain complex concepts clearly to both technical and non-technical audiences, in writing, in conversation, and in presentations.
Strong listening, analytical, problem-solving, and negotiation skills, with close attention to detail.
Willingness to travel as business needs require.
What Sets You Apart
Experience in model tuning or false-positive reduction — a strong differentiator for this role
A natural drive to dig past symptoms to root causes, developing sound, lasting solutions rather than quick fixes
Strong organizational and time-management instincts that keep complex projects on track
A solution-oriented, client-first mindset — someone who goes the extra mile to get the right outcome
ACAMS Certified Anti-Money Laundering Specialist credential (a plus, not required)
#LI-Hybrid
AI-powered platform for relationship banking
Sympera AI provides an AI-powered platform for financial institutions that strengthens relationship banking. It helps banks and their relationship managers be more productive and grow client portfolios by offering financial intelligence and sales enablement tools. The platform combines market intelligence with client relationship management so bankers can uncover opportunities, monitor the health of business relationships, and choose effective strategies. This differentiates Sympera AI by offering an integrated solution that pairs data-driven insights with CRM capabilities, aimed at improving service and outcomes for clients. The company’s goal is to redefine relationship banking by using big data and AI to drive business growth and higher client satisfaction for financial providers.
Explore more opportunities at Sympera AI