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Sympera AI

AI-powered platform for relationship banking

Functional Consultant - Fintech Saas

Implementation & Technical Account ManagementConfirmed live in the last 24 hours
Full-timeOntario, CanadaNo salary listedHybrid

About the Job

Requirements

  • Experience delivering complex, product-based information technology 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.
  • Ability to explain complex concepts clearly to technical and non-technical audiences in writing, conversation, and presentations.
  • Strong listening, analytical, problem-solving, and negotiation skills, with close attention to detail.
  • Willingness to travel as business needs require.

Responsibilities

  • 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 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 product functionality and delivery methodology.
  • Support client testing activities, particularly during user acceptance testing.
  • Maintain and grow deep product expertise.
  • Adhere to and help enhance software development approaches and methodologies.

Desired Qualifications

  • Experience in model tuning or false-positive reduction.
  • 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.
  • ACAMS Certified Anti-Money Laundering Specialist credential.

About the Company

Sympera AI

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.

Company size
11-50
Company stage
Seed
Total funding
$10M
Headquarters
New York City, New York
Founded
2024

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