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As a Senior Business Consultant you will leverage deep industry expertise in financial services - particularly mortgage lending or conveyancing; and digital transformation - to lead complex customer engagements from pre‑sales discovery through to go‑live and ongoing optimisation. You will play a pivotal role in shaping how our customers (inc. partners) adopt the PEXA platform and broader group services, ensuring alignment to both their transformation agendas and PEXA’s strategic direction. Operating as a trusted advisor, you will frequently represent PEXA to senior customer stakeholders, industry partners and at external events. You will also act as an internal leader, continuously driving excellence in our frameworks, methodologies and collateral, ensuring they remain fit for scale.
Job Responsibility:
Own end-to-end consulting engagements with customers, ensuring exceptional quality and strategic alignment of PEXA services throughout
Drive pre-sales engagements with customers, including leading senior-level product demonstrations, leading customer scoping and discovery workshops, and supporting value modelling and business case creation
Lead detailed design workshops to understand customer processes and operating models, ensuring PEXA-enabled solutions are robust, scalable and aligned to a customer’s strategic goals
Champion the definition, continuous improvement and governance of scalable implementation frameworks across scope, design, test and readiness phases activities
Provide delivery assurance throughout customer engagements by working with the Client Delivery Management function to identify and effectively manage risks and dependencies
Work closely with our Product team to highlight the current and future needs of our customers and to help shape ongoing product roadmap accordingly
Ensure consistent, high-quality scope and design output from customer engagements to support development of customer roadmap plans as well as internal knowledge sharing activities across the wider PEXA teams (inc. Customer Success, Operations and RUN)
Create strong, trust-based relationships with customers who rely on us as a ‘partner’ rather than a vendor
Mentor and support more junior team members, as well as potentially leading cross-disciplinary teams as PEXA scales its UK operation
Requirements:
10+ years in the UK property industry, preferably within mortgage lending or conveyancing
10+ years in consultancy or advisory roles within complex transformation programmes
Proven record in designing and delivering large-scale digital and operational transformation initiatives
Strong background working across Agile and Waterfall delivery methodologies
Demonstrable experience leading cross-functional teams (even without formal line management responsibility)
Significant pre-sales experience in shaping solutions, creating business cases and influencing senior stakeholders
Very strong experience across full lifecycle of a product, including product delivery, customer implementation and product support
Experience collaborating with international teams across multiple time zones preferable
Exceptional communication skills (written, verbal and visual) with an exceptional attention to detail.
Very strong interpersonal skills with the ability to develop effective relationships and influence decisions at all levels both within PEXA and with our customers.
Able to navigate ambiguity and drive clarity in a complex and fast-paced environment.
Strategic thinker with strong analytical and problem-solving abilities.
Excellent organisational and time management skills, with the ability to effectively manage multiple competing priorities to meet strict deadlines.
Demonstrable ability to take a ‘customer first’ approach and deliver measurable value.
Highly self-motivated with a high level of personal integrity, resilience and professional maturity.
Comfortable representing PEXA publicly and engaging confidently with industry bodies.
Nice to have:
Experience collaborating with international teams across multiple time zones preferable
What we offer:
Your growth: We encourage you to hit your personal and professional learning and development goals with our tailored programs and tools
Your wellness: We care about your holistic wellbeing
Your work/life blend: We know that work is just one aspect of your life – we want to help you create your ideal work/life blend, rather than squeezing in life around work