Posted 4 months ago
Functional Consultant , Fintech SaaS
@ SymphonyAI
Ontario
Overview
SymphonyAI is hiring a Business Consultant for its Professional Services team to serve as the link between clients, product teams and technical consultants. The role covers requirements gathering, workshops, functional specifications, product demonstrations and UAT support for financial crime, fraud and compliance software. The posting is hybrid and states willingness to travel as business needs require.
Responsibilities:
- Gather client requirements and build business cases for system integration projects
- Run client workshops and prepare functional specifications
- Demonstrate software and present risk and compliance models to clients
- Support client testing, particularly UAT
- Partner with product and technical teams on functional enhancements
Requirements summary:
- Experience delivering product-based IT solutions in financial services (fraud, compliance, risk)
- Bachelor's degree in business, economics, engineering, statistics or computer science
- Strong writing skills for requirements, specifications and test plans
- Solid process analysis and mapping skills
- Excellent communication with technical and non-technical audiences
- Willingness to travel as business needs require
Tools & skills
Source and dates
Source type not verified · jibe
- Employer posting date
- 2026-07-23
- First seen by our source
- 2026-10-14
- Source record updated
- 2026-11-06
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Business operations |
| Work setting | Office, Client sites |
| Position | Sitting and standing |
| Physical demands | physical low · computer high |
| Languages | English |
| Education | Bachelor’s degree (required) |
| Fields of study | Business Administration, Economics, Engineering, Statistics, Computer Science |
Summary and details written by AI from the posting; the employer’s posting is the authority.
SymphonyAI
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Full company description
SymphonyAI builds Vertical AI applications that help enterprises tackle their most complex, high-value challenges—like stopping financial crime, improving store performance, and boosting manufacturing efficiency. Trusted by more than 2,000 enterprise customers around the globe including 200 of the top financial institutions, top 25 CPGs, and many of the world’s largest grocers and industrial manufacturers, SymphonyAI delivers domain-trained applications and pre-built agents, ready to work on day one.
- LinkedIn followers
- 178,295
- People associated on LinkedIn
- 2,085
- Reported office locations
- 3300 Hillview Ave, Palo Alto, California 94304, US
- Business categories
- Finance
- Software
- FinTech
- Consumer Goods
- Media and Entertainment
- Information Technology
- Artificial Intelligence
- Industrial Manufacturing
- Retail
- Life Science
- Analytics
- Financial Services
- Artificial Intelligence (AI)
- Machine Learning
- Other recorded names
- SymphonyAI
- Specialties
- EnterpriseAI
- Artificial Intelligence
- Machine Learning
- Big Data
- Data Science
- Enterprise Software
- SaaS
- AI
- AutoML
- Retail
- CPG
- Media + Entertainment
- Financial Services
- FinTech
- Manufacturing
- IT
- Public Sector
- analytics
- insights
- Financial Crime Prevention
- and VerticalAI
- Profile identifies a recruitment agency
- No
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
SymphonyAI builds Vertical AI applications that help enterprises tackle their most complex, high-value challenges—like stopping financial crime, improving store performance, and boosting manufacturing efficiency. Trusted by more than 2,000 enterprise customers around the globe including 200 of the top financial institutions, top 25 CPGs, and many of the world’s largest grocers and industrial manufacturers…
| Field | Value |
|---|---|
| Industry | Software Development |
| Company size | 1,001-5,000 employees |
| Headquarters | Palo Alto, California |
| Organization type | Privately Held |
| Specialties | EnterpriseAIArtificial IntelligenceMachine LearningBig DataData ScienceEnterprise SoftwareSaaSAIAutoMLRetail |
| Open jobs on Jobsy | 4 |
| View page |
Job Description
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
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
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