• Customer Relationship Manager (CRM)
• Senior Information Technology (IT) Audit Consultant - New England
• Senior Internal Audit Consultant

Customer Relationship Manager (CRM)

Sheshunoff Consulting + Solutions Risk Management division, is the premier national provider of consulting services to community banks and credit unions.

Position Description
We are seeking an experienced Customer Relationship Manager (CRM) for our Austin, TX office. The position involves marketing and providing lead generation for consulting solutions and services to banks and credit unions.  The products/services for which this position is responsible include:

Consulting Solutions:

• Opportunity Assessments (OAs)
• Expense Management
• Revenue Enhancement
• Business Process Improvement
• Technology Services
• Enterprise Risk Management (ERM)
• Strategic Planning

Primary responsibilities will involve the following:



Marketing and Lead Generation

• Coordinate marketing support for consulting solutions with the marketing team.
• Provide lead generation for Business Development Managers (BDMs) in their respective territories with a focus on $750m-$10B asset-based clientele.
• Work closely with the BDMs on campaign strategies to target specific institutions by getting an anchor bank on-site call.  Fill in other potential prospective clients within reasonable driving distances from anchor bank.
• Assist in launching, following up, and tracking marketing campaigns for lead generation.
• Distribute materials to prospects per lead generation follow-up activities.
• Assist BDMs to research and analyze information on prospects from a variety of third-party data sources (i.e. SNL, American Banker).
• Work with line-of-business managers to understand the services/solutions that are specific selling points of attraction to clientele.

Sales and Contracting

• Deploy a team selling and sales support approach with the Business Development Managers on all sales opportunities.
• Locate correct resources to utilize deep subject matter experts on higher value deals.
• Qualify leads received from group webinars, prospecting, risk, consultants, trade shows and Affiliation meetings. 
• Interact with senior bank and credit union executives (typically CEOs, CFOs, CCOs, EVPs and VPs).
• Identify issues and develop solutions in conjunction with the sales and product teams.

Qualifications:

• Proficient with MS Word, MS Excel, PowerPoint & Outlook
• Experience with face-to-face and telephone sales presentations and discussions
• Strong verbal, written, analytical, organizational, and interpersonal skills
• Experience with Sales Force automation technology preferred
• Past experience, interest in, or willingness to learn about the impact of evolving regulations and legislation on the private sector and financial industry is helpful
• A Bachelor’s degree from an accredited 4-year institution
• Proficient in Salesforce.com for managing and updating accounts, prospects and opportunities.
• Must have the ability/willingness for occasional travel

Sheshunoff Consulting + Solutions is an Equal Opportunity Employer

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Senior Information Technology (IT) Audit Consultant - New England

Sheshunoff Consulting + Solutions Risk Management division, is the premier national provider of consulting services to community banks and credit unions.  We are seeking an experienced IT Audit Consultant for our New England region.

Duties and Responsibilities:

• Provide consistent quality customer service to both internal and external customers to meet or exceed the Sheshunoff’s IT Audit Group’s established written standards.  Build and nurture positive and objective working relationships with clients
• Identify and evaluate business and technology risks, internal controls which mitigate risks, and related opportunities for internal control improvement.
• Independently (without on-site supervision) perform and document IT-related audits for Sheshunoff’s financial institution clients, including both in-house and outsourced environments.  Plan, execute appropriate audit steps, and wrap up all assigned audits within the budgeted timeframes.
• Provide follow up reviews as necessary to ascertain whether previously identified control gaps have been adequately addressed.
• Communicate routine and more complex audit recommendations and findings to technical and non-technical audiences.  Prepare and present briefings to senior managers on complex and at times controversial issues.
• Identify opportunities to cross-sell other services.
• Identify opportunities to improve engagement profitability and efficiency

Qualifications:

• Willingness to travel (overnight throughout New England about 60% of the time) to various client sites
• Strong understanding of information technology audit and control “industry” best practices
• Experience in performing general IT control reviews (financial institution environment a definite plus)
• Strong attention to detail, including consistent adherence to work paper documentation standards
• Strong oral and written communication skills, as well as strong PC skills
• Demonstrated ability to develop and maintain outstanding relationships.  Ability to function as part of a team or individually as required.
• CISA preferred.  Bachelor’s degree in related field or 7-10 years equivalent information security, bank operations, or IT audit experience.
• Experience with SOX 404 and risk-based audit strategies (COBIT, COSO) with working knowledge of the general control requirements for a sound IT environment preferred.

Ideal candidate will:

• Reside in the New England area
• Be highly motivated, action oriented, independent, and able to effectively multi-task
• Have a professional demeanor with unquestionable integrity, maturity, credibility, and character.
• Possess high energy level, sense of urgency, decisiveness, strong work ethic, and ability to work well under pressure.

Sheshunoff Consulting + Solutions is an equal opportunity employer

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Senior Internal Audit Consultant

Sheshunoff Consulting + Solutions Risk Management division, is the premier national provider of consulting services to community banks and credit unions.

Position Description:

We are seeking an experienced Internal Audit Consultant for our New England region. The successful candidate will perform consulting engagements for our bank and credit union clients. This position is responsible for planning and executing various financial, compliance, and operational audits in accordance with accepted professional standards in order to determine compliance with institutional policies and procedures and adherence to applicable laws and regulations.

Qualifications:

• Minimum 5 years experience in internal audit, multi-functional banking operations, and/or risk management in the Banking or Credit Union industry preferred
• A knowledge of audit procedures, planning, and test / sampling methods
• An ability to gather, analyze and evaluate facts and to prepare and present concise findings
• An ability to establish an effective working relationship with clients and our staff
• Bachelor's degree in accounting; or equivalent experience
• Strong written and oral communication skills are required
• Demonstrated analytical and quantitative skills
• Highly motivated and self-directed
• Professional designations such as CPA, CIA, CISA, CBA, CCBIA, or CCBCO are a plus, but not required

Sheshunoff Consulting + Solutions is an Equal Opportunity Employer

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