Customer Advisor (FINS)
📍 Brazil | 🌐 Remote
About the Role
As a Senior Customer Advisor (FINS) at Hyland, you'll bring deep financial services industry expertise to the heart of the customer journey. Acting as a trusted consultant to both the sales team and customers, you'll help current and prospective clients understand how Hyland's software can directly support their business objectives. This is a high-visibility role for a strategic thinker who thrives on building meaningful relationships, driving customer value, and contributing to revenue growth through consultative engagement.
Your Role Responsibilities – Here's What You'll Do
- Operate as a consultant to the sales team and customers during standard engagements; broaden current and prospective customers' financial services industry knowledge as it relates to Hyland's software solutions and business objectives.
- Elicit business requirements from customers through interviews and document analysis; ensure proposed solutions are aligned with identified business opportunities and drive measurable customer outcomes.
- Develop solution selling tools such as product briefs, demo scripts, and case studies to facilitate education of employees, resellers, customers, and prospects across the financial services market.
- Support the sales team in achieving or exceeding sales objectives by growing knowledge and proactively sharing best practices, competitor insights, and market trends relevant to the FINS industry and Hyland's solutions.
- Collaborate with marketing and development teams to provide meaningful input on sales collateral, emergent product features, and solutions needed to meet evolving customer requirements.
- Maintain relationships with third-party organizations to shorten the sales cycle and deepen market penetration; consistently identify and share opportunities to improve internal efficiencies across the team.
Role Essentials
You'll need these skills to hit the ground running:
- Demonstrated industry or market knowledge and experience within the Financial Services (FINS) sector, with the ability to translate that expertise into consultative, value-driven customer engagements.
- Strong ability to establish rapport, gain trust, and build consensus across multiple departments and leadership levels in complex, fast-moving sales environments.
- Excellent communication skills — able to speak and write with ease, clarity, and impact, using a style appropriate to the subject and audience.
- Self-motivated with the ability to manage projects independently to completion in a fast-paced, deadline-driven environment.
- Bachelor's degree or equivalent combination of education and experience sufficient to successfully perform the principal duties of the role.
What We'd Like to See
These will help you stand out:
- Experience developing solution selling tools such as product briefs, demo scripts, white papers, or case studies tailored to financial services audiences.
- Demonstrated ability to elicit and document business requirements through structured customer interviews and document analysis.
- Strong cross-functional collaboration skills with experience working alongside sales, marketing, and product development teams.
- Experience building and maintaining relationships with third-party organizations to support sales cycle acceleration and deeper market penetration.
- Familiarity with enterprise software platforms and the ability to clearly articulate technical concepts to diverse, non-technical audiences.
About Hyland
Hyland is the pioneer of the Content Innovation Cloud™, delivering ubiquitous enterprise intelligence to organizations with solutions that unlock actionable insights and drive automation. © Hyland. All rights reserved. Trusted by thousands of organizations worldwide, including many of the Fortune 100, Hyland's solutions create the foundation for a connected, agentic enterprise, where teams harness the power of AI to redefine how they operate and engage with those they serve. For additional information on Hyland's platform and services, please visit Hyland.com.
Since 1991, it has been Hyland's mission to help our employees, customers and partners exceed their potential with our industry-leading content services platform. Our employees exude a contagious energy and are passionate about what they do – whether it's helping customers succeed, raising up their fellow Hylanders, or engaging in the communities where they live and work. The #HylandLife hashtag encompasses our employee-centric culture. Our employees live our culture day in and day out by bringing their best self to work. Hyland supports them to do just that through career development resources, wellbeing programs and innovation practices. We thrive on diverse viewpoints and new ideas and believe that a positive, inclusive workplace is imperative to sustainable success. As we've grown to a company of nearly 4,000 strong, we have the opportunity to make a significant impact on our communities. We strongly support employee initiatives and align our giving campaigns and programs to organizations that are important to them.
Equal Opportunity Statement
Hyland is an equal opportunity employer. We value diversity and are committed to providing an inclusive workplace for all employees and applicants. Employment decisions are made without regard to any characteristic protected by applicable laws and regulations. Information collected during the hiring process is used solely to assess qualifications, verify identity, and comply with legal requirements.
