Principal Business Value Consultant
Leads value realization across the customer lifecycle, building financial business cases, automations, and executive-level narratives that drive adoption, retention, and expansion. Requires 5+ years of relevant SaaS experience, a bachelor's degree, strong financial modeling expertise, and coding or scripting experience.
About the job
Responsibilities
- Partner with Sales, Customer Success, and Engineering teams to validate customer outcomes and drive product adoption, retention, and expansion.
- Build scenario-based business cases projecting financial ROI and strategic outcomes for new deals and account expansions.
- Develop automations, scripts, and interactive tools for value modeling, ROI tracking, and executive reporting.
- Translate technical capabilities and product usage metrics into executive-level financial narratives focused on cost savings, revenue gains, and risk reduction.
- Lead the value management lifecycle from pre-sale business case design through post-sale realization tracking.
- Quantify new product capabilities, refine value messaging, and train internal teams on value creation and realization practices.
- Report on engagement impact and its relationship to retention, adoption, and expansion pipeline.
Requirements
- 5+ years of experience in Value Realization, Value Engineering, Customer Success Management, or Business Value Consulting in high-growth technology or SaaS environments.
- Bachelor's degree required; an MBA or advanced technical/business degree is preferred.
- Proven success using post-sale outcomes to drive adoption, cross-sell, and upsell opportunities.
- Hands-on experience with basic coding, scripting, and repeatable automation.
- Expertise with business case frameworks and financial metrics including ROI, NPV, IRR, Payback, and TCO.
- Exceptional communication skills and ability to translate complex software capabilities into C-suite business impact.
Nice-to-haves
- Familiarity with AI agents.
- Experience building rapid web applications, such as Streamlit applications.
Compensation and Benefits
- On-target earnings: $200,000–$235,000 USD.
- Benefits include health, pharmacy, optical and dental care, paid time off, sick time off, short- and long-term disability coverage, life insurance, and 401(k) contribution.
Skills
Value Realization, Value Engineering, Customer Success Management, Business Value Consulting, SaaS, Coding, Scripting, Automation, AI Agents, Streamlit, Roi, Npv, Irr, Tco, Financial Modeling
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