Senior Level Financial Sales Consultant Jobs
Senior level financial sales consultant jobs call for professionals who set client acquisition strategy, own revenue targets, and lead the advisory teams or deal pipelines that deliver results. With 67% of openings remote or hybrid, roles concentrate across Insurance, Technology & Software, and Energy, with Alliant Insurance Services, Xcel Energy, and Banner Health hiring at this level now.
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Job Title: Oracle Fusion Finance Functional Consultant
Locations: Menlo Park, CA
Qualifications & Experience:
- Bachelor's degree in Accounting, Finance, Business, Computer Science, Information Systems, or a related field, or equivalent experience.
- 8+ years of strong functional experience in Oracle Fusion Finance and Financials modules.
- Expertise in General Ledger (GL), Accounts Payable (AP), Accounts Receivable (AR), Asset Accounting, Intercompany, Procurement, and Payments.
- Strong functional expertise in either Accounting / General Ledger or Revenue Management / Revenue Recognition.
- Experience with Subscription Management, Revenue Accounting, Revenue Contracts, and Receivables is preferred for the Revenue position.
- Strong understanding of end-to-end financial business processes and Oracle Fusion integrations with custom-built and third-party applications.
- Experience gathering business requirements, performing functional analysis, and translating requirements into functional test scenarios.
- Hands-on experience reviewing functional test cases, validating business requirements, and ensuring end-to-end process coverage.
- Experience in UAT, integration testing, regression testing, defect triage, and release readiness.
- Experience monitoring Oracle Fusion quarterly releases, analyzing release notes, and performing patch and regression testing.
- Good understanding of integration technologies such as OIC, REST/SOAP APIs, EDI, and file-based interfaces.
- Experience coordinating offshore QA teams and working with onsite business stakeholders in an onsite-offshore delivery model.
- Strong communication, analytical, troubleshooting, stakeholder management, and documentation skills.
Job Title: Oracle Fusion Finance Functional Consultant
Locations: Menlo Park, CA
Qualifications & Experience:
- Bachelor's degree in Accounting, Finance, Business, Computer Science, Information Systems, or a related field, or equivalent experience.
- 8+ years of strong functional experience in Oracle Fusion Finance and Financials modules.
- Expertise in General Ledger (GL), Accounts Payable (AP), Accounts Receivable (AR), Asset Accounting, Intercompany, Procurement, and Payments.
- Strong functional expertise in either Accounting / General Ledger or Revenue Management / Revenue Recognition.
- Experience with Subscription Management, Revenue Accounting, Revenue Contracts, and Receivables is preferred for the Revenue position.
- Strong understanding of end-to-end financial business processes and Oracle Fusion integrations with custom-built and third-party applications.
- Experience gathering business requirements, performing functional analysis, and translating requirements into functional test scenarios.
- Hands-on experience reviewing functional test cases, validating business requirements, and ensuring end-to-end process coverage.
- Experience in UAT, integration testing, regression testing, defect triage, and release readiness.
- Experience monitoring Oracle Fusion quarterly releases, analyzing release notes, and performing patch and regression testing.
- Good understanding of integration technologies such as OIC, REST/SOAP APIs, EDI, and file-based interfaces.
- Experience coordinating offshore QA teams and working with onsite business stakeholders in an onsite-offshore delivery model.
- Strong communication, analytical, troubleshooting, stakeholder management, and documentation skills.
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Who's Hiring
Top Industries Hiring
- Insurance
- Technology & Software
- Energy
- Healthcare & Medical Services
Senior Level Financial Sales Consultant Jobs: Frequently Asked Questions
How do I get a senior level financial sales consultant job?
Employers at this level look for demonstrated ownership of large client portfolios, a history of meeting or exceeding revenue goals, and the ability to mentor junior consultants or lead a sales team. Candidates who can speak precisely to pipeline growth they drove, complex deals they closed, and how they developed the people around them consistently stand out in the hiring process.
Which companies hire senior level financial sales consultants?
Companies hiring senior level financial sales consultants right now include Alliant Insurance Services, Xcel Energy, and Banner Health, based on current listings on Migrate Mate as of November 2026. Hiring at this level tends to come from wealth management firms, regional and national banks, insurance carriers, and financial services companies expanding their advisory or institutional sales divisions.
Are there remote senior level financial sales consultant jobs?
Yes, though availability varies by employer and client model. About 67% of senior level financial sales consultant openings are remote or hybrid as of November 2026, with fully remote roles more common in technology-driven financial platforms and hybrid arrangements more typical at traditional banks and brokerage firms that require periodic client or office presence.
What makes a financial sales consultant role senior level?
Senior level roles are defined by scope and ownership rather than task execution. At this stage, professionals carry responsibility for strategic account growth, complex product recommendations, and territory or market performance. They are expected to mentor less experienced consultants, contribute to team sales strategy, and manage relationships with high-value or institutional clients with minimal oversight.
Which industries hire the most senior level financial sales consultants?
Senior Level financial sales consultant roles concentrate in Insurance, Technology & Software, and Energy, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at this level because they depend on experienced advisors to manage significant client assets, navigate complex regulatory environments, and sustain the long-term relationships that underpin revenue growth.