As a Client Director for Financial Services & Insurance, you will lead Service Now’s engagement with major banking and insurance institutions. You will help them modernize their operations, ensure regulatory resilience, and elevate customer and employee experiences — positioning Service Now as a top strategic platform for business transformation, powered by the leading AI and agentic technology that builds the digital workforce of the future.

You will play a key role in helping institutions transform customer service and experience management across both B2B and B2C environments, where speed, accuracy, and transparency of case resolution are essential to maintaining trust, loyalty, and long-term revenue growth.

Key Responsibilities

• Partner with executive leaders across business, IT, risk, and operations to shape multi-year digital strategies anchored on Service Now’s AI-powered platform.
• Establish Service Now as the trusted enterprise platform for operational efficiency, resilience, and intelligent automation.
• Drive transformation of customer service operations in both B2B and B2C segments to improve case resolution speed, transparency, and experience consistency.
• Expand account penetration by identifying new value streams in customer service, risk, ESG, and shared services.
• Lead global orchestration across Solution Sales, Consulting, Support, and Services to deliver measurable transformation outcomes.
• Achieve consistent growth across licenses, renewals, and professional services while deepening executive trust.

To be successful in this role you have:

• Experience in leveraging or critically thinking about how to integrate AI into work processes, decision-making, or problem-solving. This may include using AI-powered tools, automating workflows, analyzing AI-driven insights, or exploring AI's potential impact on the function or industry.
• 7+ years of enterprise account leadership experience within financial services or insurance.
• Strong understanding of regulatory, risk, and compliance frameworks.
• Proven experience with customer service transformation in both B2B and B2C contexts, including operational visibility and workflow automation.
• Proven ability to lead C-suite discussions on AI, automation, and workforce transformation.
• Track record of driving multi-million-dollar growth through strategic, long-term partnerships.

Work Personas

We approach our distributed world of work with flexibility and trust. Work personas (flexible, remote, or required in office) are categories that are assigned to Service Now employees depending on the nature of their work and their assigned work location. Learn more here. To determine eligibility for a work persona, Service Now may confirm the distance between your primary residence and the closest Service Now office using a third-party service.

Equal Opportunity Employer

Service Now is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, national origin or nationality, ancestry, age, disability, gender identity or expression, marital status, veteran status, or any other category protected by law. In addition, all qualified applicants with arrest or conviction records will be considered for employment in accordance with legal requirements.

Accommodations

We strive to create an accessible and inclusive experience for all candidates. If you require a reasonable accommodation to complete any part of the application process, or are unable to use this online application and need an alternative method to apply, please contact globaltalentss@servicenow.com for assistance.

Export Control Regulations

For positions requiring access to controlled technology subject to export control regulations, including the U.S. Export Administration Regulations (EAR), Service Now may be required to obtain export control approval from government authorities for certain individuals. All employment is contingent upon Service Now obtaining any export license or other approval that may be required by relevant export control authorities.

From Fortune. ©2025 Fortune Media IP Limited. All rights reserved. Used under license.

It all started in sunny San Diego, California in 2004 when a visionary engineer, Fred Luddy, saw the potential to transform how we work. Fast forward to today — Service Now stands as a global market leader, bringing innovative AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500®. Our intelligent cloud-based platform seamlessly connects people, systems, and processes to empower organizations to find smarter, faster, and better ways to work. But this is just the beginning of our journey. Join us as we pursue our purpose to make the world work better for everyone.