At Qualtrics, our mission is to make business more human.

XM Strategy - Financial Services Industry

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Employer Provided Salary: 142,500-169,000 Annually
Salary data is provided by the employer. Please note this is not a guarantee of compensation.

At Qualtrics, we create software the world’s best brands use to deliver exceptional frontline experiences, build high-performing teams, and design products people love. But we are more than a platform—we are the creators and stewards of the Experience Management category serving over 18K clients globally. Building a category takes grit, determination, and a disdain for convention—but most of all it requires close-knit, high-functioning teams with an unwavering dedication to serving our customers.
When you join one of our teams, you’ll be part of a nimble group that’s empowered to set aggressive goals and move fast to achieve them. Strategic risks are encouraged and complex problems are solved together, by passing the microphone and iterating until the best solution comes to light. You won’t have to look to find growth opportunities—ready or not, they’ll find you. From retail to government to healthcare, we’re on a mission to bring humanity, connection, and empathy back to business. Join over 6,000 people across the globe who think that’s work worth doing.

XM Strategist - Financial Services and Insurance

Why We Have This Role

  • Our XM Strategists support our sales teams by bringing their years of experience and credentials to bear through defined client engagements ranging from executive coaching sessions to more in-depth workshops. 
  • This team dives deep on key deals and strategic accounts to positively influence time to close, average deal size and overall win percentage.
  • The XM Strategist for our Financial Services and Insurance business will act as an expert advisor across our core XM domains (customer, employee and market research) as well as across several key industry verticals including retail and B2B.
  • While most of your efforts will be focused in the pre-sales environment, some of the additional cross-functional initiatives may include input in product direction, content generation, contributing to analyst reports/relationships, attending events, and influencing account-based marketing activity.


How You’ll Find Success

  • Thrive as a subject matter expert focused on pre-sales engagements that build, expand and close pipeline in the most critical accounts for the business, with the most critical stakeholders and decision makers.
  • Serve as a strategic partner to the sales team in key opportunities, delivering outputs that help customers build their vision for experience management, and design their roadmaps towards the art of the possible.

How You'll Grow

  • While this role is designated “financial services”, it is not dedicated. As such, there is opportunity to work across specialized verticals including public sector (education and government), healthcare & life sciences, and across the entire enterprise sector. 
  • The XM category cuts across several stand-alone areas of professional expertise. In this role you will gain exposure not only to areas that align with your core areas of expertise (e.g., employee experience), but will also be afforded the opportunity to shadow and eventually own motions aligned to other areas under the XM umbrella (e.g., customer experience and market research).


Things You’ll Do

  • Work directly with sales teams pursuing key deals across quarters and years. These deals could range from large dollar deals with significant impact on short-term company performance to important industry leaders who prefer to take a crawl-walk-run approach to XM. Either way, your expertise and guidance will be essential to effectively meeting our customers' needs.
  • Engage with select existing customers who have the potential to act as flagship advocates and are wanting to significantly expand their license within or across XM categories.
  • Act as a support / guide to the service delivery teams (internal and ecosystem) in key flagship accounts and as a trusted advisor to the C-suite / budget holders of our most valued customers.
  • Influence go-to-market strategy for XM:
    • Provide guidance to the PMM team on product positioning and messaging, competitive intelligence and key trends influencing how we position and grow.
    • Provide guidance to the teams responsible for unlocking barriers to growth in this market (e.g. accessibility, security, procurement frameworks) and work with these groups to proactively address critical issues
    • Provide guidance on thought leadership content to help build our brand in market. Be a visible, strategic thought leader at our most strategic customer events


What We’re Looking For On Your CV

  • College degree in a related field (e.g. Psychology, Business, Social Sciences, Economics, etc.). Graduate degree preferred.
  • Experience working in or with enterprise teams owning CX, EX or MR functions within name-brand organization
  • Experience consulting on the design and implementation of Experience Management (XM) Programs - Employee or Customer
  • A strong knowledge of survey/assessment design, change management consulting, and quantitative or qualitative data analysis
  • A strong understanding of industry trends and an ability to articulate for the layperson
  • Demonstrated ability to persuasively communicate complex concepts at the highest level within organizations and an ability to build relationships with strategic decision makers

What You Should Know About This Team

  • We pride ourselves on being a team that not only understands but also contributes to the achievement of the company's primary objectives.
  • Partnering with sales teams across different locations, we foster a culture where smooth communication and collaboration reign supreme.
  • This is a highly visible role, to both internal and external executive teams.
  • While there is consistency in projects and expectations, the work rarely looks the same day-to-day
  • Our team values the ability to take initiative, work independently, and accomplish key initiatives. Everyone is encouraged to think ahead, anticipate potential issues, and find ways to proactively conquer.
  • We believe in being face-to-face with clients and travel is expected.


Our Team’s Favorite Perks and Benefits

  • This team has the unique ability to apply creative and insightful solutions to significant business challenges - the ability to grow creatively and strategically is a key perk
  • Qualtrics Experience Program - A bonus each year for an experience of your choosing
  • Worldwide and diverse community that enjoys helping each other
  • In our offices we take pride in creating an open and collaborative work space.
  • At Qualtrics we are constantly working to create an environment where everyone feels safe and comfortable coming to work and can, as a result of our culture, make their best possible contribution to our team

Qualtrics is an equal opportunity employer meaning that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other protected characteristic.

​​​Applicants in the United States of America have rights under Federal Employment Laws:Family & Medical Leave Act,Equal Opportunity Employment,Employee Polygraph Protection Act

Qualtrics is committed to the inclusion of all qualified individuals. As part of this commitment, Qualtrics will ensure that persons with disabilities are provided with reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please let your Qualtrics contact/recruiter know.

Not finding a role that’s the right fit for now? Qualtrics Insiders is the one-stop shop for all things Qualtrics Life. Sign up for exclusive access to content created with you in mind and get the scoop on what we have going on at Qualtrics - upcoming events, behind the scenes stories from the team, interview tips, hot jobs, and more. No spam - we promise! You'll hear from us two times a month max with fresh, totally tailored info - so be sure to stay connected as you explore your best role and company fit.

For full-time positions, this pay range is for base per year; however, base pay offered may vary depending on location, job-related knowledge, education, skills, and experience. A sign-on bonus and restricted stock units may be included in an employment offer, in addition to a range of medical, financial, and other benefits, based on eligibility criteria.

Remote Annual Pay Transparency Range

$142,500$169,000 USD

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What are Qualtrics Perks + Benefits

Qualtrics Benefits Overview

We recognize the importance of a benefit program that focuses on overarching wellness for our team and their families. By providing a robust program, we ensure that our teams can do their best work. This means we've built comprehensive benefit programs for our global teams, curating options to fulfill a wide range of needs and to provide an effective security net for both our team and their dependents.

We use a benefits survey to help shape our benefits programs around what’s important to our people. We listen and aim to create inclusive, equitable packages that support our employees and their well-being. Our benefits include "the usual" - health care options, dental, and vision - alongside strong 401k options and other options like legal services, dependent care FSA accounts, transit FSA accounts, and others. We also have some stars of the show - our global employee assistance program, the global wellness reimbursement, our global mental health benefit, a global benefit for adoption and surrogacy, and the experience bonus program.  

Partners with nonprofits
We go beyond partnering with nonprofits. For Qualtrics, 5 For the Fight is our company's core nonprofit focus. Discover the whole story at www.5ForTheFight.org. We're #AllIn until cancer gives in.
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Employee resource groups
Quarterly engagement surveys
In-person all-hands meetings
Every Monday we host our company all-hands. In the offices, there's a breakfast or snack, and we broadcast for everyone who isn't in. Topics range from performance updates to customer visits.
In-person revenue kickoff
President's club
Flexible work schedule
Remote work program
Qualtrics team members can work in a different office for up to 2 weeks per year.
Documented equal pay policy
Dedicated diversity and inclusion staff
Mandated unconscious bias training
In 2020, we launched our global unconscious bias program. We aim to provide our employees with the tools to block and tackle the various types of biases that exist.
Diversity manifesto
Mean gender pay gap below 10%
Diversity employee resource groups
We have ERGS championing people with disabilities, LGBTQ+, Veterans, Underrepresented Minorities, and Women's Leadership Development.
Hiring practices that promote diversity
Health Insurance + Wellness
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Wellness programs
Our Wellness program includes not only an employee assistance program but, starting in 2022, will also include a Wellness bonus that employees can use on services to support their overall wellbeing.
Mental health benefits
Transgender health care benefits
Abortion travel benefits
Financial & Retirement
401(K) matching
Company equity
Equity grants are considered annually based on performance and seniority level, and undergo annual refreshes.
Employee stock purchase plan
Performance bonus
Child Care & Parental Leave
Generous parental leave
Qualtrics's parental leave is 6 weeks for all parents. Birthing parents are given an additional 6-8 weeks and have the option to take 2 weeks off before delivery.
Family medical leave
Adoption Assistance
We reimburse up to $10000 for eligible adoption expenses and 6 weeks of paid leave for the parent who is taking the role as the primary caregiver.
Return-to-work program post parental leave
Company sponsored family events
Qualtrics has several events during the year that look to actively include our families, from the annual summer party to welcoming your family on-site for visits.
Fertility benefits
Vacation + Time Off
Generous PTO
Paid volunteer time
Paid holidays
Paid sick days
Qualtrics offers unlimited sick days, which covers not only the employee but immediate family members. Kids are sick? Stay home without burning your vacation days.
Flexible time off
Bereavement leave benefits
Office Perks
Commuter benefits
Company-sponsored outings
Free daily meals
We serve catered lunch every day!
Free snacks and drinks
Company-sponsored happy hours
Onsite office parking
Pet friendly
Recreational clubs
Relocation assistance
Fitness stipend
Qualtrics's Wellness Reimbursement is $300 per quarter for wellness activities including gym memberships, spa massages, workout equipment, meditation apps, and much more.
Home-office stipend for remote employees
Qualtrics's Work From Home Stipend is $750 for new employees to use in their first 45 days of employment.
Mother's room
Onsite gym
Professional Development
Job training & conferences
Lunch and learns
Promote from within
Mentorship program
Online course subscriptions available
Customized development tracks

Additional Perks + Benefits

We additionally cater snacks to the company all-hands meeting each week. You can expect to find semi-annual swag distributions (summer & winter), as well as swag giveaways in the offices. Our Benefits team has always looked to maximize our benefits. Our benefits packages and workspaces are always subject to revision—but only for the better.

On top of it all? We offer an annual "Experience Bonus" for our team to go and make an experience of their own one to remember. There's no better way to know how to deliver great experiences than by having one yourself.

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