- Implement new Forma.ai platform features within your customer portfolio to support continuous improvement and automation.
- Identify potential opportunities for process improvement in client processes (e.g., process execution, data validation, dashboard updates). Explore new techniques, working models to improve design and improve processes.
- Lead design projects, including analysis, financial modelling, project planning, customer workshops, and presentation/recommendation of findings.
- Guide and coach your team of Analysts/Associates to be high performing and client-focused.
- Act as the main point of contact for senior customer stakeholders, establishing yourself as a trusted partner for your customers.
- Be the main point of contact for Product team to articulate customer feedback and support the development of new product features
Must have:
- 4+ years of progressive experience in management consulting, finance, sales operations, tech implementation, or similar quantitative focused role
- 2+ years of experience leading project teams
- Strong experience in leading the planning and execution of projects with multiple deliverables and stages
- Strong analytical problem-solving, organizational and project management skills
- Excellent communication skills, able to lead technical discussions with a non-technical audience
- Exceptional understanding of common analytical and presentation tools (Excel, PowerPoint)
- Good at SQL/ Python
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