Business Transformation Advisory
Core
Act as a trusted advisor to senior business leaders and sales teams to drive business transformation, develop deal strategies, and demonstrate how AI-powered EPM solutions address specific customer needs.
Role type
Senior Business Transformation & Strategic Deal Advisor
Builds
Strategic roadmaps for customer transformation, value-based sales cases, and market thought leadership on AI in Finance
Domain
SaaS / Enterprise Performance Management (EPM) / Finance Transformation
Deliverable
client delivery
Required skills
Enterprise Performance Management (EPM) expertise, Finance transformation experience, Strategic deal advisory, Data-driven insight generation, Executive storytelling, Commercial acumen
Preferred skills
MBA, CPA, CMA, CFA, CFO community relationships
Technologies
AI-powered EPM platforms, ROI calculators, Value frameworks
Responsibilities
Support Sales Leaders on strategic deals as a Subject Matter Expert; Engage with senior business leaders to understand challenges and lead consultative workshops; Build credibility as a thought leader on AI in Finance; Champion value-based selling and inform product strategy; Empower internal teams with self-service business value assets
Seniority
Senior, hands-on IC
