Business Strategy and Process Consultant managing client relationships and optimizing business processes in financial sectors. Leading consultative negotiations and enhancing client engagement.
Responsibilities
Manage opportunities and needs for your assigned client portfolio;
Hold meetings to identify and qualify opportunities with your clients;
Be responsible for formalizing opportunities and directing internal actions to develop solution proposals;
Identify business objectives related to the request and the client's critical success factors;
Lead diagnostics and workshops, process mapping, and propose process improvements for clients;
Prepare flowcharts, process descriptions, presentations, and supplementary artifacts to formalize mapped processes;
Develop Business Cases and calculate Return on Investment (ROI) to help the client justify contracting the proposed solution;
Conduct regular alignment meetings with your clients, focusing on value generation and visibility of services/solutions contracted by the client;
Prepare Account Plans and use them as a strategic guide for account expansion;
Identify and qualify upsell, cross-sell, and new project opportunities, managing the full consultative negotiation cycle;
Systematically update the CRM with relevant data on the customer journey, account health, and identified opportunities.
Requirements
Degree in Engineering, Economics, Business Administration, or related fields;
Completed courses in Process Analysis, Project Management, Negotiation or Sales;
Minimum 4 years' experience executing consulting projects, process mapping, analysis and process improvement;
Minimum 2 years' experience working with business processes in the financial sector;
Advanced skills in building PowerPoint presentations;
Analytical skills for data interpretation and management;
Knowledge of MS Visio, Bizagi or other BPMN tools;
Certifications in business process management, project management, Power BI and/or data analysis tools;
Experience with process mapping projects, area expansion, and implementation of new systems and technologies in administrative processes;
Experience with projects involving ROI calculation and capacity analysis;
Spanish: intermediate or advanced level;
English: intermediate or advanced level.
Benefits
Flexible work arrangements
Job title
Business Strategy and Process Consultant – Investment Fund
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