Lead Technology Business Systems Consultant focusing on strategic initiatives in consumer lending operations for Wells Fargo. Drives solutions in contact center voice technology with cross - functional teams.
About the role
- Business Operations & Planning role defining strategy and objectives for a health partner company. Collaborating with senior leaders to implement strategic decisions and monitor performance.
Responsibilities
- Define an ambitious strategy to achieve our business objectives and translate it into an actionable plan
- Monitor and explain our performance against business objectives
- Enable our Sales and Account Management teams to achieve these objectives and become the most effective commercial teams in the tech industry (e.g., sales & AM effectiveness, tools, analytics, and training)
- Work closely with senior business leaders (Business leads, Insurance Lead, Marketing Lead, CFO, CEO, etc.) to define Alan’s business plan
- Lead or support strategic explorations (e.g., new segments, new distribution models) to inform strategic decisions
- Frame business and resource allocation decisions (e.g., where to accelerate or slow down by segment or product, where to deploy sales and marketing resources, how to optimize short‑ vs long‑term priorities, and impacts on metrics such as payback, LTV, CAC)
- Translate the plan into actionable Sales & Account Management objectives, ensuring quality, scalability, and accuracy
- Monitor results and execution closely to capture learnings and adjust when necessary; share key insights with the team and company on a monthly basis
- Work on cross‑functional topics that provide insights and help better steer team performance (competitor analysis, implementation & monitoring of pricing strategies, etc.)
- Propose adjustments to the plan quarterly and support Board preparation
Requirements
- At least 2–4 years of experience in one of the following:
- - Business strategy, sales strategy & operations, revenue operations, or business/strategic finance in a B2B company (preferred)
- - Management consulting, investment banking, or private equity
- Critical thinking and problem‑solving skills
- - Ability to operate effectively in ambiguous situations and bring structure to unclear opportunities
- - Strong analytical rigor, providing clarity on complex topics through deep insights
- - Excellent Excel skills and intermediate SQL knowledge
- - Ability to manage workload and short turnaround times, with a high degree of adaptability and flexibility when priorities shift
- Business acumen
- - Comfortable with B2B operational and financial metrics
- - Passion for getting close to the business and Sales/Marketing teams and understanding operational details, not just strategic aspects
- Communication and presence
- - Ability to communicate effectively with senior leadership and align multiple stakeholders collaboratively
- - Proven ability to build strong relationships across Sales, Marketing, Product, and Finance and be seen as a trusted contributor/advisor
- - Ability to perform well under pressure, with high adaptability and flexibility
- - Excellent written and verbal communication and structuring skills
- - Fluency in English and French
- Nice to have
- - Experience with BI and visualization tools (Metabase, Tableau) and Salesforce
- - Experience in SaaS/tech sectors
- - Exposure to large sales teams (100+ members)
Benefits
- Competitive compensation with generous equity packages in addition to base salary
- Flexible location: modern HQ office, sponsored co‑working hubs, or fully remote with home office equipment sponsorship
- All the tools you need: MacBook Pro, keyboard, laptop stand, monitor, and Bose noise‑canceling headphones
- Flexible vacation policy and working hours—organize your time as you wish
- Comprehensive healthcare insurance: 100% coverage for you and your children, 90–100% for partners depending on country (permanent contracts only)
- Country-specific commuter benefits
- Learning & training: flexible training policy, free books, and budget to attend and speak at conferences when appropriate
- Personal growth through coaching: every employee is paired with a dedicated coach from day one to maximize impact, engagement, and development
- Extended parental leave for all new parents
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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