• Previous experience driving value in customer success, presales, or management consulting roles.
• Required background in Enterprise Performance Management (EPM), Enterprise Planning, or Analytics.
• Exceptional communication and presentation skills; comfortable and confident engaging at all levels, including the C-suite.
• Proven track record in Customer Success, SaaS platforms, Project Leadership, Technology Consulting, or Advisory roles.
• A unique ability to translate complex technical concepts into clear, customer-friendly business value.
• Familiarity with software development processes and design methodologies.
• A customer-first mindset coupled with strong problem-solving skills and the ability to remain calm and decisive under pressure.
• Experience leading cross-functional teams to address sophisticated customer needs or deliver key projects.
• Exposure to Financial Services and/or Insurance customers
• Subject matter expertise in Planning and Modelling, particularly in Supply Chain, Finance, or Sales.
• Hands-on experience advising on or establishing a Centre of Excellence (CoE) or similar governance structure.
• Familiarity with Anaplan or comparable enterprise planning platforms.
• Background in change management and enterprise-wide business transformation initiatives.
• Experience crafting customer-facing collateral, such as success playbooks or templates.
• Exposure to renewal strategy and expanding customer footprints through upsell/cross-sell practices.