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Lead and deliver enterprise transformation engagements for insurance clients. Design future-state operating models, BRDs, workflows, and integration architectures. Manage cross-functional teams, change management, and consulting delivery standards. Drive platform adoption, identify upsell opportunities, and partner with Sales, Product, and Engineering to scale consulting practice and measurable outcomes.

Lead end-to-end enterprise transformation engagements in Financial Services. Design future-state operating models, drive change management, translate business requirements into automated workflows on the Kizen platform, architect integrations across CRM/core systems/data platforms, manage cross-functional delivery teams, establish delivery standards and playbooks, and identify upsell opportunities while partnering with C-suite and product/engineering teams.

Lead discovery and delivery for enterprise Financial Services clients, identifying high-value use cases, scoping platform deployments, managing multidisciplinary teams, and owning outcomes from pre-sales through production. Develop playbooks, drive GTM/co-selling with Sales, and translate client requirements into scalable Kizen platform solutions focused on speed to value and operational impact.

Lead consulting engagements for insurance clients to discover high-value AI use cases, own end-to-end platform deployments, drive sales integration, measure outcomes, and build scalable delivery playbooks. Manage cross-functional teams, run discovery workshops, and translate complex processes into production-ready automation on the Kizen platform.

Lead end-to-end technical implementation and architecture for enterprise clients on Kizen's low-code AI platform. Configure integrations, build data pipelines, transform and validate data, troubleshoot production issues, and partner with client engineering teams. Drive deployments from kickoff to go-live, create technical documentation and training, and feed prioritized product feedback. Occasionally support pre-sales scoping and technical conversations.