Zaelab

Financial Planning and Analysis

• Develop comprehensive financial models to evaluate M&A opportunities, capital investments, and strategic business initiatives.
• Lead comprehensive annual budgeting processes that align financial resources with strategic priorities.
• Prepare monthly and quarterly P&L, Balance Sheet, and Cash Flow forecasts with variance analysis.
• Prepare comprehensive financial insights, board decks, and executive dashboards that communicate financial position, trends, and strategic implications.
• Partner with functional leaders (Sales, Operations, Marketing, R&D) to provide financial analysis supporting their strategic initiatives and KPI achievement.
• Serve as financial advisor to C-suite on significant contracts, partnerships, and business opportunities.
• Drive continuous process improvement through automation, AI-enabled tools, and financial systems enhancement.
• Build, mentor, and develop a high-performing FP&A team.

Director, Finance FP&A

Architect

• Serve as the primary technical authority for CPQ and Quote-to-Cash initiatives, representing Zaelab in client-facing architectural discussions, solution reviews, and technical decision-making.
• Act as a subject matter expert in Quote-to-Cash processes, including product modeling, pricing strategies, discounting, approvals, contracts, and downstream order fulfillment. Lead architecture and functional design of custom product configurators, including technologies such as Logik.ai (ServiceNow). Translate complex revenue models into scalable CPQ architectures aligned with platform best practices.
• Design scalable and secure architectures that integrate with commerce platforms, ERP systems, CDPs, middleware, and adjacent enterprise systems. Collaborate with clients and internal teams to create prototypes and proofs of concept to validate requirements and solution approaches.
• Conduct business and technical discovery, assessing current-state revenue systems and defining future-state CPQ roadmaps. Lead business process mapping sessions and produce functional and architectural documentation. Perform gap analysis and identify opportunities to optimize business processes through CPQ and commerce capabilities.
• Maintain a hands-on approach to solution delivery, contributing to configuration, development, and technical problem-solving alongside the team. Partner closely with developers to ensure designs are implemented accurately and efficiently. Troubleshoot complex functional and technical issues, identifying root causes and driving resolution.
• Troubleshoot complex technical issues, ensuring consistent delivery momentum and high-quality outcomes.
• Mentor consultants, developers, and analysts on CPQ architecture patterns, platform capabilities, and delivery best practices. Coach teams on balancing functional requirements with technical feasibility and long-term maintainability. Set quality standards for CPQ design, documentation, and delivery execution.
• Partner with Solution Engineering and Sales teams to scope engagements, propose architecture approaches, and communicate solution value to B2B clients. Build trusted relationships with client sponsors and stakeholders, guiding strategic decision-making. Clearly articulate CPQ solution value to technical and non-technical audiences.
• Contribute to Zaelab accelerators, templates, and repeatable CPQ implementation patterns. Stay current with CPQ, commerce, and platform trends, sharing insights internally and externally. Participate in internal enablement, client workshops, and industry/community forums.

Digital Consulting Architect, CPQ, Spanish-Speaking

ServiceNow

• Lead end-to-end ServiceNow FSM implementations from discovery through deployment.
• Design scalable, best-practice ServiceNow FSM solutions that leverage out-of-the-box capabilities wherever possible.
• Facilitate client workshops to gather requirements and translate business needs into technical solutions.
• Provide technical leadership to development teams throughout project delivery.
• Review solution designs, configurations, integrations, and customizations to ensure quality and scalability.
• Partner with project managers to estimate effort, identify risks, and drive successful project delivery.
• Support pre-sales by leading discovery sessions, solution demonstrations, architecture discussions, project scoping, effort estimation, and Statement of Work creation.
• Act as a trusted advisor to clients throughout implementation and ongoing platform evolution.
• Mentor junior consultants and developers on ServiceNow FSM best practices.

ServiceNow FSM Architect

Client Partner

• Serve as the primary day-to-day contact for assigned accounts within a larger enterprise portfolio.
• Build strong relationships with client stakeholders, including directors, managers, program owners, and emerging executive sponsors.
• Maintain a deep understanding of client priorities, business objectives, and organizational dynamics.
• Monitor overall account health, identify potential risks, and coordinate internal teams to proactively address challenges.
• Ensure clients remain informed, engaged, and aligned throughout active engagements.
• Support quarterly business reviews, executive updates, and strategic planning activities.
• Identify opportunities to expand existing client relationships and support account growth initiatives.
• Participate in account planning activities and contribute to annual and quarterly growth strategies.
• Support the development of new statements of work, change requests, renewals, and consulting opportunities.
• Maintain account plans, stakeholder maps, opportunity tracking, and account health documentation.
• Contribute to revenue forecasting activities and ensure account information remains accurate and current.
• Develop a strong understanding of Zaelab’s capabilities and identify opportunities to bring additional value to clients.
• Partner closely with project managers, delivery leaders, and consulting teams to ensure successful project execution.
• Track scope, milestones, budget performance, and engagement status across active client programs.
• Coordinate cross-functional support from strategy, solutions, experience, engineering, and delivery teams when needed.
• Ensure client expectations are clearly communicated and aligned internally.
• Act as a trusted partner to delivery teams by providing context, facilitating communication, and supporting issue resolution.
• Develop the skills and capabilities required for future portfolio ownership responsibilities.
• Participate in mentorship and coaching programs with Client Services leadership.
• Support business development and strategic growth initiatives to strengthen commercial acumen.
• Contribute to team development, knowledge sharing, and continuous improvement efforts across the Client Services organization.
• Build credibility internally and externally as a trusted advisor and relationship leader.

Senior Client Partner

Project Manager

• Lead end-to-end delivery of large-scale implementation projects across CPQ, CRM, commerce, and digital transformation initiatives.
• Manage multiple Agile development teams, ensuring delivery milestones, risks, dependencies, and resource needs are proactively addressed.
• Own project financials, including budget management, forecasting, utilization tracking, and reporting.
• Partner with clients, delivery leadership, architects, and engineering teams to ensure successful project execution.
• Facilitate Agile ceremonies and drive delivery excellence across hybrid Agile and traditional project environments.
• Identify and mitigate project risks while maintaining clear communication with executive stakeholders.
• Foster collaboration across technical and business teams, helping unify delivery teams around shared goals and outcomes.
• Create executive-level reporting and communicate project health, status, and forecasts effectively.
• Support continuous improvement initiatives that enhance delivery quality, predictability, and client satisfaction.

Senior Project Manager

Solutions Engineer

• Lead discovery sessions with prospective clients to understand business processes, quoting requirements, pricing models, and order orchestration needs.
• Develop accurate project estimates including timelines, resource plans, and budget expectations.
• Translate client requirements into clear functional designs and technical solution architectures.
• Design and deliver tailored product demonstrations that highlight the value of Logik.ai and ServiceNow Sales and Order Management, & ServiceNow CPQ solutions.
• Collaborate with sales teams to craft compelling solution narratives and presentations aligned to specific industries and use cases.
• Serve as the primary technical advisor during the sales cycle, addressing customer questions and guiding solution decisions.
• Support the development of proposals and Statements of Work with detailed scope definitions, assumptions, and implementation approaches.
• Conduct technical workshops, architecture sessions, and solution deep dives with prospects and clients.
• Ensure smooth handoff from presales to delivery by documenting requirements, solution designs, and project scope.
• Participate in project kickoff sessions to align delivery teams on client expectations and solution architecture.
• Provide ongoing advisory support to delivery teams and project leadership when needed.

Director, Finance FP&A

Digital Consulting Architect, CPQ, Spanish-Speaking

ServiceNow FSM Architect

Senior Client Partner

Senior Project Manager

Lead CPQ Solution Engineer