Business Strategy and Process Consultant – Investment Fund
Zuri
full-time
Posted on:
Location Type: Hybrid
Location: São Paulo • Brazil
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About the role
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
process mappingprocess improvementdata interpretationROI calculationbusiness case developmentconsultative negotiationaccount planningproject managementsales negotiationbusiness process analysis
Soft Skills
analytical skillscommunication skillsleadershipclient managementstrategic thinkingproblem-solvingcollaborationpresentation skillsvalue generationrelationship building
Certifications
business process management certificationproject management certificationPower BI certificationdata analysis certification