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Marketing Tech • Productivity • Sales • Software • Business Intelligence
Lead discovery and delivery for financial services clients, design and configure AI-driven workflows on the Kizen platform, run stakeholder workshops, produce BRDs and process maps, build prototypes, and drive measurable outcomes like speed to value, cost reduction, and platform adoption.
Marketing Tech • Productivity • Sales • Software • Business Intelligence
Lead discovery and delivery for Financial Services clients using the Kizen AI platform. Run workshops, map and redesign processes, build lightweight prototypes, configure workflows/agents, own outcomes (speed to value, cost reduction, adoption), and produce high-fidelity artifacts and reusable playbooks to scale delivery.
Top Skills:
AIAutomation ToolsData ArchitecturesIntegration PatternsKizenLow-Code PlatformsSaaS
Marketing Tech • Productivity • Sales • Software • Business Intelligence
Lead discovery and delivery for insurance clients: run workshops, configure workflows and AI agents on the Kizen platform, create process maps/BRDs and prototypes, drive measurable outcomes (speed to value, cost reduction, adoption), produce reusable playbooks, and support sales and client stakeholder management.
Top Skills:
AIAutomation ToolsKizenLow-Code PlatformsSaaS
Marketing Tech • Productivity • Sales • Software • Business Intelligence
Lead discovery and delivery for insurance clients: run workshops, configure workflows and AI agents on the Kizen platform, map processes, build prototypes, own outcome metrics (speed to value, cost reduction, adoption), and produce BRDs and reusable playbooks to scale delivery.
Marketing Tech • Productivity • Sales • Software • Business Intelligence
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.
Top Skills:
AIAPIsCRMEmrErpETLIntelligent AgentsKizenLow-CodeMs DynamicsRpaSalesforceWorkflow Automation
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Marketing Tech • Productivity • Sales • Software • Business Intelligence
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.
Top Skills:
AIAPIsCRMEmrErpETLIntelligent AgentsLow-Code PlatformsMs DynamicsRpaSalesforceWorkflow Automation
Marketing Tech • Productivity • Sales • Software • Business Intelligence
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.
Top Skills:
AIAPIsCRMData PlatformsEmrErpETLKizenLow-CodeRpa
Marketing Tech • Productivity • Sales • Software • Business Intelligence
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.
Top Skills:
AIAPIsAutomationCRMData PlatformsEmrErpETLLow-CodeRpa
Marketing Tech • Productivity • Sales • Software • Business Intelligence
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.
Top Skills:
AIAPIsAutomation ToolsAWSAzureCRMData PipelinesEmrErpETLExcelGCPKizenLow-Code PlatformMlPrompt EngineeringPythonSQL
Marketing Tech • Productivity • Sales • Software • Business Intelligence
As Product Marketing Lead for Insurance, you'll drive commercialization strategy, messaging, and cross-functional collaboration to position Kizen's insurance platform effectively.
Top Skills:
AIMlSaaS
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