Planning Excellence Lead Consultant responsible for improving advisor effectiveness. Collaborating across teams at Northwestern Mutual to enhance financial planning practices and advisor training.
About the role
- Consultor(a) de Transformação Júnior role at MakeOne focuses on CX methodologies and projects. Responsible for executing assessments and managing stakeholder interactions within the consultancy team.
Responsibilities
- Conduct 360° CX assessments, facilitate workshops, create one-pagers, and prepare commercial proposals for sales handover.
- Validate interim and final results of projects in execution (hypercare), ensuring contracted KPIs are delivered.
- Identify and qualify new upsell/account-farming opportunities within existing accounts.
- Maintain dashboards and executive performance reports for the pillar (hours, deliveries, NPS, influenced revenue).
- Provide technical mentorship to junior analysts and continuously update CX templates and methodologies.
- Participate in weekly and monthly planning meetings with the Consulting Manager.
- Engage with stakeholders at various levels (operations, IT, directors/executives) in workshops and presentations.
- Maintain high quality in high-pressure environments and when working with incomplete or fragmented data.
- Ensure that ≥ 80% of diagnostics result in actual commercial projects.
- Adapt CX methodologies for clients across different sectors (telecom, financial, retail, energy).
Requirements
- Background in CX (experience with methodologies such as Journey Mapping, Service Blueprint, JTBD, etc.)
- Proficiency or familiarity with Miro/FigJam (essential) and Excel (mandatory)
- Additional tools with room for development: Power BI/Looker, ClickUp/Asana, and basic knowledge of AI in CX
- Clear communication skills for workshops and presentations
- Drive to learn quickly, handle pressure, and identify commercial opportunities
Benefits
- Medical insurance
- Dental insurance
- Meal allowance
- TotalPass
- Partnerships with universities (tuition agreements)
- Transportation voucher
- Quick Massage
- Wellhub
- Benefits platform
- Mental health platforms (Starbem/Guia da Alma)
- Birthday day off
- AB Card
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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