Enterprise Transformation Associate

Contract
Stanford, CA, usvia Workable ATSPosted Jun 4, 2026
Match with my CV

Technical skills

Data analysisBusiness intelligence

Tools

CRM

Methods

Revenue operations

Role signals

SalesFinance

About this role

This role is for one of the Weekday's clients

Position: Enterprise Transformation Associate

Location: New York, NY

Duration: 6 Months (High Possibility of Extension)

Requirements

Responsibilities

  • Assist in the development of annual operating priorities and strategic growth plans spanning 3 to 5 years for the Enterprise business.
  • Break down complex business challenges into well-defined hypotheses, analyses, alternatives, and recommendations.
  • Develop financial, scenario, and business case models to guide strategic decision-making, investment evaluations, and go-to-market considerations.
  • Convert data and analytical findings into clear recommendations for senior leadership.
  • Manage cross-functional collaboration across sales, finance, product, alliances, marketing, and operations teams.
  • Facilitate change management and adoption initiatives to ensure new priorities and methodologies are effectively implemented in field operations.
  • Aggregate data from Salesforce, Tableau, Excel/Sheets, and internal reports to generate actionable insights.
  • Create dashboards, scorecards, and recurring reports to enhance visibility into business performance and progress of initiatives.
  • Prepare executive-level presentations, business reviews, and decision memos for leadership discussions.
  • Contribute to establishing a more disciplined operating model encompassing planning, business reviews, initiative tracking, and decision-making processes.
  • Support continuous improvement of standards, governance, and working norms within the transformation office.

Skills

  • 2–4 years of experience in consulting, corporate strategy, business operations, finance, corporate development, investment banking, or a similarly demanding problem-solving environment.
  • Proficient analytical and financial modeling skills, capable of translating data into meaningful business insights.
  • Strong proficiency in PowerPoint/Slides and Excel/Sheets; familiarity with Tableau and Salesforce is preferred.

Must-have skills

  • Enterprise Transformation, Tableau

Good-to-have skills

  • Finance, Investment Banking

Before you apply

  • 1Which parts of your CV prove experience with Data analysis, Business intelligence, and CRM?
  • 2Which recent work examples would make your application stronger for this role?
  • 3What details from the original source listing should you confirm before applying?

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