“We’ve had to create that and have hired a director of FP&A now who sort of leads that effort for us.”
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Said on FP&A Unlocked
Profiles in Risk · Jose Cruz, President at CS9 Consulting - PIR Ep. 868
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Hired a marching band to lead the kickoff of a Chubb sales meeting, creating a memorable entrance
“We’ve had to create that and have hired a director of FP&A now who sort of leads that effort for us.”
“I went in to meet with the director… I asked, ‘who’s playing the lead?’… I said I think I should. He laughed… but I left that meeting planting a seed.”
“We were generating 100, 150 leads a day and turning those over to a sales team who would chase them”
“We made like a golden Band-Aid and we give people to that. It's like they put it on their desk as a golden Band-Aid for fixing paper cuts.”
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