1. Set the transformation thesis
Start with a view, not a blank page. Learn how the work actually happens, including the exceptions and handoffs that never reach a system of record. Test where the loss sits and focus the customer on the few changes that can take out cost, release cash, protect service, shorten cycle time or strengthen control.
Turn that diagnosis into a clear roadmap: what starts now, what waits, what should not be done, who owns each decision and what evidence could change the plan. Set the few questions and decisions that matter, then direct the team to build the fact base and customer materials needed to answer them.
2. Lead the account, not every task
Agree which steps should disappear, which decisions an agent can make, which controls must remain and where people need to stay involved. Establish the account cadence: the right senior forums, clear workstream ownership, decisions, risks and escalation routes. Coach the Transformation Strategist who is present in the account day to day; do not become their substitute.
The technical deployment is only part of the job. You will build the sponsor coalition, handle resistance, fix gaps in ownership and capacity, redesign roles and close the old path. You will review the work closely enough to maintain quality and unblock it, while giving the delivery team room to own it.
3. Prove the result and open the next wave
Lock the baseline, target and measurement window before implementation. Track misses as well as successes. Put the result into language a CFO would trust, then get the customer to sign it off.
Once the value is proven, shape the next phase. You own the evidence, strategic case and customer readiness; the commercial owner leads pricing and contracting. Identify expansion opportunities early and convert credible delivery into a larger mandate without compromising the current work.
Your unit of ownership is a business result the customer can sustain. It is not a deck, a deployment, a steering committee or a positive user survey.