Digital Transformation Consultant (ISM/ESM)

Mexico · 7+ years experience · Remote · Posted Oct 9, 2026

At a glance

The Engagement Services Consultant (ESC) is a consultant-level role within the Customer Success team focused on managing three-month engagements with enterprise customers. You will bridge the gap between customer operational needs and technical implementation by mapping processes and defining build-ready requirements for the Solutions Integration Services team.

Run structured discovery with customer stakeholders to document current-state processes and systems.
Facilitate workshops to map future-state process flows and identify data transformation requirements.
Build a systems and API inventory covering data volumes, authentication, and regulatory considerations.
Engage the Solutions Integration Services (SIS) team early for feasibility checks.
Create prioritized requirements packages including use cases, data mappings, and success criteria.
Validate requirements with customer stakeholders and internal account teams.
Complete and submit the SIS Request Log to initiate scoping.
Support the Engagement Services Manager (ESM) during Statement of Work (SOW) drafting.
Track engagement status, milestones, and timelines in Salesforce and Compass.
Maintain a library of discovery templates and playbooks.

7+ years in a customer-facing consulting, business/systems analysis, solutions consulting, or implementation role.
Experience running structured discovery with enterprise customers, including stakeholder interviews and process mapping.
Working understanding of APIs and system-integration concepts.
Strong facilitation, synthesis, and documentation skills.
Track record managing multi-month, multi-stakeholder engagements independently.
Residency in Mexico.

Experience with integrations involving fleet/telematics, ERP, WMS, TMS/dispatch, HRIS, or fuel-card systems.
Familiarity with Salesforce and services/project-tracking tools.
Background as a Solutions Consultant, Sales/Solutions Engineer, Professional Services consultant, or Business/Systems Analyst.
Experience supporting Mexico and broader LatAm Enterprise accounts.