Interview Guides
You’ve been asked to lead a process change that affects operations, finance, and sales. The goal is to improve how client-facing work moves from quote to bind and downstream servicing, but each function has different priorities: operations wants fewer manual handoffs, finance wants tighter controls and cleaner reconciliation, and sales wants minimal disruption to producer and account team workflows. Before work begins, you need to align stakeholders on scope, ownership, timing, and what “on time” and “successful” actually mean.
Describe how you would coordinate a cross-functional initiative involving operations, finance, and sales to deliver a process change on time.
