04 · EY

Winning a $1M Engagement Against an Incumbent

The context

At EY, I worked with high-growth and AI-led enterprises on digital strategy, operational transformation and GTM. One of the most meaningful engagements involved an AI unicorn, where I worked closely with senior leadership — including the CISO and President — effectively operating in a Chief-of-Staff capacity.

The challenge

One major workstream involved application and tool portfolio rationalisation within cybersecurity and information security, across an organisation of roughly 800–1,000 people. That meant mapping the as-is technology landscape, understanding usage across the organisation, identifying duplication, identifying consolidation opportunities, developing recommendations, and presenting those recommendations up through board and CEO-level review.

A second major engagement involved compliance work spanning HIPAA, PCI-DSS, SOC-related certification, and internal and external audits.

The incumbent on this account was Deloitte. EY had to compete for the work.

My role

I helped pitch EY, coordinate internal EY partners and stakeholders, work directly with client stakeholders, position the offering, negotiate, and build the client's confidence in the proposed approach.

Outcome

~$1MTCV over three years
800–1,000people in the client organisation

The engagement was ultimately converted from Deloitte to EY.

What I learned

This experience taught me the practical side of consulting and selling: positioning, competitive differentiation, negotiation, stakeholder management, persuasion, empathy, relationship building, and understanding what the client actually needs versus what they initially ask for. It also gave me direct exposure to C-suite and board-level conversations — and the confidence that comes from having navigated one.