Jan 2024 – Present · 2 yrs 4 mos

Jan 2017 – Present · 9 yrs 4 mos

• Facilitate client onboarding to pair them with tailored project plans which integrate with existing systems. Collaborate interdepartmentally with Project Management, Sales, and Technology to best understand scope and requirements for special projects while enhancing complete platform knowledge to increase areas of expertise. Anticipate stakeholder needs to make recommendations, escalate issues, and spearhead progressive change. Determine resource and effort requirements for projects to schedule employees, create project plans, and assign direct reports to specific initiatives.
• Notable Achievements:
• ● Successfully onboard external clients onto Arcesium platforms by exhibiting excellent knowledge of external financial industry trends and internal application functionality to deliver custom solutions and mitigate risks.
• ● Ensure customer success as first and primary point of contact through exceptional communication emphasizing clarity, patience, and client collaboration to find targeted answers for their unique problems.
• ● Prioritize client requirements through logical workstreams to guide professional teams, encourage open communication/updates, and complete tasks within established time and budget parameters.
• ● Guarantee client satisfaction by implementing solutions with complete oversight while preparing service schedules, documentation, intervention strategies, and regularly liaising between teams and clients.

Jan 2016 – Jan 2017 · 1 yr

• Facilitated client onboarding directly while handling client escalations and delivering solutions within the defined service-level agreement (SLA). Collaborated with clients and global internal teams to manage client trade data and tax lots for documentation initialization, including balance sheets and Profit and Loss (P&L) reports.
• Notable Achievements:
• ● Achieved 100% positive client feedback with customers praising internal system/software knowledge and external financial industry expertise.
• ● Tailored services to client desired outcomes through clear communication, minimizing onboarding periods and employee time to ensure client happiness and maximize profits

Jan 2015 – Jan 2016 · 1 yr

• Oversaw six direct reports in India-based office and guaranteeing daily deliverable goals were met through issue log tracking and prioritization. Resolved high-profile escalations and breaches quickly to rebuild client relationships. Maximized employee potential by understanding personal and professional interests to boost contributions. Unified international team objectives through a transparent leadership style focused on meeting milestones.
• Notable Achievements:
• ● Minimized project lead time by establishing positive initial relationships, increasing client engagement, and promoting fast education retention.
• ● Connected Hyderabad office to US-based offices by building direct contacts with US valuation teams, creating internal solutions via discussions/meetings, and initiating migratory end-to-end policy plans.