Naveen Soni

Operations Associate

Rajasthan, India13 yrs experience

Most Likely To SwitchHighly Stable

Key Highlights

12+ years in SaaS operations and customer experience.
Expert in financial management and operational excellence.
Proven track record in cross-functional leadership.

Stackforce AI infers this person is a SaaS Operations and Customer Experience expert with strong financial management capabilities.

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Skills

Core Skills

Operational StrategyVendor ManagementIt Finance OperationsBudgetingData AnalysisOperational SupportBudget DevelopmentFinancial Data Analysis

Other Skills

Analytical SkillsBudgeting & ForecastingBusiness AdministrationBusiness AnalysisBusiness DevelopmentBusiness OperationsBusiness StrategyCloud SecurityCollaborationCommunicationCorporate FinanceCost AllocationCost Allocation ModelsCost ControlCost Management

About

Operations & Customer Experience leader with 12+ years of experience running scalable SaaS operations while ensuring strong process adoption, service reliability, and long-term customer value. I specialize in enabling smooth customer journeys through operational excellence — aligning delivery, governance, and execution with business and customer expectations. My background spans operations management, procurement, and enterprise-scale execution, bringing a structured, data-driven approach that improves onboarding efficiency, reduces friction, and supports retention at scale. I work closely with cross-functional teams across Product, Engineering, Finance, Marketing, and external partners to ensure seamless service delivery, optimized workflows, and a consistent experience across regions and customer segments.

Experience

13 yrs

Total Experience

6 yrs 6 mos

Average Tenure

7 yrs 10 mos

Current Experience

Loginradius

3 roles

Assistant Director of Operations

Promoted

Apr 2025 – Present · 1 yr 2 mos · On-site

Spearheading enterprise-wide operational strategy to support long-term business objectives and scalability.
Leading cross-departmental process optimization initiatives to improve efficiency and resource utilization.
Overseeing key performance indicators (KPIs), vendor management, and risk mitigation measures.
Leveraging Power BI and Excel for real-time insights, executive dashboards, and strategic reporting.
Implemented Technology Business Management (TBM) frameworks to align IT spend with business priorities, enhancing financial transparency.
Designed and executed cost allocation models (chargeback/showback) to ensure equitable IT cost distribution across business units.
Established KPIs to monitor IT financial performance, enabling data-driven operational improvements.

Operational StrategyProcess OptimizationVendor ManagementPower BIExcelTechnology Business Management+1

Senior Operations Manager

Promoted

Apr 2020 – Present · 6 yrs 2 mos · On-site

Led global IT finance operations, managing end-to-end budgeting, forecasting, and cost allocation for IT and infrastructure teams.
Analyzed IT financial performance, identified cost-saving opportunities, and presented optimization reports to senior leadership.
Utilized ERP platforms (SAP, Oracle NetSuite) to enhance budget accuracy and financial reporting for IT spend.
Fostered collaboration across global teams, mentoring cross-functional units in cost management and financial analysis.
Optimized IT and operations budgets by reallocating resources, eliminating inefficiencies, and enforcing cost control protocols.

IT Finance OperationsBudgetingForecastingCost AllocationERP PlatformsCollaboration+1

Operations Manager and Data Analyst

Aug 2018 – Present · 7 yrs 10 mos · On-site

Provided operational and data-driven support for strategic decisions during the company’s scale-up phase.
Collected and analyzed critical business data to identify workflow inefficiencies and recommended actionable improvements.
Supported the early development of performance dashboards and reporting tools that later scaled across departments.
Contributed to business development initiatives by aligning operational processes with evolving customer needs.

Operational SupportData AnalysisPerformance DashboardsBusiness DevelopmentWorkflow Improvements

Expertsmind it education pvt ltd.

Operations Manager

Jun 2013 – Aug 2018 · 5 yrs 2 mos · Jaipur Area, India · On-site

Collaborate closely with Operations and FP&A teams to support the development and oversight of annual budgets for Premium and Outlet business units.
Lead the preparation and analysis of management reports, offering strategic insights for leadership decision-making.
Conduct detailed product-level forecasting for both operational performance and revenue projections.
Deliver data-driven insights on cost behavior and expenditure trends to improve financial efficiency.
Reconcile, validate, and interpret complex financial data and reporting metrics to ensure accuracy and transparency.
Provide key support during internal and external audits through well-maintained documentation and financial controls.
Monitor and forecast cost and expenditure variables to ensure alignment with financial targets.
Apply a strong understanding of IFRS and US GAAP standards in day-to-day financial processes and reporting.
Identify and implement continuous improvements in financial planning processes and reporting automation.