Ansh Shah work email
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Ansh Shah personal email
The most defining trait for a business is their customer's experience. My focus as a professional has always been to work and help deliver a strong customer journey that can drive returning sales and brand loyalty. After graduating in 2021 at the Richard Ivey School of Business, I immediately began working in the capital markets & tech industry in several different roles - customer success associate, account manager, and compliance analyst. These positions have all helped me learn how different business functions can help create that streamlined customer experience.Throughout my time in these various positions, I've developed a number of skills in the following: - Customer success and relationship management - Operations and improving internal systems - Compliance and developing controls to meet regulatory requirements - Payments and dispute management I've enjoyed developing these skills and applying them towards my overall professional focus of delivering strong customer journeys/experiences. As I continue in my career, I'm interested in improving internal operations across various business functions in order to provide an efficient and scalable customer experienceIf you’re involved with a motivated, creative and cohesive team, I’d love to connect with you!
Anderson Global
View- Website:
- andersonglobal-group.com
- Employees:
- 43
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Ai Business Process AnalystAnderson GlobalToronto, On, Ca
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Operations ManagerDealmaker May 2023 - PresentToronto, Ontario, Canada• Revised client onboarding process using CRM software Monday.com to streamline efficiencies leading to 30% reduction in total onboarding time, increased interdepartmental transparency, and compliance with internal company SLAs• Developed dynamic pricing Excel models allowing for senior leadership to evaluate pricing strategies and associated margins; presented two alternatives to existing pricing structure to better compete while maintaining profit margins• Integrated Zapier, Google Suite, and OpenAI to automate initial client due diligence and compliance review process; realized a 75% reduction in time spent in writing due diligence memos and subsequently shortened sales closing process• Built scripts in Python to streamline data cleaning/standard operating procedures and decrease propensity for human error; reduced time spent cleaning spreadsheet data by 20%• Coordinated product improvements for the transfer agent department by obtaining customer feedback, documenting existing product deficiencies, producing financials and ROI projections, and communicating expected value to executive leadership -
Compliance AnalystDealmaker Jun 2022 - May 2023Toronto, Ontario, Canada• Developed, implemented, and wrote down key operational processes for the Transfer Agent business line ensuring the Transfer Agent can produce investor share statements in a compliant and auditable manner.• Improved company-wide understanding of licensed software allowing the business line to realize 5% cost savings per issuance and reduce share statement issuance turnaround time from 8-10 business days to 1-2 business days. • Conducted the accredited investor review process for Regulation D 506c investors; managed compliance related communications with investors and issuers leading to <1% of investors contacting internal investor support staff for further clarification on the review process.• Created financial spreadsheet templates modelling all unique Transfer Agent and Broker-Dealer and their respective unique contractual terms; implemented a compliant and auditable month-end process to capture monthly Transfer Agent usage revenue and Broker-Dealer equity/cash accrual for submission to the finance department.
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Account ManagerDealmaker May 2021 - Jun 2022Toronto, Ontario, Canada• Managed a portfolio of 80+ accounts and partnerships by serving as the primary customer contact throughout the lifecycle of the customer relationship; fostered strong relationships with the customers leading to returning customers and revenue. • Developed and implemented a chargeback management system to operationally manage over 600 chargebacks; guided customers through the dispute process to save over $90,000 of investments while keeping overall dispute rate at 0.2%. • Led the adoption of Airtable as a deal management system; automated various systems to streamline efficiencies between Payments and Customer Success departments leading to faster client onboarding.Skills: - Hubspot- Airtable - Monday.com- Google Suite- Stripe - Zendesk
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Customer Success AssociateDealmaker Jan 2021 - Apr 2021Toronto, Ontario, Canada• Managed investor communications through Zendesk; reduced average ticket response time by 30% thus improving overall NPS scores. • Conducted investor reach out and follow ups to procure necessary AML/KYC documentation for various payment processors to clear high-risk investments.
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Summer StudentBridgepoint Active Healthcare, Sinai Health System May 2019 - Aug 2019Toronto, Canada Area• Consolidated procurement reports and SAP data using Excel to create a database listing all repairs and maintenance contracts, contractual terms, obligations, and their projected future expenses; efforts simplified future budgeting processes. • Conducted a needs-assessment through cross-referencing roles, manager lists, access privileges, and permissions to update and reduce user count on financial software; prevented Sinai Health System from breaching terms of contract and incurring $1,000 fee. • Identified financial inconsistencies with organizational rollup structure that led to inaccurate managerial reports; restructured rollups on Office Connect software to ensure that each cost center was accurately represented. -
Summer Camp CounselorCity Of Markham Jun 2017 - Sep 2018Toronto, Canada Area• Ensured safety of campers; organized and led campers through a number of activities • Maintained communication channels with parents with regards to daily camp events• Took on the role of camp lead for a day - coordinated camp activities, filed and organized administrative camper forms, recorded and communicated notable events to parents -
Swim InstructorCity Of Markham Jan 2017 - Apr 2017Toronto, Canada Area• Ensured safety of students; assessed and developed lesson plans for different swimmer levels • Graded swimmers based on completion of level-appropriate lifesaving skills and provided feedback for improvement in future swimming classes
Ansh Shah Education Details
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Master Of Management In Artificial Intelligence -
Honors Business Administration (Hba) -
Entrepreneurship/Entrepreneurial Studies -
3.7 Gpa
Frequently Asked Questions about Ansh Shah
What company does Ansh Shah work for?
Ansh Shah works for Anderson Global
What is Ansh Shah's role at the current company?
Ansh Shah's current role is AI Business Process Analyst.
What is Ansh Shah's email address?
Ansh Shah's email address is an****@****er.tech
What schools did Ansh Shah attend?
Ansh Shah attended Smith School Of Business At Queen's University, Ivey Business School At Western University, Western University, Western University.
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