Gunjan Goel Email & Phone Number

Greater New York City Area

Own and run a revenue/margin number for the firm for its Wall Street clients. Define territory planning, sales strategy, client acquisition, and execute it to consistently grow sales footprint. Manage performance of delivery teams to commitment made and continually improve client trust + enable business growth for firm's delivery practices. Successfully broke into and grew sales for clients: Morgan Stanley, JPMC, Citi, Deutsche Bank, TD Ameritrade and BBH.For e.g. built a platinum client ($76b diversified financial services firm), ground up within 2 years, revenue growth three folds the first year and 30% the next year. - Built firm’s reputation and professional network across client business units and IBM NY sales team. - Strategized and targeted 3+ key business needs that created multi-million/multi-year opportunity pipeline. - Fashioned, sold and led delivery that optimized BPM solution for its core branch operations.Led business development and delivery of $4MM target revenue comprising of software solutions across breadth of technology such as BPM, Portal, Security and Monitoring for Wall Street clients. - Uncovered client needs, built proposal and led delivery of IBM monitoring solution that improved trading platform availability and end-user perception. - Improved private-bank end-user experience as transitioned the team to IBM stack from BEA portal, rolling out prioritized functionality at business schedule while reducing client IT cost.At 3 different instances turned around failing engagements into successful delivery that led to improved client trust and being awarded subsequent projects. (3 times the initial size)Corporate initiatives: - Quantified lost business and delivered a multi-year roadmap to the CEO that redefined organization structure, client account lifecycle and people development. - Designed and rolled out detailed project metrics and governance that enabled crisp control on client initiatives.

New York, New York, United States

See more details at Pace website https://lnkd.in/gqjcXa2

Greater New York City Area

Re-engineered hedge fund product reporting to improve brand perception and to save $300K, annually.- Designed the future state and created a battle plan to attain it.- Synthesized customer feedback, business information and competitor intelligence to reduce a group of 39 diversified and specialized documents to 5 standardized reports.- Managed stakeholders towards an agreement on the overall solution.Designed a product approval process across global alternative investments and traditional asset management to improve time-to-market and to reduce reputation risk.

Greater New York City Area

As a client account manager for a $76b diversified financial services firm, conceived and delivered solutions to cost effectively solve business needs.- Led business development for 5 different initiatives that involved designing cost-effective business solutions, pricing the effort, establishing the project team and client management.- Instituted a business driven entitlement system for global prime brokerage that organizes access to client data per compliance requirements for all internal users across all prime brokerage applications.- Analyzed the business needs for a web based forensic request system, and designed a solution that transforms a manual process to a real time solution (also did solution pricing and resource planning).Laid out Email and CRM products mix to be used globally within Treasuries and Customer Information Groups of a $14b multinational capital market firm that lowers its maintenance costs while giving it a competitive edge.Repetitively effected performance improvements on projects within weeks of joining the initiatives.- Brought focus to both the client and 50+ team members to value added features and infused partnerships across teams, preventing 3 month delay in the launch of the customer portal for a $41b communication services firm.- Revised Accenture’s proposal writing methodology, reorganized efforts of 30+ team members and recreated solution architecture to deliver the multi-million dollar proposal in a record month’s time.- Re-aligned efforts of the 15+ team members towards key program goals to save two months delay for a leading non profit integrated health care organization.

Orange County, California Area

As part of post-merger program, innovated a system integration strategy for a leading Fortune 100 Energy Company to realize savings in excess of 60% in IT solution development and maintenance costs.- Streamlined process flows for Global HR, Commercial, Financial, Sales & Delivery operations from previously 100 point to point processes.- Improved operational yield by 25% through revising project lifecycle and change management processes.- Steered client teams across Canada, Europe and US through solution assessment by creating detailed cost-benefit analysis and system efficiency projections. Delivered 30+ projects, on or before time.Delivered a scalable enterprise wide solution for the European sales operations of a global $30b food and beverage company, resulting in cost savings of $500K.- Worked with teams of business users from UK, Italy, Switzerland and Norway to analyze company’s growth plans, created technical specifications and redesigned grocery, snacks & cereal sales system.- Managed the project plan process and maintained high team moral to achieve a timely under budget delivery.- Trained client and technical teams on best practices through both classroom and one-on-one mentoring sessionsWorked on multiple projects for clients in medical/communications/food industry and several in-house initiatives.- As part of the firm’s investment strategy in medical industry, analyzed HIPAA compliance requirements and led a six member offshore team to deliver a plug-n-play migration package.- Conducted a feasibility study for a medical service provider, and recommended process changes that captured lost revenue of over $200K annually- Designed an IT solution to decrease project management time by 10% across firms’ all integration projects.- Proposed and facilitated strategic partnership with a Houston-based consulting firm to improve market reach.

San Francisco Bay Area

Designed and developed demonstration within 3 days that showcased value proposition for strategic alliance with an e-Commerce platform provider.Designed and developed reference business portal architecture for Finance and Retail Industry clients to salvage projects teams from dead end.Delivered Proof of Concepts, SOW, cost projections and project plans for many consulting engagements.

India

Transformed manual process into an automated flow between the billing and legal system of a leading national energy company which resulted in cost saving of over $100K annually.

Master Of Business Administration - Mba, Strategy, Finance (Minor)

B.Tech, Industrial Engg. & Management

Activities and Societies: Aquatics, Table Tennis Team Captain, Fashion Model, DramaticsGraduated 2nd in class

Meddic Standard, 100%

Introduction To Meddic, Selling Skills And Sales Operations, 100%