Omar Khan Email & Phone Number

New York, New York, United States

London, Gb

As one of the founding members of the US team, Omar Khan has worn "many hats" at Tractable AI in order to scale the startup to a $1B valuation. In summary, is a Customer Success and Partnerships Manager in AI/ML with Financial Services and Insurance experience, but evolved into a Go-to-Market Strategic Leader in order to scale the firm sustainably.His experience also includes:- Developing the US Go-to-Market and AI Product Strategy to grow a startup to a $1B valuation,- Managing a portfolio of customers (3 accounts at once) - from solution design, implementation, go-live. Also responsible for leading renewal and upsell/cross-sell,- Leading cross-functional teams (e.g., Sales, Product, Engineering, ML, and Operations) on technically complex Customer Engagements - while managing budgets, resourcing, timelines, target KPIs, and internal and external stakeholders comms., - Designing, prioritizing and implementing Product Roadmaps to ensure Customer Success, by synthesizing insights and needs from clients, prospects and competitors, then quantifying the ROI vs Resource impact,- Leading critical internal initiatives to improve processes, ops, tools, and frameworks to ensure the co scaled efficiently,- Building a BI/data analytics function, defining product KPIs, standardizing QBR materials and case studies, and leading Exec meetings.

London, Gb

Select Account Experience:Top Canadian Financial Services Firm: leveraging visual AI product to improve accuracy and efficiency of human auditors• Entrusted with the then largest North American. account - facing termination due to falling ROI, unclear AI performance, and dissatisfied stakeholders.Achieved turnaround in 3 steps: (1) Building an accurate, scalable BI/Data Analytics engine via Python that included defining 300+ metrics, which enabled root cause analyses uncovering issues with the Product, AI, and User Adoption – leading to a long-term turnaround plan; (2) Rebuilding client trust via “quick win deployments” to improve KPIs and creating a systematic feedback loop with Users, while planning long-term major improvements; (3) Designing and implementing an integrated workflow with a partner firm, reducing cycle time by ~15%.• Efforts led to KPIs rising from -1.2x ROI and $0.3M savings/yr to +7.5x ROI and $8M savings/yr in 3 quarters. o Not only retained the inherited “Termination Risk” client, but drove volume upsell and cross-sell of two new products – increasing ARR ~2.5x.o Client became advocate at conferences and source of referrals – leading to the signing of additional clients• Earned Tractable’s “Annual Perseverance Award” for efforts. Ranked “top quadrant performer” in every review cycle due to high-impact role in firm.

London, Gb

Select Account Experience:Top 10 US Insurer: leveraging visual AI to improve efficiency and accuracy of insurance adjusters• Spearheaded securing 1st major US client with a globally groundbreaking ML product: AI-Assisted Insurance Estimates - by leading the pre-sales Proof of Concept and integration design. Concurrently acted as the sole Account Manager, the Project Manager – leading internal teams of ~20 cross-functional stakeholders (Product, Engineering, Ops), and the Partnership Manager – identifying and onboarding a critical software vendor.o Success led to a 3-yr contract, publication in the Wall Street Journal, and a $1B valuation round, quickly opening the US market for the firm.• Drove upsell by proactively crafting an enhanced AI Product with a roadmap to achieve “Touchless Insurance Claims.” Plan addressed 3 core industry concerns: Labor Cost, Human Accuracy, and Cycle Time – to optimize accuracy and efficiency savings via AI automation.o As de facto Product Manager – led the AI “Touchless Claims” Product Roadmap: Identified, designed, and prioritized features to achieve AI automation by conducting analyses with client data, time studies, user focus groups, industry benchmarking, and manager workshops.o Acted as firm’s sole Partnership Manager by identifying integration partners, leading their teams and internal SMEs to build a combined AI Product that met the needs of current clients and scaled, and by presenting market sizing, pricing, and resourcing analyses to internal execs.o Designed key study that quantified AI performance into ROI to successfully secure client’s buy-in. Processed 1000s of client insurance claims through the AI, with contractors acting as human baseline comparison for Labor Cost, Accuracy, Cycle Time (the 3 core industry concerns).

Foster City, California, Us

In this role, managed 8 accounts simultaneously across various industries. Designed and implemented strategic initiatives, working closely with Sr. Stakeholders to transform their P2P, sourcing, contracts, and supplier data mgmt. processes. Industries of focus have been Oil & Gas, Retail, Tech, Pharma, and Professional Services.Attentively listen to client needs and develop/ roadmaps to achieve their visions, with the ultimate goal of realizing customer success.Key Highlights include:• Prepared an apparel brand’s spinoff and IPO by designing new procurement and approval processes, developing protocols to ensure transaction auditability, and authoring the change management plan. Trained users, crafted success metrics, and delivered the project early, averting a breached Transition Service Agreement and delayed IPO.• Blueprinted and executed the P2P strategy for a Fortune 100 firm – leading to 120K invoices processed in 5 months, $1B in tracked spend, and 3K users onboarded. Led workshops to identify and resolve 102 roadblocks, described by the client CFO as the key behind “the most successful program launch in the company’s history.”• Designed and implemented the P2P and vendor data management strategies for the leading building materials manufacturer in the US – leading to 23K invoices processed in 3 months, improving the CPO’s spend visibility from 20% to 100%. Successful product launch and strong customer relationship led to renewal and expansion. • Dramatically improved the invoice processing efficiency of an automotive client that struggled making punctual payments. Made the critical decision to overhaul the accounting structure and approval processes, which in four months enabled the client to pay $8M in invoices on time or early, maximizing discounts and reducing penalties.

Emeryville, Ca, Us

Designed quantitative-driven strategic transformation initiatives targeting the finance and accounting organizations of Fortune 100 and PE-backed firms across industries. Focus areas included: Process Improvement, Post Merger Integration (PMI), Carve-outs, and Change management.Key Project Highlights include:• Led the successful carve-out of a $150M legal services technology firm and designed the operational playbook to stand up the independent company, which included RASCIs covering six operational functions and 200+ processes for the future state org. Client implemented recommended org structure and hiring plan.• Designed the financial funding model for a $26B hospitality company’s initiative to centralize and streamline the on-site operational roles across its 5,000+ properties in 100 countries, providing corporate, geographic, and property-level insights to drive recommendations to key executive stakeholders. Quantitative insights unlocked upsell opportunity - created permanent user-friendly version of BI dashboards in Tableau, created training documentation and onboarded client BI analyst to enable ongoing customer success through enhanced data analytics.• Led the HQ-relocation transition and ground-up process improvement plan for a Top 2 US Data Management company, which included capturing 300+ activities across various functions ahead of a critical cut-off date, designing a RASCI playbook, and developing a retention and resourcing plan. Phase 2 focused on ensuring financial regulatory compliance, optimizing the previous processes, redesigning the accounting operations, and preparing the firm for IPO-readiness. - Implementation was a success, improving: Labor Costs by 50% and Cycle Time by 25%.

Armonk, New York, Ny, Us

Member of IBM's Strategy and Change Internal Practice; personally tasked with developing IBM’s corporate strategy, with a focus on revenue growth, labor optimization, process improvement, and post-M&A integration.Key Highlights include:• Created and maintained VBA-assisted Excel model tracking $1B in projected savings resulting from a “Spans & Layers” transformation effort, documenting savings for 3,000 employees; presented conclusions weekly to SVPs.• Facilitated the integration of a $2.5B division into a larger business unit by designing the future-state Opportunity-to-Order processes for US, European, and Canadian operations. Reduced end-to-end process cycle time by identifying resource redundancies, revamping approval workflow, and optimizing labor to higher-value services.

Bachelor Of Science (Bs), Quantitative Finance And Creative Writing

High School Diploma