Shams Naim Email & Phone Number

New York, NY, US

New York, NY, US

- Account Intelligence: led creation of the America's Account Intelligence function; democratized access to account level insights across 1000+ Enterprise accounts while enabling automated account planning through GenAI co-pilot (Autopilot). Partnered with Draup, ZoomInfo, 6Sense, LinkedIn Sales Nav, Databook and HG Insights- Sales Acceleration: led.

New York, NY, US

- Strategic Programs - designed, implemented and scaled execution of strategic programs, including company-wide initiatives spanning multiple departments and stakeholders. - Account Based Sales - partnered with sales & marketing leadership to develop an integrated Account Based Marketing (ABM) GTM motion. Program drove 60% YoY growth in targeted accounts.

New York, NY, US

Sales Acceleration: designed and launched sales programs & execution strategies across Direct and Channel / Services led sales motions. Scope included innovative consumption models (e.g. Process Mining as a Service, BPO model, Discovery Service bundles, Solution Accelerators etc.) and Partner specific business models centered on emerging products in our.

Dublin 2, IE

Cross functional role responsible for growth / GTM, capability evolution, and architecting of large scale automation & transformation engagements.Growth / GTM: Led the go-to-market and thought leadership for Intelligent Automation in North America for our Operations business, focused on implementation of automation at scale within outsourcing, shared.

Dublin 2, IE

Led end to end process & digital transformation efforts for large scale, global Operations accounts. Success was defined as executing consistently at a velocity that was 25-50% faster than standard to achieve aggressive business case targets., while maintaining a high quality customer experience. Role also involved managing 30+ transformation resources.

Dublin 2, IE

Responsible for supporting clients in starting, accelerating and scaling their RPA and Intelligent Automation journeys, including pivoting to "the New". Starting: bypass the RPA hype through tailored and experienced based advisory on where to start RPA POC's, how to assess the value of this technology, and the definition of your enterprise strategy through.

Develop and implement technology solutions to support key organizations goals, such as: 1. Membership engagement & relationship management2. Information transfer3. Document retention4. Communications5. FinancialsLed numerous efforts with measureable success, including the implementation of Facebook and LinkedIn groups, the complete redesign and launch of.

London, GB

Robotics for Customer Tax Operations, Compliance and Banking / Capital Markets, IT Governance & Operating ModelSpecific experience includes:- Led development of go-to-market (GTM) methodology and sales collateral for Americas TRO Advisory Practice- Mobilized RPA program & service offerings, including proof of concept (POC) robotic assets, implementation.

London, GB

Program management, solution design and process improvement focused efforts related to US IRC Chs. 3 (Non-resident alien), 61 (Backup) and 4 (Foreign Account Tax Compliance Act). Summary of projects completed are below: FATCA Data Analytics - implemented advanced rule set utilizing DROOLs business decision management capabilities at leading Investment.

London, GB

Product Manager and Solution Architect for EY's Rapid Security Analyzer (RSA)- Led development of potential capital gains liability determination software, covering asset classes, investor types and investment countries. - Developed executive dashboards and visualizations using Tableau and Spotfire- Implemented the software in client engagements and built.

London, GB

International assignment, focused primarily on delivering international tax compliance solutions for a leading Brazilian financial institution. Additional focus included business development and team mobilization in the areas of international tax compliance for banks and asset managers, FATCA and the upcoming Common Reporting Standards. Specific project.

New York, US

PASSNYC is a non profit organization dedicated to broadening access to specialized educational opportunities for New York City students. My role has focused on product strategy & development which enables our partners and research efforts.

New York, New York, US

Compliance and Risk Technology portfolio lead for the Private Bank technology team. Efforts included business analysis and solution recommendation for multiple data quality issues (with downstream compliance risks), global and end-to-end project governance for AML (Anti Money Laundering), KYC (Know Your Client), Foreign Account Tax Compliance Act (FATCA).

New York, New York, US

Interfaced with numerous teams to analyze and understand business impact of each project to identify solutions for the clients, with a focused lens on cost, requirements and delivery time. Additional responsibilities included workflow analysis, planning, project management, Lean Six Sigma, process improvement and leadership in the planning, directing and.

- Advise on annual organizational goals and key objectives- Liaise between the organization and senior leaders at Drexel University- Launched annual leadership development summit and annual academic scholarship program & associated fundraising- Implement new initiatives, specifically around undergraduate leadership and academics/scholarship

Philadelphia, Pennsylvania, US

Philadelphia, Pennsylvania, US

Business And Engineering, Management

Project Management Certificate, Project Management

Lean Six Sigma (Green Belt), Project Management

Business And Engineering, Management (Entrepreneurship) And Chemical Engineering