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 strategy & execution efforts for AMER Strategic Portfolio accounts, including build & launch of sales plays & playbooks in targeted verticals (High Tech, Telco, Retail / CPG), development of partner strategy and horizontal plays (agentic automation, IDP & AI products & hyperscaler motions)- Sales Programs: designed global sales program to programmatically drive $250M in growth (incremental ARR) to the business in our highest propensity accounts- Market Acceleration: Leveraging leading technology and data driven capabilities for strategic account planning, value identification, Executive PoV's and Account Based Marketing tactics to focus GTM efforts on our clients' biggest strategic imperatives

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, while accelerating revenue with high propensity accounts driving adoption ahead of plan. - Strategic Deal Review forum - launched program to inspect and enable improved cross-functional collaboration on strategic deals for our most important client base. Program resulted in significantly higher win rates, improved collaboration, and improved execution on $1M+ opportunities.- Sales Technologies - continuously benchmarked sales technology stack against market solutions, bringing forth opportunities to further scale and unlock value across new & existing platforms. Technology scope included Salesforce Sales Cloud, Outreach, LinkedIn Sales Navigator, ZoomInfo and various BI and market data providers.

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 Automation SuiteGTM Strategy: Built E2E program to drive partner enablement, GTM strategy, customer acquisition and marketing efforts in rapid 3 mo sprint cyclesDigital Discovery expertise: deep product and functional focus on Discovery Suite, e.g. Process Mining, Task Mining, Opportunity capture (Automation Hub) and documentation through Process Capture technologies

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 services and Global Business Services (GBS) organizations.Capability Evolution: North America SPOC for all Intelligent Automation 'at scale' use cases. Further supported the capability evolution and maturity of multiple Accenture assets & capabilities, including an AI based reconciliation platform and the Robotics Operations Center (ROC) for command & control, support & maintenance of business critical automations, Mentored new joiners globally on the effective use of our capabilities and broader integration within the strategic platform, SynOps.Complex Deal Architect: supported multiple deal teams in the ideation, pursuit and successful closure of large scale / complex automation engagements, including but not limited to programs seeking to deliver up to $500M in total annual value to the enterprise within 3-5 years.

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 globally, upskilling team and Ops accounts in digital technologies, and building reusable methods and assets.- Delivered 400k annual hours of unlocked capacity thru process consolidation, standardization, automation and E2E digitization - Drove material improvements in key business outcomes, eg. Electronic billing penetration, AP paid on time, reduction in aged receivables, high risk accounts with open items > 60 days- Managed to 0% downtime impacting business outcomes across fully virtual / remote operations globally- Resolved numerous audit and SOX control related issues thru policy and systemic controls- Supported client implementations and operationalizing leading IT platforms, eg Ariba, Blackline, High Radius- Supported enablement of automation capabilities, including UIPath RPA and Process Mining

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 a Center of Excellence (COE)Accelerating: secure longer term buy-in through an agile & value based implementation approach, focusing first on capturing quick wins, inspiring stakeholder excitement, and solving challenges, while enabling repeatable processes to build pipeline and future transformational effortsScaling: deliver continuously on automation pipeline, while continually innovating and challenge the 'boundaries of the possible'. Transition early automations to BAU/support teams, and move up the intelligent automation continuum through enabling technologies (e.g. OCR, machine learning, data analytics etc.) and integration with core platforms

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 our organization's website (www.applepi.org) with built-in Google Analytics and web/mobile integration, integration of a Paypal payment portal, launch of a MailChimp powered communications platform, integrated Eventbrite capabilities to streamline ticketing and payment collection, and the development of a membership database. Current efforts include the development of a CRM system, to tie together all information touchpoints for our organization, and full functionality mobile/tablet integration.

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 playbooks, sales toolkit and delivering on high value use cases- Led robotic solution development (utilizing UIPath technology) including: business process automation, digitization PDF's / tax documentation, and integration with advanced analytics tool for end-to-end automated form validation- Supported automation scan, opportunity identification and recommendations for an international bank with US based operations- Developed point of view (POV) on the role of technology functions within banking & capital markets (BCM) firms, including target operating model recommendation and roadmap on the evolution of a Center of ExcellenceVendor platform experience includes UIPath, Workfusion RPA Express, Blue Prism

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 Banking institution. Enterprise Controls & Monitoring - partnered with Tax professionals to define control standards & framework for a US multinational financial institution. Based on the framework, built a scalable implementation program consisting of current state assessment (process mapping & assessment), gap remediation (enhancement of existing controls and implementation of new controls) and on-going testing & monitoring program to proactively identify risks and maintain sustainability of controls IRW Capability Gap Assessment - supported Global Capital Markets and Commercial Bank divisions of a leading US financial institution in completing a global assessment and gap analysis of current withholding and reporting capabilitiesFATCA Reporting - supported Mexican affiliate of a US financial institution with their 2015 FATCA reporting obligations and in-country IT development to support the requirement in future years. Also supported US based Trust servicing business with their 2015 obligations and recommendations for future reporting processes.Tax Form Validator (TFV) - liaised with technology, tax, legal and internal stakeholders to develop a tax form validation software and service offering for clients seeking a light-touch solution for streamlining and standardizing US tax form validation. Since initial go-live in Dec 2014, the tool is now live at 20+ clients globally. FATCA Solution Design - led business requirements and IT design of a FATCA compliant client onboarding system. Design focuses included maximum automation, scalability for client and business growth and management risk reporting.

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 a global managed service offering

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 experience below:FATCA Compliance Program - supported international bank with the design of its FATCA compliance program and pilot in two countries. Design of program included evaluation of current FATCA program and implementation status, consistency across international units, tracking of regulatory landscape (i.e. IGA's) and design and operational effective of policies and procedures against industry benchmarks. FATCA and CRS Bootcamp - developed and launched a one-day immersive training for 30 Brazilian staff members at various levels and competencies, including risk, legal, data and analytics, PMO and tax.

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), Dodd Frank, BASEL, portfolio suitability and other compliance projects. Also responsible for delivery of technology mandatory enhancements (i.e. non-production environment PII data redaction, server migrations, EOL/EOVS migrations). AML - Implementation of data feeds to Mantas surveillance & Actimize case manager tools, new monitoring scenario implementation, global AML risk assessments, data quality analysis and key data element validation/remediation (i.e. transaction & country code). Many projects were managed in very tight time frames and involved cross-functional and global teams. FATCA - end to end process design/re-engineering and global standardization of processes including tax form validation, client on-boarding/due diligence, security master enhancement, and tax withholding. Activities covered all products and impacted functions across the Private Bank.Data Governance - managed root cause analysis and defect resolution/remediation activities for all Global Function compliance issues. Also supported business data governance officer in implementing strategic initiatives around data quality.Additional responsibilities included financial management and reporting for our global division (upwards of $10MM). Responsibilities include expense/project forecasting, resource allocation, BOW (Book of Work) & SDLC management, and identification of expense reduction opportunities where appropriate.

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 monitoring of various information sources. Furthermore, I partnered closely with the technology & operations teams to determine process and system needs which included leading, managing and implementation of re-engineering efforts with a focus on continuous improvement. This included managing processes from origination to completion and defining the technical and functional requirements. Notable achievements include: - Led efforts to implement 2D barcode technology for a major client- Oversaw the development of operational processes, processing space and statements of work for seven relationships with $500M in revenue and $20MM in deposits- Led numerous teams in completing high-priority audit reviews, developing expense breakdowns, conducting data analysis, and creating daily MIS reports for senior management and external clients- Founding member of department's sustainability focused workforce- Created optimal allocation of staffing based on volume trends, system constraints and client needs- Led implementation of numerous zero-cost enhancements with significant projected savings- Graduate of Citi's Mentor Program and Operations Analyst program- Recipient of Citi Star Player and Citi Team Awards

- 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