Responsible for the strategic vision, leadership, and overall success of the company. Guiding the company's growth, manage key partnerships, and ensure that FinTech Vets continues to provide exceptional vendor vetting, project coordination, and process improvement services to financial institutions.

Guided team of 90+ high performing professionals and oversee delivery of 300+ projects quarterly. Served as subject matter expert (SME) in consumer and commercial delivery models and onboarding for services, sales, and support staff.• Formulated and executed strategies to optimize service delivery, elevating efficiency, quality, and overall customer satisfaction (Net Promoter Scores – NPS) by an impressive 1.5%. • Orchestrated collaboration with sales, product / development, and support teams, verifying integration of services and fostering consistent communication across the organization, contributing to 8% YoY growth.• Reduced project risk and escalations 90% by developing effective mitigation strategies, minimizing disruptions, ensuring successful execution of projects, and leveraging data for 25% resource utilization improvement.

Designed and implemented proactive, comprehensive, and continually engaging customer care packages tailored to retain clients with superior services during the entire customer journey. • Spearheaded establishment of a new department, achieving launch 5 months ahead of schedule.• Surpassed revenue target 300% and generated 16% YoY surge in annual recurring revenue (ARR) by leveraging in-depth market analysis, client feedback, and testimonials to identify opportunities and drive profitability. • Orchestrated development of client-facing marketing materials, website content, and enablement materials for employees, making resources accessible to broad audience of over 3K clients and 1K employees.• Met project budget, time, and scope requirements for 50+ projects annually.

Steered team of 40+ professionals, orchestrating implementation, consulting, and customization of software.• Fostered collaboration with diverse teams in US, Canada, Europe, and India, elevating experience for 1K+ clients and 200+ internal professionals across various product lines. • Established processes for managing and accurately forecasting Salesforce backlog of over 500 projects contributing to annual revenue of 6M+.• Generated 1M+ upside revenue by proactively engaging with sales and clients, streamlining the Request for Proposal (RFP) process. • Optimized outcomes, sustaining profit margins of 20%+ by implementing P&L standards and monitoring with Key Performance Indicators (KPIs). • Aligned resources towards efficiencies by revamping consumer implementation processes and reducing timeline by 25%.

Steered team of 40+ professionals, orchestrating implementation, training, and customization of software, overseeing 500+ engagements annually.• Fostered collaboration with diverse teams in US, Canada, Europe, and India, elevating experience for 1K+ clients and 200+ internal professionals across various product lines. • Established processes for managing and accurately forecasting backlog of over 500 projects contributing to annual revenue of 6M+. • Generated 1M+ upside revenue by proactively engaging with Sales. • Optimized outcomes, sustaining profit margins of 20% by implementing P&L standards. • Aligned resources towards efficiencies by revamping consumer implementation processes and reducing timeline by 25%.

Commercial Implementation and Professional ServicesOnboarded and directed team of 30+ professionals overseeing implementation and consulting for 200+ projects annually and developed new leaders. Collaborated with department heads on integrations and new sales opportunities. Designed and implemented best practices.• Strengthened delivery capabilities 30% by training, developing, and mentoring implementation staff spanning US, Canada, and low-cost regions, contributing to 3M+ annual revenue.• Streamlined operations and drove talent retention through development of 3 new managers. • Ensured customer satisfaction with cross-department collaboration for integrated products, including LaserPro, DecisionPro, Phoenix, Ultradata, Sparak, ActiveView, and OpenPath, crafting efficient processes for collecting configuration data, Statements of Work (SOW) for customization, and implementing products.• Drove profitability by partnering with Vice President of Sales and engaging with clients and prospects, contributing to closure of 50%+ deals annually.• Optimized outcomes for over 300 customers via generation of client-facing training materials, tools, and resources utilized by implementation, support, and sales staff.• Cultivated best practices by utilizing OneNote to document implementation process by phase, with examples and direct links to pertinent documents, yielding 33% improvement in implementation timeline and elevating client satisfaction ratings from 3 out of 5 stars to 4.5.