Skills
Recruitment
5-10 Years
Knowledge Management
5-10 Years
Adaptability and Change Management
5-10 Years
Team Leadership & Management
10+ Years
Accounting > Investment Accounting > Strategic Planning
5-10 Years
Customer Service Operations
10+ Years
Accounting
5-10 Years
Office and Administration > Quality Assurance
5-10 Years
DATA ANALYTICS
2-5 Years
Customer service> Retail Banking > Financial Services
10+ Years
Risk Management
5-10 Years
Vendor Relationship Management
5-10 Years
COMPLIANCE MANAGEMENT
5-10 Years
Business Process Automation
2-5 Years
Experience highlights
CS Operations Lead
PearlWest Group
·
January/2025
–
/
Built and scaled CS function from 2-person part-time to full multi-shift team supporting 5 DTC brands. Designed SOPs, escalation frameworks, triage workflows, and multi-brand knowledge base. Led hiring, QA, coaching, and compliance risk management.
Senior Operations Manager
RevDojo
·
January/2024
–
Present
Managed multi-function operations across HR, Finance, Sales, Digital Marketing, and Client Services. Created KPIs, standardized processes, and defined contractor/employee journey frameworks. Reduced hiring onboarding from 30-60 days to 7-15 days.
Head of Operations & Customer Engagement
CIBI Information, Inc.
·
January/2021
–
Present
Led operations and vendor relationships; pioneered CS function. Designed customer journey frameworks, built first structured knowledge base, introduced CS analytics, and managed operations org restructure. Member of Executive Committee.
Vice President — Fund Accounting (APAC, EMEA)
Citco International Support Services, Ltd.
·
January/2018
–
Present
Led fund accounting team for hedge fund net asset valuation across APAC and EMEA. Managed full operations migration from Dublin and Mumbai to Philippines. Co-led communication pillar and culture/L&D initiatives.
Senior Operations Manager — APAC, EMEA, US
Wells Fargo Enterprise Global Services
·
January/2016
–
Present
Led securities and operations team covering fund accounting, financial reporting, KYC, trades reconciliation across three global regions. Spearheaded entity transition, managed change and team continuity, led culture/L&D initiatives.
