Sameer Singh
Aldie
Summary
Financial Services Digital Solutions Partner Re-engineering technology for sustainable profitability Seasoned Digital Solutions, Business Transformations, and Strategy consulting executive with over 24 years of global achievement driving organizational growth, performance, and profitability for financial services clients. Track record of shaping strategy, managing P&L, and implementing large scale, mission critical initiatives to transform under-performing businesses to sustainable profitability. Considered a positive influencer, and consultative leader able to build effective solutions and partnerships with clients, and employees at all levels to create change.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Senior Manager – Customer Digital Transformation
E&Y
12.2021 - Current
- Collaborating with client partners, and practice leaders to drive go to market, land & expand strategies to drive top-line revenue
- Developed a $6M pipeline across priority and net new logo accounts
- Led large-scale Customer Experience Management implementation at a leading insurer for workers compensation
- Responsibilities included managing the functional and technical teams of client and consulting personnel to drive requirements, design, build, testing and implementation of agent and policyholder portals on Salesforce Experience Cloud, Financial Services Cloud, and Marketing Cloud integrated with Guidewire v10 using MuleSoft and Guidewire For Salesforce managed package
- Led data integration strategy for Salesforce and Master Data Management across 3 companies of a leading P&C insurer
- The program involved assessment of existing CRM and customer data landscape, definition of use cases, future state architecture, data security, and integrations with insurance applications and 3rd-party systems
- The primary challenge was to establish an enterprise strategy from 3 siloed, complex operating models
- Working in advisory capacity with clients aspiring to embrace digital disruption of business models, driving consultative solution-selling by focusing on client’s strategic business priorities
- Proactively shaping deals enabled by packaging technology services such as Salesforce, Pega, nCino, Guidewire, Gen AI creating competitive advantage and multi-year financial synergies.
Director – Digital Customer Experience
Capgemini
08.2015 - 12.2021
- Implemented a broker and customer portal providing front-to-back loan origination for a leading international commercial lending institution to reduce cycle time from 4 months to 6 weeks
- The implementation on Salesforce Financial Services Cloud involved running discovery workshops with client teams, scoping, solutioning, and overall development and testing of the portal
- Implemented loan origination on Salesforce Sales Cloud for a leading solar installer to automate pre-approval, documentation, underwriting, and funding
- Led the modernization of Sales, Distribution, and Servicing platform for a leading auto insurer
- Salesforce Sales Cloud and Service Cloud was integrated with Guidewire Policy Center, Billing Center, Claims Center, and other backend systems
- Led the digitalization of large group accounts installation on Salesforce Service Cloud for a leading healthcare insurer that eliminated manual processing and cut down end-end cycle time from 3 months to 5 weeks.
Associate Vice President
The Carlyle Group
05.2013 - 08.2015
- Partnering with the CIO, and Deal Management, Fundraising, Fund Management, and Investor Servicing stakeholders to develop Salesforce roadmap and overall tech re-stack
- Planned the Salesforce book of business, created statements of work for partners and vendors, and managed overall P&L
- Consulted with Salesforce to review key product releases, decisions, roadmap, communications
- Led for the overall Salesforce platform – architecture, operations, and delivery
- Coached Salesforce agile team across – requirements gathering, architecture, releases planning and change management.
CRM Architect
Various
07.1997 - 05.2013
- Served as a CRM Solutions Architect in Telecom, Research & Advisory, and Education industry.
Education
Bachelor of Electronics Engineering -
University of Mumbai
Skills
- BIG 4 MANAGEMENT CONSULTING
- CUSTOMER EXPERIENCE
- P&L MANAGEMENT
- INSURANCE
- BANKING & CAPITAL MARKETS
- WEALTH & ASSET MANAGEMENT
- CLIENT RELATIONSHIP
- TARGET OPERATING MODEL
- BUSINESS & IT TRANSFORMATION
- BUSINESS DEVELOPMENT
- PRACTICE MANAGEMENT
- TEAM MENTORING
Certification
- Salesforce.com Certified Developer
- Salesforce.com Certified Administrator
Presentations
Presented Client Success Stories at Dreamforce 2017 and 2019
Timeline
Senior Manager – Customer Digital Transformation
E&Y
12.2021 - Current
Director – Digital Customer Experience
Capgemini
08.2015 - 12.2021
Associate Vice President
The Carlyle Group
05.2013 - 08.2015
CRM Architect
Various
07.1997 - 05.2013
Bachelor of Electronics Engineering -
University of Mumbai
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