BST Global

✅ Designing and implementing customer success frameworks tailored to the unique needs of diverse client bases.
✅ Building strong client relationships through proactive communication and personalized support strategies.
✅ Driving product adoption and maximizing customer lifetime value through targeted training and onboarding programs.
✅ Leveraging data-driven insights to identify opportunities for process optimization and continuous improvement.
✅ Collaborating cross-functionally with sales, product, and support teams to ensure alignment and exceed customer expectations.

Customer Success Lead

Disability Rights Florida

Our Board of Directors establishes our goals and priorities each year. Along with the leadership team at Disability Rights Florida, the Board approves Disability Rights Florida’s budget and policies on a regular basis.

Member Board of Directors

NielsenIQ

Responsible for the leadership of three different verticals, supporting the Finance & Human Resources technology for the organization.
●	SAP SD/Billing – Senior Director leading the SAP technical team that supports $3B in billing and contracts annually. E-Invoicing, Revenue Recognition, & Service Delivery functions. 
●	Redesign/Implementation of major business processes such as Opportunity to Cash (Revenue Cycle), Procure to Pay (Procurement Cycle), Record to Report (Retorting Cycle), and Hire to Retire (Human Capital Cycle).
●	Road mapping - Led over 30+ Modernization & Operational improvement efforts to reduce severity issues to less than 1% a year for the last 3 years. Created Legacy Application and future technology roadmap to drive decision making and investments.
●	CRM Integration – Maintain technical interfaces between SAP Billing & SaaS CRM integrations.  MS Dynamics, Experlogix, Conga & Salesforce
●	Managed Analytics, KPI's, 40+ SAP consultants, Program Managers, & cross-functional teams to deliver multiple projects on time and within budget.
●	Mergers & Acquisition – Provide due diligence and post-sale of over $1.5 Billion in acquisitions and led SAP integration of over 25 global companies. 
●	Weekly team calls, training, mentoring and process resolution.

Global Director Of Technology, Mergers & Acquisitions

Nielsen Company

Prioritize initiatives and requests against diversity focus areas and provide leadership for Asian Americans Links (AAL) Employee Resource Group for the Southeast region.

ERG Leader: AAL SE Region

Manage international digital engineering programs, coordinating multiple technology stacks, and integrating solutions to meet clientele need.

Managing latest mobile ratings solution, providing the latest technologies in reaching and understanding what resonates with our clients.

Program Manager

Successfully managed a team that oversaw 20+ M&A efforts over 3 years.   Chief responsibilities included: 
●	Leveraging technology automation to identify and develop project efficiencies. 
●	Created new operating procedures that reduced integration lifecycles by 30%.
●	Developing and managing strategic partnerships within the company to facilitate faster integrations, and more precise resource needs.
●	Integrated 15+ companies, on-time, under budget, and implemented new automation in parallel.

Director Of Technology

Leading the Global integration practice for Enterprise Platforms. This team works to integrate new companies into our HR, Billing, Finance and Payroll portfolios, powered by SAP.

Successfully managed a team that oversaw 20+ M&A efforts over 3 years.   Chief responsibilities included: 
•	Leveraging technology automation to identify and develop project efficiencies. 
•	Created new operating procedures that reduced integration lifecycles by 30%.
•	Developing and managing strategic partnerships within the company to facilitate faster integrations, and more precise resource needs.

Director Mergers & Acquisitions Integration Leader

•	Responsible for assembling project plans and teamwork assignments for online platform. Direct and monitor work efforts on a daily basis, identifying resource needs, performing quality review; and escalating functional, quality, timeline issues appropriately. 
•	Responsible for tracking key project milestones across multiple teams, and time zones, while adjusting project plans and/or resources to meet the needs of customers. 
•	Work with Program Manager(s) in partnering with senior management of the business community to identify and prioritize opportunities to achieve the goals of the enterprise.
•	Provides subject matter expertise in areas including project management & infrastructure, setup of local project offices, project scope definition, risk identification, project methodology, resource allocation, facilitation, and other areas of expertise based on professional knowledge and background.
•	Co-Leader of Professional Development for Asian American Leaders, Employee Resource Group

Engineering Project Manager

Sustany Foundation

•	Responsible supporting the organization’s projects and mission to create awareness in for a more Sustainable Tampa Bay.
•	Contribute to social media and blogging efforts to raise awareness and promote organization
•	Create strategic relationships with local and national businesses to further the reach of the organization
•	Ran organizational planning and development events and offsites for multiple years.

Executive Board Member

Nielsen

Drove initiatives to assist the company in environmental responsibility strategies and collaborate with our colleagues, clients and vendors to drive forward a holistic approach that will optimize our positive impact on the environment.

Green Team Leader SE Region

PMI Tampa Bay

Member of the Professional Development team responsible for researching highly qualified speakers for professional development workshops to provide top quality, relevant education events to the chapter.

Director of Professional Development

Leslie Controls

Led team of staff & consultants, working with Senior Leadership team of the business in a rebuilding effort to fix a key Circor business unit.  
•	Manage, direct, and implement operations strategies and objectives to ensure the achievement of division’s goals.  Focuses for short-term goals are systems up-time, on-time-delivery, cost of sales, quality, gross margin, and human resources throughout the Value Stream Management (VSM) value chain. Focuses for long-term goals are the formulation, planning, and implementation of strategies for ongoing process improvements throughout the VSM value chain. 
o	Led strategies to create first IT roadmap for Power & Process organization to lay out a plan for integration of multiple companies across the globe. 
o	Development of KPI and metrics to departmental information to the business.
o	Supported corporate datacenter by providing facilities support, and scheduling and establish preventative maintenance for critical support systems (UPS, Generator, Fire Suppression, HVAC, etc.)  
o	Managed Epicor Vantage ERP environment
o	Improved system performance by 30% (response time to user) and reduced server/database processing bottlenecks by over 70% through virtualization, hardware migrations, and establishing SOP’s.
o	Enterprise PDM deployment to Circor India business and supporting the VP of Engineering o	o	Development of ECN (Engineering Change Notices) solution
o	Managed IT project to upgrade all systems to latest CAD software
o	Shop Floor software management and support (DNC,CNC, Kiosks, & Barcoding)
o	Assisted in the Quality Management System rollout 
•	Budget planning for $120 million dollar business unit.  Reduced 2013 budget by 10%.
o	Reduced capital leases by 35% on copier fleet and negotiated Managed Print contract to reduce toner cost by 70%
o	Negotiated telecom expense reduction of 50% that will save $10K/year at minimum.

Senior Information Technology Manager

CIRCOR International, Inc.

Additional role to begin leveraging expertise in managing multiple projects that are at many sites, yet similar in overlapping needs, and be able to streamline the work in those projects while creating sustainable solutions that can be shared within the organization. 
•	SOX/ITGC controls project to diagnose and remediate deficiencies within business units. 
•	Assist in the definition of the SOX/ITGC framework that will be followed by the whole organization
•	Designing Segregation of Duties standard processes to assist the business units in securing their systems. Assist global business units in completing financial risk reviews.
•	ITIL Process definition project 
•	Software Licensing Discovery and Application Portfolio project
•	Global Trade Compliance & Data Segregation project (ITAR, Import/Export Compliance)
•       Telecommunications project - 15% reduction in monthly bill by negotiating and consolidating existing service providers.

Special Projects Manager

Collaboration Portal 
Document Imaging Laserfiche 
Global ERP selection & business case projects.  
Application maintenance & development
Contracts & license management

Project Manager & Web Dev Lead

Customer Success, Executive Leadership | Strategy | M&A | Advocacy | Automation | SAP | Board of Directors

As a global tech & operations executive, I lead the IT strategy and execution key verticals: Finance, Human Resources, and Mergers and Acquisitions. With over 20 years of experience and direct leadership of teams in 12 countries, I have been fortunate to create a proven track record.  Delivering complex and high-impact projects that enhance efficiency, drive value, and foster innovation for the organization, as well as investing and building up those I am fortunate to collaborate and lead.

I am passionate about leveraging technology to solve business challenges and create opportunities for growth and improvement. I am also a diversity advocate and a community supporter, having contributed over 5000 hours of service to various non-profits. My mission is to use my leadership and expertise to make a positive difference in the world.

Santosh Mathew

Enterprise Technology Research

• Led a 30-person bootstrapped technology market research company to growth and profitability, focusing on three main drivers:
     o Diversify revenue on top of core hedge fund client base; additional client segments now make up 15% of revenue and grew 70% in 2023
     o Extend product line beyond core syndicated survey data; ETR now has four additional products and two additional syndicated surveys, exceeding 20% of total revenue
     o Curate and expand the core asset (community of 8000+ IT decision makers); increased membership 80% including tripling our international presence

• Grew revenue 14% in first year

• Transitioned company to post-Covid hybrid model for local employees while initiating remote-first, anywhere-based hiring (1/3 of employees now live outside Northeast US)

Chief Executive Officer

GLG (Gerson Lehrman Group)

• Returned to GLG at new CEO’s request to rebuild all prior teams (Pricing, Enterprise Transformation, Business Intelligence, Commercial Strategy) and head up product development for the Survey, Strategic Projects, and Marketing functions
   o Achieved 3% pricing gains for our largest business segment in 2020 despite COVID-19 headwinds
   o Created three new go-to-market strategies which led to recapturing $10M+ of market share
   o Architected a full P&L reorg: GLG moved from six global revenue centers to 22 individual P&Ls

• Created an Advanced Analytics team comprised of PhD Data Scientists to add statistically rigorous predictive capabilities to our most pressing business questions, including forecasting, customer lifetime value, and churn

• Built and led a 75-person international cross-functional team of software and data engineers, product managers, pricing and BI analysts, and business transformation architects

• Member of the Operating Leadership Team: ~25 people (including the CEO and his direct reports) responsible for setting the vision and strategy of the company

Head of Core Product

New Street Research

•  Responsible for all operational, technological, and financial functions at the premiere independent research boutique focused on the Telecommunications and Technology sectors globally

•  Built the infrastructure (CRM, website, global accounting database, automated reporting platform) and processes (sales forecasting, standardized hiring protocols, weekly sales calls) that allowed New Street to expand from a single sector to a three-sector global platform

•  Upgraded the back-end team from a few admin-level support staff to experienced hires in the Controller, Sales Ops, and Technology roles

Global Chief Operating Officer

• Responsible for building new Pricing Desk, Sales Operations, Inside Sales (New Business), Sales Compensation, and Customer Lifecycle Management functions

• Created global pricing framework (added $20M of EBIT in its first year)

• Systemized the price setting and approval process which transformed the legacy email-based workflow into an end-to-end CPQ (Configure-Price-Quote), Tableau, and Python technology solution, allowing salespeople to present a contract to a client within a few hours instead of several days, reducing cycle time 99% and FTEs 70%

Head of Pricing and Sales Strategy

• Built and led two brand-new teams, comprising 40 team members across three continents, which centralized all company-wide process improvement, systemization and automation, data, reporting, and analytics capabilities

• Conceived and launched two new products reusing data exhaust from existing products (i.e., zero marginal cost), which exceeded $5M run-rate revenues within 12 months of launch

• Captured $7M additional run-rate revenue by decoupling and automating revenue and expense recognition

• Upgraded legacy Excel, SSRS, and Salesforce reporting to real-time, interactive, and mobile Tableau/HTML platforms

Head of Business Intelligence and Lean Operations

Bridgewater Associates

• Launched a new enterprise-wide process excellence and continuous improvement program, including business architecture, process mapping, Lean/Six Sigma, and BPM capabilities

• Responsible for the company-wide adoption of an iBPMS solution (Appian). Results in the first year included a 98% cycle time reduction for candidate packet creation (Recruiting), 60% increase in data concept production (Research), and automated routing capabilities for several case management systems (HR, Finance, Media)

• Reclaimed $600k in vendor negotiations for software licenses

• Reported directly to the COO

Co-head of Process & Metrics Excellence / Senior Management Associate

• Managed a team of twelve investment professionals and data analysts responsible for understanding liquidity and transaction costs across Bridgewater’s investment spectrum and developing optimal trading strategies

• Oversaw all trading-based communication to the CIOs, external clients, and regulatory bodies

• Responsible for the trading portion of all regulatory filings (Form PF, AIFMD, SEC trade blotter)

• Collaborated on a Big Data solution to source, store, quality control, manipulate, and visualize daily tick-level market and trade data

Manager of Trading Analytics / Senior Management Associate

• Responsible for outsourcing multi-million dollar hospitality program

• Overhauled and directed budget planning process for HR and Facilities departments

Chief of Staff/COO to member of Management Committee / Senior Management Associate

BNP Paribas

Led cross-functional teams of operations management and Lean/Six Sigma experts through Lean transformations of 40-130 people, achieving increased capacity of 15-60% and creating culture of innovation and continuous improvement among frontline staff

Created, implemented, and automated productivity and quality KPIs for multiple mid- and back-office bank functions, including FX, Fixed Income IT, accounting controls and reconciliation

Vice President - Capital Markets Lean Transformation

McKinsey & Company

• Executed an inorganic growth strategy study spanning 100+ companies in 14 industries for a professional services firm, developing a comprehensive strategic, financial, and cultural framework to prioritize the candidates and resulting in two acquisitions that grew revenue 15% in the first year

• Managed client teams for four Lean Operations transformations across the financial services, insurance, and technology sectors, resulting in 25-350% productivity gains

• Built a sliding-scale pricing model for a major ratings agency based on seven key customer attributes, expected to increase revenues for >60% of customer base

• Elected chair of the Associate Learning Committee—responsible for all 1st and 2nd year learning programs in the NY office

Engagement Manager

• Identified and achieved $40M in synergies for a post-merger integration in the technology sector

• Designed and rolled out a dynamic international dispatch system across eight time zones for the field operations unit of a global hi-tech hardware vendor, generating 30% additional capacity

• Tutored Corporate Finance and Microeconomics at mini-MBA training for non-MBA hires

Associate

Segmented retail and commercial customers for a major European bank and identified opportunities in each segment for increased profitability, customer retention, and share-of-wallet

Benchmarked one of Greece’s largest downstream industrial conglomerates against key European competitors and macroeconomic trends

First American hired in Athens office

Summer Associate

Self-employed

Always interesting, usually inspiring, and occasionally "I-didn't-realize-these-things-happened-on-Planet-Earth"-ing career as a jazz musician

Highlights include:
Leading 3-18 member bands in major worldwide performances, including the opening of Zankel (Carnegie) Hall, NBA Playoffs at Madison Square Garden, Landespresseball in Stuttgart, Big Apple Circus

Freelance pianist

I am a multilingual C-level commercial and operations leader with 15+ years of experience scaling multinational organizations, PE-backed mid-market companies and thirty-person startups. 

Starting with my time at McKinsey and then across various financial services (BNP Paribas, Bridgewater Associates) and tech-enabled information services firms (GLG, New Street Research), I am at my best when integrating strategy, finance, analytics, and operational goals into a clear and actionable plan, inspiring all areas of the organization to exceed their current potential and empowering them to execute with laser-like precision and a shared sense of purpose.

I was most recently the first CEO hired into Enterprise Technology Research, an alternative data technology research platform, after the founder's departure. In three years, I built out new client segments and product lines that grew to 25% of overall revenue, upgraded the NYC-based team into a US-wide, remote-first working model, and expanded the core asset (a community of 8000+ IT decision makers) by 80% including tripling ETR's international presence. 

Formerly, I have served in Global COO, product, finance, and strategy roles, each time deeply integrated into the senior management team and a key architect of the company's growth strategy and tactical execution plan. 

I love rolling up my sleeves (or firing up Python, as the case may be) and getting dirty with the data as much as I love building and mentoring teams, savoring Socratic-style problem-solving sessions that give rise to innovative and paradigm-expanding solutions.

I am also a professional jazz pianist, spending ages 16-30 traveling the world and playing venues from Madison Square Garden and the Big Apple Circus to brewery-sponsored television specials in Karlsruhe (Germany), concerts at thermal springs in Vals (Switzerland), and workshops in Franciscan youth communities in Formica (Italy), along with your more regular jazz club and Broadway gigs. 

My travels (and a still-present boyhood dream to be an espionage agent a la James Bond or Jack Bauer) have fueled a passion for language learning—I’m fluent in Greek and always looking for a reason to improve my Spanish, Mandarin, Italian, Russian, Hebrew, and French.

Ultimately, I believe business is about people, and I love connecting and working with intelligent, driven human beings who share a passion for learning, creating, and efficiency.

taplio

The Battle

Santosh Mathew

David Epstein

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