Summary
Overview
Work History
Education
Skills
Timeline
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POOJA SHARMA

Summary

NAM Head of Trade Client Onboarding, offering deep expertise in cross-functional TTS and CCB products, including Account Receivables, Payables, Trade Loans, and Trade Services, enhanced by a strong background in Client Experience, Client Risk Management, Product Life Cycle, Customer Relationship Management, Business Process Improvement, Change Management, and Vendor Management, reflecting outstanding leadership abilities and extensive team management proficiency.

Overview

18
18
years of professional experience

Work History

NAM Head of Trade Client Onboarding

Citi
03.2016 - Current
  • Directed Regional Lead responsibilities for Account Receivables, Payables, and Trade Service products within Buyer and Supplier Onboarding teams.
  • Championed customer-focused strategic initiatives ensuring successful end-to-end product delivery across CCB and TTS sectors.
  • Ensured readiness and partnered with control and compliance teams for risk management.
  • Led strategic solutions to improve Voice of Client response rates while maximizing 'highly satisfied' client feedback.
  • Collaborated with cross-functional teams including Sales, Product, Operations, Technology, Supplier Engagement to drive business growth and maximize revenue
  • Directed TTS Onboarding processes execution, overseeing SLAs and KPIs to shorten deal cycle time
  • Managed NAM Trade Onboarding in collaboration with worldwide team comprising Buyer and Supplier Onboarding Managers.
  • Partnered with Sales team to strategically position Supply Chain Finance and Receivables product against competitive offerings.
  • Partnered with product global leads to develop new strategic solutions and collaborate in product life cycle development.
  • Oversaw efficient creation and management of product roadmaps while integrating client suggestions and new demands.
  • Liaised with internal and external audit groups for associated programs.
  • Spearheaded country expansion for global rollout of new product features and enhancements.
  • Facilitated comprehensive training plans and processes aimed at coaching peers and new hires across functional teams, acting as Subject Matter Expert for end-to-end Trade Client Onboarding operations.
  • Collaborated with cross-regional Operations team to identify and mitigate external and internal risks in current processes
  • Facilitated ongoing communication for project portfolio in NAM while acting as escalation point for key client and internal stakeholders during Trade Onboarding reviews with senior stakeholders in region
  • Directed ongoing product support with business partners for BAU capabilities, including product training and development of marketing collateral.
  • Spearheaded process enhancement of existing Supplier document and Procurement manual processes, overseeing management of fulfillment activities related to Supplier Onboarding within Trade Payables product line.

Project Manager/Business Analyst

Citi
01.2008 - 03.2016
  • Directed key objectives for global supplier finance platform, enhancing payment settlement methods across NA, Canada, and EMEA regions.
  • Executed all phases of SDLC for Trade Finance and Trade Service model.
  • Delivered supply chain program to White House for TARP financing of GM and Chrysler as Business Analyst/Project Manager.
  • Conducted meetings with project teams and stakeholders to review project roadmaps and create essential documentation.
  • Developed Project Charter, Project Plans, UAT assessments, Communication Plans, and back out plans.
  • Analyzed requirements and documented comprehensive Business and Functional specifications.
  • Managed UAT and SIT team, identifying risks while ensuring adherence to release processes.
  • Served as subject matter expert for Payables Management System in Global Payable Financing.

Intern Analyst in Cash Department

Citi
06.2007 - 12.2007
  • Contributed to development of CitDirect Application, an award-winning global corporate banking system.
  • Created and maintained modular test cases and scripts, emphasizing automation.
  • Collaborated with production support teams to resolve job failures efficiently.

Education

PMI PMP Certification -

01.2011

Masters - Computer Engineering

Stevens Institute of Technology
New Jersey, USA
01.2008

Skills

  • Strategic solutions and risk management
  • Client relationship management
  • Project oversight and management
  • Effective communication skills
  • Leadership and team development
  • Quality improvement methodologies
  • Product launch strategies
  • Critical thinking and problem solving
  • Decision-making techniques
  • Revenue optimization strategies
  • Regulatory compliance expertise
  • Customer engagement strategies

Timeline

NAM Head of Trade Client Onboarding

Citi
03.2016 - Current

Project Manager/Business Analyst

Citi
01.2008 - 03.2016

Intern Analyst in Cash Department

Citi
06.2007 - 12.2007

PMI PMP Certification -

Masters - Computer Engineering

Stevens Institute of Technology

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