Rhea Jajoo
New York
Overview
4
4
years of professional experience
Work History
Commercial Strategy Associate
Bank of New York
03.2025 - Current
- Partnered with Engineering to define requirements and deliver a CSAT insights agent supporting 2,000+ users, transforming client feedback data into key themes and satisfaction scores to enable data-driven decision-making.
- Supported rollout of an eCRM platform used by 1,000+ client teams, partnering with stakeholders to improve account planning workflows, drive adoption, and enhance client management capabilities.
- Led automation initiative for BNY’s Client Satisfaction (CSAT) survey program to centralize email distribution workflows, reducing manual effort by 15+ minutes per client account lead while improving scalability and consistency of client feedback collection.
- Led cross-functional CSAT strategy across Engineering, Client Service, and Marketing, leveraging customer insights to drive initiatives that increased NPS by 4.6 points.
Operations Analyst Program
Bank of New York
08.2023 - 03.2025
- Managed an enterprise-wide cross-sell program, analyzing 3,500+ business referrals to generate insights that improved client segmentation, pipeline visibility, and cross-sell strategy.
- Led development of a cross-sell analytics dashboard for senior leadership, refining key metrics and reporting views to improve visibility into referral performance and pipeline trends.
- Analyzed 300+ trade reports to deliver actionable insights, driving client satisfaction and strengthening long-term client relationships.
Operations and Marketing Head
Color Plus Jewelry
05.2022 - 08.2024
- Launched an e-commerce platform on Shopify, integrating creative marketing strategies that drove 18% sales growth and strengthened online presence.
- Executed a comprehensive marketing campaign, leveraging Canva and photography skills to create engaging content that increased click-through rates by 3%.
- Analyzed customer data to develop targeted marketing strategies, optimizing outreach and increasing conversion rates by 8%.
Education
MANAGEMENT IN ACCOUNTING FOR FINANCE AND CONSULTING -
Boston College, Carroll School of Management
Skills
- Project & Product Management
- Excel & Data Analysis
- CRM Platforms & Power BI
- Cross-Functional Leadership
- Powerpoint & Canva
- KPI Tracking (NPS, Commercial Metrics)
- Voice of Customer (VoC) Programs
- Budget Tracking & Cost Control
- Strategic Planning & Initiative Support
- Digital Marketing - Hubspot Certificate
Timeline
Commercial Strategy Associate
Bank of New York
03.2025 - Current
Operations Analyst Program
Bank of New York
08.2023 - 03.2025
Operations and Marketing Head
Color Plus Jewelry
05.2022 - 08.2024
MANAGEMENT IN ACCOUNTING FOR FINANCE AND CONSULTING -
Boston College, Carroll School of Management