Kratika Mundra

Strategy & Operations professional with 3+ years of experience across business analysis, operations, GTM strategy, and client success, currently in a Chief of Staff-style role. Skilled in process design, research, Excel-based systems, AI-assisted execution, and cross-functional workflows.

Strategy & Operations Associate at Fractional (2025-01 – Present)

• Built GTM strategies and market entry frameworks for multiple clients across industries, informing founder-level strategic decisions
• Led primary research cycles and created strategic client deliverables, including pitch decks, one-pagers, and customer journey maps
• Designed multi-module Excel trackers adopted by client teams as their primary operating tool across active engagements
• Managed LinkedIn and social media growth for clients through content planning, outreach, posting, and performance tracking, generating qualified discovery calls and new client engagements.
• Coordinated with clients on requirements and managed high-effort, low-value back-office workflows and SOP documentation, freeing up founder bandwidth for high-impact priorities
• Managed multiple internal and client-facing projects simultaneously, coordinating requirements, timelines, follow-ups, and deliverables across different stakeholders
• Built and maintained CRM and operational workflows, identified gaps in existing processes, and worked on simplifying, documenting, and improving recurring workflows, including exploring AI and automation opportunities

Team Member at Bank of America (2023-07 – 2024-12)

• Owned the end-to-end corporate account onboarding lifecycle, coordinating across operations, compliance, and client servicing teams
• Moved accounts from initiation to activation within regulatory timelines, ensuring compliance and service-level adherence throughout the process

BBA (Hons.) in Finance + Diploma in Economics – Pandit Deendayal Energy University (2019 – 2023)