Tejas Gajjar

Customer Success and Implementation professional with 5+ years of experience in financial technology, client portfolio management, implementation delivery, stakeholder engagement, and process improvement. Experienced in managing enterprise client relationships across Europe and the US, translating business requirements into scalable solutions, and supporting onboarding, UAT, go-live, and post-implementation success. Strong exposure to private markets, data governance, workflow design, and integration automation using Workato.

Assistant Manager – Implementation at State Street Corporate Services (Charles River Development) (2022-02 – Present)

• Manage implementation and delivery support for institutional investment clients across Europe and the US, supporting approximately $1.5 trillion AUM.
• Partner with clients, business owners, and internal teams to gather requirements and convert them into structured functional documentation and workflow definitions.
• Analyze client operating models, define future-state processes, and support implementation of scalable solutions.
• Translate complex financial data structures into practical business workflows to support onboarding and platform deployment.
• Validate user stories and test cases in JIRA for new feature releases and client-specific requirements.
• Investigate data discrepancies, maintain governance standards, and coordinate client validation to ensure data quality and operational reliability.
• Design Workato integration recipes for client data transfer through sFTP.
• Manage delivery queues, service levels, project timelines, and internal coordination across teams.
• Provide UAT, go-live, and hypercare support to ensure successful project transition to operations.
• Recognized five consecutive times for exceeding performance targets.
• Designed and implemented an effective QC SOP that improved delivery consistency.

Senior Executive – Customer Support at Vodafone Intelligent Solutions (2017-06 – 2022-02)

• Managed customer accounts, resolved escalations, and maintained service quality across multiple client interactions.
• Built long-term customer relationships through proactive communication and issue ownership.

Senior Executive – Customer Support at Motif India Private Ltd (2015-02 – 2016-12)

B.E. in Mechatronics Engineering – Sardar Patel University (2011)