Dynamic finance and data analytics professional with over 12 years of experience in financial validation, client success, and data-driven decision support. Expertise in Python, SQL, Power BI, and Tableau has enabled the delivery of automation solutions that significantly reduced support volume and repeat tickets. Successfully validated over 16,000 company balance sheets while achieving a Net Promoter Score (NPS) of 95 across global client accounts. Actively seeking opportunities in Data Science, Financial Data Analysis, Account Management, Assistant Manager (Analytics/Client Success), and Program Delivery to leverage analytical skills and drive impactful results.
Hi, I’m
Ravi Jain
Associate Account Manager
Summary
Overview
13
years of professional experience
4
Languages
Work History
STANDARD AND POOR ASIA
Associate Relationship Manager (SSA)
2024.09 - 2025.09 (1 education.year_Label)
Job overview
- Coordinated Sales, Product, Marketing and Operations to streamline account operations, improving case handoffs and reducing time-to-resolution for strategic accounts.
- Launched targeted client engagement campaigns using SalesLoft automations, increasing webinar attendance from 40 to 100 attendees per session (monthly cadence).
- Captured and routed client feedback to Product and Marketing, influencing customer-centric enhancements and roadmap priorities.
- Acted as primary client liaison for strategic accounts, ensuring timely issue resolution and relationship health.
- Implemented effective risk management strategies in accordance with company policies, safeguarding both the organization''s interests and those of its clients.
- Participated in industry conferences and networking events to maintain professional development while expanding the company''s network of contacts within the field.
- Organized events and seminars for clients to enhance brand awareness and strengthen relationships within the community.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Increased brand awareness through development and implementation of successful public relations campaigns.
S&P GLOBAL
Associate Client Support, Capital Markets
2023.06 - 2024.09 (1 education.year_Label & 3 education.months_Label)
Job overview
- Served as primary support contact for global Capital IQ Pro clients; achieved NPS 95 (sample = 1,000; quarterly measurement) through proactive advisory and tailored workflow recommendations.
- Delivered AI-driven workflow recommendations to reduce manual reporting and improve client productivity.
- Partnered with Product and Engineering on root-cause analysis, reducing repeat tickets by 30% across two consecutive quarters.
- Drove self-service and chatbot initiatives that lowered monthly support request volume by 25% in 2024 and improved first contact resolution rates.
- Led onboarding, demos and feature training to accelerate adoption and increase usage of underutilized platform capabilities.
- Proved successful working within tight deadlines and a fast-paced environment.
- Participated in team projects, demonstrating an ability to work collaboratively and effectively.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Passionate about learning and committed to continual improvement.
S&P GLOBAL
Data Analyst, Market Intelligence & Data Quality
2019.09 - 2023.06 (3 education.years_Label & 9 education.months_Label)
Job overview
- Reviewed and validated balance sheets and financial statements for 16,000+ global companies over four years, ensuring dataset accuracy and consistency for Market Intelligence products.
- Extracted financial metrics from annual reports and disclosures (10-Ks) to support MI product timelines and data completeness.
- Supported IFRS 16 methodology updates across datasets, contributing to reduced data errors and faster processing.
- Proposed and implemented process improvements for data extraction and validation workflows, increasing team efficiency and throughput.
- Onboarded and trained new analysts; authored process documentation and quality checklists to shorten ramp-up time.
- Collaborated with cross-functional teams to ensure data integrity and accuracy, resulting in better-informed decisions.
- Automated routine data analysis tasks, freeing up time for more complex analysis.
- Collaborated with stakeholders to identify business needs and data sources.
ABSOLUTE INSURANCE SURVEYORS AND LOSS ASSESSORS PVT. LTD.
Executive - Operations (Cement Claims)
2018.07 - 2019.09 (1 education.year_Label & 2 education.months_Label)
Job overview
- Managed end-to-end cement claims processing with a team of 3, handling approximately 200 claims per month with an average turnaround time of 48 hours.
- Prepared Final Survey Reports (FSRs) with loss assessments and settlement recommendations; ensured accuracy in documentation and billing reconciliation.
- Oversaw invoice generation and settlement coordination; standardized MIS and reporting formats to improve operational consistency.
- Trained and mentored junior staff on claims processes, documentation and client communication.
- Established long-term client relationships through consistent delivery of high-quality products and services.
- Developed innovative solutions to complex problems, resulting in improved organizational performance.
- Mentored junior staff members for accelerated career growth, developing future leaders within the organization.
- Optimized operational efficiency by redesigning processes, systems, and workspaces for increased productivity.
- Managed cross-functional teams for successful project completion within budgetary constraints and deadlines.
- Interacted well with customers to build connections and nurture relationships.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
PADMAVATI TRADING CO.
Assistant Manager, Sales Operations
2014.12 - 2018.07 (3 education.years_Label & 7 education.months_Label)
Job overview
- Led a 10-member cross-functional sales team; set targets, tracked performance and provided coaching to improve sales outcomes.
- Prepared and analyzed MIS reports to support forecasting and strategic planning for senior management.
- Implemented lead optimization strategies to improve lead conversion and sales funnel efficiency.
TATA CONSULTANCY SERVICES
Process Associate (ERU)
2014.02 - 2014.11 (9 education.months_Label)
Job overview
- Processed invoice generation and billing in SAP ERP for global clients; resolved billing queries and maintained accurate documentation.
- Supported onboarding and training of new hires on SAP processes and system navigation.
KANTAR MILLWARD BROWN
Research Associate
2012.09 - 2013.03 (6 education.months_Label)
Job overview
- Analyzed media consumption models and cross-channel trends to optimize campaign efficiency for global brands.
- Performed CMA and MIA analyses to reduce media wastage and deliver actionable recommendations.
Education
Shanti Business SchoolAhmedabad
Master of Business Administration from Finance and Decision Sciences
University Overview
Gujarat University
Bachelor of Business Administration from Marketing and Finance
University Overview
Skills
Python (pandas, numpy)
SQL
Power BI
Tableau
Salesforce
Tally ERP
Advanced Excel
Data Validation & Quality
Financial Analysis & Modeling
SAP
IFRS
Salesloft
Captail IQ Pro
Timeline
Associate Relationship Manager (SSA)
STANDARD AND POOR ASIA
2024.09 - 2025.09 (1 education.year_Label)
Associate Client Support, Capital Markets
S&P GLOBAL
2023.06 - 2024.09 (1 education.year_Label & 3 education.months_Label)
Data Analyst, Market Intelligence & Data Quality
S&P GLOBAL
2019.09 - 2023.06 (3 education.years_Label & 9 education.months_Label)
Executive - Operations (Cement Claims)
ABSOLUTE INSURANCE SURVEYORS AND LOSS ASSESSORS PVT. LTD.
2018.07 - 2019.09 (1 education.year_Label & 2 education.months_Label)
Assistant Manager, Sales Operations
PADMAVATI TRADING CO.
2014.12 - 2018.07 (3 education.years_Label & 7 education.months_Label)
Process Associate (ERU)
TATA CONSULTANCY SERVICES
2014.02 - 2014.11 (9 education.months_Label)
Research Associate
KANTAR MILLWARD BROWN
2012.09 - 2013.03 (6 education.months_Label)
Gujarat University
Bachelor of Business Administration from Marketing and Finance
Shanti Business School
Master of Business Administration from Finance and Decision Sciences