Summary
Overview
Work History
Education
Skills
Interests
Awards
Timeline
Generic
Vipul Goel

Vipul Goel

Project Manager, Portfolio Manager, Customer Success, Change Manager, PMO, Robotics Process Automation, Gen AI, Agentic Automation, Business Transformation, Operations Excellence
Gurugram

Summary

Highly accomplished Program and Project Management leader with 20+ years of progressive leadership experience across global enterprises. Proven track record of driving multi-million-dollar programs, automation transformation, customer success, change management, and IT service excellence. Adept at executing enterprise-wide strategies, optimizing operational performance, and leading cross-functional teams to consistently deliver complex initiatives on time, within budget, and aligned with strategic goals.

Overview

21
21
years of professional experience
1
1
Language

Work History

RPA Head, AVP

AIS
10.2024 - Current
  • Tools: UiPath, Automation Anywhere, Blue Prism, MS Power Automate, Jira
  • Roles & Responsibilities
  • Leading a team of 70 RPA developers, analysts, and architects.
  • Ensuring timely delivery of complex RPA projects from inception to completion, ensuring adherence to project timelines, budgets, scope and quality standards.
  • Identify and analyze business processes suitable for automation, developing RPA solutions that deliver significant value.
  • Effectively communicate with stakeholders at all levels, building strong relationships and addressing their needs.
  • Drive process optimization and innovation within the RPA team, exploring new technologies and best practices.

Delivery Lead, Customer Success

Automation Anywhere
06.2021 - 10.2024
  • Tools: Automation Anywhere Products, Salesforce, JIRA, QUIP & MS Project
  • Roles & Responsibilities
  • To manage a portfolio of 150+ enterprise & strategic accounts across US & Canada worth $24mn
  • Exceed annual growth target of 20% upsell year-on-year
  • Generating revenue for the company by meeting adoption targets and upselling the products
  • Aligning with key customer stakeholders to establish a stronger customer relationship management program (stakeholder mapping)
  • Quickly understand the business problem stakeholders are planning to solve and gather metrics to gauge the progress in achieving their goals
  • Work with internal cross-functional teams (product, sales, pre-sales, marketing, product marketing, support, etc.) to ensure customers’ issues/solutions are addressed
  • Build strong relationships with customers and ensure they optimize the product or service to receive the highest return on investment.
  • Act as an escalation point to drive problem resolutions in a timely and proactive manner

Senior Manager

Bank of America
08.2020 - 06.2021
  • Project Title: India Data Localization & South Korea Regulatory Reporting
  • Role: Project Manager
  • Responsibilities
  • Worked on project plans, defining test implementation approach, timelines, and milestones, co-ordinate environment readiness discussions with technology teams, resourcing, test scripts documentation and validation, etc.
  • Work closely with the Front Office, Middle Office, Operations, Technology partners, and other support teams to manage end-to-end testing both internal and external for Global initiatives.
  • Drive Defect management, and bug reporting through Jira, and Triage to assess the urgency and priority of fix.
  • UAT governance/closure routines, publishing daily testing reports, running UAT calls, etc.
  • Manage and execute deliverables specific to the APAC region as well as Global deliverables, with reporting both locally and into the Global Program

Senior Analyst

Bank of America
08.2018 - 07.2020
  • Project Title: Oracle Cloud Implementation
  • Tools used: Rally, ITSM, Oracle, MS Project
  • Role: Project Manager
  • Responsibilities
  • Execution of end-to-end delivery
  • Application Governance, standards, and best practices
  • Tracking & monitoring the schedule
  • Web application Infrastructure Management – ASP.NET (C#)

Senior Analyst

Bank of America
01.2016 - 01.2018
  • Project Title: Local Ledger Decommissioning
  • Tool Used: JIRA & MS Project
  • Role: Project Manager
  • Responsibilities
  • Manage and maintain the exit phase of Local Ledgers
  • Access Management and Reporting
  • BCP Exercise, BRP/TRP/RSA documents
  • Resource Utilization Metrics

Analyst

Bank of America
01.2012 - 01.2016
  • Project Title: SAP & HANA implementation
  • Role: Program Manager (Team Size: 12)
  • Responsibilities
  • Collaborate with cross-functional teams, architects, Developers and delivery managers to successfully implement programs and projects.
  • Identify improvement areas and implement measures to maximize the customer satisfaction level.
  • Preparing and presenting monthly business review deck (MBR)
  • Develop and Execute process improvement strategies.
  • Understand Issues & respond effectively.

Analyst

Bank of America – Operations Experience
01.2006 - 01.2012
  • Operations Management
  • Monitor the overall functioning of processes.
  • Handled calibration sessions with the LOB along with managers/trainers.
  • Demonstrate ability to multi-task and meet goals in time and resource constraints
  • Team Operations
  • Manage employees’ performance by providing suitable challenges/opportunities that unlock their potential.
  • Develop a bottoms-up analysis to find out the utilization of the team weekly to ensure appropriate efficiency.
  • Ability & urge to continuously learn, share information, and maintain effective working relationships within the team.
  • Manage & encourage an open 2-way communication process, which is turned into informal feedback systems. Understands& responds effectively.

Sr. Sales Executive

TCPL Pvt. Ltd.
01.2005 - 01.2006
  • Project: Generate Mortgage leads for Onshore Mortgage Institutions
  • Role: Sr. Sales Executive

Education

Bachelor Of Accounting - Commerce

Delhi University
05.2005

Skills

Multi-functional expert, technically inclined and highly empowered professional with significant experience acquired over the years in diverse areas encompassing:

Interests

Playing Chess

Awards

Consistently over-achieving the portfolio growth target of 20% (approx. $4mn), Project managed the implementation of SAP HANA and got recognized/awarded for flawless migration., Program Managed the world’s largest SAP implementation program at Bank of America., HANA implementation and enhanced reporting (2015 – 2017) projects completed 100% within time and budget., SAP Technology implementation project (2011- 2015) - Completed the SAP implementation Program within time, scope and budget., Received multiple awards for consistently overachieving targets without any production issues in a row for two years., Certified Six Sigma Green Belt and have supported multiple Yellow belt projects., Successfully migrated a process from onshore., Grown business 100% by setting up a mirror site in Hyderabad.

Timeline

RPA Head, AVP

AIS
10.2024 - Current

Delivery Lead, Customer Success

Automation Anywhere
06.2021 - 10.2024

Senior Manager

Bank of America
08.2020 - 06.2021

Senior Analyst

Bank of America
08.2018 - 07.2020

Senior Analyst

Bank of America
01.2016 - 01.2018

Analyst

Bank of America
01.2012 - 01.2016

Analyst

Bank of America – Operations Experience
01.2006 - 01.2012

Sr. Sales Executive

TCPL Pvt. Ltd.
01.2005 - 01.2006

Bachelor Of Accounting - Commerce

Delhi University
Vipul GoelProject Manager, Portfolio Manager, Customer Success, Change Manager, PMO, Robotics Process Automation, Gen AI, Agentic Automation, Business Transformation, Operations Excellence