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Srini Venkatramani — Head of Product, Technology and Customer Operations · Blend · New York, New York, United States.
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About
Results-driven C-level executive with a proven track record of scaling SaaS businesses, optimizing operations for enterprise growth, and delivering accelerated value creation for stakeholders.
Expertise in:
► Managing P&Ls up to $200M while consistently achieving and exceeding performance targets ► Driving customer success and operational excellence, resulting in accelerated revenue growth and significant profitability improvements ► Leading cross-functional teams to deliver transformative change and process optimization across global organizations ► Implementing strategic initiatives that accelerate product delivery, enhance customer satisfaction, and maximize operational efficiency ► Fostering a culture of innovation and continuous improvement ► Leading M&A due diligence and integration activities
Key Accomplishments include:
► Accelerated Value creation at PlanSource, more than doubling revenue organically within 5 years and achieving rule of 40 ► Part of very selective CEO development program at Vista Private Equity, in a cohort of 8 executives selected from 800 executives across 85+ portfolio companies. Played Interim CEO role for PlanSource in 1H2024 ► Successful delivery of large-scale enterprise SaaS implementation initiatives for leading clients and partners including MetLife, Guardian, All State, Hartford, United Healthcare, Thomson Reuters, Pearson, Rogers Communications, Turner Broadcasting, Discovery Communications, Electronic Arts, MTV Networks, Major League Baseball, NBA, Bloomberg, STAR TV, and Wall Street Journal ► Built, scaled, and managed R&D, professional services, and customer success operations both in the US and in global locations (India, Philippines, Costa Rica, and Germany) ► Differentiated blend of experience both as portfolio operator and consultant resulting in accelerated value creation aligned with PE expectations
Experience
Head of Product, Technology, and Customer OperationsCurrent
Blend · New York, New York, United States
Dec 2024 – Present
Chief Product and Technology Officer | Interim CEO (1H 2024)
PlanSource · Greater New York City Area
Dec 2019 – Dec 2024
Executive leader responsible for a) P&L and delivery ownership for SaaS implementation and ongoing support for 18 insurance carriers, and b) End-to-End software development lifecycle that includes product strategy, roadmap creation, and software development and maintenance ► Spearheaded development and execution of multi-year product and operational strategy, aligning with corporate vision and Vista's investment thesis ► Developed highly differentiated software offerings through innovation and use of AI/ML capabilities resulting in increased top-line growth and net revenue retention ► Built a scalable implementation approach for Boost, PlanSource’s differentiated carrier SaaS platform, and led successful enterprise implementations ► Built and led a high performing, engaged and globally distributed R&D, implementation services, and ongoing support team with a culture of growth mindset and bias to action Key Accomplishments: ► CAGR of 15%+; Doubled revenue within 5 years, all organically ► Increased Gross Margin from low 60s to low 70s by building scalable processes and tools ► Build-out and successful ongoing of operations cross-functional center of Excellence (CoE) in Bengaluru, India. Recognized as best CoE across all Vista Portcos in 2023 ► Increased productivity (22% YoY) by applying enterprise agile and Kanban practices ► Scaled implementation processes reduced implementation timelines from 18 months to 3 months, and costs from $2M to $300K per implementation per carrier
Education
Skills
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