Shukrati S.

About Shukrati S.

Client-focused leader with 8+ years of experience spanning small business banking, financial consulting, SaaS enterprise implementations, and global customer success. Proven ability to lead complex client engagements, manage global implementations, and deliver customized solutions across both financial services and SaaS environments.In my Financial Consultant role at KeyBank, I’ve consistently delivered 150%+ performance, helping business owners optimize cash flow, lending, and portfolio growth while leading cross-functional teams and contributing to branch leadership. Previously, I led global SaaS enterprise implementations for 100+ clients at Wooqer Solutions and Unacademy, managing full client lifecycles, complex project management, stakeholder consulting, and change management to ensure long-term product adoption and business success.I bring a unique combination of financial expertise, SaaS implementation leadership, cross-functional collaboration, and executive client management to every engagement.Core Strengths:Small Business Banking & LendingSaaS Enterprise ImplementationsGlobal Project ManagementFinancial Needs Assessment & ConsultingChange Management & TrainingCustomer Onboarding & SuccessExecutive Stakeholder EngagementRisk & Compliance OversightCross-functional Team Leadership

Experience

1. Branch Manager

   KeyBank

   Mar 2023 — Present · Seattle, WA, US

   Lead and coach a team of 3–5 bankers, improving sales consistency, confidence in client conversations, and overall branch performanceMentored and coached 5–7 additional team members over time, supporting skill development and readiness for expanded responsibilitiesDrive business banking growth by sourcing and deepening 2–4 new small business relationships per monthContribute to steady deposit and household growth through referrals, client reviews, and targeted outreach effortsPartner with Business Banking and Merchant Services teams to identify treasury, payment, and lending opportunities for local businessesMaintain strong audit and risk outcomes with zero major findings through daily oversight and compliance-focused coaching

Education

• Harmilap Mission School, Kanpur

  High School, Science

  2009 — 2011

• St. Mary's Convent High School, Kanpur

  High School, 1st Grade - 10th Grade

  1999 — 2009

• Thapar Institute of Engineering & Technology

  Bachelor's degree, Computer Science

  2012 — 2016

Skills

• Teamwork
• C
• Programming
• Microsoft Excel
• C++
• Business Analysis
• Ajax
• Project Management
• Bootstrap
• Management
• Html
• Angularjs
• Jquery
• Microsoft Word
• Microsoft Office
• Research
• Java
• Consulting
• Persistent Negotiator
• Php
• Cascading Style Sheets (Css)
• Salesforce.com
• Certified Sales Professional
• Windows
• Mysql
• D3.js
• Javascript