Shreyas Rajeev
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Open to Director and Senior Director roles, with selective VP opportunities · Scottsdale, AZ
ENTERPRISE TRANSFORMATION · STRATEGY & OPERATIONS
SCOTTSDALE, AZ

Strategy and operations leader for enterprise SaaS and financial services.

More than 15 years across enterprise SaaS, banking, and financial services, building the planning systems, portfolio governance, and executive cadence leaders decide with. 100% adoption of a new Jira operating model in four months at HashiCorp. $1.6M in incremental 2023 revenue from cloud monetization at Dayforce. A Wells Fargo vendor-model framework that cut deployment SLAs from 18 months to 4.

See the ledger Email
Shreyas Rajeev
SR · SCOTTSDALE
2026
0%
ADOPTION IN 4 MONTHS
$1.6M
2023 INCREMENTAL REVENUE
18to4
MONTH MODEL SLA
0+
R&D TEAMS
0+
YEARS
THE THESIS

My work connects strategy to the operating model that delivers it.

That means scored intake and business cases before funding, capacity forecasts behind roadmaps, executive reporting on a regular cadence, and validation of AI productivity claims before investment decisions. The work covers what to prioritize, what to fund, what to pause, and how to measure the result.

STRATEGY & OPERATIONS
THE COMPRESSION LEDGER

Measured results from four operating-model changes.

Four results from the record, each shown against its starting point. Switch between the two states, or open a row for context.

As a founding member of the AI Model Development Center of Excellence, I authored the SR 11-7-aligned Vendor Model Development Lifecycle and trained US and India CoE data scientists on it. Deployment for vendor models dropped from an 18-month SLA to 4. The framework is still in use and influenced how internal models are developed.

Program-managed loan origination automation across underwriting and decisioning. For the 70-80% of applications the rules engine decided, decision time went from 24-48 hours to seconds. The remainder were routed to mandatory human review.

Ran R&D executive KPI and portfolio reporting for the VP of R&D. Leadership went from reading numbers two weeks old to reading numbers two days old.

Built a forecasting model that reached ~90% adoption across four R&D product groups and was later used for OKR planning. A pilot team cut its estimate variance in half, from 40% to 20%, against a ~10% model target.

STARTING POINT, SCALED TO 100% STARTING STATE RESULT
ABOUT

Background in banking, asset management, and SaaS.

My career started in commercial roles in energy trading and liquid logistics in India, then ran through an MBA at Syracuse and into regulated financial services. At Wells Fargo that meant AML product releases, then a $200M+ BCBS 239 data governance program, then a founding seat on the AI Model Development Center of Excellence. That work combined data governance, regulatory delivery, and model risk management.

At Dodge & Cox, as operating partner to the CTO, I directed prioritization of a $15M technology portfolio run by roughly 200 matrixed staff, and led the target-state architecture and migration blueprint to consolidate four fragmented data groups onto a unified Snowflake/Azure platform, building a 137-epic migration backlog with Publicis Sapient.

At Dayforce, I led an EPMO of 4 direct reports covering 19 cross-functional programs, and led cloud monetization that generated $1.6M in incremental 2023 revenue and ~$4.1M in annualized recurring impact. At HashiCorp, an IBM company, I moved R&D teams onto a new Jira operating model at 100% adoption in four months.

Through SR Advisory, I build executive decision systems and advise a Series B SaaS company on AI-enabled Customer Success pilots. Separately, I provide GTM advisory to a GreenTech venture in which I hold equity. MBA in Finance & Marketing from Syracuse. PMP certified.

CASE STUDIES

Three mandates in planning, monetization, and AI governance.

01
HASHICORP, AN IBM COMPANY · 2025
Transformation Director
100%
ADOPTION IN FOUR MONTHS
THE R&D OPERATING MODEL

Moved R&D teams onto a new Jira operating model at 100% adoption in four months.

A defined-scope contract to build a planning and reporting system for R&D leadership. The new Jira operating model reached 100% adoption in four months. Separately, I led an 80+ team change program that was adopted as the R&D standard and ran about 30% faster than plan in key tracks. The forecasting model reached ~90% adoption across four product groups and was later used for OKR planning.

80+
R&D TEAMS IN THE CHANGE PROGRAM
~90%
FORECAST MODEL ADOPTION
14 to 2
DAYS OF REPORTING LATENCY
02
DAYFORCE (CERIDIAN) · 2022 TO 2024
Director, Strategic Planning
$1.6M
INCREMENTAL 2023 REVENUE
CLOUD MONETIZATION

Led cloud monetization that delivered $1.6M in incremental 2023 revenue.

Led cloud monetization and optimization across environment pricing, rationalization, and order-to-cash execution. The program generated $1.6M in incremental 2023 revenue and ~$4.1M in annualized recurring impact while decommissioning ~800 uncontracted environments. Alongside it, I co-led the ADAM HCM post-merger integration, which unblocked $600K in remediation.

~$4.1M
ANNUALIZED RECURRING IMPACT
~800
UNCONTRACTED ENVIRONMENTS DECOMMISSIONED
19
PROGRAMS IN THE EPMO
03
WELLS FARGO · 2019 TO 2020
Director, Strategy & Data Science
18to4
MONTH VENDOR-MODEL SLA
AI MODEL GOVERNANCE

Authored the vendor model lifecycle that cut deployment SLAs from 18 months to 4.

Founding member of the AI Model Development Center of Excellence, covering structured and unstructured AI/ML use cases. Authored the SR 11-7-aligned Vendor Model Development Lifecycle, which cut the vendor-model deployment SLA from 18 months to 4, and trained US and India CoE data scientists on it. The framework is still in use. In parallel, led the Analytics Target Operating Model supporting 10,000+ analysts, backed by a ~$30M modeled three-year ROI case.

SR 11-7
ALIGNED FRAMEWORK, STILL IN USE
10,000+
ANALYSTS SUPPORTED
~$30M
MODELED 3-YEAR ROI
THE PORTFOLIO OPERATING SYSTEM

Four practices for portfolio governance.

Built across Dodge & Cox, Dayforce, HashiCorp, and advisory work. Each practice builds on the one before it.

01
SCORE THE INTAKE

Every funded program starts with a scored business case.

At Dodge & Cox, intake scoring and cross-program decision frameworks set priorities across a $15M technology portfolio. At Dayforce, intake and FP&A-backed business cases decided how 19 programs were prioritized and funded. This makes trade-offs visible before funding is committed.

WHAT GETS INSTALLED
Intake scoring. FP&A-backed business cases. One prioritized list approved by leadership.
WHAT IT REPLACES
Informal, sponsor-driven prioritization.
02
TIE THE PLAN TO THE QUARTER

The long-range plan connects to quarterly execution.

At Dayforce, the planning model linked the Long-Range Plan to annual execution through quarterly reforecasts, with spend and FTE allocation tracked against the funded plan alongside FP&A. At HashiCorp, capacity forecasting gave R&D leaders a measured delivery forecast to plan against.

WHAT GETS INSTALLED
Quarterly reforecasts. Spend and FTE tracking against the funded plan. Forecasts built on measured estimates.
WHAT IT REPLACES
Static annual plans and unmeasured capacity assumptions.
03
RUN THE CADENCE

Leaders receive current numbers on a regular cadence.

Dayforce SLT and operating-committee QBR scorecards went out within 15 days of each earnings call. HashiCorp R&D executive reporting went from a 14-day lag to 2 days. A consistent cadence keeps decisions tied to current data.

WHAT GETS INSTALLED
QBR and WBR rhythms. Executive KPI scorecards. RAID and dependency views across programs.
WHAT IT REPLACES
Manually assembled status reporting.
04
VERIFY THE VALUE

Productivity and investment claims are validated before scale-up.

At HashiCorp, I validated AI productivity claims before a six-figure standardization decision. The same discipline supported the modeled ROI case for the Wells Fargo Analytics Target Operating Model. Value tracking links results back to the original business case.

WHAT GETS INSTALLED
Measurement frameworks checked against delivery data. Value tracking against the original business case.
WHAT IT REPLACES
Unvalidated vendor and internal productivity claims.
CAREER

More than 15 years of strategy and operations leadership.

APR 2024
TO PRESENT
Principal, Strategy & Operations Advisory
SR ADVISORY · PHOENIX, AZ
Build executive decision systems and advise a Series B SaaS company on AI-enabled Customer Success pilots. Separately, provide GTM advisory to a GreenTech venture in which I hold equity.
SERIES B SAAS
GREENTECH GTM
FEB 2025
TO AUG 2025
Transformation Director, Defined-Scope Contract
HASHICORP, AN IBM COMPANY · PHOENIX, AZ
Moved R&D teams onto a new Jira operating model at 100% adoption in four months. Separately, led an 80+ team change program adopted as the R&D standard, about 30% faster than plan in key tracks. Built a forecasting model with ~90% adoption across four product groups. Validated AI productivity claims before a six-figure standardization decision. Cut executive reporting latency from 14 days to 2.
100% ADOPTION
80+ TEAMS
14 TO 2 DAYS
APR 2022
TO MAR 2024
Director, Strategic Planning (Product Operations & Enterprise PMO)
DAYFORCE (CERIDIAN) · PHOENIX, AZ
Led an EPMO of 4 direct reports covering 19 cross-functional programs across Finance, Customer Success, GTM, and technology. Led cloud monetization and optimization across environment pricing, rationalization, and order-to-cash execution, generating $1.6M in incremental 2023 revenue and ~$4.1M in annualized recurring impact while decommissioning ~800 uncontracted environments. Co-led the ADAM HCM post-merger integration and IMO governance. Built a four-tier launch framework used for Position Management and Dayforce Payroll Philippines. Co-led SLT and operating-committee QBRs.
$1.6M REVENUE
19 PROGRAMS
$600K UNBLOCKED
DEC 2020
TO DEC 2021
Director, Technology Initiatives
DODGE & COX · SAN FRANCISCO, CA
As operating partner to the CTO, directed prioritization of a $15M portfolio run by ~200 matrixed staff through intake scoring and cross-program decision frameworks. Led the target-state architecture and migration blueprint to consolidate four fragmented data groups onto a unified Snowflake/Azure platform, building a 137-epic migration backlog with Publicis Sapient. Oversaw a three-year legacy-retirement plan projecting about $3M to $3.5M in cost offsets for 2022 to 2024.
$15M PORTFOLIO
~200 STAFF
MAR 2019
TO DEC 2020
Director, Strategy & Data Science (Data & AI Transformation)
WELLS FARGO · SAN FRANCISCO, CA
Founding member of the AI Model Development CoE. Authored the SR 11-7-aligned Vendor MDLC, cutting the vendor-model deployment SLA from 18 months to 4; the framework is still in use. Led the Analytics Target Operating Model supporting 10,000+ analysts with a ~$30M modeled three-year ROI case.
18 TO 4 MONTHS
10,000+ ANALYSTS
MAR 2017
TO FEB 2019
Manager, Digital Transformation (Enterprise Data Modernization)
WELLS FARGO · SAN FRANCISCO, CA
Matrix-led a $200M+ BCBS 239 data governance program establishing lineage, quality, and controls, and executed 20+ board-level milestones across risk and regulatory domains. Co-led the Enterprise Data Environment blueprint and roadmap across 12+ workstreams and 50+ architecture leaders.
$200M+ PROGRAM
20+ BOARD MILESTONES
MAY 2015
TO FEB 2017
Program Manager, Loan Origination Automation
BANK OF THE WEST (NOW BMO) · SAN RAMON, CA
Cut underwriting from 24-48 hours to seconds for the 70-80% of applications the rules engine decided. Launched a sub-prime card that reached 10K+ first-year accounts, ~$2.5M in interest and fees, and ~80% year-one retention.
HOURS TO SECONDS
10K+ ACCOUNTS
NOV 2013
TO APR 2015
Product Manager, BSA/AML Risk Management & Compliance
WELLS FARGO · SAN FRANCISCO, CA
Delivered six Customer Due Diligence releases and unified AML tools on one platform, leading 3 direct and 24 matrixed staff.
6 CDD RELEASES
2008
TO 2011
Earlier Career: Commercial Roles
ENERGY TRADING & LIQUID LOGISTICS · INDIA
Commercial roles in energy trading and liquid logistics before the MBA.
CREDENTIALS

Education & certifications.

GRADUATE
MBA, Finance & Marketing
Syracuse University, Whitman School of Management
SYRACUSE, NY
UNDERGRADUATE
B.E., Industrial Production Engineering
National Institute of Engineering (VTU)
MYSORE, INDIA
CERTIFICATIONS & HONORS
PMP SAFE LPM SAFE AGILIST AI-NATIVE SAFE UPGRADE (2026) THELMA O. PADGETT MEMORIAL SCHOLARSHIP
GET IN TOUCH

Get in touch about strategy and operations roles.

Open to Director and Senior Director roles, with selective VP opportunities, in strategy & operations, enterprise transformation, and portfolio governance across enterprise SaaS and financial services. Based in Scottsdale, AZ.

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