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Case Study

Interim general manager in fintech

August 20, 2024

1 Min Read

A leading fintech solutions company needed an interim general manager for a SaaS/managed services business unit with $30M in revenue during a leadership structure transformation. The interim leader would be focused on achieving revenue targets, ensuring client satisfaction, and managing the team in its day-to-day business activities.

We connected the client with an accomplished, growth-oriented, and innovative operations and client experience expert with a history of establishing and improving technology and operations teams to drive quick, efficient change across financial services, professional services, retail, and SaaS organizations. This former Nasdaq COO and senior Fidelity executive integrated seamlessly with internal stakeholders and successfully created optimized processes for daily operations, addressed the performance of the platform, created new reports and capabilities to improve the client experience, built a new organizational structure across client support, IT, and varied subject matter experts.

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