Arnav Jain

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Engagement Manager – Financial Services & AI Strategy

STRATEGIC RESOURCE MANAGEMENT (SRM)

Jun 2025 - Current (1 year 5 months)

• Currently leading a credit union's data aggregation strategy by adopting API integrations over web scrapping.
• Led GTM strategy for a credit union data exchange initiative; managed a team of two analysts to segment target markets, define value proposition, and prioritize launch strategy across 6 stakeholder groups.
• Secured a $100K advisory engagement to lead AI roadmap and governance policy for leading Southeast bank.
• Leveraging experience in wealth management and financial advising since 2019 to provide strategic oversight.
• Additionally, I leverage tools like Zapier to automate workflows and enhance efficiency in project management, while also developing standard operating procedures to ensure cons

MBA Technical Product Manager Intern

PayPal

Jun 2024 - Aug 2024 (3 months)

• Co-led launch of ACH & SEPA payment methods on PayPal Complete Payments (PPCP) Checkout API, representing $10m+ revenue opportunity and transaction cost reductions of 30%+ for SMBs.
• Created detailed ACH product roadmap, developer documentation, and marketing collateral for Fall '24 launch; led key pilot discovery sessions with leading e-commerce partner.
• Managed 2 engineers to launch Acolyte internal AI chatbot, streamlining sales inquiry support by 25%+; finetuned product requirements and led 3 user testing sessions, achieving 95% response accuracy.
• Conceptualized and designed AI-driven SMB financial support custom GPT; created product vision, prototype, roadmap, and business requirements, projecting $5m+ c

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AI Researcher

Kellogg School of Managment

Aug 2023 - Jul 2025 (2 years)

As an AI Researcher, I engaged in innovative research initiatives focused on advancing artificial intelligence technologies. My responsibilities included conducting experiments, analyzing data, and collaborating with cross-functional teams to drive AI projects forward. Additionally, I explored various tools and software, including consulting on their implementation to enhance productivity. I actively promoted the use of platforms like Zapier, Notion, and Fireflies.ai within the team, ensuring that standard operating procedures were optimized for efficiency and effectiveness. This experience allowed me to evangelize these technologies, fostering a cu

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Research Analyst

KITE Scouting

May 2021 - Current (5 years 6 months)

Researched for Fortune500 companies

Manager – Sales Engineer & Value

Persado

May 2021 - Aug 2023 (2 years 4 months)

As a Manager – Sales Engineer & Value, I developed and executed strategic initiatives that significantly impacted revenue growth and client engagement. I built over 30 'size-of-prize' financial business case models for prospective clients, resulting in more than $10 million in new sales. I designed productization and solution architecture for SQL-driven performance reporting dashboards in Sigma/Snowflake, which supported budget vs. actual and value-based reporting for over 50 active accounts. Additionally, I developed more than 40 customer-facing revenue impact reporting dashboards, facilitating over $15 million in renewals and upsells year-to-date, while successfully reducing customer churn by 30%. I also product managed an automated busin

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Technology Advisory Associate

PriceWaterhouseCoopers (PwC)

Aug 2019 - May 2021 (1 year 10 months)

• Engaged with a leading payments technology client delivering Program Management Office (PMO) support across 15+ functional workstreams & 200+ project synergies under multimillion-dollar megamerger.
• Leveraged Tableau to automate weekly status & risk reporting, saving 20+ hours/month in manual effort.
• Administered engagement financials & invoicing spanning 120+ PwC resources & $80m+ in fees.
• Led PMO of data migration effort of 25+ information systems at a major Japanese financial institution.
• Developed extensive project planning documentation across 3 program phases, working closely with 7 technical teams to ensure timely execution and accurate status reporting to Japanese Head Office stakeholders.

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Arnav Jain

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