Rachel Rew

• I lead and scale a high-performing team of high-performing, technical Professional Services Consultants, delivering enterprise launches of generative AI-native agents across multiple channels (messaging, email, voice, and social channels). We architect API-driven workflows, leverage MCP, and apply advanced prompt engineering to solve complex business challenges with AI - driving measurable impact across automation, efficiency, and customer experience

• Operating at the intersection of AI strategy, technical integration, and CX transformation, I provide strategic consulting and executive guidance to customers while empowering my team to deliver scalable, outcome-driven AI solutions in a rapidly evolving landscape

• Built out the new Managed Services Team (profitable services function) • Coached and developed consultants delivering on managed services • Built a Certification Program for our Service Delivery Partners • Created enablement materials and training modules for service delivery partners • Developed an HR playbook for the consultant role • Led human-centred Design Thinking Workshops to develop our client’s digital strategy and created strategic roadmaps for managed services engagements

Ada is a Canadian Unicorn Start-up SaaS company specializing in Automated Brand Interactions by leveraging machine learning & artificial intelligence. As a highly technical Enterprise Professional Services Consultant, I'm focused on implementing solutions for large, strategic accounts (B2B) which are high in immediate impact while creating long-term value for our clients. In my role, I have: • Taken on a leadership role within my team by coaching & mentoring newer consultants (within 60 days) • Created training materials for new hires which was adopted into the training program within 60 days of starting the consultant role • Formed best practice documentations & processes which streamlined PS workflows • Worked with the Services Revenue Team to increase professional services revenue and detect expansion opportunities • Worked cross-functionally with the Sales Team & assisted with with pre-sales initiatives for prospective accounts • Simplified existing processes for project scoping which resulted in decreased client effort and increased output • Screened, interviewed, and hired new team members within 30 days of starting

As a customer success engineer, I manage projects (B2B), implementation and solutions delivery of our software. Responsibilities & achievements include: • Market research & developing a Go-to-Market strategy with venture capital firms • Building & managing the sales pipeline (business development structure) • Writing and reviewing RFPs and contracts • Negotiating contract terms • Product management • Requirements gathering & scoping and managing client projects (professional services) • System Integration Testing (SIT) & User Acceptance Testing (UAT) • Training, on-boarding and mentoring new hires on product and domain knowledge Reporting to the CEO

Kooltra's on a mission to transform capital markets workflow & FX technology. We provide cloud-based solutions to digitize and automate post-trade operations. We will empower every capital markets provider with scalable technology that removes complexity from the cumbersome and often manual tasks associated with post-trade processing. In doing so, we will enable providers to better-manage their P&L, risk and compliance and free them to focus on what matters most to their business - growth.

• Migrated back-office management system from Wallstreet to Murex by conducting User Acceptance Testing (UAT) • Mitigated operational risk by innovating and implementing new procedures and work flow • Created a training manual and a sensitive client procedural guide to achieve optimal operational efficiency • Collaborated with cross-functional teams and execute key business initiatives • Oversaw and managed day to day operations in the trade life cycle by using GTSS, Misys, Bloomberg and FXall

Scholarships and Awards: Schulich School of Business Dean's Entrance Award Dean's Honour List Highest standing in Investments, Corporate Finance & Accounting

Dean's List