Sonia Swaray
Manager, Client Onboarding @ Coinbase
About
Results-driven professional with over 10 years of experience in financial services, fintech, and startup industries, specializing in institutional go-to-market strategy, customer success, and project management. Proven ability to navigate complex environments and drive strategic initiatives, leveraging strong communication, relationship-building, and cross-functional partnership skills.
United States
Washington
Computer Software
Data Analytics, Go-to-Market Strategy, Consultative Selling, Strategic Initiatives, Operations, Investment Banking, Business Reviews, Project Implementation, Strategic Accounts, Marketing, FinTech, Build Strong Relationships, Project Development, Growth Strategies, Interpersonal Skills, Microsoft Excel, Account Management, Cross-functional Team Leadership, Attention to Detail, People Management
Experience

Launch Strategist
• Drove $1M in company revenue in 4 quarters by leading the go-to-market and launch strategy for 30 enterprise & strategic clients (441,000 eligible customers) • Created comprehensive tailored launch plans for each client, resulting in over 20% adoption within 3 months by aligning strategies with their unique needs • Managed multiple growth strategy initiatives by collaborating with internal (sales, marketing, implementation, product, customer success) and external teams, resulting in the development of an international onboarding strategy, execution of large-scale client campaigns, and optimized channel partner relationships • Provided strategic guidance on communications and marketing, ensuring clients achieved seamless and high-impact product launches • Owned all phases of go-to-market related tasks, including planning, developing resources and materials, organizing meetings and action items, and data monitoring and decision-making • Presented to and influenced stakeholders at varying levels, including executive leaders, on a regular basis

Director of Partner Success
• Established and led the business-to-business (B2B) mid-market and enterprise customer implementation and success function, onboarding and renewing $1.5M in annualized revenue in first six months • Managed the onboarding of 13 new enterprise clients, growing the book from 3 to 16, and renewing 3 existing clients via quarterly and annual business reviews • Collaborated with the executive leadership team to establish and report on quarterly and annual objectives and key performance indicators, such as maintaining at least a 4% customer adoption rate and 100% partner retention rate • Increased customer adoption by 35% in two quarters by creating end-to-end marketing and communications campaigns to promote and educate customers on the product • Partnered with product and engineering teams to enhance customer experience through product offering changes that increased the value of our product and onboarding improvements that prevented customer issues

Vice President - Franchise New Business Group
New York City Metropolitan Area
• Managed $2.5B in client assets for the firm’s highest revenue producing institutional and hedge fund clients and Sales desks • People-managed a team of four junior direct reports, coaching on daily client management and onboarding functions and career development

Securities Division Senior Associate - Franchise New Business Group
Greater New York City Area
• Managed client relationships for the Interest Rates, Short Term Interest Rates, Structured Products, and Strategic Cross Asset sales desks • Promoted business growth, client retention, and client service excellence by managing the front to back onboarding process • Worked extensively with teams across Operations, Credit Risk and Legal to effectively facilitate the negotiation of key industry trading agreements – ISDA, CDEA, MRA, MSFTA • Partnered with teams cross-divisionally to enhance the client onboarding experience and reduce the time to market • Led various new regulatory uplifts by working with clients to put required documentation in place or adhere to appropriate regulatory protocols

Operations Senior Analyst & Associate - Regulatory Due Diligence
Jersey City, New Jersey
• Reviewed client adherence to regulatory protocols and provided clients with knowledge and guidance in regulatory protocol submission • Lead specialist in European Market Infrastructure Regulation (EMIR) • Led an initiative to review and enhance regulatory onboarding requirements to better facilitate and streamline the client onboarding process • Reviewed over 200 bespoke procedures across a subdivision and created a framework to obtain, store, and update bespoke procedures on an ongoing basis

Operations Analyst - Client Due Diligence
Greater Salt Lake City Area
• Mitigated risk by analyzing and ensuring that client information and documentation adhered to anti-money laundering policies and procedures • Goldman Sachs policy lead for Clarient, an external ‘Know Your Client’ vendor, liaising with teams globally to coordinate our internal policy with the vendor’s policy • Cross trained teams regionally and divisionally to reduce error and improve time and efficiency in the onboarding process
Education

Psychology
My time spent at the University of Virginia was nothing short of gratifying. I had the opportunity to pursue a major that challenged me to think deeply about the mind and the subconscious. I had the pleasure of meeting a wide array of people and joining several clubs. Being a Peer Advisor, in particular, allowed me to assist incoming Black students in finding their niche and pursuing their interests at the university. As a member of my sorority, Delta Sigma Theta, I coordinated events and served UVA and the greater Charlottesville community. These experiences were indispensable and have taught me the value of being well-rounded.
Sonia Swaray's Contact Information
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