Manuela (Mani) Raposo

• Developing and executing the Canadian sales strategy to meet ambitious growth targets
• Establishing market presence and generating opportunities for a new startup brand, introducing innovative software solutions with no comparable offering in the Canadian market.
• Leading and scaling the Canadian sales team, including recruitment, performance management, coaching, and mentoring.
• Driving revenue and market share expansion across key segments and accounts in Canada.
• Building and maintaining strategic relationships with enterprise clients and partners.
• Collaborating cross-functionally with Product, Marketing, Customer Success, and Global Sales leadership to align go-to-market plans and messaging.
• Managing sales operations and processes, including CRM discipline, pipeline forecasting, and sales KPIs.

Unique Skillset: Bring distinct background spanning banking, IT consulting/engineering, and software solutions, bridging client reality with product and delivery execution.

Executive owner for Financial Services solution strategy, portfolio execution, and adoption, partnering with CEO, Product, Sales, and Delivery.

• Scaled FS business from $9M to $16.4M ARR, translating customer demand into repeatable solution offerings across banking and capital markets.
• Defined and governed a Financial Services solution portfolio, including onboarding/KYC, risk & compliance workflows, data platforms, and managed services.
• Led cross functional, scrum like workstreams (Sales, SEs, Product, PMO, Delivery, Partners) to package, launch, and scale industry grade solutions.
• Built customer abstracted solution blueprints, operating models, and Bills of Materials to accelerate time-to-adoption and delivery consistency.
• Owned solution backlog prioritization, aligning investment to pipeline influence, win rate, deal size, margin, and delivery scalability.
• Established implementation playbooks, RFP responses, governance forums, KPIs, and executive reporting.
• Achieved 35% gross margin and 12% EBITDA, positioning CPQi for successful acquisition by Exadel.
• Oversaw people strategy, recruiting, solution offerings, and delivery capacity across North America & LATAM, ensuring solutions scaled with demand.

Role highlights: Solution portfolio ownership, adoption metrics, customer abstraction, FS workflows, cross functional leadership, ARR growth.

Senior leader responsible for GBM workflow transformation, risk, compliance, and onboarding solutions.

• Designed and launched GBM Middle Office as a center of excellence for global client onboarding (KYC, CDD, EDD).
• Defined target operating models, controls, metadata standards, and governance supporting regulated workflows.
• Implemented KYC platforms (Fenergo), account opening tools, and data frameworks, improving cycle time and regulatory compliance.
• Led large scale remediation and regulatory programs tied to US DPA mandates.
• Built MI dashboards, KPIs, and KRIs to track adoption, risk posture, and operational performance.
• Delivered offshore and hybrid delivery models (India, Malaysia, Mexico), generating $5M+ annual savings.
• Partnered with Commercial Banking to package cross sell workflows, generating $7M revenue in 6 months.

Role Highlights: KYC/AML workflows, regulated solution design, adoption tracking, metadata, integration patterns, governance.

Portfolio owner for wealth operations solutions across the Americas (US, Canada, LATAM).

• Oversaw end-to-end regulated wealth workflows: onboarding, settlements, corporate actions, tax reporting, reconciliations, client service.
• Implemented digital onboarding and CRM platforms, improving client experience and adoption.
• Led enterprise change programs (FATCA, IFRS, IIROC, MiFID) across multiple jurisdictions.
• Delivered $9M+ in cost savings through workflow standardization, digitization, and offshoring.
• Owned P&L, risk frameworks, and delivery KPIs across multiple concurrent initiatives.

Role Highlights: Portfolio management, regulated content/workflows, multi region delivery, adoption metrics.

• Executive ownership of post-trade, treasury, and securities workflows ($17M budget, 200+ staff).
• Re-architected operating model into Processing, Asset Servicing, Risk & Compliance, and Transformation.
• Implemented workflow, CRM, account opening, and data tools to standardize and scale operations.
• Led crisis management during the Asset-Backed Commercial Paper crisis.
• Delivered $6M+ in efficiency gains.

• Head of Client Account Profile conversion from ISM to ADP
• Workpackage leader for Merrill Lynch conversion to CIBC
• Developed and implemented Middle Office Support
• Head of Internal Customer Support and Operations

• Oversight for Back Office Operations
• Built scalable client service, onboarding, and content-driven workflows.
• Led technology enablement, SLAs, governance, and service excellence programs.
• Recipient of Chairman’s Award for Client Service.