I am a customer success and vendor operations professional with 9+ years of experience across fintech, mortgage technology, and IT services. I excel at managing large-scale B2B partner ecosystems, driving client satisfaction through SLA governance and performance analytics, and serving as the operational bridge between clients, product, and compliance teams. My strengths include onboarding frameworks, MSA/NDA management, and building feedback loops that translate into measurable outcomes. I thrive in cross-functional settings, delivering scalable SOPs, data-driven insights with SQL and BI tools, and reliable vendor networks that accelerate loan processing and borrower satisfaction.

Ajeet Negi

I am a customer success and vendor operations professional with 9+ years of experience across fintech, mortgage technology, and IT services. I excel at managing large-scale B2B partner ecosystems, driving client satisfaction through SLA governance and performance analytics, and serving as the operational bridge between clients, product, and compliance teams. My strengths include onboarding frameworks, MSA/NDA management, and building feedback loops that translate into measurable outcomes. I thrive in cross-functional settings, delivering scalable SOPs, data-driven insights with SQL and BI tools, and reliable vendor networks that accelerate loan processing and borrower satisfaction.

Available to hire

I am a customer success and vendor operations professional with 9+ years of experience across fintech, mortgage technology, and IT services. I excel at managing large-scale B2B partner ecosystems, driving client satisfaction through SLA governance and performance analytics, and serving as the operational bridge between clients, product, and compliance teams. My strengths include onboarding frameworks, MSA/NDA management, and building feedback loops that translate into measurable outcomes. I thrive in cross-functional settings, delivering scalable SOPs, data-driven insights with SQL and BI tools, and reliable vendor networks that accelerate loan processing and borrower satisfaction.

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Experience Level

Expert
Expert
Expert
Expert
Expert

Language

English
Fluent
Hindi
Fluent

Work Experience

Manager – Collateral Operations & Vendor Relation at Better.com (BMTG India Pvt Ltd)
October 1, 2016 - August 31, 2023
Led a 40+ member team across vendor operations, collateral support, and accounts receivable; managed end-to-end operations for 12,000+ monthly appraisal and title service orders; built and scaled a nationwide vendor panel of 4,000+ appraisers and title vendors; directed cross-functional digital transformation projects delivering system automation and enhanced operational agility; implemented Coupa-based cost tracking and invoicing automation across a $50M+ annual spend; acted as primary escalation point for executive stakeholders, banking partners, and third-party AMCs; facilitated sprint planning, retrospectives, and backlog grooming in JIRA; created SOPs and training playbooks adopted company-wide.
Operations Lead at Shivalik Construction (Family Business)
December 1, 2023 - November 30, 2024
Oversaw procurement, contractor coordination, and logistics for small-scale infrastructure projects; managed vendor communication and implemented simple automation for inventory tracking; maintained site-level documentation and supported basic compliance reporting.
Assistant Manager – Credit Card Underwriting at HDFC Bank
December 1, 2015 - September 30, 2016
Assessed applicant eligibility by analyzing credit scores, income documentation, and financial history; executed real-time credit decisions while ensuring adherence to internal policies and KYC/AML standards; collaborated with cross-functional teams to resolve application discrepancies and monitor delinquency risk.
Operations Manager – Project Support & Billing at Maxima IT Consulting Services
March 1, 2015 - August 31, 2015
Led day-to-day operations and coordinated resource planning for HR and billing platform rollouts; collaborated across support and delivery teams to resolve issues and streamline operational workflows; managed vendor onboarding and client documentation to improve turnaround time and billing accuracy.
Operations Assistant (Contract) at Permit Flow
January 1, 2026 - Present
Supporting day-to-day operational workflows for a fast-growing U.S. SaaS company in the construction tech space. Coordinating with internal teams to ensure accurate and timely processing of permit-related documentation and client requests. Assisting in process improvement initiatives and maintaining operational SOPs to support platform scalability.
Manager – Collateral Vendor Relations at Better.com (BMTG India Pvt. Ltd.)
October 1, 2016 - August 31, 2023
Managed end-to-end collateral vendor operations for a high-growth fintech platform, overseeing a complex vendor ecosystem that directly supported Better.com's automated mortgage origination pipeline. Built and scaled a network of 4,000+ third-party appraisers across the U.S., designing onboarding, compliance, and performance frameworks from scratch — increasing vendor reliability by 40% and supporting the platform's rapid loan volume growth. Served as the primary operations and account lead between product, engineering, legal, and compliance teams and external partners — translating fintech product changes into vendor workflows and ensuring SLA adherence at scale. Oversaw $10M+ in annual vendor accounts receivable, maintaining payment accuracy through automated billing integrations within the fintech infrastructure. Led a support team managing 10,000+ tickets/month tied to appraisal orders, disputes, and platform queries, introducing a triage protocol and a vendor knowledge base th
Operations Manager at Maxima IT Consulting Services
March 1, 2015 - August 31, 2015
Managed $1M+ worth of B2B client accounts across service delivery, contract renewals, and relationship management within an IT services environment. Improved billing turnaround time by 30% through streamlined invoicing templates and customer reporting tools. Liaised with technical teams to resolve escalations, onboard new clients, and create SOPs for recurring support queries.

Education

Graduate Diploma in Business Analytics at Singapore Institute of Management (SIM)
January 11, 2030 - January 1, 2025
Post Graduate Diploma in Management (Finance) at Indira School of Business Studies, Pune
January 11, 2030 - January 1, 2015
Bachelor of Computer Application at Himgiri Zee University, Dehradun
January 11, 2030 - January 1, 2013
Graduate Diploma in Business Analytics at Singapore Institute of Management, Singapore
January 11, 2030 - January 1, 2025
Post Graduate Diploma in Management (Finance) at Indira School of Business Studies, India
January 11, 2030 - January 1, 2015
Bachelor of Computer Applications at Himgiri Zee University, Dehradun, India
January 11, 2030 - January 1, 2013

Qualifications

Certified Scrum Product Owner (CSPO)
January 11, 2030 - February 11, 2026
Certified Scrum Product Owner (CSPO) – Scrum Alliance
January 11, 2030 - April 24, 2026
Customer Success Fundamentals – LinkedIn Learning
January 11, 2030 - April 24, 2026

Industry Experience

Financial Services, Professional Services, Real Estate & Construction, Software & Internet