Operation Leadership Behind a Strong Client Experience
Shanni Payne leads the operations that help netgainCFO deliver an organized, responsive, and consistent client experience. With more than two decades of professional experience, she connects the firm’s people, systems, and priorities. Her leadership ensures engagements begin with clear communication and continue through coordinated execution.
As Operations Manager, Shanni oversees client onboarding, billing, and operational coordination. Her responsibilities also encompass people operations, marketing, technology, and AI adoption. She builds processes that keep ownership, timelines, and next steps visible. This structure enables the firm’s financial professionals to focus on their clients.
Building the Foundation for Firmwide Performance
Since joining netgainCFO in April 2025, Shanni has built its operational infrastructure from the ground up. She has implemented systems and established processes that strengthen how the firm operates.
Her leadership responsibilities include:
- People operations, staff onboarding, payroll administration, and employee training
- Client onboarding, offboarding, billing, and the overall client experience
- All firm marketing efforts, including website management, social media, email marketing, and content execution
- AI adoption, technology implementation, systems integration, and workflow improvement
- Operational documentation, vendor management, cost control, and coordination across functions
Shanni connects these responsibilities through clear processes and communication. In doing so, she clarifies ownership, manages dependencies, and drives commitments through completion.
Experience Across Enterprise Growth and Organizational Change
Shanni’s career spans technology and data services, private equity, consumer packaged goods, human capital services, and real estate. Her background also includes nonprofit organizations, grain commodity trading, and public administration. Additional experience spans legal, compliance, and law enforcement environments.
At a $210 million global technology and data business, she partnered with the CEO, CFO, and CHRO on enterprise priorities. Her work included planning and execution of a $206 million annual operating plan for three consecutive years. She also directed a post-merger HRIS integration covering 1,500 employees across two companies.
At a national real estate and technology holding company, she led compliance operations. Working with Legal, Human Resources, and Operations, she standardized investigation and resolution workflows and addressed complex compliance matters.
Her real estate experience also includes leading her own brokerage as a Broker-in-Charge and earning recognition as a top 1% producer. She held direct responsibility for client relationships and regulated transactions.
Earlier roles encompassed business management, data analytics, payroll, workplace compliance, financial recordkeeping, and executive operations. Her service as a Special Victims Unit Detective sharpened her investigative judgment and discretion. That experience strengthened her ability to navigate complex, sensitive situations.
Bringing Business Perspective and Accountability to Execution
Shanni draws on this breadth of experience to understand how decisions affect the entire organization. At netgainCFO, she connects leadership priorities with daily operations and translates initiatives into project plans. She establishes clear ownership, milestones, and deliverables across functions.
She also tracks progress, identifies risks and dependencies, and coordinates follow-through to keep work on schedule. Her approach combines careful judgment with practical execution. She builds the systems and working relationships that support growth, accountability, and a consistent client experience.