Project Scope: Co-led the definition and implementation of Visytour - A Travel app aimed at helping users save time and money during travel events to generate ~ $200M by Year 5.> Co-led the launch of a SaaS travel app, aligning product development with customer needs through market research and competitive analysis.> Created user stories and conducted UAT, leading to a 20% improvement in product delivery timelines and customer satisfaction.> Conducted market research and competitive analysis to align product development with customer needs, driving product adoption and satisfaction.> Supplied actionable insights that improved product adoption and customer engagement.> Managed a cross-functional team focused on aligning product offerings with specific customer requirements.

> Collaborated with clients to gather financial requirements, providing data-driven insights for optimized decision-making.> Rendered administrative support by handling data entry, preparing financial reports, and maintaining accurate client records.> Managed scheduling and correspondence with clients, ensuring timely communication and documentation for audits and compliance.> Offered recommendations for process improvements that enhanced client satisfaction and financial performance.> Used Quickbooks, Google Sheets, and Excel to handle reporting and data entry of over 100 clients.

> Delivered customer success strategies that resulted in a 93% customer retention rate through relationship management and tailored engagement plans.> Built and maintained strong client relationships, contributing to a 25% increase in cross-selling and upselling opportunities.> Leveraged CRM tools to analyze client account history and implement effective strategies for growth> Leveraged customer feedback and data analytics to mitigate churn and implemented solutions that improved overall satisfaction and customer experience.> Fostered strong business relationships by providing customers with tailored product recommendations, contributing to longterm engagement and trust.> Demonstrated expertise in financial services while assisting clients with their account queries and issues> Developed personalized onboarding plans based on unique customer requirements, resulting in enhanced client retention and loyalty.> Managed multiple accounts simultaneously by successfully utilizing an effective project plan for customer onboarding, leading to faster turnaround times and increased customer retention

> Delivered exceptional customer service by handling new client onboarding and providing prompt responses to inquiries, improving client satisfaction by 30%.> Managed data entry for client contracts and ensured accurate documentation for auditing and compliance purposes.> Identified opportunities for process improvements, enhancing workflow efficiency and reducing processing times for new client requests.> Collaborated with sales teams to support business development initiatives, driving new business acquisition through excellent customer service.> Utilized MS Office suite tools for data analysis and reporting.> Provided customer training and support using various software tools, improving customer engagement and reducing support tickets by 20%.> Applied advanced problem-solving skills to troubleshoot and resolve account discrepancies, improving overall client experience.