Navatar is the premier investment management software provider for the financial services sector offering integrated workflows for investor relations, deal management, fundraising and virtual data rooms. The company was formed in 2004 to provide financial firms tailored cloud solutions, an unmet demand at the time. ⭐ I tracked customer interactions for a portfolio of 50+ clients using Salesforce CRM, improving health scores and facilitating timely engagement, leading to a 25% increase in customer renewal rates.⭐ I helped designed a comprehensive onboarding program that included personalized training and dedicated support, increasing new customer product adoption by 40%.⭐ I worked on automating the repetitive tasks within Salesforce, enhancing customer follow-up efficiency by 30% and significantly improving operational workflows.⭐ I along with the team worked on developing and implementing reports and dashboards in Salesforce, improving access to key customer engagement metrics for all customer-facing teams, resulting in informed decision-making.⭐ I took the data to manage customer feedback analysis, relaying critical insights to product teams for further enhancements, which directly contributed to improved product performance.⭐ I have taken initiatives to conduct training sessions on new product features for clients, enhancing their understanding and usage, which led to a 15% increase in feature adoption rates.⭐ I worked on collaborating with cross-functional teams to optimize service delivery processes, resulting in a 10% improvement in service level agreement (SLA) adherence.⭐ I regularly conducted workshops with stakeholders to gather business requirements for new software implementation, ensuring comprehensive input and satisfaction across the board.⭐ I collectively helped managing cross-functional data analysis projects, coordinating teams from engineering, data, and marketing, leading to on-time project deliveries and streamlined communication.

● Engaged in agile ceremonies including daily stand-ups and retrospectives, contributing to enhanced team collaboration and project alignment, reducing overall project cycle time by 15%.● Resolved client technical issues through effective communication and support, reducing average ticket resolution time by 20% and enhancing overall customer satisfaction metrics.● Provided step-by-step technical support for clients experiencing operational issues with SaaS products, reducing ticket resolution time by 30% and enhancing customer loyalty.● Addressed and resolved escalations from onboarding and Support teams, ensuring smooth customer transitions and issue resolution.● Achieved a 30% increase in first-call resolution rates through proactive customer engagement.● Ensured strict adherence to processes and SLAs, leading to improved operational efficiency and maintaining a 100% compliance rate across all client engagements.● Maintained CRM tools, ensuring accurate and up-to-date customer data for streamlined communication and improved client engagement.● Successfully achieved SLA targets consistently over 3 years.

● Client Satisfaction & Repeat Business; Two-Way Communication; Review of Deliverables; Quality Standards Adherence; Hospitality Suite of RG Products; Client Support & Suggestion, Technical Assistance; Process & SLA Adherence; Cross-Functional / Stakeholder Coordination & Engagement; CRM Tool UpdatingI have received Best Performer awards while working with the RateGain during my tenure

● Client Requests Completion; Pricing, Credit & Legal Approvals; Record Maintenance; Client Relationship Management & Follow ups; Internal Meeting Requests; Training of New Joiners; Weekly Transaction MonitoringI was also awarded as New Kid on the block and then Star Performer of the Quarter for next consecutives periods

I Joined as a Sales representative and then was promoted as a Verification officer.Sales Team Support; Sales verification; Risk Assessment & Mitigation; Client Disputes/ Escalations Management; Sales Status Updating in Database/ Computer