Simran Shah Email & Phone Number

Canada

Vancouver, British Columbia, Canada

• My role as an operations & people manager involves leading a team of 12+ associates. They hold an aggregate portfolio of 900+ American SMB accounts focused on custom and specialized bookkeeping. I am solely responsible.
• I successfully coach my associates on how to build meaningful relationships with our clients and how to set them all up for success at Bench. I continuously develop the team to create a culture of high performance.
• Apart from delivery management and high performance coaching, I'm passionate about the professional development of my people. I coached direct reports in various roles such as beginner management, or efficiency.
• Outside of my direct team, I manage and contribute to department and company wide initiatives and projects. I've worked on creating better cross-functional team relationships, training multiple departments on.
• I've worked to create workflow tools and resources that serve a group of 400 associates as well as creating efficiency trackers that aided in the fastest delivery of Year-End Financial packages to our clients to date..

• As with my previous role at the company, I continued to manage my portfolio of accounts while taking on the additional responsibility of serving in a leadership capacity on a team of 10 as a manager reporting to the.
• I worked with my manager to create systems for the team to improve efficiency, allowing myself and the team to achieve top-ranked KPIs and OKRs. I was consistently exceeding my personal performance goals for efficiency.
• I independently mentored new hires through one-on-one coaching and development. I participated in their onboarding, facilitating an amazing employee experience, while ensuring their gradual growth and training at the.

• Managed a portfolio of 80+ clients across the United States in various industries by building strong working relationships with clients and their CPA’s.
• Demonstrated effective communication, problem solving skills and an understanding of each clients specific situation.
• Created monthly and yearly financials which include; General Ledgers, Income Statements and Balance Sheets to analyze the business’ performance and ensuring they follow GAAP and are IRS compliant for year-end Tax Filing.
• I was their primary point of contact, managing their client experience, upselling them on premium features, and providing monthly deliverables to aid them in making more educated business decisions. I built client.
• Mentored newly hired Associates by providing one on one support. During this mentorship period, new associates are taken through many real-life client communication, situations and tasks with various levels of.