Aishwarya
Customer Success Manager
Noida
Summary
Hardworking and passionate Customer Success Manager with 5 years of experience in Finance industry as an insider venturing into Marketing and customer relationship management. Enthusiastic & exploring the marketing across brand, product, strategy and digital platforms.
Overview
6
6
years of professional experience
6
6
years of post-secondary education
2
2
Languages
Work History
Customer Success Manager
BKNF & Co. (The Tax Planet)
Delhi
11.2023 - Current
- Played instrumental role in client satisfaction by working with operational teams for proper resolution of service issues.
- Monitored metrics and developed actionable insights to improve efficiency and performance.
- Created and maintained comprehensive customer success documentation for internal and external use.
- Utilized customer feedback to inform changes and improvements to customer success plans.
- Monitored customer progress and addressed customer inquiries with timely and accurate updates.
- Established strong relationships with key customers, resulting in increased customer loyalty.
- Defined clear targets and objectives and communicated to other team members.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
- Developed detailed plans based on broad guidance and direction.
Finance Manager
BKNF & Co ( The Tax Planet)
Delhi
08.2023 - 11.2023
- End to end check over Invoicing.
- Daily Bank reconciliation for process hygiene.
- Regular client reconciliation.
- Regular vendor reconciliation- Based on the ledger and the platform reports.
- Cash application.
- Month end Balance sheet and P/L finalization.
- Managerial reports and cash forecasting and follow ups with the client.
Senior Finance Executive
Technip Energies
Noida
02.2023 - 08.2023
- Produced reports on transactions with metrics for management and shareholders to easily and transparently understand company direction.
- Reviewed debits and credits to rectify deficiencies and investigate nature and appropriateness.
- Reconciled and confirmed invoices with payments and purchase orders, verifying details for accuracy and effortlessly handling critical datasets and quantities.
- Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
- Utilized state-of-the-art accounting tools to record activities and keep up-to-date on taxable transactions.
- Balance sheet and P/L finalization month on month basis.
Finance Executive
ODCEM Technologies Private Limited
Bengaluru
08.2020 - 10.2022
- End to end process making and adherence of Invoicing & Reporting.
- Cash collection,cash application and adherence to TDS & GST Compliance over it.
- Bank and Client ledger reconciliation.
- Weekly forecast and Invoice receivables for the senior management.
- Month and year-end managerial reports.
- Process making for cash forecasts and collection client on client basis.
- Agreement,Purchase orders etc- Processing,checking and renewing.
Executive - Finance and Accounts
The HelloWorld
Bengaluru
10.2019 - 08.2020
- End to end Invoicing and processing of credit notes.
- Hygiene of ledger and regular reconciliation.
- Customer relationship management by taking up the queries from customer care department and resolving for smooth business processes.
- Inter team process making and problem solving with Sales,Operations and Customer care.
- Refund processing after closure of books.
Executive - Finance and Accounts
Navriti Technologies Private Limited
Delhi
01.2018 - 09.2019
- End to end Invoicing adhering to TDS and GST compliance.
- Invoice receivable sheet and reporting.
- Client and Bank Reconciliation.
- Cash application.
- Employee claims.
- Agreement renewals.
Education
Bachelor of Commerce - Accounting
Magadh Mahila College
Patna 05.2011 - 03.2014
Master of Commerce - Accounting
IGNOU
Patna 05.2015 - 12.2018
Skills
Inter-department collaboration
Sales management
Account updates
Customer Relations
Strategic planning
Sales and marketing
Timeline
Customer Success Manager
BKNF & Co. (The Tax Planet)
11.2023 - Current
Finance Manager
BKNF & Co ( The Tax Planet)
08.2023 - 11.2023
Senior Finance Executive
Technip Energies
02.2023 - 08.2023
Finance Executive
ODCEM Technologies Private Limited
08.2020 - 10.2022
Executive - Finance and Accounts
The HelloWorld
10.2019 - 08.2020
Executive - Finance and Accounts
Navriti Technologies Private Limited
01.2018 - 09.2019
Master of Commerce - Accounting
IGNOU
05.2015 - 12.2018
Bachelor of Commerce - Accounting
Magadh Mahila College
05.2011 - 03.2014