AZMAT ALI SHAH
Bengaluru
Summary
Dynamic Account Manager with a proven track record at Inkle, excelling in tax compliance and client onboarding. Leveraging strong project management and cross-team collaboration skills, I achieved a 25% improvement in operational efficiency while mentoring team members and enhancing client satisfaction through strategic solutions.
Overview
4
4
years of professional experience
Work History
Account Manager
Inkle
Bengaluru
03.2025 - Current
- Managed U.S. tax compliance activities, including Form 1120, 5471, and 5472.
- Oversaw employee tax registrations and foreign qualification requirements across U.S. states.
- Coordinated client reports through banking platforms like Brex and Mercury, and payroll providers such as Gusto and Rippling.
- Handled end-to-end bookkeeping coordination between clients and external teams for accuracy.
- Conducted root cause analysis for high-risk clients, implementing preventive measures.
- Led client onboarding processes, delivering dashboard walkthroughs and operational overviews.
- Ensured compliance with IRS guidelines, achieving quarter-over-quarter operational efficiency improvements of 25%.
- Supervised 1–2 team members in high-pressure environments to streamline workflows.
Operations Executive
Kodo
Remote
04.2022 - 06.2022
- Increased client exposure by 50%.
- Managed manual KYC and KYC processes.
- Issued corporate credit cards and evaluated credit scores.
- Streamlined customer onboarding.
- Collaborated with operations, engineering, and sales teams to enhance customer satisfaction.
- Optimized support operations using Salesforce, Wati, and Retool.
- Analyzed market trends and competitor strategies.
- Oversaw corporate credit solutions focusing on seamless KYC processes for CEOs and their teams.
Customer Success
Kalam Labs
Lucknow
01.2022 - 03.2022
- Streamlined customer onboarding with a 90% success rate.
- Interacted daily with 100-200 clients.
- Collaborated with operations, engineering, sales teams, and astrophysics scientists to enhance customer satisfaction and support.
- Driven astrophysics education in edtech, shaping young minds, and pioneering innovation.
Education
Master's Degree - Business Administration
Dr. A.P.J. Abdul Kalam Technical University
Lucknow, Uttar Pradesh01.2021
Bachelor's Degree - Commerce (Hons)
University of Lucknow
Lucknow, Uttar Pradesh01.2019
Skills
- MS Excel
- Digital Marketing
- Team Leadership
- Project Management
- Corporate communications
- Tax compliance
- Client onboarding
- Bookkeeping coordination
- Root cause analysis
- Customer relationship management
- Cross-team collaboration
- Employee mentoring
- Strong lead development skills
- Google Analytics
Websites
Accomplishments
- Client Retention Rate, I achieved a client retention rate of over 90% throughout my career, demonstrating my commitment to client satisfaction.
- Team Leadership, I successfully led diverse teams in high-pressure environments, fostering collaboration and boosting productivity.
- Brand Visibility, It increased client service visibility by securing coverage in the top-tier Healthcare Industry.
Strengths
- Strategic Planning, Led a team of 20 in developing and executing strategic plans, resulting in a 35% increase in efficiency.
- Collaboration, Worked closely with cross-functional teams to drive project success, leading to a 45% increase in team productivity.
Timeline
Account Manager
Inkle
03.2025 - Current
Operations Executive
Kodo
04.2022 - 06.2022
Customer Success
Kalam Labs
01.2022 - 03.2022
Master's Degree - Business Administration
Dr. A.P.J. Abdul Kalam Technical University
Bachelor's Degree - Commerce (Hons)
University of Lucknow