Chandreyee Bose
MELBOURNE
Summary
Client Implementation Specialist with 6.5 years of diverse experience in SaaS platform implementations, project management, and client onboarding. Certified in Adobe Workfront, with a proven track record of managing end-to-end implementations, including HSBCnet and other financial platforms. Skilled in aligning complex client requirements with tailored solutions, optimizing workflows, and delivering exceptional results in Cash Management and Finance domains. Expertise includes documentation, system setups, and issue resolution, underpinned by strong analytical, communication, and stakeholder management abilities. Holds a postgraduate degree in Management and a history of driving seamless integrations and long-term client success.
Overview
9
9
years of professional experience
Work History
Customer Success & Implementation Specialist
TRAILD
Melbourne
11.2024 - 12.2024
- Responsible for handling the implementation of TRAILD's AP platform, ensuring alignment with client business needs and coordinating software configuration
- Oversaw documentation and training processes to guarantee smooth onboarding and optimal system performance for clients
- Worked closely with clients to gather business requirements, ensuring the platform met their expectations and integrated seamlessly with their existing workflows
- Provided ongoing support by troubleshooting technical issues and collaborating with internal teams to resolve them, ensuring a positive user experience
Senior Consultant
Adobe (Payroll Company, Mphasis)
Bengaluru
07.2023 - 01.2024
- Managed end-to-end implementation of Adobe Workfront, including documentation, system setup, and training, ensuring smooth onboarding for enterprise-level clients
- Conducted comprehensive training sessions, equipping clients with the knowledge to leverage the system effectively and ensuring successful platform adoption
- Coordinated cross-border project activities, collaborating with global teams to align workflows and ensure timely and efficient implementation
- Led stakeholder management efforts, maintaining strong relationships with key clients, addressing their needs, and customizing solutions to align with specific business requirements
- Troubleshot technical issues, providing tailored solutions to ensure smooth operations and enhance client satisfaction across various regions
Implementation Officer
HSBC GLCM
Bengaluru
05.2018 - 02.2022
- Led end-to-end client implementations for transaction banking systems including HSBCnet, BACS, SWIFT, and Host-to-Host payments, ensuring smooth onboarding and system setup while managing stakeholder expectations
- Managed comprehensive documentation processes such as account openings, closures, mandate updates, and archival of digitized documents, ensuring accuracy and timely delivery aligned with client needs
- Collaborated with integration and product teams for testing and platform setup, working with cross-functional teams to ensure readiness and compliance with organizational standards
- Acted as a key point of contact for resolving escalations, engaging with internal stakeholders and support teams to address implementation challenges effectively
- Executed product verification tests to enhance system reliability, ensuring clients' confidence in the implemented solutions
- Ensured all formal documentation adhered to predefined templates and procedures, aligning with client requirements and HSBC's compliance standards
- Partnered with onshore teams and internal stakeholders to support product enhancements and process improvements, optimizing transaction banking operations
- Maintained detailed records of implementation activities using internal tools such as Clientsphere, Qliqsense, Confluence, and Zendesk, enabling effective case management and reporting
- Provided valuable insights to improve operational efficiency, ensuring exceptional client satisfaction during implementation and onboarding
- Conducted global training sessions and piloted processes to drive consistency and best practices across regions, strengthening client relationships and optimizing implementation strategies
Senior Associate
Amazon Development Centre
Bengaluru
09.2017 - 01.2018
- Managed employee experience by handling documentation, background verification, and onboarding formalities
- Oversaw payroll, benefits, leave management, compliance, and grievance handling
- Conducted quality audits to maintain high standards within the internal team
Associate Customer Representative
Accenture India
Bengaluru
06.2016 - 09.2017
- Supported a global client (CISCO) in the HR process by coordinating recruitment activities and ensuring smooth onboarding
- Managed interview scheduling, offer extensions, onboarding paperwork, and background verification
Education
PGDM/MBA - Human Resource and Operations Management
International School of Management Excellence
05.2016
Bachelor of Commerce (Hons.) - Accounts, Business, and Economics
Calcutta University
06.2013
Skills
- Client Onboarding & Implementation
- SaaS Platform Configuration & Deployment
- Stakeholder Management
- Communication & Interpersonal Skills
- Client Training
- Analytical Problem-Solving
- Complex Issue Resolution
- Team Collaboration & Leadership
- Reporting & Documentation
- Technical Proficiency: MS Office, Workday, Clientsphere, ServiceNow, Confluence, Zendesk, Qliqsense, Workfront
Accomplishments
- Delivered 500+ client implementations on time, maintaining zero complaints and high client satisfaction.
- Awarded multiple recognitions for exceeding performance metrics.
- Contributed to process improvements, enhancing efficiency and client delivery.
- Actively participated in CSR activities.
References
Available upon request.
Timeline
Customer Success & Implementation Specialist
TRAILD
11.2024 - 12.2024
Senior Consultant
Adobe (Payroll Company, Mphasis)
07.2023 - 01.2024
Implementation Officer
HSBC GLCM
05.2018 - 02.2022
Senior Associate
Amazon Development Centre
09.2017 - 01.2018
Associate Customer Representative
Accenture India
06.2016 - 09.2017
PGDM/MBA - Human Resource and Operations Management
International School of Management Excellence
Bachelor of Commerce (Hons.) - Accounts, Business, and Economics
Calcutta University