Hi, I’m
Jacob Preetham
Hyderabad,Telangana
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
16
years of professional experience
Work History
Source1 Distribution (SRM2 BSSIPL)
SENIOR BUSINESS SUPPORT EXECUTIVE (INSIDE SALES)
11.2023 - Current
Job overview
- Make sure requests for quotations are handled promptly within the ERP system
- Conducting market research to compare competitors' prices and identify potential suppliers
- Establishing and maintaining relationships with suppliers to stay informed about market trends and product line changes
- Calculating prices, discounts, commissions, and shipping costs as needed, and updating the ERP system
- Utilize knowledge of products to provide customers with details on unit prices, shipping dates, potential delays, and any other relevant information
- Follow up with customers regarding the progress of their quotes and offer assistance to expedite the ordering process
- Process purchase orders from customers and work with the expediting team to ensure timely procurement of the correct products
- Collaborate and communicate with logistics technicians, customer service representatives, service providers, and other stakeholders involved in the shipping and receiving process
- Cascade important information concerning customers or vendors to the team and management
- Identified and recommended changes to existing processes to improve accuracy, efficiency, and quality service
- Liaised between clients and vendors and maintained effective lines of communication
- Sharing best practices to enhance sales efficiency and customer satisfaction
- Delivered exceptional customer experiences and promoted strong relationships.
ConnX AI (formerly known as) ATLAS Smart IMS India Pvt Ltd.
TEAM LEAD - TRAINING
03.2019 - 01.2022
Job overview
- Led a team of 13 individuals on a special project, delivering the desired results besides managing team attendance, leaves, floor adherence, performance, and feedback
- Conducted one-on-one feedback sessions to understand individual needs and areas of expertise, laying out career paths with short-term goals and aiming for long-term career growth to ensure team performance aligns with organizational goals
- Supervise the delivery of training programs through a variety of modalities, including instructor-led training, e-learning platforms and virtual classrooms
- Training in the usage of internal tools, CRM tools, email etiquette & call etiquette
- Facilitate training sessions as needed, demonstrating effective presentation skills
- Provide guidance and support to internal trainers and facilitators to ensure consistency and quality in training delivery
- Act as a proactive liaison with internal customers and the Operations team
- Designed and executed training programs for new and existing employees to provide knowledge, skills and techniques in performing tasks
- Evaluated value of training programs to determine achievement of desired outcomes
- Established and maintained quality standards by regular audits process
- Analyzed and evaluated training effectiveness and program outcomes
- Conducted needs assessments/meetings to identify gaps in performance and develop targeted learning solutions
- Utilized variety of instructional design methodologies to create effective learning experiences
- Manage and customize training content to meet organizational needs and track compliance to these training materials
- Provide ongoing coaching, feedback and continuous education and improvement.
ConnxAI
INCIDENT MANAGEMENT
03.2019 - 01.2022
Job overview
- In addition to my role as a Training Lead, I also served as an Incident Management Coordinator
- Maintained seamless coordination via bridge calls between customers, resolver groups, and vendor partners
- Captured incident timelines on the Customer Relationship Management (CRM) tool and documented bridge call discussions on CRM with timelines
- Communicated resolution progress and next steps as per SLA's, over email and bridge calls
- Managed functional escalations as per the Escalation Path and monitored alerts tools, providing guidance on resolution.
Global Benefits Group
SENIOR ENROLLMENT COORDINATOR
04.2014 - 08.2017
Job overview
- Verified patient eligibility for claims
- Assessed and authenticated the credentials of applicants to prevent fraudulent enrollments
- Conducted training on internal tools, email etiquette, and phone etiquette
- Trained new hires and provided ongoing process training throughout the probation period
- Prepared, managed, and updated Standard Operating Procedures (SOP), training materials, and performance trackers
- Managed stakeholder relationships to ensure progress in assigned blocks
- Resolved issues and ensured seamless customer service and satisfaction
- Explained services comprehensively to customers and potential customers.
Genpact India
SME - ACCOUNTS RECEIVABLE
11.2011 - 04.2014
Job overview
- Reaching out to insurance providers to settle claims and fostering connections with provider networks
- Conducting training sessions for new employees to bridge knowledge gaps Providing training on denial management, utilizing CRM tools, phone etiquette, and peer-to-peer training methods
- Analyzing reports, identifying issues, escalating concerns, and suggesting solutions
- Supervising a team and overseeing performance metrics in the absence of Team Lead
- Documented diagnostic results and supported root cause analysis and troubleshooting
- Conducted regular reviews of operations and identified areas for improvement.
Apollo Health Street Ltd.
SENIOR PROCESS ASSOCIATE FOR ACCOUNTS RECEIVABLE IN RCMS
10.2008 - 11.2011
Job overview
- Tracking claim statuses to facilitate insurance payments and speed up issue resolutions
- Reviewing stagnant cases and escalating unresolved matters to supervisors when necessary
- Documenting intricate problems and their outcomes for the benefit of new hires
- Collaborating closely with onshore colleagues to stay updated on new information and communicate it effectively to the team
- Met month-end reporting objectives and deadlines
- Identified and resolved process issues to drive optimal workflow and business growth.
Education
Sikkim Professional University
B.Com from Accounting And Finance
09.2023
Skills
- Training & mentoring
- Ability & zeal to learn and implement
- Good communication and interpersonal skills
- Ability to work independently and in a team environment
- Strong analytical skills
- Stakeholder Management
- Organizational Skills
- Problem-Solving
- Analytical Skills
- Multitasking Abilities
Accomplishments
- LEAN certified
- Annual award - 'Best Team Resource 2015-2016'
- Annual award - 'Beyond the Call of Duty 2016-2017'
- Captained the corporate cricket teams (Genpact & GBG)
Languages
English
Hindi
Telugu
Personal Information
- Father's Name: Late. P. Sekhar
- Date of Birth: 06/03/1986
Hobbies and Interests
Cooking, playing cricket & Table-Tennis.
Disclaimer
I hereby declare that all the details mentioned above are true to best of my knowledge.
Timeline
SENIOR BUSINESS SUPPORT EXECUTIVE (INSIDE SALES)
Source1 Distribution (SRM2 BSSIPL)
11.2023 - Current
INCIDENT MANAGEMENT
ConnxAI
03.2019 - 01.2022
TEAM LEAD - TRAINING
ConnX AI (formerly known as) ATLAS Smart IMS India Pvt Ltd.
03.2019 - 01.2022
SENIOR ENROLLMENT COORDINATOR
Global Benefits Group
04.2014 - 08.2017
SME - ACCOUNTS RECEIVABLE
Genpact India
11.2011 - 04.2014
SENIOR PROCESS ASSOCIATE FOR ACCOUNTS RECEIVABLE IN RCMS
Apollo Health Street Ltd.
10.2008 - 11.2011
Sikkim Professional University
B.Com from Accounting And Finance
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