Megha Sharma

• Conducted regular check-ins with customers, gathering feedback to inform service improvements.
• Established strong relationships with key customers, resulting in increased customer loyalty.
• Conducted regular account reviews to assess progress and strategize future growth opportunities for clients.
• Assisted in identifying customer needs and provided tailored solutions to enhance satisfaction.
• Identified upsell opportunities through frequent account reviews, contributing to increased revenue generation.
• Monitored customer engagement levels, proactively addressing issues to improve retention rates.
• Collaborated with cross-functional teams to streamline communication and resolve client inquiries efficiently.

• Collaborated with cross-functional teams to enhance service delivery processes.
• Assisted in troubleshooting customer issues, ensuring prompt resolution and satisfaction.
• Managed service requests using ticketing systems for efficient tracking and follow-up.
• Supported implementation of service improvements based on customer feedback and needs.

• Developed knowledge management strategies to enhance organizational learning and information sharing.
• Implemented knowledge repositories, ensuring accessibility and relevance of critical documentation.
• Facilitated training sessions to improve staff engagement with knowledge management tools and processes.
• Analyzed feedback to refine knowledge-sharing practices, increasing user satisfaction and system usage.
• Mentored junior team members on best practices in knowledge management and resource utilization.

(Progressed from Research Associate → Sr. Research Associate → Research Lead)

• Led a global team (India & Chile) providing desktop publishing and research support for investment banking reports (IPOs, Initiations, Reinstatements, conference books & presentations).
• Ensured compliance with client publishing standards and quality assurance processes.
• Managed client relationships and coordinated with editors, analysts, and compliance teams.
• Conducted user acceptance testing (UAT) and documented results for system enhancements.
• Delivered qualitative research and daily newsletters across multiple geographies and sectors.
• Regularly collaborated with clients, provided training, and eliminated process inefficiencies.