Summary
Overview
Work History
Education
Skills
PERSONAL SKILLS
Timeline
Generic

Money Batra

Customer Success Associate
Indore

Summary

Customer Success professional with strong focus on team collaboration and achieving results. Skilled in relationship management, problem-solving, and communication. Reliable and adaptable, meeting changing needs effectively. Known for building trust and driving customer satisfaction.

Overview

13
13
years of professional experience

Work History

Customer Success Representative

Taskus India
02.2024 - 03.2025
  • Acted as a Customer Success Representative for Coinbase clients, handling inquiries across multiple channels (email, chat, phone) and ensuring timely, accurate, and empathetic resolution of complex account and transaction issues.
  • Briefly collaborated with the Coinbase Compliance Team, supporting Enhanced Due Diligence (EDD) cases, conducting initial transaction monitoring reviews, and flagging potential risks in accordance with regulatory requirements.
  • Managed and nurtured relationships with High-Net-Worth Individuals (HNI) and Ultra-High-Net-Worth Individuals (UHNI), delivering personalized service, proactive updates, and priority support to ensure client satisfaction and retention.
  • Developed, curated, and presented Weekly Business Review (WBR) reports for TaskUs leadership, including performance metrics, trend analysis, and actionable recommendations to improve operational efficiency.
  • Worked cross-functionally with internal stakeholders such as Product, Quality, and Training teams to identify workflow gaps, suggest process refinements, and implement improvements that enhanced productivity and reduced resolution times.
  • Participated in internal knowledge base creation and updates, documenting new processes, FAQs, and troubleshooting guides to improve first-contact resolution rates.

Lead

Virtual Experts LLP
09.2022 - 02.2024
  • Working as a team lead overseeing a total of 6 different processes all based out of the UK and in diverse fields like real estate, technical and non-technical chat and voice support.
  • Worked as primary dispatcher for a Non Emergency Medical Transport business based off of Florida. Responsibilities including and not limited to coordinating drivers, planning routes, troubleshooting mechanical and human faults during the runs etc.
  • Worked as office manager/admin leading a team of 6 agents for an entertainment bus company running tours in London, Edinburgh and York in the UK. Responsibilities including rota preparation, contractor relations, CRMs etc.

Agent

Teleperformance, Mohali
03.2022 - 09.2022
  • Worked as an agent with US Based client, CaptionCall.
  • Provided Transcription Services on live calls for hard of hearing clients.
  • Interacted with client software, Dragon and CaptionNet to maximize output.
  • Worked with VMWare, Citrix and Zscaler extensively while performing everyday assigned tasks.

Business Development Manager

Ashi Pharmaceuticals Pvt Ltd
03.2018 - 03.2022
  • Worked in managing all cumulative operations of the company, including and not limited to customer acquisition, logistics management, sourcing and so on.
  • Managing Procure to Pay, Lead to Cash and Record to Report cycles by working in depth with Marg ERP Software.
  • A supervisory role to the finance department, being proficient in financial, banking, taxation and accounting literacy.
  • Lead the team of medical representatives for marketing strategisation.
  • Supervisor role for the MR’s regarding sourcing and alterations to the product schema.

Intent Analyst

Altruist Customer Management India Pvt. Ltd.
07.2016 - 03.2018
  • Worked as an intent analyst for domestic Airtel Process.
  • Responsible for inbound escalation calls for customer complaints.
  • Providing suitable solutions to the customers in accordance with SOP and approvals for special cases.

Articled Assistant

CAH and Associates, Pune
10.2011 - 03.2014
  • Worked in assisting various types of audits including statutory bank audits, Company Audits and so on.
  • Worked internally on numerous audit software including LARS, Tally ERP, and more.
  • Adapting efficiently with numerous client software to understand and use them for audit purposes both statutory and internal.
  • Filing of tax returns for individuals/companies.
  • Single point of contact for clients regarding multiple services being provided at the office.
  • Office administration duties.

Education

Bachelors in Business Administration -

Sikkim Manipal University
01.2014

CA Integrated Professional Competence Course (IPCC) -

Institute of Chartered Accountants of India
04.2001 -

CA Common Proficiency Test -

ICAI
01.2010

Class XII - undefined

Spring Valley School Indore
01.2009

Class X - undefined

St. Paul Indore
01.2007

Skills

    Client onboarding

    Feedback collection

    Call center experience

    CRM software

    Excellent Organizational Skills

    Strong Customer Relations Skills

    Computer Proficiency

    Typing 60 wpm

PERSONAL SKILLS

  • Technical Proficiency: Proficient in utilizing computer systems extensively for professional and personal purposes, demonstrating a strong command of Windows OS and adeptness in the use of Microsoft Office Suite (Excel, Word, PowerPoint). Well-versed in leveraging Internet resources and AI.
  • Passionate Technological Enthusiast: Intrinsically motivated with a fervent interest in computer applications, particularly drawn towards the utilization of spreadsheets. Consistent enjoyment and adeptness in leveraging these tools to enhance productivity and streamline tasks efficiently.
  • Collaborative Team Player and Continuous Learner: Adept at thriving in team environments, fostering cooperation, and contributing effectively towards collective goals. Committed to continuous personal and professional development, driven by an insatiable thirst for knowledge and growth.
  • Effective Communication Skills: Recognized for exceptional communication abilities, evident in proficient engagement in various domains such as delivering speeches, participating in debates, and excelling in customer relations. Acknowledged and preferred by academic mentors and senior professionals for exceptional communication proficiency.

Timeline

Customer Success Representative

Taskus India
02.2024 - 03.2025

Lead

Virtual Experts LLP
09.2022 - 02.2024

Agent

Teleperformance, Mohali
03.2022 - 09.2022

Business Development Manager

Ashi Pharmaceuticals Pvt Ltd
03.2018 - 03.2022

Intent Analyst

Altruist Customer Management India Pvt. Ltd.
07.2016 - 03.2018

Articled Assistant

CAH and Associates, Pune
10.2011 - 03.2014

CA Integrated Professional Competence Course (IPCC) -

Institute of Chartered Accountants of India
04.2001 -

Class XII - undefined

Spring Valley School Indore

Class X - undefined

St. Paul Indore

Bachelors in Business Administration -

Sikkim Manipal University

CA Common Proficiency Test -

ICAI
Money BatraCustomer Success Associate