Sanjay Y H
Client Services and Tax Operations
Kapu Taluku
Summary
To secure a dynamic position in a reputed organization that allows me to utilize my skills and experience, contributing to the company's growth while enhancing my own professional development and job satisfaction.
Overview
10
10
years of professional experience
Work History
Senior Associate - Customer Support
MyTaxFiler
6 2020 - 6 2024
- Led the onboarding of new clients, analyzing their requirements and ensuring seamless transitions across Tax, Finance, and Technical teams
- Played a pivotal role in maintaining strong client relationships by proactively addressing queries and resolving issues via phone, email, and chat, leading to improved customer satisfaction and retention
- Implemented and improved workflows in client onboarding, tax filing, and payment processing, which reduced response times and enhanced service quality
- Worked closely with various departments to ensure all client needs were met promptly, facilitating smooth coordination across multiple functions
- Generated invoices and managed payment collections, ensuring accuracy in financial transactions while assisting clients in completing online payments with ease
- Managed the submission of tax returns using Drake and Lacerte software, ensuring timely compliance
- Generated weekly performance reports for management, offering insights into onboarding, tax filings, and revenue collection
- Trained new team members, equipping them with the knowledge and skills necessary to adapt quickly to MyTaxFiler’s processes and deliver superior customer service
- Expertly navigated the Canopy portal to generate invoices and maintain client records with precision.
Assistant Manager
Dextrous Inc.
11.2018 - 06.2020
- Managed the customs team, ensuring quality work and maintaining a customer-first approach
- Developed and implemented new procedures to enhance the scope of the Customs department’s operations
- Ensured adherence to Service Level Agreements (SLAs) while maintaining a high standard of quality with minimal errors
- Supervised warehousing logistics, ensuring safe inflow and outflow of goods and accurate records
- Managed logistics operations to ensure the safe and timely delivery of goods
- Led team-building activities to improve collaboration and maintain work-life balance.
Senior Executive
Dextrous Inc.
07.2015 - 10.2018
- Built a customs team from scratch, including interviewing and training new team members
- Developed Standard Operating Procedures (SOPs) to establish a benchmark for customs processes
- Initiated new projects and processes that attracted additional clients by ensuring compliance and high-quality work.
Custom Executive
Dextrous Inc.
06.2014 - 06.2015
- Coordinated company interactions with government officials to ensure smooth operations
- Reduced discrepancies in client data, improving efficiency and reducing costs.
Executive
24X7
01.2013 - 01.2014
- Handled customer queries for Target Inc
- As part of a service provider team
- Trained new team members on internal processes and customer service standards.
Education
B.Com -
Rajajinagar Parents Association, Bangalore
PUC -
Malleshwaram Govt College, Bangalore
SSLC - undefined
Sri Sandeepani Vidya Bhavan, Bangalore
Skills
Proficient in MS Office (Word, PowerPoint, Excel)
Accomplishments
- ISO Certification compliance
- Led initiatives that expanded the scope of customs operations at Dextrous Inc.
- Improved customer satisfaction rates through process optimization and training
- Streamlined Client Onboarding: Successfully revamped the onboarding process, reducing turnaround time and enhancing client satisfaction.
- Increased Client Retention: Improvement in client retention through diligent follow-ups, issue resolution, and proactive communication.
- Tax Filing Accuracy: Maintained accuracy rate in tax return filings, minimizing discrepancies and ensuring compliance with regulatory standards.
- Process Improvement: Identified bottlenecks in customer support workflows and introduced solutions that improved efficiency, reducing escalations.
- Leadership Role in Team Development: Spearheaded the training of junior associates, resulting in a more efficient and cohesive team that consistently met Service Level Agreements (SLAs) and company goals.
Areas Of Interest
- Training and Development
- Automation of manual processes
- Leadership and team management
- Problem-solving and process improvement
- Curiosity for new skills outside business scope
Disclaimer
I hereby declare that all information provided is true to the best of my knowledge. Any discrepancies found later can result in the cancellation of my candidature.
Languages
English, Kannada, Tulu, Telugu
Personal Information
- Hobbies: Sports, Coin collection, Staying updated on the latest technological advancements
- Date of Birth: 10/25/91
- Gender: Male
- Nationality: Indian
- Marital Status: Married
Timeline
Assistant Manager
Dextrous Inc.
11.2018 - 06.2020
Senior Executive
Dextrous Inc.
07.2015 - 10.2018
Custom Executive
Dextrous Inc.
06.2014 - 06.2015
Executive
24X7
01.2013 - 01.2014
Senior Associate - Customer Support
MyTaxFiler
6 2020 - 6 2024
B.Com -
Rajajinagar Parents Association, Bangalore
PUC -
Malleshwaram Govt College, Bangalore
SSLC - undefined
Sri Sandeepani Vidya Bhavan, Bangalore
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