Summary
Overview
Work History
Education
Skills
Languages
Certification
Languages
Accomplishments
Timeline
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Sarthak Shah

Pune

Summary

Accounts Coordinator with extensive experience in client relationship management and contract oversight. Proficient in CRM software and financial reporting, driving business growth through strategic account planning and team coordination. Demonstrated ability to exceed service goals and enhance client satisfaction while maintaining high productivity in administrative management. Skilled in workflow coordination, staff supervision, and process improvement, with a strong focus on communication and problem-solving to achieve organizational objectives.

Overview

3
3
years of professional experience
1
1
Certification

Work History

ACCOUNTS COORDINATOR

THE BIGWORD
Pune
03.2023 - Current
  • Cultivated strong client relationships through daily communication via calls and emails.
  • Designed and executed tailored account plans to identify growth opportunities.
  • Coordinated internal teams to ensure timely service delivery and compliance with client requirements.
  • Managed contract processes, including re-bids, extensions, and direct awards.
  • Monitored compliance with accounting regulations to ensure accuracy of financial information.
  • Tracked account metrics and provided performance reports with efficiency recommendations.
  • Conducted periodic audits of accounts receivable and payable ledgers to identify discrepancies.
  • Utilized CRM software to track client interactions and manage project milestones.

CUSTOMER SERVICE REPRESENTATIVE

CONCENTRIX
Pune
08.2022 - 11.2022
  • Resolved customer complaints by verifying authenticity and implementing efficient solutions.
  • Mediated effectively between organization and clients to enhance satisfaction.
  • Addressed issues promptly to improve overall client relationships.
  • Supported sales team members to drive growth and development.
  • Exceeded established service goals while leveraging customer service, sales and employee management best practices.

Education

BBA - Marketing Management

Tuljaram Chaturchand College
Pune
02-2019

High School Diploma -

Tuljaram Chaturchand College
Baramati
02-2019

Skills

  • Client onboarding and business administration
  • Accounting and ledger management
  • Customer service excellence
  • Microsoft Office proficiency
  • Advertising and marketing strategies
  • Business development
  • CRM software expertise
  • Power BI analysis
  • Contract management
  • Financial reporting
  • Team coordination
  • Account auditing
  • Time management

Languages

  • English
  • Marathi
  • Hindi

Certification

  • Marketer's Guide to Cross-Departmental Collaboration, Madecraft & Kestrel Lemen, LinkedIn Learning, March 2024.
  • Project Management Foundations: Budgets, Bob McGannon, LinkedIn Learning, August 2024.
  • Project Management Skills for Leaders, Dana Brownlee, LinkedIn Learning.
  • Project Management, CareerNinja's Digital Institute (LearnTube.ai). Awarded Best Performer of Q2.
  • Cert Prep: PMI Agile Certified Practitioner (PMI-ACP), LinkedIn Learning.
  • CRM Basics: Unlock Business Growth through Relationships, Madecraft & Dan Moyle, LinkedIn Learning, January 28, 2025.
  • Project Management Foundations 2016, LinkedIn Learning, January 28, 2025.

Languages

Marathi
First Language
English
Upper Intermediate (B2)
B2
Hindi
Upper Intermediate (B2)
B2
German
Beginner (A1)
A1
Gujarati
Intermediate (B1)
B1

Accomplishments

  • Star Performer of the Year – 2024
  • Best Performer of the Quarter – Q1, Q2 & Q3 2023
  • Multiple Leadership and Excellence Awards
  • State-level fencing silver medallist
  • State Level Netball Silver Medallist

Timeline

ACCOUNTS COORDINATOR

THE BIGWORD
03.2023 - Current

CUSTOMER SERVICE REPRESENTATIVE

CONCENTRIX
08.2022 - 11.2022

BBA - Marketing Management

Tuljaram Chaturchand College

High School Diploma -

Tuljaram Chaturchand College

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Sarthak Shah