Shivani Patel

Team Lead – Renewal and Retention
October 2024 – Present

• Lead a team of professionals in achieving renewal and retention targets for corporate clients.
• Set clear team goals aligned with organizational objectives, fostering a collaborative and inclusive environment.
• Act as the primary liaison between team and upper management, ensuring effective communication.
• Monitor task progress, resolve challenges, and provide performance feedback to enhance team productivity.
• Implement process improvements, resulting in a 15% increase in client retention rates.

Executive – Renewal and Retention
November 2022 – September 2024

• Managed corporate client portfolios, delivering tailored solutions to meet client needs.
• Consistently achieved monthly renewal targets, maintaining a 95% success rate.
• Oversaw outlet operations, reducing client dropout rates by 10% through proactive engagement.
• Prepared data-driven presentations and reports for team and stakeholder meetings.

• Maintained detailed records of customer interactions within CRM system.
• Provided technical assistance via phone, email, or chat support systems when needed.
• Developed and maintained databases, data systems, reorganizing data in a readable format.
• Devised and delivered technical presentations explaining options to customers and prospective customers.
• Remained calm and professional in stressful circumstances and effectively diffused tense situations.
• Identified areas for improvement in existing products and services based on customer feedback.
• Researched and identified potential customers.
• Worked closely with sales team to ensure smooth transition from prospecting stage to post-sale engagement.

• Coordinated electrical production requirements, liaising with vendors to ensure seamless event setups.
• Managed event staff, streamlining coordination for conferences, exhibitions, and government events.
• Maintained comprehensive records, including vendor lists, company assets, and project trackers.
• Supported administrative tasks for multiple supervisors, enhancing operational efficiency.