Hi, I’m
Shubham Chauhan
Configuration Specialist
NOIDA
Summary
Results-driven MBA professional with 6+ years of experience in CRM configuration, business development, and customer engagement across the SaaS, travel, and banking sectors. Adept at delivering tailored CRM solutions, managing enterprise client relationships, and driving business transformation initiatives. Proven ability to bridge technical execution and strategic business needs. Seeking challenging opportunities in Project Management, CRM Consulting, Customer Success, or Product Management.
Overview
7
years of professional experience
Work History
Capillary Technologies
Configuration Specialist
07.2022 - Current
Job overview
- Configured and customized CRM and loyalty solutions for enterprise clients in retail and F&B sectors.
- Acted as the bridge between product, tech, and client teams to ensure successful implementation.
- Managed customer escalations and improved issue resolution TAT by 25% through workflow optimization.
- Created reusable configuration templates to reduce project setup time by 30%.
- Trained internal teams and clients on new platform features and usage best practices.
- Define detailed timing plans aligned with project key milestones.
- Comfortably take responsibility for successful delivery of the projects assigned.
- Identify potential project risks and escalate with related key stake holders.
Paytm
Customer Relations Manager
10.2021 - 06.2022
Job overview
- To work with the business to understand and Manage Loyalty Programs being run for the brand
- Be a recognized expert in program management, marketing processes, review tools & techniques
- Be a recognized expert in program management, marketing processes, review tools & techniques
- Help brands with analytics data backed recommendations to propose effective customer retention strategy of the loyalty program
- Help brands with analytics data backed recommendations to propose effective customer retention strategy of the loyalty program
- Design CRM Campaign/Loyalty programs & building customer-centric strategy
ICICI Bank
Wealth Relationship Manager
01.2020 - 01.2021
Job overview
- Expanded cross-selling opportunities by identifying additional product offerings suited to individual client needs and preferences.
- Collaborated with internal teams to devise tailored investment portfolios for maximum client benefit.
- Developed lasting relationships with high-net-worth clients, ensuring their financial needs were met and expectations exceeded.
- Maintained in-depth knowledge of market trends and products, enabling informed decision-making and expert advice.
- Reduced portfolio risk by conducting thorough due diligence on potential investments and closely monitoring performance indicators.
Yatra Online Private
Business Development Manager
12.2018 - 01.2020
Job overview
- Contracting and adding new hotels to the company portal.
- Responsible for planning and organizing market visits to attain a comprehensive understanding of the territory.
- Procure exclusive rates and inventory deals for corporate consumers.
- Responsible for building business on different portals i.e., B2C, B2B and Corporate.
- Negotiate with properties for promotions and better margins to increase business.
- Competitor checks, including maintaining rate parity and ensuring availability of inventory.
Education
Amity Business SchoolNoida
MBA from Marketing And Sales
04.2001
Amity School of BusinessNoida, India
BBA from General Management
04.2001
Skills
MS Excel expert
Core Competencies
- CRM Platforms (Capillary)
- SaaS Implementation & Support
- Configuration & Workflow Design
- Business Development & Client Onboarding
- Product Requirements Gathering
- Cross-functional Team Collaboration
- Customer Lifecycle Management
- Data Analysis & Reporting
Timeline
Configuration Specialist
Capillary Technologies
07.2022 - Current
Customer Relations Manager
Paytm
10.2021 - 06.2022
Wealth Relationship Manager
ICICI Bank
01.2020 - 01.2021
Business Development Manager
Yatra Online Private
12.2018 - 01.2020
Amity Business School
MBA from Marketing And Sales
04.2001
Amity School of Business
BBA from General Management
04.2001
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