Summary
Overview
Work History
Education
Skills
Timeline
Generic

Shubham Shukla

Lucknow

Summary

Dynamic Operations Manager with a proven track record at Wishup, excelling in AI tool implementation and team leadership. Spearheaded performance optimization initiatives, enhancing productivity and communication. Adept at risk analysis and project management, driving successful outcomes while fostering strong client relationships and ensuring operational excellence.

Overview

7
7
years of professional experience

Work History

Operations Manager

Wishup
12.2024 - Current
  • Lead and mentor a team of virtual assistants, implementing training and performance standards to deliver efficient, high-quality administrative and operational support.
  • Manage workload distribution and resource coordination while driving the integration and adoption of AI and technology tools to streamline workflows and boost team productivity.
  • Serve as the primary liaison between virtual assistants and leadership, fostering clear communication, continuous improvement, and alignment with business objectives.

Virtual Assistant

Wishup
01.2023 - 11.2024
  • Managed executive calendars, scheduled meetings across global time zones, and handled high-volume inboxes to optimize daily workflows and communication.
  • Conducted in-depth research and risk analysis to support decision-making for potential business investments and strategic initiatives.
  • Planned, coordinated, and executed both virtual and in-person events across the United States, ensuring smooth logistics and high engagement.
  • Supported project management functions by tracking deliverables, managing timelines, and collaborating cross-functionally to drive successful outcomes.
  • Streamlined operational workflows by coordinating with stakeholders, managing critical documentation, and implementing AI-driven tools to enhance efficiency across investment and portfolio support functions.

Client Account Manager

Full Creative
09.2022 - 01.2023
  • Delivered professional, solution-focused support by resolving customer inquiries, billing issues, and complaints with a strong emphasis on one-call resolution and customer retention.
  • Managed account services including payments, plan changes, collections, and financial adjustments to protect revenue and maintain positive client relationships.
  • Trained and mentored new team members, sharing best practices and procedures to ensure consistent service quality and operational efficiency.

Mater Customer Care Professional

American Express
01.2019 - 12.2022
  • Handled end-to-end customer account services, including new account activations, payments, plan modifications, and creation of technical and billing cases.
  • Delivered multi-channel customer support using web-based tools, resolving inquiries with accuracy, professionalism, and adherence to compliance standards.
  • Performed collections activities by evaluating customer accounts, making financial decisions to protect revenue, and negotiating payment solutions.
  • Played a key role in onboarding and training new team members, providing guidance on systems, procedures, and best practices to ensure operational consistency.
  • Maintained detailed records of all transactions and interactions, supporting effective case resolution and continuous service improvement.

Senior Customer Sales Representative

Personiv
07.2018 - 12.2018
  • Responsible for promoting and selling products and services to both existing and prospective customers through persuasive and solution-oriented approaches.
  • Performed thorough cost-benefit and needs analysis to recommend tailored solutions that meet customer objectives.
  • Proactively generated leads through cold calling and consistently met or exceeded established sales targets.
  • Coordinated closely with internal teams to align sales strategies and provided management with detailed reports on market trends, customer feedback, and competitive activity.
  • Maintained up-to-date knowledge of industry best practices and continuously improved sales performance through feedback and ongoing development.

Education

BBA -

Lucknow University
Lucknow
05-2015

Skills

  • Incidents management

  • Performance monitoring

  • Health and safety compliance

  • Operations Management & Process Optimization

  • AI Tool Implementation & Workflow Automation

  • Customer Relationship Management (CRM)

  • Project Management & Coordination

  • Financial Decision Making & Revenue Protection

  • Team Leadership & Training

  • Risk Analysis & Business Research

  • Event Planning & Execution (Virtual & In-Person)

  • Communication & Stakeholder Management

Timeline

Operations Manager

Wishup
12.2024 - Current

Virtual Assistant

Wishup
01.2023 - 11.2024

Client Account Manager

Full Creative
09.2022 - 01.2023

Mater Customer Care Professional

American Express
01.2019 - 12.2022

Senior Customer Sales Representative

Personiv
07.2018 - 12.2018

BBA -

Lucknow University

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Shubham Shukla