Sneha Mishra

Work History

Customer Success Manager

OTC

09.2022 - Current

Looking after entire, process
Reviewing the MIS reports and processing ICATs
Building credit and collections management
Perform account audits to check that they are correctly set up with the appropriate premium application
Oversee the client portfolio and implementing ideas for recovery
Liaise with clients regularly to obtain necessary documentation and files to resolve instances of underpayment
Established strong relationships with key customers, resulting in increased customer loyalty and retention.
Monitored customer progress and addressed customer inquiries with timely and accurate updates keeping up with the targets.
Investigate and reconcile account regularities and discrepancies and make recommendation to prevent a recurrence.
Reduced waste and pursued revenue development strategies to keep department aligned with sales and profit targets.
Reviewed the company’s accounts receivable processes to improve billing efficiency by 90%
Helped company’s accountant manage bank accounts, process payroll, and gather tax information for external audits
Draft, review, redline and negotiate a broad range of commercial agreements, including master service agreements, customer agreements, vendor agreements, non-disclosure, consulting, and other agreements
Maintain a repository for invoicing, credit notes payments and commercial agreement in CRM.
Monitored metrics and developed actionable insights to improve efficiency and performance.
Conducted training and mentored team members to promote productivity, accuracy, and commitment to friendly service.
Led process improvement and problem-solving efforts to create standard procedures and escalation policy for customer support team.
Played instrumental role in client satisfaction by working with operational teams for proper resolution of service issues.
Utilized customer feedback to inform changes and improvements to customer success plans.
Collaborated with sales and product teams to address customer success objectives.
Conducted periodic user training sessions to support customer understanding and product feature utilization.
Monitored customer progress and addressed customer inquiries with timely and accurate updates.
Created and maintained comprehensive customer success documentation for internal and external use.
Analyzed customer data to identify trends and develop strategies to improve customer success metrics.
Assisted in organizing and overseeing assignments to drive operational excellence.

Senior Revenue Analyst

IBM

01.2020 - 06.2020

Reviewing the Billing System, generating the invoices as per the Bill Types and Forms
Reviewing the invoices tracker and Account statement
Preparing Monthly Metric Reports
Performing ICATs to book the revenue under various Business Units
Prepare Aging Schedule for old reconciling items and follow up for clearance Processing daily activities and solving client queries, Creation of debit memos and credit memo, prepaid invoices, and passing Re-class entries in Oracle General Ledger Posting and clearing, Preparing Financial distribution files for the clients and performing reconciliations of various accounts calculating mark-up markdown for clients and resellers
Preparing Accounts Receivable Adjustment file to calculate tax and agency incentive to match the recon file Preparation of customer invoice distribution file and then emailing them the respective invoices Preparing Event validation report to see if the customer has exceeded their agreed budget and if they has done that then to inform the sales team to increase or decrease their spend Preparing DTP for the activities and sending them for review, Recording bank transactions such as IC transactions, Fund transfers, FX entries, bank charges, or income, AR transactions, etc as per bank statements Review of bank transactions to flow correctly into the Cash flow Statement
Preparation and Review of Bank reconciliations on a monthly basis
Auditing the transactions posted into bank accounts and providing comments accordingly
Preparation of changes in the income and expense account from the prior month
Reporting the Calculation of FX variance and posting it to FX gain or loss account.

Tax Associate

PwC SDC

04.2019 - 12.2019

Australian Cop Tax) Preparation of different types of Australian Corporate, Trust and Partnership returns also transfer pricing and Local File work Preparing Scope of Work for different clients and accordingly proceed with work Validating the technical work before lodging it with ATO Ensure proper self/peer review to tax returns prepared by self/team, drafting of queries, and clearing review points Meeting utilization targets by means of managing work well as being open to opportunities outside own Los
In

Process Associate

Genpact

Kolkata

07.2017 - 04.2019

Accounts Receivable (Billing, Cash Application, and Collections) Practical knowledge and experience in Collections, Cash Applications, and billing under the Order to
Cash domain Handling a portfolio of 250+ overdue customers for an Aircraft manufacturing client, maintaining the
Billing System, and generating the invoices as per the Bill Types and Forms
Responsible for collecting aged invoices in 30-60, 60-90, 90-12, 120-180 aging bucket
Performing Account Reconciliations, and monthly metrics report Performing ICATs to book the revenue under various Business Units Compiling day-end deduction report for all divisions and sending out to deduction team
Creating Deposits received from both BOA and JP Morgan bank file Posting Journal entries such as Reclass JE, Expense JE, Intercompany JE and other Accrual JEs Reconciliation of Balance Sheet accounts such as Clearing Account, Fixed Assets account in Blackline, Creating reverse deposits for Return items, capital, and reclamation items and then sending it to the credit controller
Achievements Overall Received Rewards and Recognition for Achieving Continuous Excellence (ACE) with 100% accuracy Given 2 lean ideas to streamline the project Participated in Robotic Process Automation and got rewarded for the same
Handled the team of five during the time of attrition and got spot appreciation for that from the Vice
President of the project
Was a part of the transition team, quickly learned the Transfer Pricing Local File process
Made the transition project a success by completing all the Tax lodgements within the time during the 31st July’19 lodgement period Prepared multiple returns during the lodgement periods, validated them, and lodged them successfully within time to the Australian Tax Office
Partnered with cross-functional teams to conduct thorough discovery and due diligence on existing processes.
Identified and resolved process issues to drive optimal workflow and business growth.
Collaborated with team to define business requirements for organizational processes, achieve productivity standards, and adhere to accuracy standards.
Supervised processes to eliminate weak points or bottlenecks in business operations.
Prioritized initiatives to increase success rates of strategic projects.
Offered data-driven recommendations to align company strategies and process improvement initiatives.
Conducted training and applied change management to achieve desired outcomes.
Created and managed project plans, timelines and budgets.
Gathered, organized and input information into digital database.
Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.

Summary

Overview

Work History

Customer Success Manager

Senior Revenue Analyst

Tax Associate

Process Associate

Education

B. Com(H) -

Financial Accounting

Skills

Timeline

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