Srijana Lama
Customer Relationship & Success
Bhopal
Summary
Talented Client Care Specialist bringing a collaborative and growth-driven approach. Ambitious sales and service professional with strengths in time management, communication, and negotiation.
Overview
6
6
years of professional experience
Work History
Functional Consultant – ERP/CRM
Target Integration
09.2024 - 03.2025
- - Acted as the primary point of contact for international clients, providing tailored ERP/CRM solutions and addressing issues in real time.
- - Implemented and configured CRM/ERP platforms including Salesforce, Zoho, Microsoft Dynamics, and HubSpot CRM, ensuring seamless alignment with client business processes.
- - Successfully completed HubSpot CRM certifications, strengthening expertise in customer engagement and pipeline management.
- - Conducted individual and group training sessions, preparing materials and coaching clients for effective software adoption.
- - Created and delivered voice-over product demo videos, helping clients better understand product functionalities and boosting onboarding effectiveness.
- - Partnered with clients to gather requirements, analyze workflows, and map processes effectively within ERP/CRM systems.
- - Supported the entire delivery lifecycle from configuration through deployment, ensuring smooth client transitions.
- - Collaborated with cross-functional teams to secure resources and drive successful project outcomes.
- - Leveraged BI tools such as Power BI and Tableau to generate insights and support data-driven decisions.
Client Care Manager
Redbuyers, Toronto Canada
04.2022 - 07.2024
- Ensure follow-ups are done in a timely manner. Support marketing team in discussions to improve customer experience.
- Build long-term relationships with key clients and stay up to date with market trends for better conversions.
- Engage in day-to-day communications: answering customer questions, booking appointments, cold-calling, and collecting feedback.
Back Office Associate
Universal Gold Technology
01.2021 - 01.2022
- Produced high-quality documents, spreadsheets, and presentations using MS Office.
- Delivered clerical support, scheduled appointments, and managed office operations.
Social Work Intern
Aam Welfare Foundation
07.2020 - 12.2020
- Facilitated family therapy sessions and offered community resource guides to clients.
Reception Supervisor
Singapore Mall
05.2019 - 12.2019
- Managed reception, handled calls, oversaw inventory, and supported business objectives.
Education
Diploma - HSM
Himalayan Java Barista Coffee School
05.2018
+2 Higher Secondary - undefined
Education Board of Nepal
Skills
- - Spreadsheet management
- - Social media knowledge
- - Knowledge of CRM tools (Salesforce, Follow-Up Boss, HubSpot CRM)
- - Cold Calling
- - Inbound lead management
- - Data Entry
- - Team Management
- - Canada Realtors Software
- - Slack
- - LinkedIn/Sales Navigator
Timeline
Functional Consultant – ERP/CRM
Target Integration
09.2024 - 03.2025
Client Care Manager
Redbuyers, Toronto Canada
04.2022 - 07.2024
Back Office Associate
Universal Gold Technology
01.2021 - 01.2022
Social Work Intern
Aam Welfare Foundation
07.2020 - 12.2020
Reception Supervisor
Singapore Mall
05.2019 - 12.2019
+2 Higher Secondary - undefined
Education Board of Nepal
Diploma - HSM
Himalayan Java Barista Coffee School
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