CRM Operations & Client Success Specialist

Rate, USD
Not specified
Work schedule
Full Time, Contract, Part Time,
Language skills
English, Hindi
Available for Hire
Yes
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About me

I am a remote-ready CRM Operations and Client Success Specialist with over 15 years of experience managing high-volume client portfolios in UAE consultancy environments. Throughout my career, I have successfully managed more than 200 accounts, driving 15–25% annual revenue growth and reducing churn by 20%. I combine deep operational expertise with modern no-code automation tools such as Make.com, Airtable, and AI to deliver smarter client management systems tailored for growing businesses.

Currently, I am building a personal AI Job Seeker automation pipeline as a live portfolio project, demonstrating end-to-end scenario design using Make.com. My core competencies include client success and retention, CRM setup and management, lead management systems, workflow automation, and AI tools integration. I am proficient in managing SLA compliance, escalation management, MIS reporting, team leadership, and process improvement.

In my previous role as Assistant Branch Manager for Operations & Customer Success at a global strategic management consultancy in Sharjah, UAE, I owned the end-to-end client lifecycle for over 200 active accounts. I achieved significant revenue growth through upselling and consultative retention strategies, reduced customer churn, and handled high-value client escalations effectively. I also supervised and trained a team of 8–12 staff, ensuring SOP compliance and consistent client experience.

I have hands-on experience with CRM tools like Airtable and Microsoft Dynamics D365, and automation platforms such as Make.com. I am skilled in integrating AI tools like Google Gemini AI, ChatGPT, and Claude AI into workflows to enhance client management processes. Additionally, I have developed multiple automation projects including AI-powered lead management, Facebook lead scoring pipelines, and AI job seeker pipelines.

I hold a Master of Commerce degree from Panjab University and a Bachelor of Commerce in Accounting & Finance from S.D. College, Hoshiarpur, India. I have also completed certifications in Generative AI, ChatGPT, and Make.com Automation Academy. I am available for full-time, part-time, or freelance remote engagements globally and am fluent in English and Hindi. My approach is reliable, deadline-driven, and client-focused, backed by a strong track record and continuous upskilling in automation technologies.




Education

Aug 2007 - Apr 2009 Master of Commerce @ Panjab University
2004 - Apr 2007 Bachelor of Commerce in Accounting & Finance @ S.D. College, Hoshiarpur

Experience

Dec 2012 - Feb 2026 Assistant Branch Manager — Operations & Customer Success @ Global Strategic Management Consultancy

Owned end-to-end client lifecycle for 200+ active accounts from onboarding through service completion, renewals, and retention. Achieved 15–25% annual revenue growth through upselling and consultative retention strategies. Reduced customer churn by 20% via proactive lifecycle management and early escalation handling. Handled high-value client escalations and complaints, converting dissatisfied clients into renewed business. Supervised and trained a team of 8–12 staff ensuring SOP compliance and consistent client experience. Maintained CRM records, prepared MIS reports, and built client dashboards. Coordinated across operations, finance, sales, and documentation teams to ensure on-time delivery and SLA adherence. Monitored renewal timelines and engagement indicators to reduce client drop-offs and improve Net Revenue Retention. Built and implemented lead tracking workflows using Google Sheets and Airtable.

May 2010 - Dec 2012 Operations & Client Support Executive @ WWICS

Supported client onboarding, documentation tracking, and service coordination across multiple teams. Updated CRM records, monitored client progress, and assisted in reporting and performance tracking. Ensured accurate documentation and compliance with service workflows. Managed documentation and tracking for 50+ client files monthly.

Mar 2026 - Present Career Development & Upskilling @ Self-directed

Completed Make.com Automation Academy (Units 1–5), Microsoft Generative AI certification, and ChatGPT for Everyone course. Built 3 real automation projects including AI lead scoring pipeline, Facebook lead management flow, and job seeker automation system. Actively developing AI-powered CRM automation workflows as a live freelance portfolio.


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