About Me
I am an operations and financial leader with more than 7 years of experience driving cross-functional work in Fintech and B2B SaaS environments.
I have led customer success, financial operations, onboarding, and support initiatives with a strong focus on retention, process improvement, and operational risk reduction.
My background includes building dashboards and performance reporting in Power BI, using data to improve decision-making and accelerate outcomes for clients and internal teams.
I am comfortable working across product, operations, support, and finance functions, and I enjoy solving complex problems that require coordination between multiple stakeholders.
I also bring experience in automation, AI-enabled operations, API integrations, SQL, and CRM platforms such as Salesforce, Zoho, Dynamics, and HubSpot.
I value clear communication, structured execution, and de-escalating difficult situations while maintaining a strong customer and business focus.
Notice Period: Immediately
Skills
Project ManagementSQLSalesforceCustomer SuccessData AnalyticsHubSpotAgileAutomationAICustomer SupportPower BIBusiness IntelligenceProcess OptimizationPeople ManagementKPI TrackingPayment ProcessingFinancial OperationsScrum MasterZohoProduct OwnerDynamics
Experience
Coordinate tenders, collect required documentation, handle internal approvals, track project timelines, and ensure operational readiness for delivery. Proactively escalate issues and follow up until resolution.
Assisted with inquiries, resolved complaints, supported form submission questions, and maintained knowledge of company services and policies.
Directed onboarding and strategic planning for high-value clients, developed Power BI dashboards for executive KPIs, monitored cross-functional workstreams, and investigated payment failures and operational issues.
Executed end-to-end onboarding for merchants and hospitality programs, supported strategic reports and presentations, led review and planning frameworks, maintained high satisfaction rates, and supported collections workflows to reduce financial risk.
Supported global SaaS customers across multiple applications, partnered with product teams to improve usability, and implemented customer success strategies to increase retention and reduce churn.
Education
Bachelor of Industrial Engineering, Industrial Engineering
Bachelor's degree in Industrial Engineering.
Portfolio not available.
Services not available.