shreya bista

- Own Salesforce CRM data integrity across accounts, sustaining high accuracy through daily monitoring, validation, and cleanup - Build and maintain rep-level KPI scorecards and biweekly pipeline gap/change reports used directly by AE, BDR, Director, and VP stakeholders - Deliver ARR, churn, and former-customer-by-product reporting, plus opportunity reports giving leadership visibility into pipeline health and account risk - Run greenfield and whitespace analysis to identify unpenetrated account opportun

Tasks and Responsibilities - Managed 5–6 concurrent recurring reporting workstreams spanning financial reporting, competitor analysis, and outsourcing performance - Built dashboards giving finance, growth, and outsourcing stakeholders real-time visibility into operational and financial performance - Streamlined recurring reporting processes through structured data validation, reducing turnaround time and cutting recurring errors - Partnered daily with cross-functional stakeholders to align reporting ou

Tasks and Responsibilities: - Resolved 30+ stakeholder requests per day for a 500+ student population while sustaining weekly and monthly operational reporting cycles - Maintained internal databases with high accuracy in a high-volume, fast-paced operational environment - Coordinated daily cross-departmental communication that resolved issues without escalation

Tasks and Responsibilities: - Resolved customer inquiries daily, ensuring satisfaction and retention through personalized support. - Engaged customers to drive sales and revenue growth. - Collaborated to streamline administrative processes, enhancing efficiency.

Tasks and Responsibilities: - Involved in Administrative Department, Customer Service Department . - Handled customer queries and resolved issues. - Opened customer accounts, maintained KYC and managed customer database. - Coordinated with administration, customer service, finance and other departments.