Tanvi Chaudhary
Ontario,Canada
Summary
Proven in enhancing customer loyalty and streamlining processes, I excelled at by leveraging my CRM software proficiency and exceptional problem-solving abilities. By fostering robust client️ relationships and optimizing CRM strategies, I significantly contributed to improved operational efficiency and customer satisfaction, embodying a results-driven approach with a blend of technical and interpersonal skills. Expertise in Anti-Money Laundering (AML) processes, regulatory reporting, data entry/enrichment, and client onboarding/KYC within the financial industry. Adept at managing high-volume tasks with precision and adhering to regulatory requirements and Service Level Agreements (SLAs). Strong analytical skills with a focus on process improvement and risk management. Proven ability to work independently and as part of a team in a fast-paced, evolving environment.
Overview
7
7
years of professional experience
Work History
Customer Service Representative
Themonitoringcenter
02.2023 - 01.2025
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike
- Collaborated with internal partners to resolve data issues within SLA, enhancing data integrity
- Supported process improvement initiatives by reviewing internal processes and providing recommendations
- Maintained up-to-date knowledge of emerging AML trends and regulatory changes to mitigate risks
- Produced consolidated reports on AML, Sanctions/ABAC for internal and external stakeholders
- Contacted external agencies such as paramedic, fire, ambulance and police services to handle critical incidents
- Managed a high volume of calls daily, maintaining composure under pressure while providing exceptional service
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor
- Demonstrated excellent multitasking abilities by simultaneously handling multiple tasks such as navigating system taking notes on calls, and answering inquiries from clients
- Expertise in ensuring compliance with AML, BSA, Sanctions, and ABAC regulations
- Handled escalated customer complaints effectively, leading to satisfactory resolutions
Customer Service Manager
Leadsquared
07.2020 - 05.2022
- Achieved 100% customer retention by driving the successful adoption and integration of the LSQ platform for over 100 clients, contributing to MRR of approximately 50 Lakhs
- Managed a sales pipeline of over 50 opportunities, simultaneously navigating multiple transactions through the sales cycle, resulting in a 15% increase in closed deals
- Introduced Leadsquared's CRM solutions to key decision-makers within 5 targeted industry markets, leading to a 20% expansion in market penetration
- Developed a deep understanding of customer business objectives across multiple organizational levels, increasing customer satisfaction by 50%
- Aligned complex business and technology challenges with tailored CRM solutions, driving 35% improvement in client success metrics
- In-depth knowledge of business/group strategies and end-to-end processes, enabling effective support and optimization of operational activities
- Negotiated contract renewals with existing clients, securing long-term commitment and fostering ongoing collaboration
- Leveraged CRM tools to track account interactions and sales progress, ensuring accurate forecasting and reporting
- Streamlined internal communication processes, ensuring team members were aligned with account objectives and strategies
- Bridged communication across sales, services, and support teams, resolving 100% of customer requirements within 48 hours, significantly improving customer response time
Assistant Customer Service Manager
NoPaperForms Solutions Pvt Ltd
05.2019 - 07.2020
- Successfully delivered Product training and ensured smooth client on-boarding of major key accounts
- Managed a portfolio of 80 accounts while consistently reaching sales goals and targets
- Collaborated with sales team to ensure seamless handoffs, resulting in smoother customer transitions
- Streamlined internal processes by integrating CRM software with other business systems, enhancing team efficiency
- Conducted thorough market research to stay abreast of industry trends and competitor offerings, informing strategic decisions related to CRM management
- Increased customer satisfaction by implementing a personalized CRM strategy for better communication and engagement
- Trained personnel in equipment maintenance and enforced participation in exercises focused on developing key skills
- Established system for tracking and measuring customer health scores, enabling proactive engagement with at-risk accounts
- Analyzed customer usage data to identify trends and opportunities for upselling and cross-selling, driving revenue growth
- Leveraged data-driven insights to develop targeted strategies for enhancing overall client engagement levels
- Nurtured long-term partnerships by maintaining open lines of communication and providing consistent support
- Carried out competition analysis and market research to strategize solutions and enhance business operations
Calantha Organic
06.2018 - 11.2018
- Identified and established contact with key influencers in Indian markets, specifically for Delhi, Mumbai and Bangalore/Mysuru
- Applied knowledge of Biotechnology, educating key influencers about the product composition and creating brand awareness for Calantha Organic
- Developed & proposed market insight questionnaire and discussed it with prospects for gaining market insights on product, sales and marketing
- Proposed work plan, measurements on progress and results and developed a Go-To-Market strategy for Indian Markets
Education
Business Administration
Canadore College
North Bay, None04-2024
Marketing Management
Centennial College
Scarborough, None04-2023
Bachelor of Technology - Biotechnology
Shoolini University of Biotechnology and Management Sciences
11.2020
International Student Exchange - Biotechnology
Inha University
06.2019
Skills
- Advanced Excel
- PowerPoint
- Proficient in MS Word
- Google Data Studio
- Market Research
- Google Analytics
- Marketing Strategy
- Account Management
- People Management
- Social Media Marketing
- Lead Generation
- Cold Calling
- Microsoft outlook, word, and Excel
- Budget control
- Call center operations
Languages
English
Full Professional
Timeline
Customer Service Representative
Themonitoringcenter
02.2023 - 01.2025
Customer Service Manager
Leadsquared
07.2020 - 05.2022
Assistant Customer Service Manager
NoPaperForms Solutions Pvt Ltd
05.2019 - 07.2020
Calantha Organic
06.2018 - 11.2018
Bachelor of Technology - Biotechnology
Shoolini University of Biotechnology and Management Sciences
International Student Exchange - Biotechnology
Inha University
Business Administration
Canadore College
Marketing Management
Centennial College
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