Sahana

Associate Team Leader
FemaleAfter-sales customer serviceLive in United StatesNationality
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Work experience

  • Associate Team Leader

    H&R Block
    2024.02-Current(2 years)
    • Customer service focus with cash handling transactions across multiple areas. • Working as Multi-Unit Team Leader, serving onsite point of contact for tax office associates and clients, ensuring quality and consistent execution. • Ensure clients are scheduled properly and conflicts are resolved. • Lead daily activities to ensure that all tax office associates are scheduled, and work is completed according to deadlines, with attention to quality standards, priorities, and overall goals.
  • Order Management Specialist

    LSEG (London Stock Exchange Group)
    2020.05-2022.05(2 years)
    • Processed orders through Salesforce and entered CRM (Customer Relationship Management), Siebel, SAP, Smartsheet program for tracking maintaining, monitoring, and reporting. • Complied with customer contract requirements in the order management process. • Interacted daily with international customers, via email, phone calls daily to answer all inquiries, issues, and complaints regarding their orders. • Handled the most complex order types supporting LSEG largest and highest revenue customers. • Managed purchase orders, create, and make corrections in customer invoices. • Provided sales quotes via Salesforce used excel spreadsheets to work on independent projects to pull in revenue for quarter End. • Worked with management on escalated projects, coordinated special requests and gain approvals. • Participated in weekly team meetings to discuss sales goals and strategies. Highly experienced in Stakeholder management. • Resolved all blocking issues including order form generate, Quote creation, product configuration issues and part number of discrepancies. • Prepared and delivered invoices to customers.
  • Intern

    Fab Corporate office
    2019.06-2019.08(3 months)
    • Demonstrated, presented product, and established new business successfully with customers.
  • Intern

    HDFC Bank
    2018.09-2018.12(4 months)
    • Helped customers with basic requests related to opening new accounts and interacted with customers to demonstrate care and build a relationship.

Educational experience

  • Presidency university, Bangalore, India

    Finance and Marketing
    2018.06-2020.06(2 years)
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