Sahana
Associate Team Leader
FemaleAfter-sales customer serviceLive in United StatesNationality
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Work experience
Associate Team Leader
H&R Block2024.02-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 office2019.06-2019.08(3 months)• Demonstrated, presented product, and established new business successfully with customers.Intern
HDFC Bank2018.09-2018.12(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 Marketing2018.06-2020.06(2 years)
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