Helping Fintechs & Service Businesses deliver exceptional Customer experiences through efficient operations.
Hi, I'm Shweta, a Customer Success and Banking Operations professional with 9+ years of experience working with leading financial institutions.
Throughout my career, I have managed high-value corporate clients, streamlined operations, resolved customer issues, ensured regulatory compliance, and collaborated with multiple stakeholders to deliver exceptional customer experiences.
My expertise includes Customer Success, Client Relationship Management, CRM administration, Banking Operations, Documentation Management, Process Improvement, Virtual Assistance, and Business Support.
I have hands-on experience with multiple CRM tools, Google Workspace, Microsoft Excel, AI productivity tools, and documentation workflows.
I focus on helping businesses improve customer satisfaction, reduce operational bottlenecks, and build long-term client relationships.
Whether you need customer support, onboarding, CRM management, banking process expertise, administrative assistance, or operational support, I deliver reliable, detail-oriented, and timely results.
Let's work together to create an outstanding experience for your customers.
Work Terms
Available for 6–7 hours, Monday through Saturday. I maintain a flexible schedule to accommodate clients across different time zones and ensure timely communication and project delivery.
Payment Terms: Milestone-based payments for fixed-price projects. Hourly and long-term contracts accepted.
Communication: Guru WorkRoom, Zoom, Google Meet, MS Teams. I provide timely updates, respond promptly, and maintain clear, professional communication throughout the project.