Shifa Kareem

Customer Success Manager

Dubai, United Arab Emirates12 yrs 1 mo experience

Key Highlights

  • Expert in building customer success teams.
  • Proficient in process automation and optimization.
  • Strong collaboration with tech and product teams.
Stackforce AI infers this person is a Customer Success and Operations expert in the Fintech industry.

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Skills

Core Skills

Customer SuccessProcess AutomationTeam ManagementRisk Management

Other Skills

Collaboration with Tech TeamsCustomer Success Team BuildingEmail ManagementOnboarding Flow SimplificationRisk Framework SetupSLA and TAT DefinitionSalesforce AutomationTraining and Mentoring

About

Currently building the best customer experience and operations at omnispay. Previously worked to build the best customer experience at Edfundo. What is Edfundo? Edfundo is an all in one money management app for teens. At it's core, Edfundo is focused on building good financial habits that need to start early, and the best way to learn this is by experiencing it in the real world. We provide a secure app both to parent and teens along with a prepaid Visa card for all spends. My role at Edfundo? Although I joined Edfundo to build and scale Customer success, I have also been picking up and working as a generalist to build and automate several P0 processes here: . Handle all customer emails and queries . Set-up FAQs, saved responses and email templates to reduce response time . Liaise with NymCard for all transaction related issues . Liaise with Tech team to resolve critical issues . Collaborate with Tech to build admin dashboard . Work with product design team to simplify on-boarding flow . Prepare JDs, interview, hire and train interns. . Testing before go-live for all new features on the app. . Document and maintain all process improvements and automations on notion . Setup automations, tags and rules on Salesforce. Previously worn multiple hats at FamPay. Some of the disruptive things I have built here: . Building a stellar CS team . Building an ongoing relationship with outsourced partners . Helping define SLAs, TATs and processes for CS . Working closely with the Product Managers and tech team for new feature requests . Worked with Card Ops team to help setup RTO process. . Research calls on card delivery and RTO cases . Preparation and maintaining of Notion documents of SOPs . Worked on setting up the Risk framework . Sole POC for partner banks for fraud and risk emails. Chargebacks and pre-arbitration cases. . Building top notch training plan for new hires . Building the training process, TNI, PIPs for the team. . Single handedly hiring all agents for BPO . Trained, mentored and handled several new joiners . Completely owning the hiring process for CS roles . Working with Legal team on data privacy policy and other terms for users . Analyzing the organization culture and building process to retain the cultural DNA within the team. My role is not limited to the above and I proudly call myself a generalist. I am able to learn quickly and deliver efficiently. 'Who you are doesn't define what job you do, but it defines how you to do your job :)

Experience

Omnispay

Customer Success and Operations

Sep 2023Present · 2 yrs 6 mos · Dubai · Hybrid

Edfundo

Customer Success

Dec 2022Aug 2023 · 8 mos · Dubai · Hybrid

Customer SuccessProcess AutomationEmail ManagementCollaboration with Tech TeamsOnboarding Flow SimplificationSalesforce Automation

Fampay

Customer Success

Jul 2020Nov 2022 · 2 yrs 4 mos · Bengaluru, Karnataka, India · Hybrid

Customer Success Team BuildingSLA and TAT DefinitionRisk Framework SetupTraining and MentoringCustomer SuccessTeam Management

Goldman sachs

Senior Financial Analyst

Sep 2018May 2020 · 1 yr 8 mos · Bengaluru Area, India

Midas touch

Financial Analyst

Aug 2015Jun 2018 · 2 yrs 10 mos · India

Goldman sachs

Financial Analyst

Apr 2013May 2015 · 2 yrs 1 mo

Education

Jain (Deemed-to-be University)

Bachelor of Commerce - BCom

Jan 2010Jan 2013

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