Priyanka S K

• Acted as primary point of contact for mid-market clients throughout onboarding, ensuring first-value delivery,
strong activation, and high account health from day one.
• Executed onboarding SOPs with zero deviations, maintaining high data accuracy across internal systems and
external partner integrations.
• Delivered structured product and app-usage training to key decision-makers and end-users, driving strong early
adoption.
• Managed multiple onboarding cases in parallel, proactively tracking TATs and flagging risks early to ensure on
time completion.
• Maintained high CSAT during and post-onboarding by resolving client concerns with empathy and urgency.
• Identified recurring process gaps and proposed improvements that supported scalable, repeatable onboarding
delivery.
• Coordinated cross-functionally with Sales, Finance, and Product to resolve onboarding blockers and close gaps
quickly.
• Built and maintained SOPs and process documentation enabling consistent, high-quality CS delivery.
• Ran QBRs/MBRs aligned to customer goals, supporting renewal readiness and long-term retention.

• Managed partner and merchant accounts as trusted point of contact, handling escalations, issue resolution, and
ongoing relationship management.
• Maintained CRM data integrity across the partner lifecycle, ensuring accurate records for forecasting and
reporting.
• Coordinated cross-functionally with Sales, Finance, Compliance, and Product to unblock client issues and drive
timely resolution.
• Contributed to automation and process-improvement initiatives that increased operational efficiency and
customer satisfaction.
• Supported commission calculations, renewal tracking, and reconciliation, contributing to net revenue retention
across the portfolio.

• Managed client relationships in a regulated financial services environment, ensuring high service standards and
consistent satisfaction.
• Acted as trusted advisor for financial products, guiding customers through complex decisions with clarity and
professionalism.
• Handled service escalations with ownership and urgency, consistently maintaining strong client retention and
advocacy.
• Ensured data accuracy, documentation quality, and compliance, building trust with clients and internal
stakeholders.