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Sheetal Thakran, CRM & Patient Retention Lead

Sheetal Thakran

CRM & Patient Retention Lead·YELLOW IVF & FERTILITY CENTRE

United Arab Emirates

Master's degree, Applied And Health Sciences

Work experience

Total years of experience: 6 years, 11 months

CRM & Patient Retention Lead

January 2025 - Present

YELLOW IVF & FERTILITY CENTRE

Gurgaon, India

January 2025 - Present

• Pipeline & Lifecycle Management: Direct CRM and patient retention architecture across 10 IVF
centres, commanding a monthly velocity of 2, 500+ leads and governing the end-to-end patient
lifecycle.
• Automation Engineering: Architect and deploy automated patient engagement workflows across
WhatsApp, integrated telephony, and CRM modules, slashing average lead response times from 15-
20 minutes down to 5-10 minutes.
• Team Governance: Command and mentor a high-performing squad of 10 CRM and patient
engagement professionals, auditing service quality to ensure uniform operational excellence.
• Cross-Functional Alignment: Orchestrate care pathways alongside marketing, medical counseling,
and clinical operations teams to eliminate drop-off points throughout the treatment funnel.
• Key Metrics Delivered: Drove a 75% consultation-to-conversion rate and an 80% treatment
conversion rate via targeted lead nurturing strategies.
• Key Metrics Delivered: Elevated patient retention metrics by 30-40% through the implementation of
automated lifecycle communication frameworks.
• Key Metrics Delivered: Accelerated CRM operational responsiveness by over 50% via
comprehensive workflow redesign and process optimization.
• Key Metrics Delivered: Supervised patient engagement portfolios for approximately 200 IVF patients
monthly, boosting treatment continuation rates.

Company industry:
Medical & Healthcare Equipment

crm team leader

October 2024 - Present

Tagbin

Gurgaon, India

October 2024 - Present

• Transitioned from CRM Lead to Customer Success Executive, enhancing the patient experience in a digital healthcare environment.
• Developed and implemented comprehensive customer journeys that improved onboarding and consultation processes.
• Fostered strong relationships with clients, resulting in increased patient satisfaction and retention rates.
• Collaborated with cross-functional teams to streamline telehealth services and support, ensuring seamless patient care.
• Utilized data analytics to identify trends and optimize user engagement strategies, driving higher conversion rates.
• Championed patient advocacy initiatives, ensuring that client feedback informed service improvements and health outcomes.
• Managed patient administration tasks to enhance operational efficiency and support overall health service delivery.

Company industry:
Medical & Healthcare Equipment
Job role:
Customer Service and Call Center

International Healthcare Management Intern

January 2025 - January 2026

Cleveland Clinic Abu Dhabi

Abu Dhabi, United Arab Emirates Hybrid

January 2025 - January 2026

Company industry:
Other Healthcare Services

Customer Flow Manager & Project Manager

October 2024 - December 2024

TAGBIN PVT. LTD.

Gurgaon, India

October 2024 - December 2024

• Journey Transformation: Spearheaded end-to-end patient journey mapping initiatives for enterprise
healthcare brands, materializing a 30% surge in initial user activation rates.
• Retention Strategy: Cultivated a 25% uplift in long-term patient retention by engineering targeted
engagement funnels and educational communication sequences.
• Business Intelligence: Constructed enterprise Power BI dashboards to monitor real-time NPS, clinic
wait-times, and cross-functional team productivity metrics.
• Tech Integration: Synchronized Salesforce Health Cloud and Zoho CRM environments to capture
real-time patient sentiment, sustaining a 95%+ CSAT score.

Company industry:
Computer Hardware & High-Tech Manufacture

Product & Customer Success Manager

January 2021 - October 2024

CLINIKALLY

Gurgaon, India

January 2021 - October 2024

• Global Operations Scale: Spearheaded customer success and product implementation frameworks
across the UAE, US, and Australia markets, supporting a footprint of 10, 000+ daily users.
• Large-Scale Team Leadership: Managed, trained, and mentored a cross-functional department of
35+ customer success professionals across diverse business verticals.
• Infrastructure Design: Instituted standardized customer success frameworks, strict escalation
protocols, and SLA governance matrices that heightened global service quality.
• Key Metrics Delivered: Catalyzed a 30% ARR growth and 35% MRR growth directly through strategic
user retention and customer expansion programs.
• Key Metrics Delivered: Curtailed inbound support ticket volumes by 25% by developing proactive,
automated support workflows.
• Key Metrics Delivered: Directed the successful daily resolution of 800+ customer support tickets
while maintaining strict global service-level benchmarks.
• Key Metrics Delivered: Partnered with Product and Engineering cohorts to map user friction points,
translating feedback into features that optimized platform adoption.

Company industry:
Medical Hospital

Business Development Associate

January 2020 - January 2021

AAYNA CLINIC

Gurgaon, India

January 2020 - January 2021

• Client Onboarding: Formulated structured client onboarding workflows, yielding a 50% increase in
initial customer satisfaction metrics. Process Engineering: Streamlined multi-location service delivery channels, compressing patient in
clinic wait times by an average of 20%.

Company industry:
Medical Clinic

Quality Intern

January 2020 - January 2021

Medanta – The Medicity

Gurgaon, India

January 2020 - January 2021

Audited operational workflows to support NABH
compliance verification and standardized clinical SOPs. Researched
premium patient delivery workflows, aligning operational targets with GCC elite healthcare
benchmarks. Controlled front-of-house
operations, streamlined patient transit flows, and resolved immediate service friction points. Coordinated specialized medical nutrition therapies
across critical care (ICU) and Oncology wards.

Company industry:
Other Healthcare Services

Clinical Nutrition Intern

January 2019 - June 2019

Paras Hospital

Gurgaon, India

January 2019 - June 2019

Company industry:
Other Healthcare Services

Education

Amity University

January 2021

January 2021

Master's degree, Applied And Health Sciences

India

Amity University - United Arab Emirates

July 2019

July 2019

Master's degree, Applied And Health Sciences

United Arab Emirates

GPA (percentage): 80%

GPA (percentage): 80%

Manav Rachna International University

June 2019

June 2019

Bachelor's degree, Nutrition and dietetics

India

Manav Rachna International University

January 2019

January 2019

Bachelor's degree, Nutrition

India

Skills

CONSTRUCTION
Intermediate
CONSTRUCTION
Intermediate
AUTOMATION
Intermediate
AUTOMATION
Intermediate
CUSTOMER RELATIONSHIP MANAGEMENT
Intermediate
CUSTOMER RELATIONSHIP MANAGEMENT
Intermediate
CUSTOMER SERVICE
Intermediate
CUSTOMER SERVICE
Intermediate
CUSTOMER SUCCESS MANAGEMENT
Intermediate
CUSTOMER SUCCESS MANAGEMENT
Intermediate
LEADERSHIP
Intermediate
LEADERSHIP
Intermediate
LIFECYCLE MANAGEMENT
Intermediate
LIFECYCLE MANAGEMENT
Intermediate
LINKEDIN
Intermediate
LINKEDIN
Intermediate
SERVICE LEVEL MANAGEMENT
Intermediate
SERVICE LEVEL MANAGEMENT
Intermediate
WORKFLOW MANAGEMENT
Intermediate
WORKFLOW MANAGEMENT
Intermediate

Languages

English

Expert

Hindi

Expert

Punjabi

Intermediate

French

Intermediate

Arabic

Beginner

Training and Certifications

Certifications
Salesforce Fundamentals
Healthcare Quality Management
Lean Six Sigma Green Belt

Hobbies and interests

interest

Healthcare Management, Patient Experience, Customer Success, CRM Strategy, Digital Health, Healthcare Technology, Data Analytics, Customer Engagement, Operational Excellence, Continuous Learning.