Sandeep Patel
Client Service Consultant
Indore
Summary
Goal-oriented marketing expert with natural talents in developing and implementing successful strategies, driving profits, increasing market shares and strengthening customer dominance. Hardworking, performance-oriented leader offering proven expertise in project development, team supervision, and campaign enhancement. Prepared to bring 8+ years of progressive experience and take on challenging position with opportunity to make lasting impact on company and customer success.
Expert in technological trends, with a reputation for being innovative, adding new technologies to traditional business formats or processes, such as: augmented reality, Chat Bot, Live Commerce, Shoppable etc
Ability to connect different media platforms, according to storytelling guided by the consumer journey (discovery from first party and third-party data): open TV, Pay TV, streaming, social networks, search (SM,SEO) and content territories.
Developed marketing strategies and led successful campaigns in fast-paced environment, collaborating with cross-functional teams to achieve business goals. Skilled in market research, data analysis, and digital marketing, with strong communication and project management abilities. Seeking to transition into new field, leveraging transferable skills to drive success in diverse range of industries.
Overview
8
8
years of professional experience
10
10
years of post-secondary education
4
4
Certifications
Work History
Client Service Consultant
Adapace Media
Indore
01.2022 - Current
- Served as a trusted advisor to both internal stakeholders and external clients alike on matters pertaining to overall account health.
- Collaborated with cross-functional teams to address client needs effectively and efficiently.
- Implemented new client onboarding processes, ensuring a seamless transition and positive initial experience.
- Provided expert guidance on product features and benefits during client presentations or demos, ultimately securing new business contracts.
- Updated accounts, documents and reports with efficiency and accuracy.
- Championed the ongoing professional development of junior team members by offering guidance, mentorship, and opportunities for growth within the organization.
- Streamlined communication between clients and internal teams, resulting in improved project completion rates.
- Reduced churn rate through proactive outreach efforts aimed at nurturing existing relationships within the account portfolio.
- Referred customers to correct representatives after answering questions.
- Facilitated successful product launches by coordinating closely with clients, marketing teams, and sales representatives.
- Monitored client accounts to proactively identify issues and provide prompt resolution.
- Identified opportunities for upselling products and services, contributing to revenue growth for the company.
- Provided customers with information about company offerings and answered questions about features, costs, and delivery.
- Developed strong relationships with key clients, leading to increased trust and long-term business partnerships.
- Led client service initiatives that resulted in improved efficiency and effectiveness of overall operations, ultimately leading to increased profitability.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Coordinated with operations staff to resolve service problems and boost client satisfaction.
- Increased efficiency and team productivity by promoting operational best practices.
- Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
Customer Service Specialist
MediaMath
Mumbai
01.2021 - 12.2022
- Handled escalated calls calmly, finding resolutions that satisfied both the company and the customer''s needs.
- Enhanced customer satisfaction by resolving issues promptly and professionally.
- Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
- Established trust with clients through clear communication, patience, and understanding their unique challenges fully before offering solutions tailored to their needs.
- Increased customer retention rates by providing exceptional problem-solving skills and personalized solutions.
- Actively participated in team meetings and professional development workshops, continuously seeking opportunities to enhance skills and provide exceptional customer service.
- Tracked customer interactions using CRM software, helping the team identify trends and areas of improvement in service delivery.
- Monitored quality assurance metrics regularly, identifying opportunities for personal growth and development within the role.
- Responded to customer requests for products, services, and company information.
- Investigated and resolved customer inquiries and complaints quickly.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
- Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
- Trained new personnel regarding company operations, policies and services.
- Cross-trained and provided backup support for organizational leadership.
- Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
- Increased efficiency and team productivity by promoting operational best practices.
Client Associate
Arab Trade Desk
Dubai
10.2019 - 12.2020
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Facilitated new client onboarding process and investment account setup.
- Assisted clients with financial planning to meet financial goals.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Participated in ongoing professional development programs enhancing industry knowledge necessary for providing high-quality advice about market trends affecting client investments.
- Contributed to the growth of assets under management by working alongside senior associates in identifying potential opportunities for portfolio expansion.
- Assisted development marketing materials showcasing firm''s expertise, capabilities, unique value proposition potential customers.
- Assisted with the onboarding of new clients, ensuring smooth integration into company systems and services.
- Coordinated events aimed at strengthening relationships between existing clients while simultaneously attracting new prospects interested in the firm''s offerings.
- Collaborated with colleagues to develop innovative strategies for improving overall client experience.
- Monitored global markets to identify potential trading opportunities.
Marketing Manager
Salesforce
Mumbai
08.2017 - 09.2019
- Boosted brand awareness and generated leads while managing internal and external marketing campaigns and programs.
- Managed budgets, allocating funds strategically towards high-impact initiatives that supported overall business goals.
- Boosted sales performance through the creation of engaging promotional materials and targeted advertising strategies.
- Increased brand awareness by developing and implementing strategic marketing campaigns.
- Managed social media accounts for optimal audience engagement and increased online presence.
- Analyzed market trends to identify new opportunities, adjusting marketing plans accordingly for maximum effectiveness.
- Managed workflow between staff, coordinating documents, planning, and creative material distribution.
- Collaborated with cross-functional teams to ensure consistent branding across all company touchpoints and communications channels.
- Maintained documentation, detailing assignments, in-progress work and completed project milestones.
- Organized successful trade show exhibits, showcasing products or services effectively to potential customers or partners.
- Crafted persuasive marketing materials, including brochures and presentations, to support sales efforts.
- Executed email marketing campaigns to nurture leads and convert prospects into customers.
- Coordinated with sales teams to align marketing and sales strategies, driving revenue growth.
- Monitored competitor activities, adapting strategies to maintain competitive advantage.
Education
MBA - Advertising
American School of Dubai
Dubai 08.2012 - 09.2015
Bachelor of Science - Information And Computer Systems
Institute of Management Development And Research
Pune 06.2005 - 07.2011
CPC Coding - CPC Coding
AAPC
Mumbai 01.2011 - 11.2011
Skills
Product and service sales
Intuit quickbooks enterprise solutions proficiency
Certified client service specialist
Client onboarding
Client relations
Sales strategies
Client support
Escalation management
Computer skills
Customer service excellence
Certification
Google Ads Certification – Google.
Timeline
Google Ads Certification – Google.
02-2024
Google Analytics Individual Qualification (IQ) - Google.
06-2023
Programmatic Advertising Certification – The Trade Desk.
01-2023
Client Service Consultant
Adapace Media
01.2022 - Current
Customer Service Specialist
MediaMath
01.2021 - 12.2022
Client Associate
Arab Trade Desk
10.2019 - 12.2020
Search Engine Optimization (SEO) Certification – SEO Training Course by Moz.
03-2019
Marketing Manager
Salesforce
08.2017 - 09.2019
MBA - Advertising
American School of Dubai
08.2012 - 09.2015
CPC Coding - CPC Coding
AAPC
01.2011 - 11.2011
Bachelor of Science - Information And Computer Systems
Institute of Management Development And Research
06.2005 - 07.2011
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