Karan Vira

Customer Success Operations

Dayforce

Jul 2025 - Current (1 year 2 months)

- Built a Power BI dashboard by collecting, cleaning, and manipulating module-level data using Power Query to analyze and track implementation performance and rules, enabling M-o-M trend visibility. - Automated Monthly performance analysis using advanced Excel functions, reducing manual effort and increasing monthly reporting efficiency by 70%. - Executed and fine-tuned SQL scripts to extract customer-specific data for Monthly Performance Review (MPR) reports. -Created a multi-report Dashboard in Smartsheet to track team skill levels, identify module-wise subject matter experts, and provide leadership with real-time visibility into enablement progress. - Automated Power BI skill-trend reporting and linked it to a multi-report Smartsheet Das

Customer Service & Logistics Coordinator

Pizza nova

Oct 2023 - Current (2 years 11 months)

• Delivered exceptional customer service in real-time and maintaining 98% customer satisfaction, surpassing company targets by 6%. • Supported 150+ stores with daily operational logistics by maintaining 100% accuracy in order data and assisting with inventory and stock checks for smooth order fulfillment. • Identified a process gap in order-status visibility and proposed an automated email notification workflow, cutting status-related calls by 50%. • Managed 100+ order and complaint calls daily and maintained accurate records of customer interactions and feedback using VisionMax CRM tools.

Assistant Manager - Key Clients

Indiamart Intermesh Limited

Sep 2022 - Jun 2023 (10 months)

• Managed B2B sales for India's largest B2B e-commerce platform, driving over 1.5M+ INR in monthly revenue through renewals, cross-sell and up-sell strategies exceeding monthly revenue quota by 67%. • Utilized MS Excel and Power BI to monitor weekly and monthly KPIs to maintain service level agreements and client expectations. • Developed a plan to increase average mandatory meetings from 2 to 2.5 per account, emphasizing service meetings to strengthen client engagement, increasing improving the revenue performance by 10% M-o-M. • Partnered with internal team to streamline order fulfillment workflows, reducing the average processing and activation time to 2–3 business days. • Built and maintained strong relations with a portfolio of 105+ cl

Account Coordinator

TradeCred

Nov 2021 - Jul 2022 (9 months)

• Managed high-volume customer touch-points and follow-ups to prospect for new clients and Owned a book of business comprising of 110+ HNI and UHNI clients, exceeding onboarding targets by 45%. • Built and maintained strong relationships with the investors, and grew the asset portfolio to 15M+ INR. • Collaborated with the internal operations team to provide administrative support and resolve operational issues under the turnaround time of 24 hours. • Analyzed client and sales performance data using CRM analytics and Excel to identify engagement trends, onboarding bottlenecks, and portfolio growth opportunities, supporting data-driven decision-making. • Analyzed customer data using internal CRM analytics tools and MS Excel to generate sales

Business Development Intern

jungleworks

Jul 2020 - Aug 2021 (1 year 2 months)

• Managed monthly sales pipeline of 50+ B2B prospects for a mobility and logistics SaaS startup, with an approximate 20% conversion rate. • Reviewed and qualified all inbound leads from marketing campaigns, ensuring high-quality prospects and efficient pipeline management. • Secured long-term contracts with new clients by effectively negotiating pricing and service terms, supporting a monthly average revenue of USD 25K. • Utilized internal ERP system for streamlining operations and supporting internal cross-functional teams to ensure seamless product delivery and handover of account to AE team. • Executed proactive outbound lead generation strategies, reaching out to B2B prospects across Americas, the Middle East, Africa and Asia. • Collabo

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