Jasmine's CV
Jasmine Yadav
Customer Success & Events Coordinator
Profile summary
Customer Success and Events Coordinator with 5 years of experience in client account management and event operations. Managed 100 corporate and private events while maintaining 100% documentation accuracy across financial services and hospitality sectors. Executed CRM lifecycle strategies that resulted in a 22% increase in enquiries. Committed to operational consistency and stakeholder coordination across 8 organizations.
Career highlights
Event Operations: Delivered 100 corporate, charity, and private events from initial enquiry to post-event review while coordinating catering, AV, and logistics vendors to meet all requirements.
Customer Retention: Executed engagement events that strengthened loyalty and retention, resulting in a 22% increase in enquiries at Trades House of Glasgow.
CRM Lifecycle Management: Owned the Salesforce CRM lifecycle by managing enquiry pipelines, proposals, contracts, and invoicing for diverse event types.
Service Compliance: Maintained 100% documentation accuracy while processing confidential financial data in compliance with FCA and GDPR standards during the 2021 to 2023 period.
Key skills
Professional experience
Defined event operations strategy for Glasgow’s oldest charitable organisation, steering the end-to-end delivery of diverse corporate and private functions. Managed the full lifecycle of client engagements while overseeing vendor relationships and internal CRM processes to ensure operational consistency.
- Delivered 100+ corporate, charity, educational, and private events from initial enquiry through to post-event review.
- Owned the Salesforce CRM lifecycle by managing enquiry pipelines, proposals, contracts, and invoicing.
- Coordinated catering, AV, and logistics vendors to ensure all event requirements were met on time and within budget.
- Analysed customer feedback and enquiry trends to refine service offerings.
- Executed engagement events that strengthened retention and loyalty, resulting in a 22% increase in enquiries.
Managed client account inquiries and escalations within a high-volume financial services environment. Coordinated across Operations, Credit, and Finance departments to resolve complex payment and settlement issues while ensuring adherence to regulatory standards.
- Resolved high volumes of customer cases and escalations regarding payment schedules and documentation within established TAT and SLA targets.
- Maintained 100% documentation accuracy while processing confidential financial data in compliance with FCA, GDPR, and internal risk standards.
Coordinated daily operations for an independent tearoom, reporting directly to the owners. Managed front-of-house service, digital marketing channels, and website maintenance while facilitating community engagement initiatives to support local creative quarter activities.
- Executed website updates and social media content to align with seasonal menu changes.
- Applied customer feedback to adjust service workflows, resulting in increased repeat visits from local patrons.
- Managed point-of-sale transactions and inventory tracking during peak service hours.
Coordinated customer success operations for the investment platform, managing daily volume across phone and digital channels. Oversaw end-to-end account servicing, onboarding, and asset transfers while maintaining alignment with internal compliance and technical support teams.
- Managed 50 to 70 customer interactions daily, addressing inquiries related to investment account onboarding and asset transfers.
- Executed first-contact resolution by collaborating with Operations, Compliance, and Technical Support departments to address complex account servicing requests.
Coordinated front of house operations across multiple high-volume venues, managing customer interactions and service delivery. Balanced these responsibilities with full-time graduate studies, maintaining consistent service standards in fast-paced environments.
- Delivered customer service across diverse venues, managing daily interactions with guests from varied backgrounds.
- Adapted to changing team requirements and service demands during the 2022 to 2023 period, ensuring consistent operational flow.
Facilitated communication between international students and global accommodation providers to manage the end-to-end booking lifecycle. Oversaw the integration of user feedback and CRM data to refine engagement workflows and customer experience strategies.
- Acted as the primary point of contact for international students, managing inquiries and booking requirements across the global housing marketplace.
- Analyzed CRM data and user feedback to identify booking drop-offs, informing the development of targeted marketing campaigns and CX improvements.
Participated in a structured internship program focused on retail marketing strategy. Developed a growth case study for a retail business, analyzing acquisition channels and presenting findings to industry professionals from Google, GSK, M&S, P&G, and Enterprise.
- Designed a customer acquisition and growth case study for a retail business during the 2021-07 program.
- Presented strategic recommendations to a panel of professionals from Google, GSK, M&S, P&G, and Enterprise.
Facilitated market intelligence operations by gathering data on industrial raw material supply chains. Managed the organization of supplier information across multiple Indian states to support procurement workflows and vendor selection processes.
- Mapped supplier networks for steel, polymers, and chemicals to build structured databases for procurement teams.
- Provided data sets used for vendor decision-making at a B2B commerce platform during the 2021 period.
Education
Business Analysis & Consulting | Research Apprenticeship: AI in Social Media, developing strategic recommendations on AI-driven content, personalisation and audience engagement for brands, supervised by Dr Viktor Dörfler
Computer Science