Pavan Kumar Sp
CRM Implementation Specialist
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About
Results-driven CRM professional with proven expertise in CRM implementation and insurance advisory. Skilled at translating business requirements into CRM workflows that improve lead conversion, client retention, and revenue growth. Adept at managing corporate client relationships end-to-end — from onboarding and planning through to long-term account servicing.
Known for combining strong client-facing instincts with process-driven CRM execution to deliver measurable business outcomes. Seeking a challenging corporate role to drive growth through smart CRM strategy and strong client partnerships.
Experience
CRM Implementation Specialist at Uponly Technologies
- Designed and implemented CRM workflows to streamline lead capture, assignment, and follow-up across the client pipeline
- Configured and customized CRM modules to align with corporate client requirements and business processes
- Trained internal teams on CRM adoption, driving higher data accuracy and process compliance
- Analyzed CRM data and pipeline reports to identify growth opportunities and improve client targeting
- Partnered with cross-functional teams to ensure smooth CRM rollout, testing, and post-implementation support
Corporate Client Relations & Operations Executive at Meravilla Solutions LLP
- Handled corporate client accounts within the resort and hospitality industry, understanding their accommodation, event, and stay requirements
- Worked closely with clients to align service packages and offerings within their defined budgets
- Prepared customized proposals and cost estimates based on client requirements, occupancy needs, and budget constraints
- Coordinated day-to-day resort operations including guest check-in/check-out, housekeeping schedules, and maintenance follow-ups
- Liaised with vendors, housekeeping, and on-site teams to ensure smooth execution of guest and corporate bookings
- Monitored budget utilization and cost control across client accounts to ensure profitable service delivery
- Ensured consistent service quality and client satisfaction throughout the stay/engagement lifecycle
Insurance Partner at HDFC Life Insurance
- Advised clients on insurance and financial planning solutions
- Generated leads through networking and references
- Successfully converted prospects into customers
- Provided continuous service support to existing clients
Coordinator at Girish Tours and Travels
- Handled corporate client accounts, coordinating travel bookings and arrangements tailored to business needs
- Planned and organized corporate travel schedules, ensuring cost-effective and timely execution
- Managed end-to-end communication with corporate clients to understand requirements and ensure smooth planning
- Maintained high customer satisfaction levels through proactive planning and issue resolution
Education
Bachelor of Business Administration (BBA)
