Amrita Shrestha
@amritashrestha
Customer Success professional with 12+ years improving retention, onboarding, and compliance in regulated environments.
What I'm looking for
I’m a customer-focused professional with over 12 years of experience across customer success, banking operations, and administrative roles within regulated environments. I bring a “voice of the customer” mindset, turning customer feedback into better processes and stronger outcomes.
In my most recent role as a Customer Success Representative at Capita PLC (United Kingdom), I owned onboarding and ongoing account support—handling queries, escalations, and follow-ups via email. I built long-term relationships through regular check-ins, aligned solutions to customer goals, and helped increase product usage, satisfaction, and revenue through upselling and cross-selling.
I also strengthened operational quality in customer service work at First Source (United Kingdom), answering inbound/outbound requests and guiding customers step-by-step for cancellations, refunds, and updates. I consistently met performance metrics such as AHT, FCR, CSAT, quality score, adherence, and attendance, while documenting every interaction in CRM/ticketing systems.
Earlier in my career at Global IME Bank (Nepal), I led teams and optimized operations, including increasing task completion speed by 30% and reducing discrepancies by 20% through financial reconciliation and process optimization. I supported audits with accurate documentation and reports, and throughout, I maintained compliance, stakeholder coordination, and clear communication to deliver high-quality service.
Experience
Work history, roles, and key accomplishments
Customer Success Representative
Capita PLC
Jul 2023 - Dec 2025 (2 years 5 months)
Served as the main point of contact for assigned customer accounts, guiding onboarding and aligning solutions to customer goals to improve adoption and satisfaction. Liaised with Sales, Product, and Tech Support to resolve issues, maintain accurate CRM records, and support upsell/cross-sell opportunities.
Customer Service Representative
First Source
Oct 2022 - Jun 2023 (8 months)
Handled inbound and outbound customer interactions for banking accounts by explaining products, policies, pricing, billing, and procedures clearly and calmly. Resolved issues through troubleshooting and guided process requests, documented outcomes in CRM/ticketing, and met quality and performance targets while adhering to compliance and data privacy rules.
Operations Supervisor
Global IME Bank
Nov 2018 - Sep 2022 (3 years 10 months)
Led a team of 5 and optimized operational processes to increase task completion speed by 30%. Reconciled budgets to reduce discrepancies by 20%, and supported external audits with accurate administrative documentation and reports.
Customer Service Assistant
Global IME Bank
Dec 2012 - Nov 2018 (5 years 11 months)
Facilitated account transactions with a focus on precision and customer satisfaction, while providing administrative support across day-to-day banking operations. Cross-sold relevant bank products, maintained organized filing systems, and prepared reports for management.
Receptionist and Administrator
National College
Dec 2009 - Nov 2012 (2 years 11 months)
Provided high-level administrative support to faculty, managing diaries, meetings, travel, and external coordination with partner institutions. Coordinated faculty events and logistics, assisted with updating operating procedures, and ensured adherence to university policies.
Education
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Amrita hasn't added their education
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