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Amrita Shrestha

@amritashrestha

Customer Success professional with 12+ years improving retention, onboarding, and compliance in regulated environments.

Nepal
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What I'm looking for

I’m looking for a customer-first role where I can own onboarding and account support, resolve escalations, and drive retention and satisfaction using CRM and data. I want a collaborative team that values compliance, continuous process improvement, and clear performance metrics.

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

CP

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.

FS

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.

GB

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.

Education

Degrees, certifications, and relevant coursework

Amrita hasn't added their education

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Tech stack

Software and tools used professionally

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