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Pavithra B

@pavithrab2

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Project Executive at BrandStory supporting founder-led initiatives with project tracking and follow-through.

India

Message

At BrandStory, I support founder-led strategic initiatives through research, analysis, and presentation preparation. I maintain project trackers, meeting notes, and action-item logs so leadership can see owners, deadlines, and status.

At Multipolitan, I provided operational and administrative support to senior Client Advisors and maintained tracking records for 105+ HNWI profiles. I also built Excel and Notion dashboards, coordinated client-facing webinars, and prepared leadership reports and SOPs.

Experience

Work history, roles, and key accomplishments

Current

Project Executive – Founder's Office

Current

BrandStory

Sep 2026 - Present (2 months)

Support founder-led strategic initiatives through research, analysis, and presentation preparation. Maintain project trackers, meeting notes, and action-item logs to provide leadership visibility.

Project Coordination Research Analysis Presentation Preparation Meeting Notes Action Item Tracking Scheduling Travel Coordination

Operations & Administrative Analyst

Multipolitan

Sep 2025 - Sep 2026 (1 year)

Provided operational and administrative support to senior Client Advisors, managing scheduling, correspondence, and stakeholder coordination. Maintained CRM records for 105+ HNWI profiles and built dashboards to monitor workload and project status.

CRM Management Data Accuracy Excel Notion Dashboarding Stakeholder Coordination Webinar Coordination SOP Development Reporting

Junior Financial Analyst – Customer Success

PrivateCircle

Feb 2024 - Jan 2025 (11 months)

Built and maintained Excel-based MIS reports for 200+ enterprise accounts, tracking engagement and account-health metrics. Acted as liaison between clients and internal teams, handling escalations and follow-ups.

MIS Reporting Excel Data Analysis Client Communication Escalation Management CRM