Silky Mer
@silkymer
CRM Operations and Client Success leader focused on revenue growth and workflow automation with AI.
What I'm looking for
I’m a CRM Operations and Client Success professional with 15+ years managing high-volume portfolios in professional services, with a track record of measurable outcomes across onboarding, renewals, and retention. I’ve managed 200+ accounts, delivered 15–25% annual revenue growth, and reduced churn by 20% through structured engagement and proactive escalation.
In my current role (Operations & Client Success), I own the end-to-end client lifecycle for senior accounts, including onboarding, service delivery, renewals, and retention—often with zero dedicated support team for those accounts. I administer Microsoft Dynamics D365 for accurate CRM records and weekly MIS reporting, and I build operational dashboards and lead tracking using Google Sheets and Airtable to replace fully manual processes and cut reporting time by 40%. I also design and enforce standard operating procedures to ensure SLA compliance and coordinate across operations, finance, and documentation teams for on-time, multi-stage client delivery.
I also bring modern automation and AI into client management. I’ve built and deployed a multi-module workflow with Make.com that ingests leads from Google Sheets, drafts personalized outreach using Google Gemini AI, sends via Gmail, and logs results into an Airtable CRM—running end-to-end after the initial trigger. I supervise and develop a team of 8–12 and act as the primary point of escalation for complex cases, resolving issues directly while continuously improving the systems that help clients succeed.
Experience
Work history, roles, and key accomplishments
Assistant Branch Manager
Professional Services Consultancy
Dec 2012 - Feb 2026 (13 years 2 months)
Owned end-to-end client lifecycle for 200+ active accounts, delivering 15–25% year-on-year revenue growth and reducing churn by 20% through proactive engagement, renewals, and escalation workflows. Administered Microsoft Dynamics D365, built Make.com/Airtable/Sheets dashboards to cut reporting time by 40%, and led 8–12 operations and client service staff to maintain SLA-compliant delivery.
Operations & Client Support Executive
WWICS
May 2010 - Dec 2012 (2 years 7 months)
Managed client onboarding workflows and coordinated documentation across internal teams, maintaining CRM records and tracking client progress through service stages. Supported MIS reporting and performance dashboards for a high-volume professional services environment.
Education
Degrees, certifications, and relevant coursework
Panjab University
Master of Commerce, Commerce
Completed a Master of Commerce at Panjab University in 2009.
Microsoft and LinkedIn Learning
Career Essentials in Generative AI, Generative AI
2024 -
Completed the Career Essentials in Generative AI program (Microsoft and LinkedIn Learning) in 2024.
Learn Prompting
ChatGPT for Everyone — Learn Prompting, Prompt Engineering
2024 -
Completed ChatGPT for Everyone—Learn Prompting in 2024.
Make.com
Make.com Automation Academy (Units 1–5), Automation
2025 -
Completed Make.com Automation Academy, Units 1–5, in 2025.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Social media
Job categories
Skills
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