Open to opportunities

Swapna Kar

@swapnakar

Message

Detail-oriented virtual assistant improving client retention through data-driven reporting and CRM automation.

India

Message

What I'm looking for

I’m looking for a remote, detail-focused role where I can manage client accounts, track data, and use CRM + Excel to improve reporting accuracy, streamline workflows, and deliver responsive follow-ups with strong satisfaction outcomes.

I’m a detail-oriented, results-driven Virtual Assistant with over 3 years of experience managing client accounts, data tracking, and cross-functional communications in remote environments. I handle high-volume client follow-ups, maintain accurate reporting, and support issue resolution with professional, tactful outreach.

In my work, I’ve managed 50+ client accounts, coordinated billing and ownership escalations with corporate stakeholders to maintain a 100% satisfaction rating, and produced analysis reports using Excel and industry tools. I also maintain organized CRM databases (including Go High Level), support invoicing and payment tracking, and streamline onboarding and communication workflows to improve efficiency and client outcomes.

Experience

Work history, roles, and key accomplishments

Virtual Assistant (Remote)

Vacation Ownership & Property Management

Aug 2025 - Apr 2026 (8 months)

Managed financial and operational tracking for 50+ client accounts, maintaining accurate records and timely updates. Handled proactive follow-ups and coordinated billing/ownership escalation resolutions with corporate stakeholders (Marriott/Vistana).

Timely Follow Ups Data Management Reporting Analysis

Virtual Assistant - Sales Ops Support

Patterns LLC

Jan 2023 - Jul 2025 (2 years 6 months)

Produced reporting and analysis to support management decision-making and ensured high accuracy of financial documentation. Maintained a Go High Level CRM database of 500+ client contacts and managed high-volume daily client inquiries and follow-ups.

Excel Reporting Analysis High Level CRM Database Management Client Inquiries Process Optimization

Food & Beverage Specialist

FIFA World Cup

Oct 2022 - Dec 2022 (2 months)

Delivered premium service to VVIP clients and C-level executives with strict discretion and professionalism. Trained and supervised 5+ team members to ensure service excellence and compliance with brand standards across multiple venues.

Training And Supervision Customer Service Service standards

Front Office Representative

Pearle Beach Resort and Spa

Dec 2021 - Mar 2022 (3 months)

Used Hotel Management Software (HMS) to log reservations, audit financial inputs, and maintain accurate guest account records. Managed guest relations independently, resolving account and service discrepancies and converting inquiries into bookings through consultative upselling.

Hotel Management Software (HMS)Reservations Management Guest Relations Issue Resolution Upselling Customer Service