Open to opportunities

Yogesh Sharma

@yogeshsharma8

Operations and account leadership leader driving SaaS onboarding, retention, and financial workflows for enterprise clients.

India

Message

What I'm looking for

I’m looking for a remote role where I can lead operations and client account outcomes end-to-end—owning onboarding, retention, SLA/KPIs, and revenue—using financial workflow expertise to streamline processes, improve adoption, and reduce churn.

I’m a results-driven Operations & Account Management leader with 10+ years of experience leading remote teams, managing high-value SaaS and enterprise client accounts, and owning end-to-end customer onboarding and retention. I bring hands-on expertise in financial software (QuickBooks/Intuit suite), client revenue tracking, and operational leadership—operating with full autonomy and reporting directly to ownership and C-suite to streamline workflows, improve product adoption, reduce churn, and maintain SLA compliance across global markets.

In my current role, I lead operations and client accounts for a US/Canada SaaS, managing a cross-functional team of 6 and overseeing monthly portfolio revenues ranging from $100,000 to $180,000. Previously, I delivered Level 1 support and escalations for Vodafone UK/Ireland to drive renewals and retention, and I supported US hiring through full-cycle recruiting operations. Earlier experience also strengthened my customer-facing account support skills across phone, chat, and ticketing channels.

Experience

Work history, roles, and key accomplishments

Current

Team Leader, Operations & Accounts

Current

Bizprobooks LLC

Jun 2025 - Present (1 year 2 months)

Owned end-to-end operations and managed a cross-functional team of 6 (4 sales, 2 support), reporting directly to ownership. Managed client success, retention, and monthly portfolio revenues ($100k–$180k) for US/Canada QuickBooks SaaS accounts, while overseeing onboarding and resolving technical/financial workflow issues.

Process Optimization Client Onboarding Customer Retention QuickBooks Suite Management Billing SaaS Accounting CRM Amdocs

Senior Executive, Operations

Bizprobooks LLC

Jun 2023 - May 2025 (1 year 11 months)

Served as Senior Executive for Bizprobooks LLC, supporting operations and client account work within the US/Canada QuickBooks SaaS business. Contributed to client onboarding, retention, and resolution of accounting, product integration, and billing issues.

Client Onboarding Customer Retention SaaS Accounting Billing QuickBooks Suite Management CRM Amdocs

Sr. Customer Service Executive

Vodafone UK & Ireland (VSSI)

Dec 2019 - Sep 2022 (2 years 9 months)

Provided Level 1 support for UK/Ireland enterprise and consumer accounts, including plan upgrades, technical assistance, renewals, and retention strategies. Partnered with engineering/IT/network operations to resolve technical escalations and worked across live chat, phone, and email ticketing while maintaining CSAT and response-time performance.

Customer Support Account Retention Upgrades Technical assistance Renewals Retention Strategy Network Operations Live Chat Phone Support CSAT

Recruitment Consultant

IMS People Possible

Jul 2018 - Oct 2019 (1 year 3 months)

Managed full-cycle technical and non-technical talent acquisition for major US clients, working with hiring directors to define role criteria and align hiring timelines. Oversaw ATS backend workflows including candidate screening, compliance verification, talent mapping, and market research.

Full Cycle Recruiting Talent Acquisition Hiring Criteria Alignment ATS Candidate Screening Compliance Talent Mapping Market Research

Seller Support Executive

Amazon.co.uk

Sep 2016 - Mar 2018 (1 year 6 months)

Handled end-to-end service, operational, and account inquiries for Bronze and Silver-rated merchant sellers across the UK. Maintained 90%+ quality and first-contact resolution metrics across phone, chat, and ticketing channels.

Operational Support Phone Support Live Chat Ticketing Quality First Contact Resolutions