Mahima Ekka
Toledo,OH
Overview
5
5
years of professional experience
Work History
Customer Support Executive – Operations
AllianceOne
Maumee, Ohio
04.2025 - 10.2025
- Supported first-line operational oversight activities across healthcare and financial services workflows, ensuring accurate transaction processing, compliance, and issue resolution.
- Reviewed and monitored daily transactions, account activity, and payment plans to ensure data accuracy, proper documentation, and adherence to internal controls.
- Identified operational risks, data discrepancies, and process gaps; escalated issues and collaborated with internal teams to drive timely resolution and process improvement.
- Performed reconciliation activities across multiple systems to validate account balances, payment records, and case data.
- Maintained accurate records and documentation to support audits, compliance reviews, and operational reporting.
- Worked cross-functionally with operations, compliance, and support teams to align workflows with policy and procedural requirements.
- Utilized enterprise platforms including Workday, Genesys, BMS, EchoHealth, Five9, and SimplicityRx for case management, reconciliation, and operational monitoring.
- Supported new process rollouts and operational changes, adapting quickly in a fast-paced, evolving environment.
- Demonstrated strong attention to detail while managing high-volume, task-oriented operational responsibilities.
Process Associate – Business Operations & Analytic
Viztar Business Solution
Navi Mumbai , Maharashtra
08.2021 - 09.2022
- Supported end-to-end business and operational workflows for a large B2B platform (Tata Nexarc), ensuring smooth execution of sales, marketing, and operational processes.
- Analyzed operational data to identify process inefficiencies, data gaps, and risk areas, providing insights to improve execution and reporting accuracy.
- Conducted data cleaning, validation, and reconciliation to maintain high-quality customer, lead, and transaction datasets.
- Built and maintained operational reports and dashboards using advanced Excel techniques (Pivot Tables, VLOOKUP, Conditional Formatting) to support management decision-making.
- Assisted in documenting process flows, standard operating procedures (SOPs), and reporting logic, improving transparency and consistency across teams.
- Collaborated closely with sales, marketing, and operations stakeholders to align data insights with business objectives and campaign performance.
- Supported lead generation and opportunity analysis by researching potential clients, monitoring pipeline activity, and maintaining accurate CRM records.
- Participated in cross-functional discussions to improve operational efficiency, reporting accuracy, and workflow execution.
- Demonstrated strong attention to detail while managing multiple priorities in a fast-paced, deadline-driven environment.
Sales & Customer Support Associate – Financial Ser
Eureka Outsourcing Solutions Pvt. Ltd.
Mumbai, Maharashtra
06.2020 - 07.2021
- Provided front-line operational and customer support for financial services clients using the Upstox trading platform, ensuring accurate account setup, navigation, and issue resolution.
- Supported money movement and account-related inquiries, including transaction status, platform functionality, and basic settlement concepts.
- Maintained accurate client records, transaction notes, and documentation in compliance with internal processes and regulatory requirements.
- Identified transaction discrepancies, account issues, and customer concerns; escalated appropriately to ensure timely resolution.
- Transitioned into a sales-focused role, promoting financial products while ensuring clear, compliant, and customer-focused communication.
- Educated clients on financial instruments, trading processes, and platform features to support informed decision-making.
- Met and exceeded performance targets through strong communication, negotiation, and relationship management skills.
- Developed a solid foundation in financial operations, risk awareness, and compliance-oriented customer interactions.
- Worked effectively in a high-volume, performance-driven environment requiring accuracy, efficiency, and time management.
Timeline
Customer Support Executive – Operations
AllianceOne
04.2025 - 10.2025
Process Associate – Business Operations & Analytic
Viztar Business Solution
08.2021 - 09.2022
Sales & Customer Support Associate – Financial Ser
Eureka Outsourcing Solutions Pvt. Ltd.
06.2020 - 07.2021