Payal C.
Customer Experience Leader | Fintech | Client Success | CRM + Jira + Metabase | 9+ yrs of Building Relationships & Solving Problems
- Role
- Ai for all Financial Co-pilot for the Working Class at Beem
- Location
- Indore, MP, IN
- LinkedIn followers
- 500 followers
About Payal C.
Customer-focused Application and Service Desk Support professional with 11+ years of…
Experience
Ai for all Financial Co-pilot for the Working Class
Jan 2023 — Present
Beem is a profitable, AI-first fintech platform that redefines financial access for the bottom 80% of the U.S. workforce by accurately risk-ranking over 100M users—without relying on FICO scores. The platform facilitates payments, goods, and services at risk-adjusted prices, tapping into a $10 trillion market.Beem App Highlights: Interest-Free Instant Cash Free Peer-to-Peer Money Transfers Free Tax Filing AI-Driven Alerts to Help Avoid FeesKey Responsibilities & Achievements:Served as a trusted customer success advisor, managing end-to-end support, onboarding, and engagement for a high-volume user baseCollaborated cross-functionally to ensure issue resolution, feature feedback, and continuous product improvementLeveraged Jira for tracking tickets and technical issues, and Mixpanel for analyzing customer behavior and product adoptionQueried and analyzed data using Metabase to create performance dashboards and improve support efficiencyDelivered consistent customer satisfaction through empathetic communication, time management, and results-focused problem-solvingPlayed a key role in aligning customer support operations with broader company goals, contributing to retention and growthTools & Skills:Jira · Metabase · Mixpanel · Customer Experience (CX) · Help Desk Support · Ticketing Systems · Written & Verbal Communication · Problem Solving · Client Engagement · Time Management · Troubleshooting · Cross-Functional Collaboration
Education
Devi Ahilya Vishwavidyalaya
Master of Business Administration - MBA
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