Sonali Nayak
Business Analyst | Operations & Systems | Process Optimization | Generative AI in Business Workflows
- Role
- Investor Relations Manager at Jupiter Texas Real Estate Group
- Location
- Bhopal, MP, IN
- LinkedIn followers
- 500 followers
About Sonali Nayak
My 9+ years of client problem-solving.Past Work:Amazon: Resolved 100+ escalations/month as a Resolution Specialist, mentored teams (Best Mentor Award).Gilbarco: Managed CRM workflows, accounts, and coordinated projects for Fortune 500 clients.Career Break- Upskilled in Digital Marketing (HubSpot, Google Analytics)- Led animal rescue campaigns (50+ rehabilitated), managing teams and content creation (Canva, SEO tools, Video Editing tools)- Ran a pet boarding biz Why Connect?You’re into CRM or operational problem-solving.You value resilience (I’ve restarted my career and know the climb).P.S. – My DMs are open if you’re restarting too.
Experience
Investor Relations Manager
Jupiter Texas Real Estate Group
Apr 2025 — Present
Manage and optimize CRM workflows supporting investor onboarding, capital calls, distributions, and transaction tracking• Conduct multi-source financial reconciliation (ERP + banking data) to detect inconsistencies, design matching logic, and reduce discrepancy riskPerform business process mapping and SOP development to enhance operational scalability and process standardization• Analyze operational patterns across deal stages to assess efficiency, risk exposure, and workflow stability• Execute root cause analysis for system and data issues, improving reporting accuracy and process reliability• Provide structured reporting, documentation, and decision-support insights to founders and cross-functional stakeholders• Developed AI-assisted onboarding assets like AI Powered Company Introduction video and Newsletter, applied Generative AI tools to accelerate documentation, analysis, and communication workflows
Education
Sri Sathya Sai College For Women - India
BCA, Computer Systems Networking and Telecommunications
2010 — 2012
Skills
- Data Entry
- Staff Development
- Project Management
- Microsoft Office
- Sales
- Management
- Customer Relationship Management (Crm)
- Strategic Planning
- Invoicing
- Data Analysis
- Customer Service
- HR Policies
- Microsoft Word
- Office Administration
- Microsoft Excel
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