Merrissa Naidoo

Skills

Skills
• Client Success & Account Management: portfolio management, onboarding, retention strategies
• Sales & Business Development: cold calling, lead conversion, proposal preparation
• Team Leadership: coaching, performance improvement, feedback delivery
• Process Improvement: workflow design, efficiency building, reporting
• Communication: professional engagement via email, calls, and meetings

Systems & Tools
• CRM: HubSpot, Salesforce, Zoho
• Communication: Slack, Zoom, Microsoft Teams
• Project Management: Asana, Trello, ClickUp
• Productivity: Google Workspace, Microsoft Office Suite

About

Results-driven professional with 11+ years’ experience in client success, business development, and relationship management. Skilled in leading teams, managing client portfolios, and implementing efficient processes that boost retention and growth. Background spans banking, sales, and account management, with proven achievements in improving client onboarding, driving performance, and exceeding targets