Team profile
Manisha Shivnani
Operations Coordinator
Four years supporting U.S. professional services firms with onboarding, CRM, and executive support.
Manisha keeps engagements on schedule and has four years of experience in client onboarding and business development.
She manages CRM workflows, executive calendars, and confidential client communication with accuracy.
Areas of expertise
Client onboarding
Builds checklists and trackers from signed letter to kickoff.
CRM and pipeline management
Maintains CRM pipelines and follow-up sequences.
Executive support
Manages inboxes and the executive calendar.
Workflow management
Runs ClickUp trackers and time tracking.
Services
Core capabilities
- Calendar and email management
- Document management
- Client communication drafting
- Remote team support
Relevant experience
- Operations Coordinator, C-Suite Support Inc.
- Consultant, Business Development, U.S. professional services firm, 2021 to 2025
Education and credentials
- MYCPE Certification, Data Interpretation and Logical Reasoning
- MYCPE Certification, Quantitative Aptitude
Want Manisha in the room?
Book a 30-minute Clarity Call. We will tell you whether ongoing CFO leadership is the right next step, and which of our CFOs fits your business best.
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