Operations & Client Engagement Specialist

PREETIKA GREWAL

Norwalk, Connecticut

***********@*****.*** 203-***-**** linkedin.com/in/preetika-grewal-2270a8297 PROFESSIONAL SUMMARY

Operations and client engagement professional with a strong track record of supporting senior leadership, managing complex workflows, and exercising sound judgement in high-sensitivity environments.

Combines CRM expertise (Salesforce) with a pre-emptive, solutions-oriented approach to anticipate needs, streamline operations, and ensure alignment across teams. Experienced across healthcare, nonprofit, and client-facing sectors, bringing discretion, precision, and composure to fast-moving environments.

CORE CAPABILITIES

Strategic coordination • Executive support • CRM (Salesforce) Workflow optimisation • Pre-emptive problem solving • Programme operations Confidential communications • Microsoft Office Suite • HIPAA-compliant environments PROFESSIONAL EXPERIENCE

Aspira Women’s Health – Shelton, CT

Client Support Specialist

Jan 2026 – Present (Rehired); May 2024 – Jan 2025

- Manage high-volume patient and provider interactions within a confidential, HIPAA-compliant environment

- Utilise Salesforce to maintain data integrity, optimise workflows, and support operational continuity

- Anticipate and resolve issues proactively, ensuring timely and accurate outcomes

- Coordinate across internal teams to streamline communication and improve response efficiency SeriousFun Children’s Network – Norwalk, CT

Programme Associate, Programmes & Learning

Sept 2025 – Jan 2026

- Supported the Chief Program Officer and seven senior directors within a dynamic nonprofit environment

- Coordinated priorities and projects across a matrixed organisational structure, ensuring alignment and continuity

- Provided executive and administrative support, managing scheduling, communications, and cross-functional coordination

- Contributed to efficient programme delivery through structured workflows and operational support Tauck – Wilton, CT

Client Experience Specialist

Feb 2024 – May 2024

- Managed high-touch client relationships within a luxury travel environment

- Resolved complex, time-sensitive issues through proactive coordination and sound judgement

- Leveraged CRM tools to track client interactions and enhance service delivery Mitchells – Westport, CT

Client Services Specialist

Nov 2023 – Feb 2024

- Delivered personalised service to a discerning clientele

- Supported client engagement through attentive, detail-oriented service Gia by Design, LLC – Westport, CT

Founder

2013 – Present

- Founded and managed a direct-to-consumer brand from concept through fulfilment

- Oversaw sourcing, operations, client engagement, and financial management

- Built and maintained vendor and artisan partnerships EDUCATION

Postgraduate Certification – Early Childhood Education Delhi University

Bachelor of Arts

Delhi University

ADDITIONAL

Salesforce CRM (2+ years) • Microsoft Office Suite Philanthropic involvement with children’s and community organisations

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