I am Poonam Verma, a Senior Copywriter and Content Strategist with 10+ years of cross-industry experience spanning FinTech, customer experience, finance, and academia. I design CX transformations, including launching a FinAI chatbot and migrating customer support from LiveChat to Intercom, reducing handling time and boosting first-contact resolution by 25%. I blend creative storytelling with data-driven strategy, am a published author and patent contributor, and I am currently pursuing a Ph.D. in Finance. I design scalable content ecosystems—FAQs, guides, and automated workflows—while delivering multi-channel campaigns and training materials. I also mentor teams to improve on-brand content quality and consistency, highlighted by raising content accuracy from 78% to 95% in three months.

Poonam Verma

I am Poonam Verma, a Senior Copywriter and Content Strategist with 10+ years of cross-industry experience spanning FinTech, customer experience, finance, and academia. I design CX transformations, including launching a FinAI chatbot and migrating customer support from LiveChat to Intercom, reducing handling time and boosting first-contact resolution by 25%. I blend creative storytelling with data-driven strategy, am a published author and patent contributor, and I am currently pursuing a Ph.D. in Finance. I design scalable content ecosystems—FAQs, guides, and automated workflows—while delivering multi-channel campaigns and training materials. I also mentor teams to improve on-brand content quality and consistency, highlighted by raising content accuracy from 78% to 95% in three months.

Available to hire

I am Poonam Verma, a Senior Copywriter and Content Strategist with 10+ years of cross-industry experience spanning FinTech, customer experience, finance, and academia. I design CX transformations, including launching a FinAI chatbot and migrating customer support from LiveChat to Intercom, reducing handling time and boosting first-contact resolution by 25%. I blend creative storytelling with data-driven strategy, am a published author and patent contributor, and I am currently pursuing a Ph.D. in Finance.

I design scalable content ecosystems—FAQs, guides, and automated workflows—while delivering multi-channel campaigns and training materials. I also mentor teams to improve on-brand content quality and consistency, highlighted by raising content accuracy from 78% to 95% in three months.

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Language

English
Fluent

Work Experience

Senior Copywriter at TeamWhale / Connected Company (FinTech Sector)
July 1, 2023 - Present
Designed and launched FinAI chatbot, migrated customer support from LiveChat to Intercom, cutting average handling time by 30% and boosting first-contact resolution by 25%. Built scalable FAQs, guides, and automated workflows, increasing self-service adoption by 40%. Developed multi-channel content (blogs, campaigns, product copy, training) for global audiences. Mentored a junior writer, raising on-brand content accuracy from 78% to 95% within 3 months.
Customer Service Specialist at TeamWhale / Connected Company (FinTech Sector)
July 31, 2023 - September 26, 2025
Resolved complex customer issues across phone and email, maintaining a 95% satisfaction rate. Designed and deployed customer satisfaction surveys, increasing response rate by 35%.
Assistant Professor & Research Scholar at Chandigarh University
April 30, 2023 - September 26, 2025
Designed and delivered finance & accounting curricula; supervised 20+ theses and research projects. Published in SCOPUS-indexed journals and presented at international conferences.
Assistant Accountant at Chandigarh University & H.K. Khanna & Co.
December 31, 2018 - September 26, 2025
Prepared financial statements, budgets, and audits for institutions with annual budgets exceeding ₹50 Cr. Implemented improved reconciliation processes, reducing month-end close time by 20%.
Senior Copywriter at TeamWhale / Connected Company
July 1, 2023 - Present
Designed and launched FinAI chatbot, migrating customer support from LiveChat to Intercom, cutting average handling time by 30% and boosting first-contact resolution by 25%. Built scalable FAQs, guides, and automated workflows, increasing self-service adoption by 40%. Developed multi-channel content (blogs, campaigns, product copy, training) for global audiences. Mentored a junior writer, raising on-brand content accuracy from 78% to 95% within 3 months.
Customer Service Specialist at FinTech Sector
July 1, 2023 - September 26, 2025
Resolved complex customer issues across phone and email, maintaining a 95% satisfaction rate. Designed and deployed customer satisfaction surveys, increasing response rate by 35%.
Assistant Professor & Research Scholar at Chandigarh University
April 1, 2023 - September 26, 2025
Designed and delivered finance & accounting curricula; supervised 20+ theses and research projects. Published in SCOPUS-indexed journals and presented at international conferences.
Assistant Accountant at Chandigarh University & H.K. Khanna & Co.
January 1, 2018 - September 26, 2025
Prepared financial statements, budgets, and audits for institutions with annual budgets exceeding ₹50 Cr. Implemented improved reconciliation processes, reducing month-end close time by 20%.
Senior Copywriter at TeamWhale / Connected Company
July 1, 2023 - Present
Designed and launched FinAI chatbot, migrating customer support from LiveChat to Intercom, cutting average handling time by 30% and boosting first-contact resolution by 25%. Built scalable FAQs, guides, and automated workflows, increasing self-service adoption by 40%. Developed multi-channel content (blogs, campaigns, product copy, training) for global audiences. Mentored a junior writer, raising on-brand content accuracy from 78% to 95% within 3 months.
Customer Service Specialist at FinTech Sector
July 1, 2023 - September 26, 2025
Resolved complex customer issues across phone and email, maintaining a 95% satisfaction rate. Designed and deployed customer satisfaction surveys, increasing response rate by 35%.
Assistant Professor & Research Scholar at Chandigarh University
April 1, 2023 - September 26, 2025
Designed and delivered finance & accounting curricula; supervised 20+ theses and research projects. Published in SCOPUS-indexed journals and presented at international conferences.
Assistant Accountant at Chandigarh University & H.K. Khanna & Co.
January 1, 2018 - September 26, 2025
Prepared financial statements, budgets, and audits for institutions with annual budgets exceeding ₹50 Cr. Implemented improved reconciliation processes, reducing month-end close time by 20%.
Senior Copywriter at TeamWhale / Connected Company
July 1, 2023 - November 13, 2025
Designed and launched FinAI chatbot; migrated customer support from LiveChat to Intercom, cutting average handling time by 30% and boosting first-contact resolution by 25%. Built scalable FAQs, guides, and automated workflows; increased self-service adoption by 40%. Created multi-channel content (blogs, campaigns, product copy, training) for global audiences. Mentored a junior writer, improving on-brand content accuracy from 78% to 95% within three months.
Customer Service Specialist at FinTech Sector
July 31, 2023 - July 31, 2023
Resolved complex customer issues across phone and email, maintaining a 95% satisfaction rate. Designed and deployed customer satisfaction surveys, increasing response rate by 35%.
Assistant Professor & Research Scholar at Chandigarh University
April 1, 2023 - April 1, 2023
Designed and delivered finance & accounting curricula; supervised 20+ theses and research projects. Published in SCOPUS-indexed journals and presented at international conferences.
Assistant Accountant at Chandigarh University & H.K. Khanna & Co.
December 31, 2018 - December 31, 2018
Prepared financial statements, budgets, and audits for institutions with annual budgets exceeding ₹50 Cr. Implemented improved reconciliation processes, reducing month-end close time by 20%.

Education

Ph.D. in Finance at Chandigarh University
January 11, 2030 - December 1, 2025
M.Com (Finance) at Chandigarh University
January 11, 2030 - September 26, 2025
B.Com at University of Delhi
January 11, 2030 - September 26, 2025
Ph.D. in Finance at Chandigarh University
January 11, 2030 - December 1, 2025
M.Com (Finance) at Chandigarh University
January 11, 2030 - September 26, 2025
B.Com at University of Delhi
January 11, 2030 - September 26, 2025
Ph.D. in Finance at Chandigarh University
January 11, 2030 - December 1, 2025
M.Com (Finance) at Chandigarh University
January 11, 2030 - September 26, 2025
B.Com at University of Delhi
January 11, 2030 - September 26, 2025
Ph.D. in Finance at Chandigarh University
January 11, 2030 - December 1, 2025
M.Com (Finance) at Chandigarh University
January 11, 2030 - November 13, 2025
B.Com at University of Delhi
January 11, 2030 - November 13, 2025

Qualifications

Ph.D. in Finance
January 11, 2030 - December 1, 2025

Industry Experience

Financial Services, Education, Software & Internet, Professional Services, Other, Media & Entertainment