Summary
Overview
Work History
Education
Skills
Websites
Certification
Affiliations
Accomplishments
Timeline
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ABHIJEET VIJAY ATHAVALE

Hyderabad

Summary

Customer Success and Client Engagement Specialist with experience in SaaS, Cloud, EdTech, and Manufacturing sectors. Currently serving as Senior Onboarding Specialist at Salesforce (Tableau), focusing on onboarding, adoption, and strategic enablement for Premier clients. Proven ability to design scalable onboarding frameworks and drive data-driven outcomes, achieving consistently high CSAT scores. Recognized as MVP for exceptional customer interactions and leadership in success programs, with expertise in account management and business intelligence.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Senior Onboarding Specialist

Salesforce India Pvt. Ltd.
Hyderabad
02.2023 - Current
  • Conducted 100+ Onboarding Engagement for Premier and Signature Success Plan holder customers with 70% success rate and a consistent CSAT of 4.8 throughout.
  • -Developing success plans for customers that outline their critical success factors, metrics for success, potential issues, and provide recommendations.
  • Working with the customers to ensure they are leveraging the solution and achieving success andengaging fee-based resources as necessary.
  • Working with our AE’s team to resolve billing inquiries and other technical issues.
  • Maintaining proactive, regular contact within accounts to maximise their success and usage, as well as identify additional revenue opportunities.

Senior Success Guide - Tableau

Salesforce
Hyderabad
08.2023 - 02.2024

Along with the responsibilities of Success Guide - Tableau, also handled below responsibilities:

  • Establishing and maintaining relationships with clients executive team C Suite and VP level) as well as individual end users.
  • Driving cross-functional initiatives that would improve the overall customer experience and lead to greater happiness and loyalty among customers.
  • Also created short YouTube videos for our customers so that we could help them resolve their queries without waiting in queue to receive a response from the support team. Within a span of 30 days, there has been reduction in cases for such queries.

Tableau Success Guide

Salesforce
Hyderabad
04.2021 - 07.2023
  • Part of the inaugural Tableau Success Hub, dedicated to Scale and SMB Accounts within the Customer Success Group.
  • Designed scalable onboarding frameworks for $20K-$4M ARR portfolios, achieving a 70% monthly usage rate through 250+ proactive engagements.
  • Delivered 100+ live webinars to over 300 customers, enhancing Tableau adoption and best practices with a consistent CSAT of 4.5.
  • Conducted webinars on ON24, managing scheduling, backend tasks (including uploading videos), and performing post-session analysis to enhance engagement and learning outcomes.
  • Identified at-risk accounts using health metrics, and implemented engagement plans to improve usage and retention.
  • Partnered with customers to define success metrics and deliver dashboards showcasing ROI, driving data-driven decision-making.
  • Ensured program alignment and resource allocation to secure renewals and upsell opportunities, maximizing revenue potential.
  • Led the ACE program, created SOPs, enabled internal teams, and optimized 'How To' case management for improved efficiency.
  • Acted as a Data Diplomat, supporting customers with Tableau certifications and Tableau Blueprint, and developing success stories to highlight customer wins.

Customer Relationship Manager

V5 Global Services Pvt. Ltd (Microsoft)
Mumbai
02.2020 - 03.2021
  • Achieved an annual sales quota of $4 million from top unmanaged SMB accounts, specializing in on-premises and cloud-based software suites.
  • Managed the customer lifecycle, including account/territory planning, large deal acquisition, and channel and distribution management.
  • Led a team of five Inside Customer Success Representatives, two technical pre-sales consultants, and managed a network of over 300 partners.
  • Managed quotas for M355, Office 365, MS Teams, Visual Studio, Windows, and SQL Server.

Marketing Executive

N. L. Dalmia Institute of Management Studies and Research
Mumbai
12.2017 - 02.2020
  • Guided over 200 students to enroll in premium educational programs, demonstrating exceptional client onboarding and conversion skills.
  • Championed new technology course adoption, securing partnerships with 10+ corporate clients and generating ~10 lakhs in revenue (2018-2019).
  • Delivered impactful information sessions across 5 cities, engaging over 1000 prospective students and driving ~Rs. 2.5 Cr. in program admissions within the first year.
  • Developed and implemented a data-driven social media strategy that generated close to 10,000 qualified leads for traditional and new data science programs.

Marketing Executive

Taurus Design Solutions
Pune
09.2015 - 06.2016
  • Managed Solution Based Design sales for all major Automobile OEMs in Pune, Delhi NCR, Chennai, Bangalore, South Africa, Thailand.
  • With a monthly target of Rs.1 million, achieved an average attainment of 85% from new and existing clients.
  • Generated sales from 8 OEMs and 25 Automobile Ancillaries in a span of 8 months.

Project Engineer

Unique Circle Engineering Pvt. Ltd.
Pune
04.2013 - 06.2015
  • Improved sales revenue streams through value-added services, optimized cost elements, and enhanced sales volumes.
  • Digitized monthly sales calendars and financial tracking.
  • Supported and trained 5 new sales executives PAN India.
  • Managed key accounts for TATA Motors, Mahindra, Honda, Yamaha, and Toyota.
  • Developed and maintained relationships with key suppliers, negotiating contracts resulting in reduced procurement costs and improved delivery timelines.
  • Implemented an inventory management system that streamlined purchasing processes, reducing excess stock and ensuring timely availability of critical materials for project execution.

Education

Post Graduate Diploma - Marketing

N. L. Dalmia Institute of Management Studies And Research
Mumbai
06-2018

Bachelor of Engineering - Automobile

Rajendra Mane College of Engineering And Technology
Ratnagiri
06-2012

Skills

  • Customer Relationship Management
  • Account Management
  • Stakeholder communication
  • Business Intelligence (BI)
  • Data Analysis
  • Success planning
  • Webinar facilitation
  • Cross-functional collaboration
  • Project management
  • Onboarding processes
  • Content creation

Certification

  • Tableau Desktop Specialist, Tableau, 2022
  • Salesforce Double Ranger, Salesforce, 2024
  • Salesforce AI Associate, Salesforce, 2024
  • Salesforce AI Specialist, Salesforce 2024

Affiliations

  • Serving as President of Girivihar, a Non-profit and one of India's oldest Mountaineering and Adventure clubs for a span of 5 years. Led a team of volunteers in conducting adventure camps for kids, rock climbing camps for adults, and numerous treks in the Sahyadris.
  • Worked as a mentor for underprivileged students, job seekers with Kotak Foundation in the Mentor2Go program, completing Coaching Habit and Coaching Impact courses by BTS Digital while at Salesforce

Accomplishments

  • MVP for Q1 - 2023

Salesforce was recognized as the recipient of the Q1 FY23 Most Valuable Player award, in appreciation for exceptional customer interactions and exceeding all key performance indicator (KPI) metrics outlined for a Success Guide

Timeline

Senior Success Guide - Tableau

Salesforce
08.2023 - 02.2024

Senior Onboarding Specialist

Salesforce India Pvt. Ltd.
02.2023 - Current

Tableau Success Guide

Salesforce
04.2021 - 07.2023

Customer Relationship Manager

V5 Global Services Pvt. Ltd (Microsoft)
02.2020 - 03.2021

Marketing Executive

N. L. Dalmia Institute of Management Studies and Research
12.2017 - 02.2020

Marketing Executive

Taurus Design Solutions
09.2015 - 06.2016

Project Engineer

Unique Circle Engineering Pvt. Ltd.
04.2013 - 06.2015

Post Graduate Diploma - Marketing

N. L. Dalmia Institute of Management Studies And Research

Bachelor of Engineering - Automobile

Rajendra Mane College of Engineering And Technology
ABHIJEET VIJAY ATHAVALE