Summary
Overview
Work History
Education
Core Competencies
Tools
Accomplishments
Languages
Timeline
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Akshay Nair

Summary

Customer Success Specialist with a proven track record at Phreesia, excelling in relationship management and client advocacy. Achieved significant revenue growth through strategic engagement and upselling. Skilled in market analysis and empathetic communication, driving product adoption and enhancing customer loyalty while effectively managing client expectations.

Overview

9
9
years of professional experience

Work History

Customer Success Specialist

Phreesia
05.2022 - Current

Providing SaaS solution to Healthcare to advance U.S. healthcare by engaging patients through the SaaS platforms.

  • Managed a diverse portfolio of healthcare accounts, generating $2.5 million to $3 million in annual recurring revenue.
  • Drove product adoption, customer engagement, and platform utilization to maximize business value and customer outcomes.
  • Served as strategic advisor to executives and operational stakeholders, fostering long-term customer relationships.
  • Executed upsell and cross-sell strategies aligned with customer objectives, increasing account value and satisfaction.
  • Conducted quarterly business reviews, showcasing adoption metrics, ROI, account health, and growth opportunities.
  • Collaborated with clients to enhance operational efficiency and streamline workflows, resulting in improved user experiences.
  • Led product demonstrations, solution consultations, onboarding sessions, and adoption programs.
  • Monitored account health, mitigated churn risks, managed escalations, and coordinated cross-functional teams to maintain service quality.
  • Managed contract renewals, negotiations, pricing proposals, and commercial discussions to ensure retention and revenue growth.
  • Built trusted advisor relationships with key stakeholders, resulting in strong NPS and CSAT outcomes, improved customer health scores, and enhanced account retention.

Senior Accounts Manager

Dineout, Times Internet
Pune
06.2019 - 05.2022

SaaS-based, comprehensive F&B solutions for B2B clients across India.

  • Demonstrated SaaS products to B2B clients across India, enhancing product understanding.
  • Acquired new customers through targeted outbound and inbound lead generation strategies, expanding client base.
  • Onboarded over 100 clients, ensuring successful implementation and post-sales support.
  • Supervised a team of 8, consistently achieving quarterly sales targets.
  • Strengthened customer loyalty, fostering lasting relationships that improved retention rates.
  • Conducted comprehensive competitor market analysis to identify growth opportunities.
  • Increased sales volume via strategic upselling and cross-selling initiatives.
  • Generated business leads through satisfied customer referrals, boosting overall outreach.

Sales Officer

DTDC Express Limited
Pune
07.2018 - 06.2019

Logistics and Supply Chain

  • Generated over ₹1 crore in revenue by leading B2B sales for express division in Pune and onboarding 20 partners.
  • Streamlined e-commerce client onboarding, resulting in 20% revenue growth.
  • Expanded customer base through cold calling, consistently achieving sales targets.
  • Strengthened partner relationships to enhance repeat business and referrals.

INTERNSHIP IN INTERNATIONAL MARKETING

Bafna Group, World Trade Center
Pune
05.2017 - 08.2017

Manufacturing and Exporting of Paper Products.

  • Conducted comprehensive market research on paper product exports across North America, Africa, and Gulf region, identifying emerging trends.
  • Increased business prospects by 20% through targeted internet marketing strategies, driving engagement with key demographics.
  • Secured new business opportunities in North American market for paper products, enhancing brand presence.
  • Initiated and maintained a comprehensive client database via cold calling efforts.

Education

MBA - Marketing Management

Savitribai Phule Pune University
Pune, IN-MH
05-2018

Bachelor of Business Administration -

Sant Gadge Baba Amravati University
Amravati, IN-MH
04-2016

Core Competencies

Customer Success Management • Strategic Account Management • Executive Relationship Management • Stakeholder Management • Client Advocacy • Customer Retention & Churn Mitigation • Revenue Growth • Upselling & Cross-Selling • Renewal Management • Contract Negotiation • Influencing & Negotiation • Executive Business Reviews (QBRs) • Product Adoption • Customer Health Metrics • Customer Satisfaction (CSAT) • Escalation Management • Cross-Functional Collaboration • Strategic Thinking • Problem Solving • Rapport Building • Adaptability • Resilience • Continuous Learning

Tools

  • AI Tools: ChatGPT, Claude
  • CRM & Customer Success: Salesforce, Zendesk, Workday
  • Collaboration & Project Management: Jira, Confluence
  • Analytics & Revenue Intelligence: Omni, Qlik, Gong, Bloomberg
  • Contact Center & Communication: Genesys, Talkdesk
  • Productivity: MS Office Suite

Accomplishments

  • Highest revenue generated through upsell and expansion opportunities in Q4 FY 2025–2026
  • Achieved 60% revenue growth across existing accounts while maintaining a 92% customer retention rate in 2025-2026
  • Achieved $200,000 revenue growth in Q3 2024.
  • Recognised as Top Performer for exceeding targets (2021–2022).Drove 40% revenue growth in existing accounts.
  • Secured 2nd place on Q3 2019–2020 Performance Board.
  • Boosted team sales by 20% as PAN India Team Lead.
  • Awarded Top Performer during internship.

Languages

  • English
  • Hindi
  • Marathi
  • Malayalam

Timeline

Customer Success Specialist

Phreesia
05.2022 - Current

Senior Accounts Manager

Dineout, Times Internet
06.2019 - 05.2022

Sales Officer

DTDC Express Limited
07.2018 - 06.2019

INTERNSHIP IN INTERNATIONAL MARKETING

Bafna Group, World Trade Center
05.2017 - 08.2017

MBA - Marketing Management

Savitribai Phule Pune University

Bachelor of Business Administration -

Sant Gadge Baba Amravati University
Akshay Nair