Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Projects
Generic

AMAN BHOGAL

Bengaluru

Summary

Dynamic Client Solutions and Customer Success leader with 5+ years driving exceptional outcomes across SaaS, EdTech, Healthcare, and Biotech sectors. Expert at end-to-end client engagement, orchestrating domain expert collaboration, and executing structured problem-solving approaches. Proven ability to scope complex requirements, align multi-level stakeholders, and deploy workflow automations that boost retention and operational efficiency. Adept at leveraging data-driven insights to optimize processes and deliver measurable business value in fast-paced, cross-functional environments.

Overview

5
5
years of professional experience

Work History

AI Automation & API Consultant

Independent
02.2025 - Current
  • Automated operational workflows, reducing manual workload by 60% for Shikshanam.
  • Engineered CRM–LMS integration pipelines, resulting in a 25% increase in SQL-driven conversions for Umar Tazkeer.
  • Developed an AI-powered scoring system, enhancing funnel accuracy by 40% for HyperQuest.
  • Implemented intelligent expert routing, driving a 35% uplift in inbound leads for Sentient Biotech.
  • Led scope management, cross-team collaboration, and end-to-end delivery for Expertisor Academy; architected SSO and optimized the complete frontend and backend codebase.

Key Account Manager

Graphy
03.2023 - 01.2025
  • Oversaw 1,200+ high-value creator accounts, coordinating with SMEs and domain experts.
  • Decreased churn from 28% to 18% and boosted retention to 90%.
  • Achieved INR 1.09 crore in 30 days through automated conversion workflows.
  • Enhanced CRM data accuracy and hygiene by 50%.
  • Led a 30-member team for onboarding and customer success delivery.

Customer Success Manager

Even Healthcare
01.2022 - 02.2023
  • Elevated CSAT scores by 25% through optimized onboarding processes and structured client communication.
  • Decreased customer churn by 10% leveraging automated follow-up and retention workflows.
  • Secured an INR 40 lakh B2B deal utilizing multi-layered stakeholder engagement strategies.
  • Coordinated with medical experts to ensure accurate, SLA-compliant case management.
  • Streamlined customer journey touchpoints to improve engagement and issue resolution times.
  • Implemented data-driven feedback loops, resulting in continuous service quality improvements.

Senior Sales Associate

Stayabode
05.2021 - 05.2022
  • Achieved 20% month-over-month revenue growth; closed INR 25 lakh+ in deals.
  • Enhanced conversion rates through precise requirement-fit mapping and lead qualification.
  • Increased sales funnel velocity by implementing automated follow-up workflows.
  • Strengthened client relationships, resulting in higher retention and referral rates.
  • Developed and optimized sales processes to identify and prioritize high-value opportunities.
  • Leveraged analytics and feedback to continuously refine outreach and engagement strategies.

Education

BCom - Financial Accounting

Jain College
Bengaluru
10-2019

Skills

  • Problem-solving
  • Attention to detail
  • Team leadership & development
  • Client relationships
  • CRM automations, REST APIs, workflow orchestration, integrations
  • HubSpot, Salesforce, Airtable, Postman, Retool, TeleCRM
  • Retention strategy, renewals, QBRs, onboarding, stakeholder communication
  • Excellent communication
  • Funnel analysis, reporting, forecasting

Accomplishments

  • Recognized 6× as Top Sales Associate for consistently exceeding sales goals.
  • Winner of Strategic B2B Deal Award at Even Healthcare.
  • Awarded for Outstanding Problem Solving at Graphy.
  • Delivered measurable impact across SaaS, EdTech, and Biotech sectors.
  • Served as Vice President, Rotaract Club of SBMJC, leading multiple large-scale community initiatives.
  • Organized the Shankar Mahadevan special event for differently-abled individuals.
  • Directed a mega marathon with 55,000+ participants over three years, managing sponsorships, logistics, and a cross-functional volunteer team.

Timeline

AI Automation & API Consultant

Independent
02.2025 - Current

Key Account Manager

Graphy
03.2023 - 01.2025

Customer Success Manager

Even Healthcare
01.2022 - 02.2023

Senior Sales Associate

Stayabode
05.2021 - 05.2022

BCom - Financial Accounting

Jain College

Projects

  • Thanglish Pro AI: Developed an AI-powered subtitle generator – live at thanglishproai.virtuatainment.in.
  • Shikshanam: Built and deployed an automation suite, cutting manual workload by 60%.
  • Umar Tazkeer: Engineered CRM–LMS sync automation, boosting SQL conversion rates by 25%.
  • HyperQuest: Designed an AI scoring engine, improving funnel accuracy by 40%.
  • Sentient Biotech: Automated expert routing, scaling inbound lead funnel by 35%.
  • Umar Tazkeer LMS–CRM Automation: Enhanced course completion rates by 22% through integrated workflow development.
  • AI GTM Workflow: Optimized go-to-market automation, increasing qualified pipeline by 45%.
AMAN BHOGAL