Salesforce
Amit Saini
Customer Onboarding Associate
Pune
Summary
Professional Summary
Customer Success and SaaS Onboarding professional with 5+ years of experience driving customer implementations, revenue activation, and platform adoption in fast-paced SaaS environments. Proven track record of leading end-to-end onboarding and go-live execution, enabling seamless customer transitions, accelerating product adoption, and maximizing retention through strategic stakeholder engagement and cross-functional collaboration. Skilled in delivering measurable business impact through customer-centric implementation strategies, workflow optimization, and consultative problem-solving using platforms like Salesforce, Rocketlane, Appsmith, and Trello.
Overview
3
3
Languages
5
5
years of professional experience
Work History
Customer Onboarding Associate
SPRY Therapeutics
11.2025 - Current
- Lead end-to-end SaaS onboarding and implementation for US-based physical therapy clinics, ensuring successful EMR and RCM platform deployment, revenue activation, and customer go-live within the organization’s 40-day implementation target.
- Drive revenue activation through successful platform go-live, enabling clinics to operationalize scheduling, documentation, billing workflows, and claims processing with minimal disruption.
- Configure and support billing setup for US-based healthcare clinics, including payer enrollment readiness, clearinghouse integrations, insurance configuration, provider credentialing validations, and workflow setup to ensure seamless ERA/EOB reconciliation and claims lifecycle processing.
- Facilitate implementation of RCM workflows, including claim submission setup, payment posting readiness, remittance workflows, billing rule validation, insurance mapping, and reimbursement optimization processes.
- Serve as the primary customer contact throughout onboarding, managing implementation milestones, resolving technical blockers, and ensuring adherence to project timelines across multiple concurrent SaaS implementations.
- Conduct live platform training and workflow enablement sessions for clinic owners, therapists, billing teams, and operational staff, accelerating software adoption and user proficiency.
- Educate clients on EMR documentation workflows, scheduling optimization, billing automation, clearinghouse integrations, payer setup, insurance verification processes, and RCM best practices to maximize operational efficiency.
- Collaborate closely with Product, Engineering, Billing Operations, and Support teams to improve platform user-friendliness, optimize workflow usability, and enhance customer adaptation to the software ecosystem.
- Analyze clinic-specific operational and billing requirements to configure customized workflows that improve software usability, billing efficiency, revenue realization, and long-term customer retention.
- Support seamless migration from legacy EMR and RCM systems, including workflow mapping, data validation, billing readiness checks, integration verification, and implementation testing for successful platform transition.
- Capture implementation insights and customer feedback to recommend product enhancements, usability improvements, and workflow refinements that strengthen adoption and improve customer experience.
- Monitor and optimize onboarding KPIs including 40-day go-live achievement, revenue activation success, claims workflow readiness, software adoption metrics, customer engagement, and post-training platform utilization effectiveness.
- Deliver a consultative onboarding experience focused on rapid SaaS adoption, workflow optimization, billing readiness, and long-term platform utilization success for healthcare providers.
Customer Success Manager
Digitalzone
04.2022 - 11.2025
- Successfully expanded book of business from $600K to $1.5 M through strategic customer engagement and value-driven success initiatives
- Managed a $1 M+ portfolio for SaaS clients, ensuring high retention and upsell opportunities
- Drove a 19X renewal rate by executing strategic implementation frameworks and proactive customer engagement
- Analyze and present post-program insights, including ROI evaluations, key takeaways, and strategic recommendations for future initiatives
- Act as a strategic liaison and client advocate, working cross-functionally to proactively address client needs and develop retention strategies that mitigate escalations and churn risk
- Collaborate with operations teams, leveraging customer feedback to refine the product roadmap and enhance service delivery
- Oversee the entire customer lifecycle , driving product adoption, maximizing value, and ensuring long-term client satisfaction and retention
- Contact: Sadia Saleem- Director Customer Success
Sales Manager
Bajaj Finserv
07.2021 - 04.2022
- Relationship Management with existing DPF Businesses / New Businesses and driving revenue of approx. 1200 loans with managing 30% of cross sell
- Ensure smooth service delivery to 52 channel partners & Timely revert on Business query's
- Conceptualize and develop sales plans for the both ETB and NTB customers in line with the business plan
- Conceive and execute key projects for key business and work across functions to ensure delivery of project objectives
- Contact: Amit Kadve - Regional Sales Manager
Territory Sales Manager
No Broker Hood
12.2020 - 07.2021
- Onboarding residential complexes onto SaaS platforms like VMS and ERP
- Responsible for sales process that includes lead generation, cold calling, meeting with clients prospecting and finally converting into a customer
- End-to-end system integration of NoBroker Hood with the end consumer
- Overseeing excellent after-sales services
- Aligning realtors with Visitor Management System
- Contact: Edwin Anthony- General Manager
Education
MBA -
ICFAI Business School
Pune 05.2001 -
BBA -
Chitkara Business School
04.2019
Skills
SaaS Customer Onboarding
Customer Success Management
Client Implementation & Go-Live Execution
Revenue Activation
Product Training & Enablement
Platform Adoption Strategy
Customer Retention & Expansion
Executive Stakeholder Management
QBRs & Business Reviews
Accomplishments
- Awarded Best Customer Success Representative at the Digitalzone RnR 2023
- Maintained a 100% retention rate with zero churns
- Achieved two promotions and received two awards within 2.5 years at Digitalzone, recognizing exceptional performance and contributions.
Software
Appsmith
Trello
Guide CX
Jira
Google Suite
Microsoft Power point
Microsoft Excel
Timeline
Customer Onboarding Associate
SPRY Therapeutics
11.2025 - Current
Customer Success Manager
Digitalzone
04.2022 - 11.2025
Sales Manager
Bajaj Finserv
07.2021 - 04.2022
Territory Sales Manager
No Broker Hood
12.2020 - 07.2021
MBA -
ICFAI Business School
05.2001 -
BBA -
Chitkara Business School