WHMCS
Aishwarya
Customer Success Manager
Delhi NCR
Summary
A dedicated Customer Success Manager with a proven track record of fostering strong client relationship building and strategic communication, driving customer satisfaction, and achieving business growth. Skilled in client acquisition, onboarding, process optimization, retention and delivering tailored solutions to meet client needs. Experienced in running marketing campaign, social media marketing, process and product enhancement enhancing CSAT and NPS scores, implementing strategic customer success initiatives, and leading cross-functional teams to ensure seamless client experiences. Committed to aligning customer goals with organizational success while building long-term partnerships that drive retention and revenue.
Overview
7
7
years of professional experience
6
6
years of post-secondary education
2
2
Languages
Work History
Customer Relationship Manager
Zebyte Rental Planet Private Limited
Noida
03.2024 - Current
- Spearheaded lead generation through cold calling (approx 30 calls per day )nurturing, and conversion strategies, effectively transforming prospects into long-term customers.
- Cultivated and maintained client relationships to build a robust sales pipeline, driving sustained revenue growth
- Strategically contributed to revenue expansion through upselling, cross-selling, and identifying growth opportunities for 9 customers.
- Managed organizational 3 social media accounts over LinkedIn, Instagram and Facebook by developing content and implementing marketing strategies to boost engagement.
- Oversaw the client lifecycle, from conversion to onboarding, while resolving technical and operational issues efficiently
- Designed and maintained CRM-based processes (WHMCS) to optimize database management and streamline customer interactions
- Developed and implemented Customer Success Management (CSM) strategies, enhancing CSAT and NPS metrics
- Trained Customer Support Executives (CSEs) to improve outreach efforts and generate high-quality leads
- Directed marketing initiatives, including hosting exhibitions, seminars, and webinars, to expand market presence and foster networking opportunities
- Established strategic business alliances, ensuring long-term partnerships and mutual growth opportunities
- Made customers aware of current and new programs and services.
- Managed customer relations on ongoing basis to maximize customer retention.
- Created customer support strategies to increase customer retention.
- Enhanced customer satisfaction by addressing and resolving customer queries, concerns, and complaints in a timely manner.
Customer Success Manager
BKNF & Co
Delhi
08.2023 - 03.2024
- Orchestrated client satisfaction initiatives by collaborating with operational teams to swiftly resolve service issues
- Tracked metrics and crafted actionable insights to enhance efficiency and performance
- Generated and upheld extensive customer success documentation for both internal and external utilization
- Leveraged customer feedback to drive enhancements to customer success strategies
- Monitored customer progression and provided prompt and precise responses to inquiries
- Cultivated robust relationships with key clients, leading to heightened customer loyalty
- Defined and communicated clear targets and objectives to team members
- Employed industry expertise, customer service acumen, and analytical prowess to address customer concerns and foster loyalty
- Formulated detailed plans based on broad guidance and direction
- Daily Bank reconciliation for process hygiene, regular client & vendor reconciliation based on the ledger and the platform reports
- Month end Balance sheet and P/L finalization, managerial reports and cash forecasting and follow-ups with the client
Senior Finance Executive
Technip Energies
Noida
02.2023 - 08.2023
- Generated detailed reports on company transactions, incorporating key metrics for management and shareholders to gain clear insight into company direction
- Reconciled invoices with payments and purchase orders
- Prepared monthly bank account reconciliations
- Successfully finalized balance sheets and profit and loss statements on a monthly basis
Finance Executive
ODCEM Technologies Private Limited
08.2020 - 10.2022
- Orchestrated end-to-end processes for Invoicing & Reporting
- Managed cash collection, cash application, and ensured compliance with TDS & GST regulations
- Conducted bank and client ledger reconciliations
- Prepared weekly forecasts and reports on Invoice receivables for leadership and developed & implemented cash forecasts and collection strategies on a client-by-client basis
Executive - Finance and Accounts
The HelloWorld
10.2019 - 08.2020
- End to end Invoicing and processing of credit notes and hygiene of ledger and regular reconciliation
- Customer relationship management by taking up the queries from customer care department and resolving for smooth business processes
- Inter team process making and problem-solving with Sales, Operations, and Customer care
- Refund processing after closure of books
Executive - Finance and Accounts
Navriti Technologies Private Limited
01.2018 - 09.2019
- End to end Invoicing adhering to TDS and GST compliance, Invoice receivable sheet and reporting
- Client, Bank Reconciliation and Cash application
- Employee claims and agreement renewals
Education
Master of Commerce - Commerce
IGNOU
Patna 05.2015 - 12.2018
Bachelors of Commerce - Commerce
Magadh Mahila College
Patna 05.2011 - 03.2014
Skills
- Microsoft Presentation
- WHMCS
- Microsoft Excel
- Zoho CRM
- Zoho Desk
- Unbiased Platform
- Tally Prime
- Tally ERP 9
- Zoho Books
- Xero
- Website Content Development
- Social Media Marketing
- Email Marketing
Customer relations
Account management
Inter-department collaboration
CRM software proficiency
Sales proficiency
Sales funnel optimization
Customer segmentation
Customer relationship building
Customer retention
Customer account management
Strategic planning
Strategic communications
Accomplishments
- Facilitated successful onboarding of new clients, driving subsequent cross-selling and upselling opportunities.
- Managed and conducted international seminars and webinars.
- Awarded Best employee for the month.
- Received appreciation from UK client for exceptional support in onboarding and relationship management efforts.
- Converted majority of the clients and have been top performer to bring and retain clients.
- Built long term strategic alliance.
- Driven engagements through different social media platforms from scratch.
Software
ZOHO CRM
ZOHO BOOKS
TALLY ERP 9
TALLY CLOUD
XERO
Oracle
Interests
Reading
Cooking
Travel
Dancing
Timeline
Customer Relationship Manager
Zebyte Rental Planet Private Limited
03.2024 - Current
Customer Success Manager
BKNF & Co
08.2023 - 03.2024
Senior Finance Executive
Technip Energies
02.2023 - 08.2023
Finance Executive
ODCEM Technologies Private Limited
08.2020 - 10.2022
Executive - Finance and Accounts
The HelloWorld
10.2019 - 08.2020
Executive - Finance and Accounts
Navriti Technologies Private Limited
01.2018 - 09.2019
Master of Commerce - Commerce
IGNOU
05.2015 - 12.2018
Bachelors of Commerce - Commerce
Magadh Mahila College
05.2011 - 03.2014
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