Summary
Overview
Work History
Education
Skills
Languages
Additional Information
Websites
Timeline
Generic

Bakul Sharma

Gurugram

Summary

Customer Success leader with over 5 years of experience in SaaS, Consulting, and Digital platforms across India, UAE, and APAC. Successfully managed portfolios exceeding INR 2 Cr, overseeing 40+ SMB and enterprise accounts. Expertise in onboarding, integration, retention, and upsell strategies, with a focus on aligning customer objectives with product value. Proven ability to enhance stakeholder communication and drive revenue through strategic customer success planning.

Overview

5
5
years of professional experience

Work History

Customer Success Associate

Trackier
Noida
01.2025 - Current
  • Managed a portfolio of INR 2 Cr+ across 40+ SMB and enterprise clients.
  • Led onboarding, campaign guidance, and platform adoption to drive ROI.
  • Resolved escalations, extracted product feedback, and reduced churn via data insights.

Associate – Technology Consulting

PwC India
Gurugram
06.2022 - 12.2024
  • Worked across projects worth INR 1.5 Cr+ spanning integration, go-live, and CS operations.
  • Acted as SPOC from onboarding to customer success reviews and stakeholder meetings.
  • Mentored 10+ team members, drove adoption metrics and upsell opportunities for enterprise clients.

Business Development Manager

WedMeGood
Gurugram
10.2021 - 06.2022
  • Delivered CS-driven growth strategies, ran account health checks and retention plans.
  • Conducted upsell reviews, collaborated cross-functionally, and enhanced client satisfaction.

Sales & Growth Consultant

Meritto (formerly NoPaperForms)
Gurugram
02.2020 - 08.2021
  • Handled 50+ high-value client accounts, owning the entire lifecycle from onboarding to renewals.
  • Led CS reviews, renewals, upsells and achieved over 120% of revenue targets.
  • Worked cross-functionally with tech/product teams to deliver consistent client success and account expansion.

Education

EPGM -

IIM Calcutta
01.2026

PGDM -

IBS Bangalore
01.2020

BCA -

Birla Institute of Technology
Jaipur
01.2018

Skills

  • Customer success management
  • Customer relationship management
  • Client onboarding
  • Effective communication
  • Cross-functional coordination
  • Portfolio management and renewals
  • Strategic onboarding and retention
  • Stakeholder engagement
  • Product adoption and QBRs
  • Jira, Zendesk, Custify, Intercom, Salesforce
  • Upselling and churn mitigation
  • Team leadership and collaboration

Languages

Languages: English, Hindi

Additional Information

  • National-level Basketball Player
  • DOB: 1996-10-02 | Based in Gurugram

Timeline

Customer Success Associate

Trackier
01.2025 - Current

Associate – Technology Consulting

PwC India
06.2022 - 12.2024

Business Development Manager

WedMeGood
10.2021 - 06.2022

Sales & Growth Consultant

Meritto (formerly NoPaperForms)
02.2020 - 08.2021

EPGM -

IIM Calcutta

PGDM -

IBS Bangalore

BCA -

Birla Institute of Technology

Similar Profiles

CREATE PROFILE
Bakul Sharma