BHUMIKA SHAH
Ahmedabad,Gujarat
Summary
CIMA-qualified client Growth Leader with 9+ years at the intersection of Finance & Accounting Outsourcing, client engagement and revenue operations. I partner with Partner-level and C-suite stakeholders across the UK, US and Australia to retain, expand and reposition offshore finance relationships. Lead UK client subsidiaries and accounting firms hands-on, so I understand delivery from the inside as well as the boardroom. Currently leading client growth for a global outsourcing business, covering executive reviews, NPS improvement, churn-risk intervention, cross-sell and account expansion. Fluent in the GCC and GBS operating models finance leaders use to scale, focusing on one outcome: turning delivery quality into durable, growing client revenue.
Overview
1
1
Certification
10
10
years of professional experience
Work History
Senior Marketing Manager — Growth, GTM & Customer Engagement
IMS Group
01.2026 - Current
- Managed structured engagement with enterprise stakeholders across Accounting, EOR, BFSI, placing 128+ C-level decision-makers into partnership and expansion conversations through executive reviews, CXO roundtables and multi-threaded stakeholder engagement.
- Protected $43,200 in at-risk revenue and improved account-level NPS by 6 points YoY by developing churn-signal dashboards tracking sponsor engagement, campaign response and stakeholder changes across a portfolio of 24 enterprise clients.
- Facilitated 60+ structured client reviews, translating customer feedback, adoption data and business requirements into actionable recommendations that enhanced client satisfaction and drove retention.
- Partnered with internal sales, delivery, revops and leadership teams to bridge communication and expectation gaps, improving alignment and client satisfaction during engagements.
- Authored 12+ tailored RFP responses for Forbes Global 2000 clients, leading solution design, commercial positioning, service packaging and pricing for an outsourcing/GCC venture.
- Developed bundled service propositions across finance & accounting, workflow automation and outsourcing capabilities to drive cross-sell opportunities and support account expansion.
- Designed client-facing enablement assets including pitch decks, one-pagers, battlecards, ROI calculators and objection-handling guides, supporting more than 150 enterprise pursuits.
- Established & Led a 40+ member matrixed team spanning Marketing, RevOps, Content, Design and Delivery, coordinating cross-functional execution and improved operational responsiveness.
- Global B2B services platform spanning Finance & Accounting, IT and BPM Managed Services and GCC/BOT ventures, serving enterprise clients across the US, UK, Europe, Australia and the Netherlands.
Manager — Digital Marketing
IMS Group
05.2024 - 12.2025
- Delivered 199+ qualified leads and achieved 55% average organic traffic growth by rebuilding digital marketing around demand generation and customer-outcome objectives across six brand portfolios.
- Analyzed customer, market, and engagement data across SEO, SEM, paid social, email, webinars, and PR to identify opportunities for enhanced customer engagement and business growth.
- Developed cross-functional processes across content, design, digital marketing, demand generation, and video production, coordinating internal teams and external stakeholders for streamlined operations.
- Enhanced digital engagement by increasing backlinks 259% and reducing organic bounce rate from 57% to 45%.
Strategic Business Consultant — IMS Decimal
IMS Group
11.2023 - 05.2024
- Led consultative business development for Finance & Accounting Outsourcing (FAO), engaging UK, US and Australia-based accounting firms on solution design, engagement scoping, pricing and multi-year contract structures.
- Collaborated with accounting-firm stakeholders to clarify operational requirements and design tailored outsourced accounting service models.
- Facilitated commercial discussions on service scope, pricing, delivery structure, and long-term engagement models to align offerings with client needs.
Strategic Business Consultant
IMS Group
07.2023 - 10.2023
- Co-architected GTM and service-delivery operating model for India Shared Service Centre of Top 10 global accounting firm, advising partner-level stakeholders on talent, technology, pricing, and governance to enhance operational effectiveness.
- Developed commercial packaging and pricing frameworks for accounting and auditing firms across UK and African markets, including tiered service catalogues and currency-adjusted pricing structures to drive competitive positioning.
- Supported 12 active commercial pursuits in four months through structured solution design, pricing, and stakeholder engagement, facilitating timely project delivery.
Digital Marketing Project Manager
UNISON GLOBUS
06.2022 - 08.2023
- Analyzed campaign, engagement and pipeline signals using Google Analytics, Hootsuite, Semrush and Google Trends and translated findings into recommendations for Sales and Marketing leadership.
- Coordinated cross-functional execution across operations, SEO, design, and external agencies.
- Collaborated with the US/UK accounting outsourcing ecosystem to develop targeted engagement strategies for CPA and accounting-firm audiences.
- Built and managed client-relevant content and thought leadership addressing accounting-firm requirements, service challenges and outsourcing considerations.
- Conceived, produced and hosted 5+ webinars and 7 podcast episodes, managing stakeholder coordination and execution end to end.
- Delivered comprehensive accounting outsourcing solutions tailored to CPA firms in the US and UK.
Digital Marketing Coordinator
UNISON GLOBUS
07.2021 - 06.2022
- Conducted market and competitive research across the US CPA and accounting landscape to inform targeted campaigns and improve client engagement strategies.
- Supported marketing and client engagement for US-facing accounting outsourcing business by creating brochures, decks, newsletters, eBooks, podcasts, blogs, and social content that enhanced brand visibility.
- Planned and coordinated webinars, conferences, and trade-show engagements to connect with prospects, partners, and industry stakeholders, fostering valuable relationships.
Business Accountant
IMS Decimal — AN IMS GROUP COMPANY
Ahmedabad
05.2016 - 06.2018
- Supported statutory compliance and financial year-end close for multiple UK client subsidiaries within the staffing business.
- Handled day-to-day bookkeeping across QuickBooks, MYOB, Sage, and custom consolidation platforms.
- Assisted with VAT returns and IR35 filings while working with operations on monthly and quarterly planning, budgeting, and forecasting.
- Maintained accurate accounting records, reconciliations, and planning inputs to support financial reporting and operational decisions.
- Supported staffing and recruitment services for UK- and US-based clients.
Senior Recruitment Consultant
IMS PEOPLE — AN IMS GROUP COMPANY
05.2016 - 11.2017
- Managed multi-vertical client accounts across Automotive, Banking and Finance as the primary client-facing contact.
- Owned end-to-end client requirements, candidate sourcing, screening, interviewing and salary negotiation across assigned accounts.
- Managed client expectations and delivery commitments while mentoring junior recruiters and trainees across the recruitment lifecycle.
- Recognized as 4x Performer Accelerator of the Month and first-place winner of the internal Innovation in Recruitment challenge.
Education
Advanced Certification - Digital Marketing & Branding Communications
MICA
Ahmedabad01-2023
Advanced Diploma - Management Accounting
CIMA — Chartered Institute of Management Accountants
UK01-2020
Bachelor of Commerce -
S. M. Patel Institute of Commerce, Gujarat University
01-2016
Skills
- Client success management
- Client Retention & Account Health
- NPS & Customer Feedback
- Client review meetings
- Stakeholder engagement
- Escalation & Cross-functional Coordination
- Account Expansion
- Cross-sell & Upsell
- Solution scoping
- Commercial & Pricing Support
- Revenue Growth Strategies
- CRM & Revenue Operations
- CRM operations
- Reporting & Customer Insights
- Financial Modelling
- Data analytics
- Service enhancement
- Team collaboration
- AI automation
Personal Information
Title: Customer Success | Retention & Expansion | RevOps | Full-Funnel Builder
Certification
Certified Gen AI Mastermind - Agentic AI Workflows, LLM-assisted Content & SEO Systems, HP LIFE Foundation - Effective Leadership, HP LIFE Foundation — Effective Presentations, Growth School — SEO Workshop, HubSpot Customer Success, MEDDIC Fundamentals — In Progress
Timeline
Senior Marketing Manager — Growth, GTM & Customer Engagement
IMS Group
01.2026 - Current
Manager — Digital Marketing
IMS Group
05.2024 - 12.2025
Strategic Business Consultant — IMS Decimal
IMS Group
11.2023 - 05.2024
Strategic Business Consultant
IMS Group
07.2023 - 10.2023
Digital Marketing Project Manager
UNISON GLOBUS
06.2022 - 08.2023
Digital Marketing Coordinator
UNISON GLOBUS
07.2021 - 06.2022
Business Accountant
IMS Decimal — AN IMS GROUP COMPANY
05.2016 - 06.2018
Senior Recruitment Consultant
IMS PEOPLE — AN IMS GROUP COMPANY
05.2016 - 11.2017
Advanced Certification - Digital Marketing & Branding Communications
MICA
Advanced Diploma - Management Accounting
CIMA — Chartered Institute of Management Accountants
Bachelor of Commerce -
S. M. Patel Institute of Commerce, Gujarat University