Summary
Overview
Work History
Education
Skills
Timeline
Generic
DARSHANA SHINDE

DARSHANA SHINDE

Bengaluru

Summary

Customer Onboarding and Success Specialist with 3+ years of experience in B2B SaaS, leading implementation, adoption, and retention strategies for enterprise clients. Skilled in managing full-cycle onboarding, integrating financial tools, and optimizing time-to-value metrics. Proven track record of cross-functional collaboration with Sales, Product, and Engineering teams to streamline onboarding journeys and drive customer satisfaction.

Overview

4
4
years of professional experience

Work History

Implementation Associate-Implementation Specialist

Whatfix
Bengaluru
11.2021 - Current

2021 – Present

  • Led end-to-end onboarding for enterprise clients, delivering tailored product walkthroughs, training sessions, and configuration support.
  • Acted as the primary point of contact during onboarding, ensuring a smooth and proactive experience across multiple parallel client engagements.
  • Integrated client systems with Whatfix's platform and supported technical configurations for optimal alignment with business needs.
  • Tracked time-to-value, usage, and adoption metrics, initiating interventions to ensure customer success.
  • Collaborated with Sales for seamless handoffs and worked closely with Customer Success teams post-onboarding.
  • Communicated onboarding insights and technical gaps to Product and Engineering teams to inform improvements.
  • Maintained accurate onboarding records using Salesforce and Jira; improved playbooks and documentation for scale.

Key Achievements:

  • Achieved 95% retention by executing consistent, value-driven onboarding experiences.
  • Reduced churn by 15% by implementing a real-time onboarding health tracking system.
  • Cut issue resolution time by 30% through a structured, scalable escalation framework.

Education

Bachelors of Technology (BTech) - Electrical, Electronics And Communications Engineering

Lovely Professional University
Punjab
06-2022

Skills

  • B2B Customer Onboarding
  • Software implementation
  • Requirements gathering
  • Data migration
  • Issue resolution
  • Configuration management
  • Stakeholder management
  • SaaS Implementation
  • Account Configuration & Integration
  • Onboarding Metrics (TTV, Usage)
  • Client Training & Product Demos
  • Cross-functional Collaboration
  • CRM & PM Tools (Salesforce, HubSpot, Jira)
  • Customer Advocacy
  • Process Optimization

Timeline

Implementation Associate-Implementation Specialist

Whatfix
11.2021 - Current

Bachelors of Technology (BTech) - Electrical, Electronics And Communications Engineering

Lovely Professional University
DARSHANA SHINDE