DEVANG PANDYA

(AI-Powered Conversational Intelligence & Voicebot Platform)

• Managed 10+ Enterprise and Mid-Market SaaS accounts across BFSI and Non-BFSI portfolios, including SBI Life, Aditya Birla Finance (ABFL), Bajaj Credit, Kotak Life, Cordelia Cruises, and Agrostar, ensuring product adoption, retention, and value delivery.
• Acted as a mini-project manager for Voicebot accounts, overseeing end-to-end onboarding, integration, and implementation, from initial setup to defining success metrics, and achieving measurable ROI.
• Designed and refined Voicebot conversation flows and intent structures to enhance response accuracy and user experience for enterprise clients.
• Conducted strategic business reviews and data-driven success planning to align Convin’s solutions with client KPIs, increasing adoption, and satisfaction.
• Partnered with decision-makers and operational POCs across multiple geographies through weekly sync-ups, executive MBRs,QBRs, and performance reviews, maintaining strong account health and relationship depth.
• Collaborated cross-functionally with Product, Tech, and Sales teams to resolve client escalations, deliver feedback, and prioritize product enhancements.
• Drove upsell and cross-sell initiatives through usage analytics and ROI tracking, contributing to account growth and renewal success.
• Delivered training sessions, product walk-throughs, and workshops to ensure efficient client onboarding, and optimal platform utilization.
• Proactively identified and resolved at-risk accounts, maintaining a 0% churn rate and achieving >90% CSAT consistently.

• Market Expansion: Conducted extensive research across Mumbai and South India to identify growth opportunities, customer behavior, and competitor positioning.
• Digital Transformation: Implemented Zoho CRM, Inventory System, and Shopify to automate workflows, enhance visibility, and boost online sales.
• Client & Vendor Relations: Built partnerships with key vendors, 5-star hotels, and institutional clients; led negotiations to ensure quality and profitability.
• Sales & Marketing Strategy: Developed go-to-market plans for B2B and B2C channels, driving revenue and brand visibility.
• Team Leadership: Managed sales and digital marketing teams, optimizing performance through analytics and process improvement.
• Operations Management: Oversaw store launch, logistics, and full-scale execution for the first Medhasvi outlet in Bangalore.

Key Achievements:

• Launched the first Medhasvi retail outlet with 100% vendor onboarding and digital integration within 60 days.
• Improved lead tracking and conversion efficiency through Zoho CRM automation and data-driven insights.

Growth Path: Promoted within 14 months for consistent performance and leadership contribution.

Responsibilities:

• Managed the Pilot Program and supervised inbound operations across Pan-India centers.
• Designed and delivered client presentations .
• Handled recruitment, onboarding, and mentoring to enhance team performance.
• Conducted one-on-one reviews to overcome sales hurdles and improve conversions.
• Executed lead generation and client outreach through calls, emails, and meetings.
• Developed data-backed sales decks and presented key results to stakeholders.

Key Achievements:

• Exceeded 4X sales targets, driving strong revenue growth.
• Consistently awarded as the Quarterly Best Performing Manager for top sales performance.
• Recognized for building high-performing teams and optimizing sales processes.

Responsibilities:

• Managed fund and equity investment portfolios, overseeing inflows, outflows, and valuations.
• Sold customized insurance solutions to individual and corporate clients, aligning with their risk profiles.
• Handled > 30 HNI financial portfolios, ensuring optimal returns and long-term engagement.
• Delivered insightful financial presentations, leading to the acquisition of multiple high-value investments.
• Maintained strong client relationships and ensured timely follow-ups for deal closures.

Key Achievements:

• Set a regional record by selling the highest-valued term insurance policy in Bangalore.
• Recognized for consistent performance in client acquisition and portfolio growth.