Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

Dipti Mahajan

Customer Success & Management
Bengaluru

Summary

Professional with 4+ years of experience in SaaS and integration platforms. Adept at managing strategic client portfolios, onboarding customers, orchestrating the delivery of entitlements, and optimizing platform usage. Proven track record in driving value realization and passionate about cross-functional collaboration, customer advocacy, and using data to improve customer outcomes.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Senior Analyst- Customer Success

Boomi (Previously Dell)
03.2024 - Current
  • Lead cross-functional programs: Coordinate with product, customer success, marketing, and technical teams to plan, execute, and deliver strategic initiatives.
  • Drive insights and continuous improvement: Monitor key performance and customer experience metrics for community with data-driven insights to recommend optimizations to executive stakeholders.
  • Gather customer feedback continuously to improve Boomi community offerings.
  • Design, configure, test, and roll out Boomi community updates in production.


Customer Success Manager

HealthAsyst
11.2022 - 03.2024
  • Managed 15+ enterprise accounts with $2.5M in revenue, maintaining and growing upsells by 10%.
  • Led onboarding and platform adoption strategies to help customers achieve their KPIs and maximize ROI.
  • Resolved escalations by working cross-functionally with Product, Tech, and Support teams.
  • Built customer success plans outlining key metrics, risk factors, and business value realization strategies.
  • Delivered quarterly business reviews and insights to executive stakeholders.

Business Development Executive

HealthAsyst
04.2021 - 11.2022
  • Partnered with the Sales team to develop compelling sales and demo materials tailored to solution areas.
  • Responded to RFIs and RFPs by coordinating inputs from SMEs, and technical leads.
  • Conducted market and client research to understand needs, and present differentiated solutions.
  • Oversaw the planning and coordination of key business development initiatives and customer engagements.

Education

MBA - Marketing

Christ University
Bengaluru, India
04.2001 -

B.Tech - Computer Science

Amity University
Noida
04.2001 -

Skills

    Customer management

    Onboarding, Adoption, Upselling

    Metrics Reporting & Data Analytics

    Program Management

    Cross-functional Collaboration

    Feedback Loops & Customer Advocacy

    Contract Lifecycle Understanding

    Excel, Power BI, Google Analytics

    SQL

    Salesforce, Zendesk, Zoho CRM, Jira, Qualtrics

Certification

Certified Scrum Master- Scrum Alliance

Accomplishments

  • Class Representative in MBA (2020-2021)
  • Theatre: Certification of participation in Stage Play(Amity Youth Fest)
  • Certificate of life management program for youth (LMPY)

Timeline

Senior Analyst- Customer Success

Boomi (Previously Dell)
03.2024 - Current

Customer Success Manager

HealthAsyst
11.2022 - 03.2024

Business Development Executive

HealthAsyst
04.2021 - 11.2022

MBA - Marketing

Christ University
04.2001 -

B.Tech - Computer Science

Amity University
04.2001 -
Dipti MahajanCustomer Success & Management