K Punitha
Summary
Customer Success and Relationship Management professional with 5+ years of experience in driving client retention, renewals, and satisfaction across SaaS, financial, and tech-driven platforms. Skilled in leveraging CRM tools, customer lifecycle strategies, and data-driven insights to improve adoption, reduce churn, and deliver measurable business impact. Proven success in exceeding growth targets, strengthening client relationships, and collaborating cross-functionally to enhance customer experience and long-term value.
Overview
6
6
years of professional experience
Work History
Relationship Manager
Meragi
12.2024 - Current
- Managed a portfolio of 30+ destination wedding clients using Meragi's SaaS suite (Studion transitioning to Infinity).
- Achieved 150% of quarterly sales targets within six months by integrating data-backed consultations and personalized demos.
- Improved client satisfaction by 20% through tailored onboarding processes and proactive communication.
- Partner with operations, vendor, and design teams to streamline service delivery.
- Wedding Tech Platform, Series A-Funded by Accel Partners
- Awards: Best Rookie of the Year (2025), Highest Sales Closed - H1 2025, Outstanding New Joinee (May 2025)
Relationship Manager
BetterInvest
12.2023 - 11.2024
- Managed and retained a portfolio of 100+ HNI and Ultra-HNI investors, delivering tailored investment solutions across multiple alternative asset categories.
- Exceeded quarterly revenue goals by 110% by aligning client portfolios with risk profiles and long-term financial objectives.
- Increased client conversion rate by 35% through customized investment demos and consultative relationship management using Freshsales CRM.
- Collaborated with cross-functional teams in finance, product, and customer support to streamline onboarding and improve portfolio visibility.
- Alternative Investment Platform
- Awards: Top Performer – Client Growth (2024)
Inside Sales & Finance Support Executive
Skill-Lync
07.2022 - 11.2023
- Managed end-to-end client lifecycle for 200+ learners, overseeing onboarding, financing, and post-enrollment engagement.
- Achieved 130% of monthly conversion targets by applying a consultative, solution-oriented approach to learner interactions.
- Improved demo-to-enrollment rate by 18% through personalized program recommendations and active pipeline management.
- Enhanced collection turnaround time by 22% by coordinating with NBFC partners and streamlining payment processes.
- EdTech platform
Sales & Lead Generation Head
VK Enterprises
11.2019 - 11.2021
- Co-founded and led a performance go-karting startup, overseeing end-to-end B2B and B2C sales operations across South India.
- Scaled client acquisition by 200% through strategic partnerships, corporate tie-ups, and targeted outreach campaigns.
- Reduced production costs by 15% by optimizing vendor management and procurement processes without compromising on quality.
- Executed 20+ promotional and brand activation events that improved visibility, generated recurring clients, and expanded market presence.
- Collaborated with cross-functional teams across production, marketing, and event operations to ensure smooth execution and service delivery.
- Startup Project
Education
Digital Marketing Certification - Digital Marketing
Digi Performa
Bangalore 01.2019
Bachelor's Degree - Humanities
Bangalore University, SJR College
Bangalore, India01.2018
Skills
- Customer Success
- Consultative Sales
- Collaboration
- Data-Driven Insights
- Client Management
- Customer Retention & Upselling
- Strategic Engagement
- Relationship Building
Accomplishments
- 2025 Outstanding New Joinee Award - Meragi
- 2025 Best Rookie of the Year - Meragi
LANGUAGES
Hindi
Telugu
Tamil
English
Kannada
INTERNSHIP
- 01/2019 – 03/2019 Bangalore Digi favor Supported digital marketing campaigns and client communication efforts, improving engagement and visibility across key platforms. Coordinated with design and content teams to ensure timely delivery of brand materials and accurate client reporting.
- 08/2015 – 07/2017 Bangalore My Bhumi Community engagement intern Assisted in organizing awareness campaigns, school workshops, and community drives promoting environmental sustainability. Collaborated with volunteers and local partners to strengthen outreach and improve participation across social projects.
CAREER VISION
To advance as a dependable Customer Success professional by ensuring clients experience seamless renewals, consistent support, and long-term satisfaction. I aim to strengthen engagement, drive retention, and create smoother collaboration across teams in high-growth SaaS environments.
Timeline
Relationship Manager
Meragi
12.2024 - Current
Relationship Manager
BetterInvest
12.2023 - 11.2024
Inside Sales & Finance Support Executive
Skill-Lync
07.2022 - 11.2023
Sales & Lead Generation Head
VK Enterprises
11.2019 - 11.2021
Bachelor's Degree - Humanities
Bangalore University, SJR College
Digital Marketing Certification - Digital Marketing
Digi Performa