KAUSTUBH JOSHI
Pune
Summary
Results-oriented professional with 12 years in IT/SaaS sales, strategic account management, and business development. Expertise in managing enterprise relationships, driving account expansion, and identifying upsell opportunities to enhance customer success and retention. Committed to delivering business growth through strong client partnerships and value-driven engagement.
Overview
1
1
Certification
14
14
years of professional experience
Work History
Senior Manager - Enterprise Sales
RazorSign (PraticeLeague LegalTech Pvt Ltd)
Pune
01.2026 - 04.2026
- Generated enterprise leads through calls, emails, and LinkedIn.
- Built and managed a strong sales pipeline.
- Managed the complete sales cycle from prospecting to deal closure.
- Handled pricing discussions and negotiations.
- Conducted discovery meetings to understand customer needs.
- Delivered customized product demonstrations.
- Built strong customer relationships and identified upsell opportunities.
- Maintained CRM records, sales forecasts, and pipeline reports.
- PracticeLeague LegalTech Pvt Ltd
AGM – Key Account Management & Customer Success
LitmusWorld Marketing Technologies Pvt. Ltd.
Mumbai & Pune
09.2022 - 01.2026
- Managed a ₹3.5+ Crores portfolio of strategic enterprise accounts across BFSI, Retail, Real Estate, Ed-Tech, and Travel & Hospitality sectors across PAN India, driving client retention, account growth, stakeholder management, solution adoption, and long-term business partnerships.
- Drove 30% revenue growth through strategic account engagement and consultative QBRs.
- Enhanced customer retention by 25% through tailored engagement strategies such as strategic account reviews, proactive client engagement, and personalized value-led interactions.
- Cultivated strong relationships, generating 50% upsell opportunities.
- Led the end-to-end sales cycle for enterprise clients, from acquisition to successful onboarding and go-live.
- Managed critical client escalations using consultative approach, strengthening client relationships and retention.
- Managed cross-functional collaboration with Product, IT, Engineering, Operations Delivery & Pre-Sales team enhancing service delivery & seamless deployment.
- Implemented data-driven insights that enhanced customer satisfaction scores.
Asst. Customer Service Manager
LetsTransport (Diptab Ventures Pvt Ltd)
Pune
02.2020 - 09.2022
- Achieved 95% customer satisfaction rate through efficient service delivery.
- Resolved 90% of escalated issues on first contact for prompt resolutions.
- Streamlined processes, reducing response time by 40% to enhance operational efficiency.
- Increased upselling by 20% through targeted training initiatives for sales team, enhancing sales effectiveness.
- Managed client onboarding and operational handovers, facilitating seamless service transitions for improved customer experience.
- Monitored SLA adherence and service KPIs to maintain responsiveness in last-mile logistics.
- Conducted performance reviews and feedback sessions, promoting continuous improvement within teams.
- Spearheaded customer account management in Pune and Maharashtra, contributing to increased earned revenue and gross merchandise value.
Business Development Manager – Venue Acquisition & Sales
OYO Weddingz.in
Pune
02.2019 - 02.2020
- Drove venue acquisition, increasing portfolio by 30% in one year.
- Cultivated relationships with key stakeholders, driving a 25% increase in sales.
- Acquired premium wedding and event venues across Pune, increasing Gross Merchandise Value (GMV) through targeted onboarding and effective relationship management.
- Negotiated contracts that enhanced profit margins by 15% on average.
- Implemented targeted sales strategies, resulting in 40% more leads.
- Led cross-functional teams to streamline venue onboarding, improving process efficiency.
- Utilized CRM tools to track sales metrics, enhancing reporting accuracy.
- Presented at industry conferences, elevating brand visibility and credibility.
Product Sales Manager – Digital Banking
Kotak Mahindra Bank Ltd.
Mumbai & Pune
05.2017 - 02.2019
- Developed strategic sales plans that boosted regional revenue by 25%.
- Cultivated key client relationships, increasing repeat business by 50%.
- Led team of 15 sales reps, driving engagement and achieving sales targets.
- Implemented training programs that improved sales skills by 40%.
- Streamlined sales processes, cutting cycle time and improving customer response times.
- Negotiated high-value contracts, increasing profit margins and securing long-term partnerships.
- Utilized CRM tools to manage leads, monitor sales performance, update opportunities, and maintain accurate customer records.
- Managed Retail Payments and Merchant Acquiring for the Rest of Maharashtra (ROM) Cluster I, overseeing sales & operations across 12 branch networks.
Process Associate – Insurance Operations
Gallagher Operations Support Services Pvt. Ltd.
Pune
05.2012 - 04.2015
- Managed back-office insurance processes for U.S.-based clients, ensuring compliance and accuracy in claims and underwriting workflows.
- Implemented quality control measures, reducing errors by 25%.
- Received recognition for consistently exceeding performance targets.
- Trained new associates, improving team productivity and performance.
- Partnered with cross-functional teams to streamline workflow processes.
- Improved customer satisfaction scores by resolving issues promptly.
Education
MBA - Marketing & Operations Management
ICFAI Business School (IBS)
Hyderabad10-2017
B.B.A. - Management Studies
Pune University
Pune, Maharashtra06-2012
Skills
- Enterprise sales
- Key account management
- Account development
- Client retention
- Upselling strategies
- Stakeholder management
- Negotiation strategies
- Contract negotiation
- Renewal process
- Voice of Customer analytics
- Data analysis
- Churn management
- Customer lifecycle
- CRM systems
- Advanced Microsoft Excel
- Relationship building
Certification
- Six Sigma Green Belt Certified, Institute of Fundamental in Quality Management
Accomplishments
- Awarded 'Alpine Climber Award' by Managing Director of Gallagher Operations Support Services Pvt. Ltd, Pune as a recognition of Outstanding & Invaluable Contributions towards achieving organizational goals & excellence.
- Successfully implemented Six Kaizen Projects as part of process improvement in three years tenure at Gallagher Operations Support Services Pvt. Ltd.
- Appointed for GHPI Program (Grooming High Potential Individuals) by Division Head (top 2% of 500) based on potential and performance.
- Attained 'Spot Award Certificate' seven times as a recognition of valuable contribution in team and work process by Divisional Business Head of Gallagher Operations Support Services Pvt.
Hobbies and Interests
- Watching Movies & OTT
- Travelling
- Training & Exercising
Social Impact
Actively volunteering with the Rotaract Club of Pune Sinhagad Road, contributing to multiple social causes, community welfare initiatives, and engagement activities focused on driving positive social impact and community development.
Timeline
Senior Manager - Enterprise Sales
RazorSign (PraticeLeague LegalTech Pvt Ltd)
01.2026 - 04.2026
AGM – Key Account Management & Customer Success
LitmusWorld Marketing Technologies Pvt. Ltd.
09.2022 - 01.2026
Asst. Customer Service Manager
LetsTransport (Diptab Ventures Pvt Ltd)
02.2020 - 09.2022
Business Development Manager – Venue Acquisition & Sales
OYO Weddingz.in
02.2019 - 02.2020
Product Sales Manager – Digital Banking
Kotak Mahindra Bank Ltd.
05.2017 - 02.2019
Process Associate – Insurance Operations
Gallagher Operations Support Services Pvt. Ltd.
05.2012 - 04.2015
MBA - Marketing & Operations Management
ICFAI Business School (IBS)
B.B.A. - Management Studies
Pune University