Khushboo Nagpal
Noida
Summary
Customer Success Advisor at Appy Pie LLP, specializing in automation solutions on a no-code platform. Skilled in customer onboarding, cross-functional coordination, and technical support, with a strong foundation in SaaS tools and CRM systems. Adept at fostering client satisfaction, resolving issues efficiently, and ensuring seamless implementation of automation solutions.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Customer Success Advisor
Appy Pie LLP
Noida
04.2023 - Current
- Client Interaction & Support: Provided technical assistance via phone, email, and chat support to address customer concerns promptly.
De-escalated challenging customer issues with a calm, professional demeanor, ensuring high customer satisfaction.
Assisted clients with onboarding processes, offering guidance to ensure understanding of product features and capabilities.
Delivered knowledgeable and friendly service to resolve customer inquiries effectively.
Responded to inquiries regarding product information, support requests, and troubleshooting errors.
- Integration Solutions:Worked with the developer team, clearly explaining client requirements to facilitate seamless integration and implementation.
Provided support for no-code integration solutions, troubleshooting errors, and escalating advanced coding issues to developers.
Collaborated with clients to gather detailed requirements for integrations and automation, simplifying technical explanations as needed.
- Team & Project Management:Managed a team of developers and testers, ensuring timely delivery of projects and smooth workflows.
Oversaw internal and external team tickets to maintain operational efficiency and resolve bottlenecks.
Ensured alignment between sales, development, and customer success teams for smooth project transitions from pre-sale to post-sale stages.
- Sales Engineering:Collaborated with the sales team to understand client requirements, boosting product sales and providing support during the sales process.
Devised and delivered technical presentations and product demonstrations to explain options to customers and prospective clients.
Prepared detailed sales engineering reports by analyzing sales data and application trends.
Arranged product configurations and equipment trials to meet diverse customer needs and drive conversions.
- Customer Relationship Management:Built strong relationships with clients to encourage repeat business and foster customer loyalty.
Identified customer needs promptly and efficiently, tailoring solutions to address specific pain points. - Basic SaaS Platform Knowledge: Worked with a diverse range of SaaS platforms across CRM, project management, and payment solutions: CRM and Support Tools: GHL, Freshdesk, Zoho, Salesforce, ConnectWise, and Jira.
Project Management: Monday.com, Business Central.
Finance & Payment Solutions: Xero, Stripe, and Xendit.
Industry-Specific Software: Mindbody.
Gained hands-on exposure through implementing, troubleshooting, and supporting solutions for hundreds of clients, resulting in a broad understanding of these tools.
Education
MBA - HR And Marketing
Chandigarh Group Of Colleges
Landran, Punjab06-2023
Bachelor of Science - Physics, Chemistry, Maths
S.D. College
Ambala Cant04-2019
12th - Non-Medical
Mata Rukmani Rai Arya Senior Secondary School
Shahbad (M.)04-2016
10th - General Studies
D.A.V Centenary Public School
Shahbad (M.)04-2014
Skills
- Customer Success Management
- Customer Onboarding
- Customer Service
- Complaint Resolution
- Verbal and Written Communication
- Account Management
- SaaS Automation & Integration
- Technical Support & Troubleshooting
- CRM & SaaS Platform Knowledge
- Team Leadership and Coordination
- Strong teamwork
- Sales Engineering and Product Demonstrations
- Adaptability and flexibility
Accomplishments
- Rising Star Award, Appy Pie LLP – Recognized for exceptional performance and contributions to the Automation Team.
- Class Representative, MBA Program – Successfully served as CR for 2 years, receiving a certificate of recognition.
- Certificate of Presentation – Presented on "Rainwater Harvesting" under Jal Shakti Abhiyan, organized by CGC in collaboration with AICTE.
- 2nd Position, Chemistry Project Competition – Secured second place in a competition organized by SD College during graduation.
- NSS Volunteer – Organized a Youth Fest and attended a 7-day NSS camp at SD College during graduation.
- 1st Position, National Level Painting Competition – Won first place in a competition organized by Sohanlal DAV College, Ambala City (2014).
- Gold Medal, District Youth Judo Championship – Achieved the top position in the district-level competition.
- Bronze Medal, State Youth Judo Championship – Secured third place in the state-level championship (2014).
Languages
Hindi
First Language
English
Intermediate (B1)
B1
Certification
- Python Fundamentals for Beginners – Provided by Great Learning Academy.
- MS Excel Workshop – Organized by CGC.
- Diploma in Financial Accounting – Awarded by HARTRON.
Interests
Creative Arts
Scientific Exploration
Journaling
Cooking
Timeline
Customer Success Advisor
Appy Pie LLP
04.2023 - Current
MBA - HR And Marketing
Chandigarh Group Of Colleges
Bachelor of Science - Physics, Chemistry, Maths
S.D. College
12th - Non-Medical
Mata Rukmani Rai Arya Senior Secondary School
10th - General Studies
D.A.V Centenary Public School
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