komal verma
Gohighlevel Expert
Remote
Summary
With extensive experience in CRM systems and SaaS account management, I have successfully driven customer success, retention, and revenue growth for both domestic and international clients. My expertise includes onboarding, automation, workflow optimization, and strategic upselling. Skilled in platforms like HighLevel, Agile CRM, and 500 Apps, I consistently deliver high trial-to-paid conversion rates through proactive engagement and data-driven solutions. My commitment to process optimization, problem-solving, and exceptional client relationship management ensures measurable results and long-term partnerships.
Overview
5
5
years of professional experience
2
2
Languages
Work History
Remote Resource
06.2025 - Current
- Built and tested advanced CRM workflows and automations to streamline client operations and improve efficiency.
- Created and optimized landing pages and email templates (HTML & plain text), enhancing lead generation and engagement rates.
- Managed CRM pipelines with precision, ensuring accurate tracking of customer journeys and sales opportunities.
- Designed and implemented reporting dashboards to measure and visualize marketing performance metrics.
- Integrated social and marketing tools into CRM systems for end-to-end tracking and reporting of campaign effectiveness.
- Conducted rigorous testing and quality assurance prior to deployment, ensuring smooth functionality and error-free operations.
- Collaborated with cross-functional teams to align CRM strategies with business goals and improve overall customer success.
- Added and managed custom objects to records for improved data capture.
- Built and optimized branded landing pages and email templates within Go High Level using best-practice design application.
- Created and managed both plain-text and HTML-based email campaigns.
- Integrated social tools and tagging for accurate contact reporting.
Trial Experience Specialist (SaaS)
High-level
02.2023 - 05.2025
- Provided technical support to customers using SaaS product (Highlevel CRM)
- Actively worked on trial period accounts and achieved a conversion rate of 45% to 54% every month.
- Utilized advanced technical skills and expertise to troubleshoot complex problems and implement solutions.
- Assisted with product onboarding, including account setup, feature configuration, and troubleshooting.
- Monitored inbound calls, emails, chat messages, and other channels for incoming customer requests.
- Identified opportunities to improve customer experience through process optimization or automation.
- Maintained accurate records of all interactions with customers in a CRM system.
- Maintained composure and patience in the face of difficult customer situations, applying de-escalation techniques and positive customer support.
- Upsold additional items based on customer interests and needs.
- Adapted sales strategies based on customer interactions and feedback to improve results.
Customer Success Manager (SaaS)
Mantra Technologies
02.2021 - 01.2023
- Managed Agile CRM and 500 Apps onboarding.
- Conducted product demonstrations and successfully attained a 45% conversion rate during the trial period for accounts.
- Executed comprehensive account management responsibilities, overseeing the entire sales pipeline.
- Implemented cross-selling and upselling strategies opportunistically to maximize revenue.
- Mastered lead management, workflows, automation, and email campaigns for both products.
- Worked diligently toward solving customer queries and managed the end-to-end process of customer satisfaction and retention.
- Played a key role in bolstering brand establishment by actively participating in webinars and creating introduction videos featured on the company's official website.
Marketing Intern
CEAT Ltd.
08.2020 - 01.2021
- Handled a huge database of clients to extract data and increase the number of visits.
- Research on price mapping for competitive analysis to gain a competitive advantage.
- Recorded customer testimonials to increase website engagement.
- Helped in drafting personalized messages for existing and new clients to increase customer engagement.
Education
Bachelor of Business Administration - Sales and Marketing Education
Alliance University
01.2021
Skills
Account Management
SOFTWARE EXPERTISE
HighLevel CRM | Agile CRM | 500 Apps | Automations | Google Tools | Microsoft Tools | Email Campaigns
Timeline
Remote Resource
06.2025 - Current
Trial Experience Specialist (SaaS)
High-level
02.2023 - 05.2025
Customer Success Manager (SaaS)
Mantra Technologies
02.2021 - 01.2023
Marketing Intern
CEAT Ltd.
08.2020 - 01.2021
Bachelor of Business Administration - Sales and Marketing Education
Alliance University