Results-driven Customer Success Manager with expertise in onboarding, adoption, expansion and retention in both B2B and B2C customers. Handled SMBs, mid-market, and enterprise accounts.
With over four years of experience in Client relationship management and two years in digital marketing. Adept at implementing SaaS solutions and enhancing SEO strategies to drive online visibility. Skilled in proactive problem-solving and training initiatives that improve customer experiences and satisfaction.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Customer Success Manager/Digital Marketing
Experience.com/Buyer's Road India Private Limited
Bengaluru
11.2022 - 12.2024
Handled US Clients account holding an ARR value of $8 million within the Mortgage business segment
Upselling & Cross-selling products and features. Achieved $3 million in expansion opportunities in terms of adding additional users, selling the PRO features, and signing the accounts in two- to three-year contracts
Enabled a seamless transition for customers to become engaged users
Ensuring a zero churn rate for the quarter
Facilitated client adoption of software
Building strong relationships with clients and customizing products according to their needs
Driving OKR achievement for the organization
Ensuring the clients have signed the order form/contract within the stipulated time
Leveraged AI to drive customer-focused and mortgage loan officer-centric goals
Monitor account health and identify areas of improvement
Work closely with the accounting, revenue, engineering, and support teams for seamless customer satisfaction
Preparation and delivery of QBRs & EBRs
Organized periodic sessions for customers to outline updates and functionality of products
Working with the Salesforce team in identifying gaps and areas of improvement in managing customers' accounts
Resolving the clients' support cases on priority
Providing process improvement ideas so that they work toward the benefits of the clients
Assisted in the development and implementation of email marketing campaigns, and also by doing A/B testing
Optimized website content and improving the search ranking scores of the user
Working towards enhancing the SEO on both on-page and off-page aspects for the users, and assisting in the backlinking of the website URLs
Collaborated with the web developers to ensure effective site mapping, website analytics, CTAs (calls to action), landing pages, and widgets are implemented on the user’s individual webpage
Assisting the client in using Google Analytics and Google Ads to boost their leads and sales
Customer Success Manager, Technical Process Specialist
Infosys BPM
India
08.2022 - 11.2022
Managed client relationships and on technical support
Managed Clients accounts
Troubleshooting and root cause analysis
Prepared presentation decks to educate clients about products
Maintained Zero churn rate by regular client meetings
Working towards customer's satisfaction and driving Product adoption
Customer Success Executive
Convergys/Concentrix
India
12.2020 - 02.2022
Involved in lead generation for SaaS software – Intuit Accounting, QuickBooks, and Indeed Job Search platform
Managed smooth transition from negotiation to client onboarding and contract finalization
Enhanced relationship-building skills to drive product uptake
Addressed and resolved support issues
Conducted regular health checks of the accounts
Contract/Subscription renewals
Quality Advisor
Convergys/Concentrix
India
08.2016 - 11.2020
Focused on quality assurance for telecommunication services
Audited onshore and offshore technical calls and chats related to telecommunications
Provided feedback to agents and handled calibration sessions
Managed team responsibilities and ensured process compliance
Senior Process Associate
Mphasis
India
12.2014 - 08.2016
Provided customer service support in resolving credit card queries
Resolved customer's credit card billing issues over the phone
Provided technical support for banking website inquiries
Senior Process Associate
Infosys BPM
India
11.2013 - 11.2014
Delivered exceptional customer service in billing queries
Addressed customers billing and technical queries over the phone
Guided customers through troubleshooting and upselling products
Accounts Payable Analyst, Procurement, Statement of Work Validation, Invoice Auditing
Accenture
India
11.2009 - 10.2013
Managed Accounts payable and quality analysis
Improved payment accuracy by optimizing invoice validation and processing for accounts payable
Handled communications with vendors and project managers
Validation of SOW – Statement Of work), taking approval and getting is signed for further processing
Creating Purchase Requisition and raising Purchase Orders as per the requirement
Auditing the invoices processed from the team members and providing consecutive feedbacks
Ensuring members are up to date with the process requirement
Medical Insurance Specialist
Mahindra Satyam
India
01.2008 - 08.2009
Delivered adjudication services for medical insurance
Achieved prompt settlement of issues for insurance transactions
Education
B.Com - Commerce
Bangalore University
India
10.2007
Skills
Salesforce
Six Sigma
Customer Success Management
Account management
Product adoption
Client onboarding
Technical support
Contract negotiation
Effective communication
Auditing
Digital Marketing
Social Media Marketing
SEO
SEM
Google ADs
Google Analytics
Email Marketing
Canva
Certification
Digital Marketing
Accomplishments
Customer churn prevention: maintaining a zero churn rate across multiple account portfolios while improving customer engagement through proactive communication. Also boosted the sales target of $3 million in terms of upselling the Pro features and contract negotiations.
Languages
English - Native
Kannada - Native
Hindi - Native
Affiliations
Travelling to new places. I love Driving and riding. I also love pets and have a vibrant aquarium.
Languages
Hindi
First Language
English
Proficient (C2)
C2
Kannada
Proficient (C2)
C2
Timeline
Customer Success Manager/Digital Marketing
Experience.com/Buyer's Road India Private Limited
11.2022 - 12.2024
Customer Success Manager, Technical Process Specialist
Infosys BPM
08.2022 - 11.2022
Customer Success Executive
Convergys/Concentrix
12.2020 - 02.2022
Quality Advisor
Convergys/Concentrix
08.2016 - 11.2020
Senior Process Associate
Mphasis
12.2014 - 08.2016
Senior Process Associate
Infosys BPM
11.2013 - 11.2014
Accounts Payable Analyst, Procurement, Statement of Work Validation, Invoice Auditing
Accenture
11.2009 - 10.2013
Medical Insurance Specialist
Mahindra Satyam
01.2008 - 08.2009
B.Com - Commerce
Bangalore University
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