Account Executive managing a $150K+ per quarter revenue target across a portfolio of 50+ B2B accounts. Drives renewals, upselling, cross-selling, and account expansion by building account plans, coordinating proactive outreach, and strengthening stakeholder relationships. Maintains Salesforce CRM accuracy, renewal forecasts, and pipeline hygiene to support revenue predictability and retention.
Hi, I’m
Megha Sachdeva
Customer Success Account Manager
Mohali
Summary
Overview
1
Language
1
Certification
9
years of professional experience
Work History
Adobe
Customer Success Account Manager
11.2025 - Current
Job overview
- Own a $150K quarterly revenue target, driving account renewals, upselling, cross-selling and revenue expansion across a portfolio of B2B customers.
- Managed 50-70 customer accounts, driving customer success, product adoption, retention, renewals, and account growth.
- Develop and execute strategic account plans to identify expansion opportunities and increase customer engagement, product adoption and recurring revenue.
- Conduct proactive outbound prospecting and customer outreach to generate upsell, cross-selling and expansion opportunities.
- Manage renewal forecasting, sales pipeline management and account planning to support revenue predictability and retention.
- Maintained accurate Salesforce CRM records and opportunity tracking, ensuring reliable reporting and visibility.
- Build and maintain strong customer relationships with key stakeholders to identify business needs, address risks and support longterm account growth.
CallHippo
Key Account Executive
11.2023 - 08.2025
Job overview
- Closed 710 new business deals per month with an average deal size of $2,000 ARR.
- Managed sales pipeline of $250K-$500K in active opportunities, ensuring timely follow-ups and deal progression.
- Managed the complete sales cycle from qualified lead to deal closure for cloud telephony system.
- Achieved 90-120% of sales quota through diligent CRM management, accurate forecasting, and maintaining pipeline integrity.
- Developed and managed a healthy sales pipeline in CRM (Hubspot) to ensure accurate forecasting and opportunity management.
- Cultivated strong customer relationships, resulting in increased renewals, expansions, and referrals.
Signeasy
Senior Account Executive
01.2020 - 11.2023
Job overview
- Consistently surpassing sales quotas, with a track record of exceptional performance.
- Achieved 120% quota in Q3 of 2021, securing 32 new clients.
- Achieved 100% quota in Q2 of 2021, bringing on board 30 new clients.
- Consistently met sales targets, reaching 100% of quota every quarter.
- Collaborated with Sales to drive successful closure of sales deals.
- Prospected proactively to build a robust pipeline and foster strong relationships with potential clients.
- Prospect relentlessly to build pipeline and build strong personal relationships with prospects.
- Research for prospects that have a requirement for our service and coordinate with them for suitable appointment times.
- Follow up regularly with potential and existing clients to ensure they are happy.
- Organizing meetings with clients to discuss their needs and concerns.
- Presenting innovative strategies to boost their Return on Investment and improve overall experience with our service.
- Followup regularly with potential and existing clients to ensure they are happy.
- Establishing and maintaining daytoday relationships
MSB Docs
Sales Executive
03.2018 - 12.2019
Job overview
- Generated new business opportunities through targeted cold calling, email outreach, and LinkedIn prospecting, expanding client base.
- Conducted discovery calls to identify and analyze customer workflows, tailoring solutions to meet their needs.
- Delivered product demonstrations to healthcare providers, hospitals, and clinics.
- Achieved monthly and quarterly sales targets through consultative and solution-based selling.
- Maintained accurate opportunity tracking and CRM hygiene, ensuring reliable forecasting and effective sales pipeline management.
Education
MCM DAV Collage for WomenIndia
Bachelor of Arts from Public Administration
01-2018
University Overview
Skills
Key account management
Consultative selling
Pipeline management
Renewal forecasting
Account planning
Customer relationship management
Salesforce CRM
Hubspot
Customer retention
Customer success management
Contract negotiation
Certification
21 CFR Part 11 Compliance, MSBDocs, Does not expire
Timeline
Customer Success Account Manager
Adobe
11.2025 - Current
Key Account Executive
CallHippo
11.2023 - 08.2025
Senior Account Executive
Signeasy
01.2020 - 11.2023
Sales Executive
MSB Docs
03.2018 - 12.2019
MCM DAV Collage for Women
Bachelor of Arts from Public Administration
Personal Information
Personal Information
- Nationality: Indian
- Availability: 8 years 6 months