Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Hi, I’m

Navneet Yadav

Sales And Customer Success Expert
Delhi
Navneet Yadav

Summary

A dedicated service professional with 10+ years of experience in the field of Customer Success, Customer Servicing, and Product Adoption. Skilled in Inside Sales, Relationship Management, Product Support, and Engagement and Adoption. Proven track record of increasing revenue and streamlining workflow. Experienced in delivering exceptional customer service and driving long-term success. Adept at product training and ensuring seamless adoption. Consistently recognized as a high-performer.

Overview

13
years of professional experience
7
years of post-secondary education
1
Language

Work History

RealBooks Adansa Solutions Pvt Ltd.
Delhi

Growth Manager - CA Channel
06.2022 - Current

Job overview

  • Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
  • Demonstrated products to show potential customers benefits and advantages and encourage purchases.
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.
  • Increased profit margins by effectively controlling budget and overhead and optimizing product turns.
  • Managed 50+ accounts to retain existing relationships and grow share of business.

Beniwal Infotech
(Oct 2020 - May 2022)

Engagement Consultant
10.2020 - 05.2022

Job overview

  • Delegated tasks to existing support team members and used cloud-based tools to help solve complex business issues.
  • Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
  • Partnered with business leaders to deliver services that support company objectives and consistent with corporate values.
  • Collaborated with finance department on invoicing accuracy for applicable products, services, software and logistics.
  • Scheduled and attended meetings with clients and prospective clients as requested.
  • Monitored and analyzed client usage and feedback to provide insights for product improvements and enhancements.
  • Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients

Concentrix Services
Delhi

Service Delivery Manager
11.2018 - 10.2020

Job overview

  • Service Delivery Manager for Intuit, responsible for training and onboarding new partners.
  • Conducted product demonstrations to large audiences and facilitated Q&A sessions.
  • Cultivated strong relationships with Accountant partners to drive product adoption.
  • Assisted 100+ Accountants in maximizing value of their subscription and identified upselling opportunities.
  • Collaborated closely with cross-functional teams to support business development efforts.

Infoedge (India) Pvt. Ltd.
Noida

Deputy Manager - Customer Experience
09.2017 - 08.2018

Job overview

  • Engaged in sales and pre-sales processes for technology products, serving over 95 + enterprise clients, including major clients such as Hitachi and TVS.
  • Conducted comprehensive product training for customers, ensuring smooth onboarding experience.
  • Addressed customer queries promptly and effectively throughout their lifecycle, resulting in high level of customer satisfaction.
  • Proactively resolved customer issues to facilitate seamless product adoption and maximize customer success.

Intuit
Gurugram

Onboarding Specialist
07.2012 - 07.2017

Job overview

  • Gained extensive knowledge of products and services to provide best-in-class sales engineering solutions.
  • Created product training plans centered on customer success and satisfaction.
  • Helped customers improve results by recommending changes focused on lowering costs, adding new functionality.
  • Conducted pre/post-sales training, supported sales and onboarding teams.
  • Handled objections and ensured customer satisfaction.
  • Executed 60 outbound call per day and outbound campaigns and maintained up-to-date market knowledge.
  • Managed small team responsible for generating sales.

HAV Engineers & Services
Delhi

Assistant Manager – Operation
03.2010 - 06.2012

Job overview

  • Acted as a team leader in group projects, delegating tasks and providing feedback.
  • Gained strong leadership skills by managing projects from start to finish.
  • Cultivated interpersonal skills by building positive relationships with others.
  • Worked well in a team setting, providing support and guidance.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Worked effectively in fast-paced environments.
  • Self-motivated, with a strong sense of personal responsibility.
  • Resolved problems, improved operations and provided exceptional service
  • Demonstrated creativity and resourcefulness through the development of innovative solutions
  • Completed paperwork, recognizing discrepancies and promptly addressing for resolution

Education

Uttar Pradesh Technical University
Meerut

MBA from Finance and Marketing
08.2008 - 08.2010

MJP Rohailkhand University
Moradabad

B.Com from Accounts
07.2005 - 07.2008

UP Board
Moradabad

INTERMEDIATE
07.2004 - 05.2005

UP Board
Moradabad

High School
07.2002 - 06.2003

Skills

Microsoft office products

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Additional Information

  • AWARDS & ACHIEVMENTS , Intuit -Awarded as a “Best performer of the Quarter” continuously for 2 quarters. Intuit-Represented Intuit in a CII event Indore “Importance of cloud technology in MSME”. Intuit- Got Certified as a QUICKBOOKS PROADVISOR-US.

Timeline

Growth Manager - CA Channel

RealBooks Adansa Solutions Pvt Ltd.
06.2022 - Current

Engagement Consultant

Beniwal Infotech
10.2020 - 05.2022

Service Delivery Manager

Concentrix Services
11.2018 - 10.2020

Deputy Manager - Customer Experience

Infoedge (India) Pvt. Ltd.
09.2017 - 08.2018

Onboarding Specialist

Intuit
07.2012 - 07.2017

Assistant Manager – Operation

HAV Engineers & Services
03.2010 - 06.2012

Uttar Pradesh Technical University

MBA from Finance and Marketing
08.2008 - 08.2010

MJP Rohailkhand University

B.Com from Accounts
07.2005 - 07.2008

UP Board

INTERMEDIATE
07.2004 - 05.2005

UP Board

High School
07.2002 - 06.2003
Navneet YadavSales And Customer Success Expert