Parthil Mehta

• Manage the full customer success lifecycle for 40+ active customers with approximately $1.2m ARR and 8–10 concurrent POCs, covering onboarding, adoption, QBRs, renewals, and upsell readiness.
• Lead structured onboarding programs (avg. 1 month) including KPI discovery, stakeholder alignment, account setup, success planning, workshops, and customer training sessions.
• Track and improve customer outcomes using Custify health scoring, monitoring product usage, adoption %, tests executed, and automation coverage to reduce churn risk and drive engagement.
• Conduct approximately 7 QBRs per quarter, aligning progress against KPIs and identifying value realization and expansion opportunities.
• Act as the primary customer liaison and escalation lead, collaborating with Support and Engineering to unblock adoption challenges and strengthen customer experience.
• Partner with the POC team weekly to improve trial enablement frameworks, conversion metrics, and evaluation readiness.

Key Results

• Accelerated a stalled POC by providing execution resources and time-sensitive trial support, positioning the account for a multi-year agreement (active pipeline).
• Rescued an at-risk $200K account by addressing support gaps through a dedicated support structure and proactive enablement—resulting in a 3 year fully prepaid agreement.

• Built pipeline through outbound prospecting and lead qualification for SaaS automation opportunities increasing lead flow by 30%
• Supported POCs by guiding stakeholders through evaluation and product trial workflows.
• Trained SDRs and improved outreach workflows and internal handoff processes.

• Managed 100+ inbound leads each month leading to a significant increase in qualified meetings for sales managers
• Executed successful outbound campaigns to existing customer base, generating notable expansion leads and opportunities
• Oversaw web chat enquiries effectively with prospects to understand their needs and promote product offerings
• Collaborated with marketing and sales teams to enhance lead quality and align efforts with business objectives
• Coordinated cross-functional teams to streamline project workflows and improve communication efficiency.

• Developed and executed strategies for new business acquisition, consistently meeting and exceeding challenging activity and appointment setting targets
• Demonstrated excellent telephone and email communication skills in engaging with prospects and clients increasing the client base by 25%
• Prioritized workload effectively, managing multiple tasks simultaneously in a dynamic work environment
• Contributed positively to team efforts, always placing team and business objectives ahead of personal goals
• Gained experience and insight in a rapidly growing company, adapting to evolving business needs and client requirements.