Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Certification
Timeline
Core Competencies
Generic
Parul Saxena

Parul Saxena

Noida

Summary

Dynamic and results-oriented Customer Success and CRM Management Specialist with over six years of experience in driving customer engagement, enhancing retention, and optimizing CRM systems. Proficient in leveraging industry-leading platforms, including Salesforce and Gainsight, to map customer journeys, implement data-driven health scoring, and proactively prevent churn. Recognized for transforming customer feedback into actionable strategies that enhance loyalty and overall satisfaction. Skilled communicator and cross-functional collaborator, capable of managing complex client relationships and supporting team operations to deliver exceptional customer experiences.

Overview

13
13
years of professional experience
1
1
Certificate

Work History

Team Leader - Data Research & Customer Success

Safeguard Global (formerly Global Upside Pvt Ltd)
Noida
08.2017 - Current

Key Responsibilities:

  • CRM Optimization and Data Integrity:Administered the Salesforce CRM for enterprise-scale customer data management across the Americas, EMEA, and APAC, ensuring that all customer records were comprehensive, accurate, and up-to-date.
    Spearheaded process improvements by automating data entry and data validation tasks within Salesforce, reducing manual data entry time by 30% and increasing data accuracy.
  • Customer Health Scoring & Retention:Developed and implemented a customer health scoring model utilizing Salesforce and Gainsight analytics, enabling proactive engagement with at-risk customers.
    Collaborated closely with account managers on intervention strategies, resulting in a 15% increase in customer retention over an 18-month period through targeted engagement and proactive outreach.
  • Customer Journey Mapping & Engagement:Led the development and continuous improvement of customer journey maps to enhance engagement at each stage, identifying critical touchpoints and personalizing customer experiences.
    Created engagement strategies based on customer behavior insights and feedback, leading to a 20% improvement in customer satisfaction scores through data-backed, personalized interactions.
  • Advanced Reporting & Analytics:
  • Designed and maintained detailed dashboards and ad-hoc reports in Power BI and Salesforce, tracking KPIs such as Net Promoter Score (NPS), engagement levels, and satisfaction metrics.
    Utilized CRM data to provide actionable insights that informed customer success strategies, enabling leadership to make data-driven decisions that supported customer retention goals.

Key Achievements:

  • Achieved a 15% reduction in customer churn and a 20% increase in customer satisfaction through the strategic implementation of customer health tracking and tailored engagement.
  • Implemented CRM process automation within Salesforce, enhancing team productivity by reducing repetitive tasks and improving data reliability.

Sr. Analyst

Clifford Chance LLP
Gurugram
04.2012 - 04.2017

Key Responsibilities:

  • CRM Management & Client Data Maintenance:
  • Maintained the LexisNexis InterAction CRM, ensuring that client profiles and engagement histories were comprehensive and current to support global client relations.
    Streamlined CRM processes to improve client segmentation, enabling targeted engagement strategies and more personalized interactions.
  • Client Communication & Customer Experience Optimization:
  • Conducted extensive research utilizing Orbis, Capital IQ, and Bloomberg to support client relationship management with insights into market positioning and customer needs.
  • Managed client communication, handling ad-hoc requests and delivering timely responses to enhance customer satisfaction and drive client loyalty.
  • Reporting for Strategic Decision-Making:
  • Created weekly, monthly, and quarterly reports for leadership, highlighting customer satisfaction, engagement metrics, and CRM utilization rates to support strategic decision-making.
  • Leveraged Excel and Salesforce to produce visual reports and presentations that illustrated customer satisfaction and engagement trends, guiding business development and customer relationship initiatives.

Key Achievements:

  • Elevated customer satisfaction by optimizing CRM processes, enabling precise client segmentation and targeted engagement.
  • Supported the global business development strategy by maintaining high-quality client data, leading to more informed decision-making for client relations.

Education

MBA - Business Analytics

Institute of Management Technology,
Ghaziabad
01-2019

PG - Advertising & Public Relations - Commercial And Advertising Art

YMCA
Delhi
01-2009

Bachelor of Arts - Commercial And Advertising Art

Delhi University
New Delhi
01-2008

Skills


  • CRM Systems: Salesforce, Gainsight, Zendesk, LexisNexis InterAction
  • Data Analysis and Visualization: Power BI, Tableau, Microsoft Excel
  • Process Automation: Salesforce Flow, Salesforce Process Builder
  • Customer health tracking: Proficient in health scoring and engagement monitoring within CRM systems
  • Reporting and Analytics: Skilled in NPS tracking, customer journey analysis, and satisfaction scoring

Accomplishments

  • Elevated customer satisfaction by optimizing CRM processes, enabling precise client segmentation and targeted engagement.
  • Supported the global business development strategy by maintaining high-quality client data, leading to more informed decision-making for client relations.

Languages

Hindi
First Language
Hindi
Proficient (C2)
C2
English
Proficient (C2)
C2

Certification

  • Salesforce Administrator Certification (in progress)

Timeline

Team Leader - Data Research & Customer Success

Safeguard Global (formerly Global Upside Pvt Ltd)
08.2017 - Current

Sr. Analyst

Clifford Chance LLP
04.2012 - 04.2017
  • Salesforce Administrator Certification (in progress)

MBA - Business Analytics

Institute of Management Technology,

PG - Advertising & Public Relations - Commercial And Advertising Art

YMCA

Bachelor of Arts - Commercial And Advertising Art

Delhi University

Core Competencies

Core Competencies
  • CRM Optimization & Management
  • Customer Health Scoring & Retention Strategy
  • Customer Journey Mapping & Engagement Strategy
  • Data-Driven Insights & Satisfaction Reporting
  • Client Communication & Change Management
  • Cross-Functional Collaboration & Team Leadership
Parul Saxena