Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
Generic

Shailesh Pachpor

Satara

Summary

Experienced Customer Success Manager (CSM) with a proven track record in SaaS B2B industries, ensuring customer satisfaction, retention, and growth. Specialized in client, customer, and account management, driving product adoption, and value realization throughout the customer journey. Expert in onboarding, relationship management, and retention, implementing strategic approaches to maximize upsell, cross-sell, and renewal opportunities. Proactively identifies risks, addresses challenges, and aligns solutions with customer goals to enhance overall experience and revenue. A key driver of customer success, overseeing lifecycle phases from onboarding to advocacy, ensuring long-term value and engagement. Strong in data-driven decision-making, risk management, and proactive support, fostering deep customer relationships for sustained business success. Driven Customer Success Manager with proven record in enhancing customer experience and fostering strong relationships. Skilled in leveraging CRM tools to manage accounts, forecast growth, and track customer interactions. Demonstrated ability to lead cross-functional teams toward achieving key performance objectives while maintaining high levels of customer satisfaction. Proven success in implementing strategies that improve client retention rates and promote substantial business growth.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Customer Success Manager

Palo Alto Networks
Hyderabad
08.2023 - Current

Managed client portfolio of 45 to 50 enterprise and 100 to 200 SMB customers.

  • Coordinated structured hand-off meetings to ensure seamless transitions between Sales and Professional Services.
  • Analyzed client requirements to define engagement objectives and develop onboarding strategies.
  • Facilitated knowledge transfer sessions and kick-off meetings to align project goals with client expectations.
  • Collaborated with clients to identify roadblocks and implemented solutions for product adoption.
  • Monitored license utilization and feature adoption, ensuring alignment with targeted usage metrics.
  • Conducted regular audits to track deviations and proactively mitigate adoption risks.
  • Organized quarterly business reviews to assess outcomes and strengthen client relationships.

Customer Success Team Lead

Flocareer India Pvt Ltd
Bengaluru
02.2022 - 08.2023
  • Company Overview: A platform streamlines remote hiring with innovative interviews, attracting top candidates, and reducing resource usage for faster recruitment.
  • Monitored the health of client accounts, ensuring continuous alignment with business objectives, and satisfaction.
  • Collaborated with CSAs to proactively encourage clients toward activation and adoption.
  • Worked closely with clients to identify, address, and resolve challenges, ensuring smooth activation, and fostering long-term adoption.
  • Continually engaged with clients to identify and resolve activation challenges, driving consistent adoption, and maximizing product value.
  • Organized Knowledge Transfer (KT) sessions and Kick-Off meetings to ensure alignment on project goals and client expectations.
  • Oversaw hiring and team building to strengthen team capabilities.
  • Led CSM onboarding and training programs to ensure successful integration.
  • Managed workforce allocation to optimize team efficiency.
  • Monitored and assessed team performance to drive results.
  • Fostered team development and nurtured a positive team culture.
  • Partnered with Account and Relationship Managers to drive timely renewals, ensuring continuity and client satisfaction.
  • Proactively implemented retention strategies during churn scenarios, addressing client concerns, and strengthening long-term relationships.
  • Tracked and analyzed CSAT and NPS scores to monitor customer satisfaction, and drive improvements.
  • Worked closely with CSAs to implement regular customer surveys, gathering insights to inform strategies.
  • Mapped customer journeys to pinpoint areas for enhancement, and deliver an optimized experience.

Customer Success Engineer L1

MindTickle
Pune
12.2020 - 02.2022
  • Provided initial support by identifying and resolving basic technical issues via email, chat, and phone.
  • Logged, categorized, and prioritized support tickets, ensuring accurate documentation and timely resolutions.
  • Maintained clear communication with customers to provide updates and collect necessary troubleshooting information.
  • Diagnosed and resolved technical issues related to hardware, software, or system configuration.
  • Collaborated with L2 and L3 support teams alongside product and engineering teams for issue resolution.
  • Contributed to theknowledge base by documenting solutions to common problems for future reference.

Senior Sales Executive

Vijay Vision Private Ltd
Lucknow
01.2017 - 02.2019
  • Designed and executed strategic sales initiatives, consistently exceeding revenue goals.
  • Identified new business opportunities to drive customer base growth.
  • Led and mentored a high-performing team of sales professionals.
  • Delivered targeted coaching to enhance team effectiveness.
  • Collaborated with marketing and product teams to align efforts with business objectives.
  • Monitored market trends and competitor activities to maintain acompetitive edge.
  • Cultivated relationships with key clients and strategic partners.
  • Analyzed sales performance metrics, providing actionable insights to senior leadership.

Territory Head Sales

Diagno Labs Private Ltd
Mumbai
01.2017 - 12.2017
  • Led and managed a team of sales professionals within the territory to achieve sales targets.
  • Provided training, coaching, and mentoring to enhance the skills and performance of the sales team.
  • Built and maintained relationships with key customers and partners to drive loyalty.
  • Collaborated with marketing and product development departments to align with company objectives.
  • Conducted market research and analysis to identify growth opportunities and remain competitive.

Sales Executive

Cellugen Biotech
Mumbai
06.2015 - 06.2017
  • Delivered impactful sales presentations and product demonstrations to healthcare professionals.
  • Provided scientific and clinical insights regarding company products to healthcare professionals.
  • Negotiated contracts and secured deals with customers, driving revenue growth.
  • Collaborated with marketing and medical affairs departments to align strategies with company objectives.
  • Conducted market research and analysis to identify growth opportunities and maintain acompetitive edge.

Education

Bachlore's Degree - Biotechnology

MGM's College Of CS & IT
Parbhani
01.2013

Skills

  • Salesforce and CRM software
  • Stakeholder management
  • Client engagement and advocacy
  • Risk mitigation strategies
  • Performance monitoring and reviewing
  • Reporting and documentation
  • Knowledge transfer and onboarding
  • Implementation and configuration
  • Customer experience enhancement
  • Business reviews and health checks
  • Key account management
  • Feature requests and upgrades
  • Retention and renewal strategies
  • Revenue expansion through upsell and cross-sell
  • Content creation for SOPs and FAQs
  • Effective communication via Slack and JIRA

Certification

Customer Success Manager: Fundamentals to Your CSM Career, Udemy

Timeline

Customer Success Manager

Palo Alto Networks
08.2023 - Current

Customer Success Team Lead

Flocareer India Pvt Ltd
02.2022 - 08.2023

Customer Success Engineer L1

MindTickle
12.2020 - 02.2022

Senior Sales Executive

Vijay Vision Private Ltd
01.2017 - 02.2019

Territory Head Sales

Diagno Labs Private Ltd
01.2017 - 12.2017

Sales Executive

Cellugen Biotech
06.2015 - 06.2017

Bachlore's Degree - Biotechnology

MGM's College Of CS & IT
Shailesh Pachpor