Summary
Overview
Work History
Education
Skills
Timeline
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Mehak Malhotra

Customer Success Manager
Ambala

Summary

Total 7 years experience, with 5+ years as a CSM, with in-depth expertise in leading Customer Relationship and Account Management in E2E Post Sales Lifecycle for Global Markets. Delivered improved Customer Experience leading to retention and contributed over $1M in Revenue Growth through upsells/cros sells.

Overview

7
7
years of professional experience

Work History

Customer Success Manager

Trantor
08.2023 - Current
  • Managing Customer portfolio of around $20Mand managing customer lifecycle for Palo Alto Networks clients, ensuring seamless transitions from sales handover to deployment , assisting while in the deployment journey and continuous engagement thereafter.
  • Primary contact for customers, fostering strong relationships and addressing their needs.
  • Regular check-ins with C-suite stakeholders to reinforce product value.
  • Promote product adoption through active client engagement and best practices.
  • Analyzing churned accounts to identify and resolve underlying issues.
  • Facilitating tailored client sessions, including technical workshops and product roadmap discussions.

Customer Success Manager

Zscaler
02.2022 - 03.2023

Key Responsibilities

  • Owning the Customer Life Cycle & Account Management– from Sales Handover, Oversee & Ensure Timely Deployment, Consistent Engagement there-on building a Relationship of Trust & Transparency.
  • Be the Trusted Advisor for enterprise customers (contributing around $14M to business) with a focus on Adoption, Retention & Experience.
  • Collaborate with customers to identify and mitigate churn risk to ultimately ensure on-time renewals
  • Deliver Customer Success plans to align Zscaler services with customer's business initiatives and priorities.
  • Deliver Quarterly Business Reviews, Product Updates, Check-in’s to C-suite stakeholders to re-enforce Zscaler Value and demonstrate fundamental understanding of Zscaler technology while articulating the advantages against competitors
  • Escalation Management, Stakeholder Management (Internal & External), Co-ordination between Product Management, Support groups, and other Cross-Functional teams
  • Work closely with internal stakeholders to drive incremental growth by identifying new Upsell/Cross-sell opportunities in existing customers.

Key Achievements

  • Portfolio Management: Led relationship with around 400+ EMEA & APAC customers , comprising of a portfolio of around $14M
  • Revenue Contribution: Contributed around $1M of revenue through to enterprise business through upsells and cross-sells
  • Risk Mitigation: Played a key partner for mitigating risk in highest churn risk customer segment of small ARR accounts through risk assessment and get well plans
  • Planhat Champion: Testing champion for a new CRM tool launched internally . Responsibilities included: testing, sharing feedback, coordinating with planhat team to ensure feedback implementation

Manager, Customer Success

Clicklabs Pvt. Ltd
12.2019 - 01.2022

Key Responsibilities

  • Communicating with the clients and ensuring proper feedback regarding the product that benefits the organisation, through continuous product innovation.
  • Own overall relationship with assigned clients, which includes: Increasing adoption, ensuring retention, and satisfaction.
  • Establish a trusted/strategic advisor relationship with each assigned client and drive the continued value of our products and services.
  • Closely involved in customer concerns and works closely with internal teams on prioritizing and managing customer escalations.
  • Owning the content development for product utilization: knowledge based articles, preparing and recording demos.
  • Conducting churn analysis on churned accounts to understand churn reason.
  • Post Sales Customer Handoff- Working with the account manager in gaining knowledge about the customer and ensure customer growth

HR Manager

Pontos Business Consulting
02.2017 - 11.2019
  • Handling complete Recruitment Cycle - Sourcing, Screening, Qualifying and Short-listing candidates as per the requirements.
  • Salary Negotiation and Onboarding of candidates
    Establishing strategic partnerships with Companies for empanelment
  • Client Relationship Management
  • Employee Relations and Employee Engagement
  • Closure of open job positions within defined timeline
  • Conducting new hire orientation program for new hires
  • Rewarding performance and implementation of incentive plans funded by organization/client Planning of annual events for employee’s engagement and motivation.

Education

MBA - Marketing & HR

Thapar University
Derabasi

Bachelor of Commerce -

Kurukshetra University
Ambala

Skills

Effective Communication

Client Relationship Management

Escalation Management

Conflict Management & Resolution

Problem Solving

Prioritization

Revenue Growth

Cross Functional Collaboration

Timeline

Customer Success Manager

Trantor
08.2023 - Current

Customer Success Manager

Zscaler
02.2022 - 03.2023

Manager, Customer Success

Clicklabs Pvt. Ltd
12.2019 - 01.2022

HR Manager

Pontos Business Consulting
02.2017 - 11.2019

MBA - Marketing & HR

Thapar University

Bachelor of Commerce -

Kurukshetra University
Mehak MalhotraCustomer Success Manager