Summary
Overview
Work History
Education
Skills
Timeline
Generic

Shivani Negi

New Delhi

Summary

Goal-oriented Client Success Manager adept at promoting customer loyalty and maintaining retention with proactive and hands-on strategies. Effective at giving customers highly positive experiences as primary liaison and company representative. Ready to bring 5+ years of experience and take on challenging new role.

Overview

7
7
years of professional experience

Work History

Client Success Manager

TravelPlus
05.2023 - Current
  • Responsible for building and nurturing long-term, strategic relationships with high-volume clients, including Policy Bazaar, Adani Enterprises, Zepto, TVS , Leap finance and many more.
  • Regularly visit corporate clients' regional offices to establish in-person connections, gather valuable feedback, and ensure their seamless experience. Swiftly address any challenges they may encounter, prioritizing effective solutions to enhance overall satisfaction and partnership longevity.
  • Act as the main point of contact for these valued clients and collaborate closely with internal teams to ensure their satisfaction and success.
  • Track and analyze key account metrics to identify growth opportunities and areas for improvement.
  • Proactively address corporate concerns and provide effective solutions to meet their unique requirements.
  • Create and deliver Performance and Quarterly Business Review (QBR) reports to our corporate clients, assisting them in enhancing their future travel planning and budgeting.
  • Provide product demos and presentations for our two core offerings: a mobile app designed for employees and a web portal app customized for admins.

Deputy Manager

TravelPlus
06.2022 - 05.2023
  • Managed a team of 10 people while overseeing a portfolio of 2 crore with 25 accounts.
  • Cultivate and maintain strong relationships with 25 key accounts, understanding their needs and preferences to deliver tailored solutions.
  • Collaborate with internal stakeholders to streamline processes, resolve operational challenges, and enhance service efficiency.
  • Providing direction, guidance, and support to team members to ensure they perform effectively and achieve their objectives. This involves setting clear expectations, delegating tasks, and fostering a positive work environment.

Customer Success Specialist

TravelPlus
08.2021 - 06.2022
  • Maintained communication with clients through email, phone calls, and meetings. Providing support to clients with inquiries, requests, and solving issues.
  • Assisting senior account managers or sales representatives in preparing proposals, presentations, and contracts for clients. Learning sales techniques and strategies to contribute to revenue generation efforts.
  • Collaborating with internal teams such as sales, marketing, and operations to support client needs and initiatives. Assisting in coordinating efforts to deliver seamless experiences for clients.

Senior Sales and operation executive

Dook International
05.2018 - 05.2021
  • Evaluated suppliers by assessing quality, timeliness and compliance of deliveries to maintain tight cost controls and maximize business operational efficiency.
  • Created and managed knowledge base to offer staff and customers immediate informational access to products, services and organization.
  • Monitored customer buying trends, market conditions and competitor actions to adjust strategies and achieved sales goals.
  • Worked diligently to resolve unique and recurring complaints, promoting loyalty and enhancing operations.
  • Identified customer needs by asking appropriate, open-ended questions.
  • Developed interpersonal, speaking and listening skills from talking with both customers and upper management.

Internship Trainee

Cox and Kings Private Limited
05.2017 - 07.2017
  • Answered phones, provided information and took messages.
  • Sorted and organized materials such as physical files, tracking spreadsheets and reports.
  • Participated in cross-functional team-building activities.
  • Developed and maintained courteous and effective working relationships.
  • Maintained consistent attendance and punctuality.
  • Carried out day-day-day duties accurately and efficiently

Education

Postgraduate Degree - Marketing/Marketing Management, General

Institute of Management Technology, Ghaziabad
2022

Bachelor's degree - Tourism and Travel Services Management

Amity University Delhi
2018

Higher secondary - Sciences, General

Greenway Modern School
2014

Skills

  • Account Management
  • Data Analytics
  • Training and mentoring
  • Growth Strategies
  • Team Leadership
  • Report Analysis

Timeline

Client Success Manager

TravelPlus
05.2023 - Current

Deputy Manager

TravelPlus
06.2022 - 05.2023

Customer Success Specialist

TravelPlus
08.2021 - 06.2022

Senior Sales and operation executive

Dook International
05.2018 - 05.2021

Internship Trainee

Cox and Kings Private Limited
05.2017 - 07.2017

Postgraduate Degree - Marketing/Marketing Management, General

Institute of Management Technology, Ghaziabad

Bachelor's degree - Tourism and Travel Services Management

Amity University Delhi

Higher secondary - Sciences, General

Greenway Modern School
Shivani Negi