Shubham Kathait
Senior client relations executive (Associate team lead)
Pune,MH
Summary
Results-driven Business Development and Sales professional with 5 years of experience driving B2B sales, client engagement, and revenue growth in North American markets. Expertise in ATS, AI/ML, Cybersecurity, Data Engineering, Cloud, CRM, and IT consulting solutions. Proven ability to prospect, manage pipelines, and exceed revenue targets while building strong client relationships and leading high-performing teams.
Overview
5
5
years of professional experience
4
4
Certifications
Work History
Senior Client Partner
Mordor Intelligence
07.2024 - Current
- Conducted client discovery workshops and aligned research solutions with business challenges for North American clients.
- Automated lead nurturing and pipeline tracking via Salesforce, increasing efficiency by 30%.
- Delivered sector intelligence reports, aiding AI/ML, Cloud, and IT consulting sales opportunities.
- Implemented client retention strategies, boosting customer retention by 20%.
- Increased sales pipeline by 30% through strategic prospecting and engagement.
- Implemented effective client retention strategies for sustained revenue generation.
Senior Client Strategic Partner
Absolute Reports
04.2023 - 06.2024
- Managed strategic B2B accounts, ensuring timely onboarding and retention using Salesforce automation, (+30% efficiency).
- Exceeded sales targets by 25%, reviving stalled deals via consistent follow-ups and relationship management.
- Provided clients with insights on AI/ML, cybersecurity, cloud, and CRM solutions for digital transformation.
- Established clear communication channels, improving decision-making, and client satisfaction.
- Maintained regular contact with partners through meetings or calls to discuss progress updates, challenges faced, or any emerging trends impacting the partnership landscape.
Client Relations Executive
Grand View Research
04.2022 - 04.2023
- Designed Salesforce-driven client communication strategies, improving repeat business by 15%.
- Built custom dashboards to track engagement metrics, reducing response times by 30%.
- Strengthened client relationships and upselling opportunities through targeted solution presentations.
- Established long-term client relationships through consistent delivery of high-quality products and services.
Analyst
Better Mortgage
01.2022 - 03.2022
- Optimized CRM appointment scheduling and lead qualification, contributing to a 15% increase in sales productivity.
- Enhanced team collaboration by providing clear communication of complex findings through visualizations and reports.
- Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
Assistant Manager – Business Development & Sales
Blue Dart (DHL Group)
11.2020 - 11.2021
- Increased air cargo market share by 15% via B2B development in North America and domestic markets.
- Improved client profiling and automated billing (95% on-time collections), generating a 10% revenue growth.
- Secured new key accounts and strengthened client engagement strategies.
Education
MBA - Sales And Marketing
Balaji Institute of Modern Management
Pune, India 04.2001 -
Bachelor of Science - Engineering Physics
Bhavans Vivekananda College of Science, Humanities
Secunderabad, India 04.2001 -
Skills
B2B Sales & Business Development (North America)
Account & Client Relationship Management
Lead Generation & Strategic Prospecting
Salesforce CRM & Pipeline Automation
Solution Selling: AI/ML, Cloud, Cybersecurity, Data Engineering, CRM & IT Consulting
Market Intelligence & Competitive Analysis
Process improvement
KPI & Revenue Target Achievement
Customer focus
Team Leadership & Cross-functional Collaboration
Negotiation & Presentation Skills
Certification
- Salesforce Certified Administrator (ADM 201)
Accomplishments
- Supervised team of 10 staff members.
- Collaborated with team of 8 members in the development of Lead Automation Project.
Timeline
Senior Client Partner
Mordor Intelligence
07.2024 - Current
Senior Client Strategic Partner
Absolute Reports
04.2023 - 06.2024
Client Relations Executive
Grand View Research
04.2022 - 04.2023
Analyst
Better Mortgage
01.2022 - 03.2022
Assistant Manager – Business Development & Sales
Blue Dart (DHL Group)
11.2020 - 11.2021
MBA - Sales And Marketing
Balaji Institute of Modern Management
04.2001 -
Bachelor of Science - Engineering Physics
Bhavans Vivekananda College of Science, Humanities
04.2001 -