Summary
Overview
Work History
Education
Skills
Achievements
Timeline
Generic
Shweta Dubey

Shweta Dubey

Associate Director
Bangalore

Summary


Currently working as Associate Director at Signzy, leading strategic customer success and digital transformation initiatives for BFSI clients using AI-powered onboarding and compliance solutions. Over 12 years of expertise in customer engagement, retention, new customer acquisition, CRM consulting B2B/B2C and customer onboarding. Proven track record of driving customer value and optimizing user journeys with tailored fintech solutions. Committed to delivering scalable, secure, and compliant digital experiences that enhance operational efficiency and ensure long-term client success.

Overview

11
11
years of professional experience
11
11
years of post-secondary education

Work History

Senior Manager – Customer Success

USHUR
05.2023 - 05.2024
  • Work closely with clients to define business strategies, implementation plans and road maps to achieve the goals with best practices
  • Responsible for project management and delivering hyper-personalized digital experiences through omnichannel engagement for US/UK/SEA Region
  • Reorganized project teams based on customer categories and reduced the backlog by 15%
  • Increased customer satisfaction by 10% in year one by proactively managing customer relationships
  • Provided product support to a customer that enhanced their teams’ efficiency by 40%
  • Provided quick support and solutions to customers, reaching a steady 98% CSAT score
  • Designing customer journey via CXA [ Customer Experience Automation] to facilitate completing every task, no matter how minute, with the least cognitive load possible.
  • Enhanced company reputation by driving successful initiatives that addressed client pain points effectively.
  • Collaborated closely with peers from other departments to drive organizational success jointly as one cohesive unit.

Team Lead – Key Accounts

LeadSquared
08.2020 - 12.2022
  • Responsible for sales, marketing and product marketing functions in terms of prospecting, identifying and establish new clients
  • Strategized and created business within the requisite and targeted markets to achieve book orders, sales and profit
  • Led and grew a dynamic team of 8 members (6 CSM’s & 2 interns) to ensure full functionality and profitability of division
  • Involved in the solutioning, creating statement of work (SOW) & the CRM /Marketing solution for the Retailers across different segment and verticals including Finance, Loans, healthcare, banking, Real Estate & Education
  • Worked on Account Mining (Up selling and cross selling) to grow revenue from existing customer
  • Achieved target by generating 15% revenue from existing base
  • Account Churn/Attrition is less than 5%
  • Worked as an implementation specialist to integrate with most core system across industries using API’s, allowing bi- directional information exchange and data capture
  • Leading the Resource allocation, efforts allocation and documentation of customer success stories
  • Supervise quarterly F2F meetings to share insights and establish an annual account strategy
  • Involved in Pre-Sales Product Demonstration along with deep dive demonstration of the Tool to Prospects as to Support the Sales team in Conversion
  • Managing the billing process on a monthly basis, working closely with the fellow Account managers to make sure the billing information is provided to the Finance team on time.

Key Accounts Manager

Capillary Technologies
05.2013 - 04.2020

• Work closely with clients to define business strategies, implementation plans and road maps to achieve the goals with best practices.

• Build, own and maintain a healthy pipeline of opportunities across accounts.

• Stakeholder Management – plan annual product wise business revenue with each channel partner, understand the pain points at each POS and provide apt solutions.

• Appreciated by higher management & client for outstanding consulting in CRM and Loyalty vertical.

• Streamlined the process flow for Customer success Manager’s by having better BI tools and Analytics support.

• Provide solutioning basis of data segmentation, Customer pattern, customer lifecycle and big data analytics driven customer insight.

  • Identification of new opportunities for risk diversification.

• Product Positioning and budgeting for various verticals.

Education

Bachelor Of Engineering - Engineering

RGPV
04.2001 - 09.2012

Skills

Project Management

Cross-functional collaboration

Strategic planning

Customer relationship management

Achievements

  • Star Of the Month
  • Star Of the Quarter
  • Delivered target revenue with 10% growth over last year while the industry overall saw a decline.
  • Generating outstanding revenue from PRACTO from 40K to 15 L In 1 Year.


Timeline

Senior Manager – Customer Success

USHUR
05.2023 - 05.2024

Team Lead – Key Accounts

LeadSquared
08.2020 - 12.2022

Key Accounts Manager

Capillary Technologies
05.2013 - 04.2020

Bachelor Of Engineering - Engineering

RGPV
04.2001 - 09.2012
Shweta DubeyAssociate Director