Results-driven Customer Success & Relationship Manager with 6+ years of experience in Client Success, Account Management, and Customer Retention. Adept at fostering long-term client relationships, driving SaaS adoption, and improving customer satisfaction and loyalty. Skilled in collaborating cross-functionally to enhance onboarding, support, and growth strategies.
Overview
8
8
years of professional experience
Work History
Customer Relations Manager
ItsaCheckmate Services India Pvt Ltd
08.2021 - Current
Customer Success & Retention: Developed and maintained relationships with enterprise clients to drive product uptake and retention.
Account Management: Led weekly performance calls, optimizing operations with DoorDash, Grubhub, and Uber Eats, reducing churn by 20%.
Onboarding and Implementation: Successfully onboarded over 100 enterprise clients, ensuring a seamless go-live process.
Portfolio Growth: Managed a portfolio of over 8,000 stores worth $4.8M, driving revenue growth.
Process Optimization: Contributed to a Net Promoter Score (NPS) increase from 15% to 48% by streamlining onboarding.
Promotions and Achievements: Recognized for outstanding account management, leading to a promotion from the SMB market (fewer than 9 locations per brand) to Superbrands (more than 3,000 locations per brand).
Revenue Growth: Achieved a 28% YoY revenue increase (2022-23) through targeted customer engagement and process improvements.
Cross-functional Collaboration: Collaborated with internal teams to devise effective client solutions.
Account Manager
Callsmaster Services LLP
09.2017 - 08.2020
Company Overview: Callsmaster Services LLP is an apex web design communication firm, majoring in digital marketing and web services.
Account Management: Working with brands on eCommerce portals, ensuring growth in sales, brand visibility, and customer feedback.
Onboarding New Accounts: Setting up the integration for new customers, from signup to Go Live.
Boosted revenue streams through strategic upselling and cross-selling techniques.
Communication with partners: Regular communications with the SPOC from different POS and third-party platforms for getting the required information for us to set up an integration.
Client Relationship: Maintaining an excellent relationship with clients through communication, meetings, follow-ups, providing support, addressing concerns, and any other activities aimed at building trust, satisfaction, and loyalty among clients.
Process Improvement: Providing customer insights to management about the current practices, and sharing ideas and new practices in order to make the process effective and efficient.
Education
Bachelors in Arts -
Daulat Ram College
06.2017
Skills
Account and Portfolio Management
Client Onboarding and Training
Data-Driven Customer Insights
Customer relationship management
Strategic upselling
Third-party integrations
Project and Stakeholder Management
Cross-functional collaboration
Client servicing
Process Improvement and Optimization
Revenue Growth and Expansion Strategies
Customer Success and Retention
Accomplishments
Promoted from SMB to Superbrands (3000 locations per brand), recognized for outstanding account management and exemplary customer retention throughout the year.
Revenue Growth - 28% Revenue growth for 2022-23.
Customer Satisfaction: Improved Net Promoter Score (NPS) from 15% to 48% in one year by enhancing customer experience and support.
Product Adoption: Boosted adoption rates by 50% with an improved training program, ensuring customers leveraged the platform to its full potential.
Churn Reduction: Achieved 0% churn rate for 2022-23, ensuring complete client retention through proactive engagement strategies.
Customer Health Metrics: Reduced at-risk accounts by 30% through the implementation of a structured Customer Health Score tracking system.
Portfolio management: Increased portfolio from $1.8M to $4.8M in 2024-25.