Summary
Overview
Work History
Education
Skills
Accomplishments
Tools
Timeline
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Simran Shivdasani

Simran Shivdasani

Summary

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.

Tools

  • Zendesk
  • Freshdesk
  • Hubspot
  • Salesforce
  • ThoughtSpot
  • Confluence
  • Asana

Timeline

Customer Relations Manager

ItsaCheckmate Services India Pvt Ltd
08.2021 - Current

Account Manager

Callsmaster Services LLP
09.2017 - 08.2020

Bachelors in Arts -

Daulat Ram College
Simran Shivdasani