Summary
Overview
Work History
Education
Skills
Personal Information
Interests
Timeline
Generic
Surbhi Jain

Surbhi Jain

Director - Customer Success & AdOps
Delhi,Delhi

Summary

Dynamic and results-oriented professional with over 10 years of experience in leading and managing diverse teams, overseeing client servicing, and driving successful digital marketing campaigns . Proven track record of excelling in strategic planning , problem-solving, and decision-making to achieve business objectives. Adept at fostering strong client relationships, managing escalations, and ensuring exceptional campaign delivery. Skilled in performance evaluation, hiring, and retention, with a focus on team leadership and collaboration . Strong communication and interpersonal skills complement a solid foundation in Customer Success, Account Management, ad operations and campaign optimization .

Overview

10
10
years of professional experience
2
2
Languages

Work History

Director- Customer Success & Operations

Convosight
11.2023 - Current
  • Heading Revenue Operations initiatives, collaborating directly with company founders to drive revenue analysis and craft growth strategies .
  • Optimizing workflows across Brand Solutions, Sales, and Success teams, enhancing efficiency and slashing turnaround times .
  • Collaborating closely with the CTO and product team to enhance product offerings, benefiting both internal operations and external stakeholders.
  • Partnering with Salesforce stakeholders to successfully implement CRM solutions , enabling comprehensive tracking of the sales lifecycle.

National Head - Customer Success & Ad Operations

ShareChat(+Moj)
08.2022 - 11.2023
  • Directed ShareChat & Moj Customer Success and Ad Operations teams nationwide, overseeing a 50+ member team and cultivating a robust second line of leaders for regional management.
  • Managed an annual revenue consumption of ~200 Cr, orchestrating branding (CPM/CPV) and performance (CPC/CPI/CPR/CPT/CPFTD) campaigns for renowned brands such as HUL, Google, Mondelez, Betway, Zupee, Amazon, Meta, Samsung, Xiaomi, PepsiCo, Coca-Cola, Reckitt Benckiser, Pernod Richard, and many more.
  • Collaborated directly with the Chief Revenue Officer to drive revenue growth, Go-To-Market (GTM) strategies, pricing structures, and innovative ad offerings, refining proposition strategies.
  • Worked closely with the Chief Product Officer and National Sales heads to develop comprehensive product roadmaps and tailored solutions for specific client briefs.
  • Implemented Salesforce from inception for the Revenue Organization (sales, Customer Success, AdOps, finance, legal), capturing the entire sales lifecycle from pipeline management to consumption tracking .
  • Conducted in-depth workflow analyses to pinpoint inefficiencies and spearheaded strategic process optimizations , driving enhanced productivity and operational efficiency.
  • Skillfully managed both internal and client escalations , employing effective resolution strategies to swiftly address issues and maintain seamless communication between teams and stakeholders.
  • Provided leadership and mentorship to a diverse team, conducting regular performance evaluations, offering coaching, and identifying opportunities for skill development.
  • Facilitated weekly, monthly, and quarterly performance reviews, overseeing appraisals , and managing the hiring process to ensure alignment with team objectives and organizational goals.

Strategy Lead - Presales

ShareChat(+Moj)
04.2022 - 08.2022
  • Established and led the ShareChat & Moj Pre Sales team for the North and East regions , assembling a proficient team from inception .
  • Streamlined various processes to efficiently handle concurrent queries and campaigns from multiple brands.
  • Played a pivotal role in achieving an exceptional 100X revenue growth within just 2+ years.
  • Provided extensive training, mentoring, and guidance t o ensure the successful delivery of campaigns and exceptional client servicing.
  • Fostered a motivational team environment , collaborating with team members on individual growth plans and monthly improvement areas .

Sr. Manager - Presales

ShareChat(+Moj)
11.2020 - 03.2022
  • Established the ShareChat & Moj Pre-Sales team for the North region from inception.
  • Conducted client interactions to comprehensively understand their problem statements and concerns, subsequently proposing tailored solutions.
  • Developed strategic plans for campaign execution to achieve targeted Key Performance Indicators (KPIs).
  • Oversaw campaigns spanning various verticals such as FMCG, E-commerce, Gaming, Automobile, Education, etc., encompassing both branding and performance campaigns .

Manager - Presales

ShareChat
11.2019 - 10.2020
  • Orchestrating and strategizing campaign executions to achieve targeted Key Performance Indicators (KPIs).
  • Conducting sales pitches , effectively articulating all offerings to brands and agencies to secure partnerships .
  • Engaging in daily client interactions to ensure the successful delivery of campaigns.

Business Development Analyst

Rajasthan Patrika
12.2018 - 11.2019
  • Assessing client briefs to grasp brand positioning, key marketing challenges, initiatives, target demographics, and available resources, crafting comprehensive marketing solution proposals for diverse industries (FMCG, E-Commerce, Automobile, etc.).
  • Conducting in-depth analysis of the brand's current market position , identifying focus areas, and pinpointing pain points t hrough thorough secondary research.
  • Utilizing TAM (Total Addressable Market) data analysis to discern client preferences, advertising patterns, peak seasons, and downtimes across various multimedia platforms.

Business Development Analyst

Cognizant Technology Solutions
06.2017 - 11.2018
  • Spearheaded IT infrastructure and Cloud-related RFP (Request for Proposal) bids, managing the entire bid lifecycle from initiation to closure, while maintaining effective stakeholder engagement with internal and external teams.
  • Crafted tailored IT infrastructure solutions and identified key value differentiators/win themes aligned with customer outsourcing objectives, ensuring alignment with client needs and goals.

Sr. Associate - Dev

Dell International Services
07.2013 - 04.2016
  • Managed software applications for Hilton Worldwide Hotels , encompassing their core ' Central Reservation System' and interfaces utilized for reservations , leveraging Java, Perl, and Linux t echnologies.
  • Oversaw requirement gathering, effort estimation, and resolution of incidents, problems, and defects, along with creating test plans, test strategy documents, and test closure reports for clients and senior management.
  • Conducted daily client interactions to address queries and ensure smooth operations. Facilitated weekly reviews to ensure alignment with project objectives and client expectations.

Education

MBA - Marketing & Ops

Great Lakes Institute of Management
Chennai, India
04.2016 - 2017.05

B.Tech. - Information Technology

Guru Gobind Singh Indraprastha University
Delhi, India
05.2009 - 2013.05

Skills

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Personal Information

  • Age: 31
  • Gender: Female

Interests

Playing Badminton, Dancing, Yoga, Cosmetics and Candle Making

Timeline

Director- Customer Success & Operations

Convosight
11.2023 - Current

National Head - Customer Success & Ad Operations

ShareChat(+Moj)
08.2022 - 11.2023

Strategy Lead - Presales

ShareChat(+Moj)
04.2022 - 08.2022

Sr. Manager - Presales

ShareChat(+Moj)
11.2020 - 03.2022

Manager - Presales

ShareChat
11.2019 - 10.2020

Business Development Analyst

Rajasthan Patrika
12.2018 - 11.2019

Business Development Analyst

Cognizant Technology Solutions
06.2017 - 11.2018

MBA - Marketing & Ops

Great Lakes Institute of Management
04.2016 - 2017.05

Sr. Associate - Dev

Dell International Services
07.2013 - 04.2016

B.Tech. - Information Technology

Guru Gobind Singh Indraprastha University
05.2009 - 2013.05
Surbhi JainDirector - Customer Success & AdOps