Summary
Overview
Work History
Education
Skills
Timeline
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Vishal Rana

Customer Success Manager
Pune

Summary

Enterprise Customer Success professional with 6+ years in B2B SaaS. Managing 30+ strategic accounts ($4M ARR, $133K avg ACV) including global brands like Shelby. Generated $350K expansion revenue in 10 months, maintaining 85% GRR and 125% NRR. Achieved 150% quota for two consecutive quarters at Freshworks (#1 across Europe). Expert in enterprise onboarding, expansion strategy, and customer advocacy. Proven C-level engagement and executive testimonials. Seeking Enterprise CSM or Account Management Lead roles.

Overview

7
7
years of professional experience

Work History

Senior Customer Success and Account Manager

Scalefusion
Pune
04.2024 - Current
  • Manage a portfolio of 30+ strategic enterprise accounts across North America ($4M ARR, average ACV: $133K), including global brands like Shelby, delivering full lifecycle customer success from onboarding through expansion and advocacy.
  • Drove $350K in expansion revenue over 10 months, with an additional $100K active pipeline, achieving 175% of the annual quota through strategic upsell, cross-sell, and multi-year contract negotiations.
  • Generated over $200K in net new business pipeline through direct customer referrals, with existing accounts providing more than 5 qualified leads that converted at a 100% closure rate.
  • Led enterprise onboarding for 30+ customers, reducing time-to-value from 60 to 35 days (42% improvement), and achieving 90% feature adoption within the first quarter.
  • Achieved an 85% gross retention rate (GRR) and a 125% net revenue retention (NRR) while recovering over $50K of at-risk ARR through proactive health monitoring and executive escalation.

Customer Success Manager

Analec
Gurgaon
10.2023 - 02.2024
  • Led Vitally platform integration and implementation, setting up customer health scoring and onboarding playbooks to improve account management efficiency and identify at-risk accounts proactively
  • Collaborated with Sales and Product teams to drive product adoption across Americas and EMEA accounts, contributing to improved customer engagement and feature utilization
  • Automated L1 support by developing and refining comprehensive knowledge base, reducing support ticket volume by 50% and enabling team to focus on strategic initiatives

Customer Success Specialist

Freshworks
Chennai
02.2021 - 10.2023
  • Achieved 150% of quota for 2 consecutive quarters, ranking #1 across Europe among 50+ Customer Success Specialists and earning "Churn Crusher" recognition in H2 2021
  • Delivered 40+ Quarterly Business Reviews (QBRs) with key stakeholders, resulting in 65% of accounts experiencing growth and generating upsell revenue across CRM, Support, and Marketing Cloud products
  • Managed BENELUX sub-region within $1M ARR portfolio across multiple Business Units (CRM, Freshdesk, Freshmarketer), serving as primary point of contact for 80+ SMB and mid-market accounts
  • Delivered 140% of expansion quota in CRM Business Unit, exceeding target by 40% through strategic account mapping and consultative selling approach
  • Spearheaded a customer engagement initiative that resulted in a 30% decrease in churn rates and a 20% increase in Net Promoter Score (NPS) across the portfolio.
  • Led product adoption workshops for 30+ customers, increasing feature utilization by 35% and reducing support ticket volume by 25% through proactive education.

Customer Success Associate

Fleetx.io
Gurgaon
01.2019 - 02.2021
  • Managed portfolio of 60+ SMB accounts, developing foundational customer success skills in onboarding, relationship management, and proactive engagement
  • Built and executed an onboarding playbook that reduced time-to-value and improved feature adoption across the new customer base.
  • Collaborated with Product Management team during ERP product launch, gathering customer feedback and contributing to feature development

Education

Bachelor of Business Administration - Business Management

Asian School of Business
01.2018

Skills

  • Enterprise account management & Strategic Planning
  • Onboarding & Implementation
  • Customer Advocacy & Expansion
  • Churn Mitigation
  • QBRs & EBRs
  • C-Level Engagement
  • HubSpot CRM
  • Vitally
  • Scalefusion MDM
  • Custom Analytics Dashboards
  • Business Intelligence Tools
  • NRR and GRR
  • Customer health scoring
  • Churn forecasting
  • Pipeline Management
  • ITSM/ Freshservice/ JIRA

Timeline

Senior Customer Success and Account Manager

Scalefusion
04.2024 - Current

Customer Success Manager

Analec
10.2023 - 02.2024

Customer Success Specialist

Freshworks
02.2021 - 10.2023

Customer Success Associate

Fleetx.io
01.2019 - 02.2021

Bachelor of Business Administration - Business Management

Asian School of Business
Vishal RanaCustomer Success Manager