Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Arshi Jaffrey

Frisco,TX

Summary

Results-driven Customer Success Account Manager (CSAM) with over 8 years of experience in managing and enhancing strategic customer relationships. Skilled in aligning business priorities with Microsoft’s technology solutions to drive adoption, value realization, and long-term customer success. Proven track record in managing portfolios of high-profile accounts across various industries, ensuring high levels of customer satisfaction and retention. Adept at resolving complex client issues, leading cross-functional teams, and identifying growth opportunities through effective account planning and execution. Expertise in cloud adoption, technical advisory, and leveraging CRM tools to track and optimize customer interactions. Committed to fostering strong stakeholder relationships, delivering seamless solution implementation, and continuously driving customer success

Overview

12
12
years of professional experience
1
1
Certification

Work History

Customer Success and Account Manager

Microsoft
Irving, TX
01.2022 - 01.2025

Customer Success Account Manager, Microsoft Corporation, Irving, Texas, Jan 2022 – Jan 2025.

  • Managed a portfolio of 6-7 key accounts, including Energy, Educational, and Finance, ensuring high levels of customer satisfaction and retention.
  • Provided expert guidance on Microsoft products, driving adoption, and value.
  • Utilized problem-solving skills when dealing with difficult customers.
  • Resolved client issues and complaints in a timely and effective manner, ensuring client satisfaction.
  • Led cross-functional teams to address complex client needs, ensuring cohesive effort and solutions.
  • Collaborated with sales team to determine best ways to drive market share.
  • Prepared and presented detailed reports on account status, challenges, and growth opportunities to executive leadership.
  • Participated in brainstorming sessions to develop new ideas for business development initiatives.
  • Established strong relationships with decision-makers and influencers within client organizations.
  • Identified upselling and cross-selling opportunities to maximize account growth and revenue generation.
  • Utilized CRM tools to track client interactions, sales opportunities, and account history.
  • Tracked and reported on sales performance metrics to senior management, highlighting successes and areas for improvement.
  • Conducted regular business reviews with clients to understand their needs and align products and services accordingly.
  • Maintained an in-depth knowledge of industry trends, competitors, and market conditions to provide strategic advice to clients.
  • Formulated and executed Customer Success Plans (CSPs) for long-term success.
  • Established strong professional relationships with key stakeholders, including IT Directors, CTOs, and CIOs.
  • Enabled cloud adoption, optimized solutions, and supported technology transitions.

Partner Success Account Manager

Apex/Microsoft
Irving, TX
10.2017 - 12.2021
  • Maintain direct relationships with strategic, high-profile Microsoft Dynamics, and Cloud Partners as their trusted advisor for service enablement, readiness, and technical needs.
  • Work with partners to enhance their technical support experience, provide resource coordination, remove sales blockers, support implementation and migration, and resolve critical cases promptly.
  • Serve as a mentor and Subject Matter Expert (SME) to deliver best practices for resource alignment.
  • Act as a single point of contact for a portfolio of 20 to 25 partners.
  • Proactively provide information about Microsoft product learning opportunities, product notifications, and more, based on partners' interests, needs, and business objectives.
  • Engage with partners to provide consultative solutions, introduce technical resources, and drive digital transformation across Microsoft Cloud platforms.
  • Investigate partners' long-term business objectives, anticipate future technical needs, and lead workstreams to achieve those goals.
  • Manage, facilitate, and coordinate resources for escalated support and service situations.
  • Collaborate with Partner Development Managers (PDMs), Partner Technical Consultants (PTCs), and other Microsoft roles to develop partners' service delivery plans (SDPs).
  • Escalate tickets, and communicate with the support team regularly.
  • Nominate partners and their customers to programs like the Cloud Enablement Desk (CED) and FastTrack.
  • Drive awareness and growth of the Advanced Support for Partners program.

Client Relationship Manager/Business ANALYST

Green Berry Solutions
02.2013 - 08.2015
  • An end-to-end, multi-faceted role involving account management, client support, training, beta and UAT testing, maintenance of product roadmaps and software deployment plans
  • Technical Responsibilities: Attend Agile-Scrum ceremonies and sprint showcase sessions to stay current with product development
  • Document defects and usability issues categorized by severity and impact
  • Collaborate closely with developers to resolve defects
  • Attend production deployment calls and send formal notifications of successful releases to clients
  • Involved in defect-tracking meetings and communicate status and timeline to impacted clients
  • Analyzing and assessing areas in need of improvement monthly to meet yearly KPI metrics and goals
  • Develop and execute engagement plans that include activities designed to build healthy relationships

Education

Bachelor’s Degree - Commerce

VRMF Deemed University
Tamil Nadu
08-2005

Skills

  • Customer Relationship Management (CRM)
  • Strategic Planning and Execution
  • Digital Transformation
  • Microsoft Azure
  • Microsoft 365
  • Dynamics 365
  • Project Management
  • Data Analysis and Reporting
  • Communication and presentation

Certification

AZ-900 Fundamentals

Challenger Fundamentals: Core Sales Skills from Challenger.

Microsoft 365 AI Navigator Badge from Microsoft.

Copilot for Microsoft 365 AI Navigator Badge from Microsoft MCAPS.

Fundamentals of Azure Fundamentals.

Cert Prep Scrum Master 2021.

Timeline

Customer Success and Account Manager

Microsoft
01.2022 - 01.2025

Partner Success Account Manager

Apex/Microsoft
10.2017 - 12.2021

Client Relationship Manager/Business ANALYST

Green Berry Solutions
02.2013 - 08.2015

Bachelor’s Degree - Commerce

VRMF Deemed University
Arshi Jaffrey