Overview
Work History
Education
Timeline
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Bhargavi Bhatt

New York,NY

Overview

6
6
years of professional experience

Work History

Founding Member, Enterprise Customer Success Manager

Assembled
San Francisco, CA
01.2021 - Current
  • Led Customer Success Strategy: Second CSM hire and first for the Agent Assist AI product. Built and scaled customer success strategies from inception, establishing frameworks that have become the foundation of customer engagement
  • Drove revenue growth: Achieved 118% net revenue retention (NRR) by executing strategic upsells and expansions, including upselling a single account into the top ARR contributor for our new Agent Assist AI product. Currently managing a portfolio representing 23% of total company revenue
  • Developed Core Playbooks: Created essential playbooks, including the first Executive Business Review (EBR) playbook, success plan templates, and churn mitigation frameworks, driving customer retention and renewals
  • Enhanced Customer Advocacy: Collaborated with customer champions to deliver 6 case studies, 4 webinars, and 5+ blog posts, strengthening thought leadership and customer loyalty
  • Scaled the Customer Success Team: Designed the recruitment process, including drafting up interview loops, and grew the CSM team from 2 to 10, aligning team growth with company objectives

Corporate Planning and Reporting: OpEx and COS Spending Analyst

Intel Corporation
Santa Clara, CA
01.2020 - 01.2021
  • Oversees operating and cost of sales expenditures of $18B/year across the entire company
  • Restructured key finance workflows throughout the company such as redefining how spending targets are set and managed saving the company 522+ hours a year in unproductive time
  • Leading business process management efforts to help document and integrate cost of sales targets into the overall Intel ecosystem ensuring the company is better able to track its overall gross margin
  • Manages cross-functional efforts to optimize spending within the overall company through working closely with key Operational Finance, External Reporting, Tax and Treasury partners
  • Leads OpEx and COS consolidations, target management, foreign currency hedging, and data analysis and validation efforts within SAP BPC and PowerBI systems to ensure the company is able to effectively monitor company-wide expenses

Silicon Photonics Product Finance Intern

Intel Corporation
Santa Clara, CA
06.2019 - 09.2019
  • Analyzed Intel's internal R&D spending data as well as R&D spending levels of direct competitors in order to create a strategy to spearhead our target margin goals
  • Designed a headcount shift to total savings model using sensitivity analysis that could save the division up to about $22.8 million dollars a year in R&D spend if implemented
  • Developed the division's first-ever detailed staffing structure analysis with direct comparisons to our competitors in regard to headcount rates, locations, and burden costs

Finance/Product Marketing

MDL GRND
Los Angeles, CA
01.2019 - 06.2019
  • Facilitated market research efforts for over 25 social media companies through utilizing TOM, SAM, and SOM analysis methods in order to accurately determine MDL GRND's competitive product landscape
  • Initiated startup efforts by managing the overall business product timeline ranging from finalizing a business plan to developing key features on the app to determining a financial metrics forecast

Management Consultant

Net Impact
Los Angeles, CA
10.2018 - 06.2019
  • Oversaw a market growth-oriented project from concept to success for a local social enterprise
  • Managed client relations as well as internal team relationships throughout duration of project ensuring proper communication was maintained

Education

UCLA - University of California, Los Angeles

Economics
Los Angeles, CA

Timeline

Founding Member, Enterprise Customer Success Manager

Assembled
01.2021 - Current

Corporate Planning and Reporting: OpEx and COS Spending Analyst

Intel Corporation
01.2020 - 01.2021

Silicon Photonics Product Finance Intern

Intel Corporation
06.2019 - 09.2019

Finance/Product Marketing

MDL GRND
01.2019 - 06.2019

Management Consultant

Net Impact
10.2018 - 06.2019

UCLA - University of California, Los Angeles

Economics
Bhargavi Bhatt