Summary
Overview
Work History
Education
Skills
Websites
Languages
Timeline
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Heeral Thakkar

Cincinnati,OH

Summary

Experienced and dedicated relationship manager with a proven track record of over 10 years in the merchant services industry. Skilled in developing tailored solutions to address diverse customer needs. A positive and collaborative team player, excelling in effective communication with clarity and confidence. Achieves success through delivering exceptional service and building strong relationships.

Overview

12
12
years of professional experience

Work History

Customer Success Manager

PayPal
10.2023 - Current


  • Perform quarterly business reviews and account plans that result in relationship growth, increased revenue and retention.
  • Establish strong relationships with key customers, resulting in increased customer loyalty.
  • Play an instrumental role in client satisfaction by working with operational teams for proper resolution of service issues.
  • Implement effective communication strategies that fostered long-lasting connections with customers.
  • Deliver personalized product recommendations to customers based on usage patterns, enhancing their overall experience.

Relationship Manager

Worldpay by FIS
03.2018 - 10.2023
  • Build long-term relationships with lucrative clients by utilizing active listening, effective communication, and dynamic interpersonal skills
  • Maintained a strong working knowledge of products/services in respective marketplaces, including regulatory trends, competitor strategies, and solutions offerings
  • Address key client queries and resolve then in an expedited manner, promoting sustained revenue growth through client retention, partner management, compliance requirements and the leveraging of cross-sales opportunities
  • Assisted customers with strategic tools to create organic growth within their business sector through personalized merchant services resulting in YOY growth for 32 customers
  • Managed urgent customer support requests through creative and compliant solutions enabling continued operation for customers until full resolutions in the form of upgraded systems, software or hardware could be deployed
  • Developed technical depth in products and services across merchant services to ensure compliance with regulatory requirements
  • Consistently exceeded Annual sales goals by cultivating a strong network of professional contacts and referrals.

Service Manager

Worldpay Merchant Services
10.2015 - 03.2018
  • Worked collaboratively to establish relations with customers, bank partners, and the internal operations team to develop process improvement methods and eliminate waste
  • Led data collection efforts and resolution efforts surrounding shortfalls in customer satisfaction and customer concerns
  • Resolved customer concerns through weekly calls and targeted solution deployment.

Inside Sales Representative

Vantiv Merchant Services
11.2012 - 10.2015
  • Led targeted campaign with ISV partners to increase customer base through referrals
  • Leveraged market and domain expertise to negotiate prices, terms of sale and service agreements to develop competitive offerings enabling profitable and timely transaction closures
  • Resolved customer inquiries including sales and service issues to provide successful resolutions.
  • Increased sales revenue by building strong relationships with clients and providing insightful product recommendations.

Education

Bachelors in Business Administration -

University of Cincinnati
Cincinnati, OH

MBA - Business Administration

University of Cincinnati
Cincinnati, OH
05.2026

Skills

  • Customer Relationships
  • Solutions Management
  • Competitive Assessment
  • Client Relations
  • Strategic Sales
  • Customer Relationship Building
  • Customer Retention
  • Proficient in SaleForce
  • Negotiation
  • Business Development
  • Teamwork and Collaboration

Languages

Hindi
Native or Bilingual
Punjabi
Full Professional
Gujarati
Native or Bilingual
Spanish
Limited Working

Timeline

Customer Success Manager

PayPal
10.2023 - Current

Relationship Manager

Worldpay by FIS
03.2018 - 10.2023

Service Manager

Worldpay Merchant Services
10.2015 - 03.2018

Inside Sales Representative

Vantiv Merchant Services
11.2012 - 10.2015

Bachelors in Business Administration -

University of Cincinnati

MBA - Business Administration

University of Cincinnati
Heeral Thakkar