Summary
Overview
Work History
Education
Skills
Timeline

Kirti Rachhoya

Client Success Manager
Frisco,United States

Summary

Goal-oriented Client Success Manager adept at promoting customer loyalty and maintaining retention with proactive and hands-on strategies. Effective at giving customers highly positive experiences as primary liaison and company representative.

Overview

12
12
years of professional experience

Work History

Client Sucess Manager

Unifocus
06.2023 - Current
  • Relationship Building: Manage 100+ accounts ,ranging from small boutique hotels to big luxury chains. Establish and nurture strong relationships with C level executives by proactively setting up weekly and monthly cadence calls. Serve as primary point of contact for any questions, concerns or assistance needed
  • Client Advocacy: Act as trusted advisor and advocate for clients within company, representing clients interests and ensuring needs are met across all departments.
  • Account Health Monitoring: Use CRM platform like Salesforce, Churn Zero. ticketing system ( JIRA), Net Promoter scores etc. to monitor account's health.
  • Data Analysis: Analyze usage data and providing support needed to maximizing value of our services.
  • Documentation and Reporting: Maintain accurate records of client interactions, activities, and progress, and generate regular reports for internal stakeholders to track client satisfaction and engagement.
  • Product Training: Provide training sessions and resources to help clients maximize their usage of OPS Suite products and services, ensuring client is equipped with knowledge and skills to achieve their desired outcomes.
  • Issue Resolution: Address any issues or concerns raised by clients promptly and effectively, coordinating with internal teams( e.g. Tech, Product etc) to find solution and ensure timely resolution.

Client Sucess Administrator

Unifocus
03.2022 - 06.2023
  • Maintain positive relationship with company's CSM's and clients and function as support.
  • Managed approximately 10 trainings per month for existing clients that resulted in increased usage by 20%
  • Worked with support to timely resolve any open JIRA tickets and reducing tickets backlog.
  • Weekly Gathered, Organized and Maintain data on Salesforce.
  • Held weekly meeting with CSM's to gather any updates and provide exceptional customer service to both internal and external stakeholders through prompt response times and issue resolution efforts.
  • Monthly assist with partner billing, collaborating with accounts and CSM until conversion to accounting is complete.

Montessori Guide

Starwood Montessori
08.2012 - 03.2020
  • Planned and implemented Montessori curriculum monthly and established daily record keeping system to track student progress.
  • Ensured respectful and open lines of communication with parents and other stake holders. Managed approximately 30 incoming calls ,emails per week from parents.

Education

MBA - Marketing And Human Resources Management

Rajasthan University, Jaipur, India
04.1999
  • Researched and presented marketing plan for the newly launched disposable contact lenses in New Delhi by Bausch and Lomb.

Skills

  • Client Relationship Management
  • Data Analysis
  • Account management
  • Soft Skills
  • Teamwork and Collaboration
  • Customer service and support
  • Client Engagement
  • CRM Software
  • Client Education

Timeline

Client Sucess Manager - Unifocus
06.2023 - Current
Client Sucess Administrator - Unifocus
03.2022 - 06.2023
Montessori Guide - Starwood Montessori
08.2012 - 03.2020
Rajasthan University - MBA, Marketing And Human Resources Management
Kirti RachhoyaClient Success Manager