Rebuilt and scaled the Customer Success organization, recruiting and mentoring a high performing team, establishing repeatable process across onboarding, adoption, and renewal cycles, resulting in 40% faster time-to-value for new customers and 30% reduction in churn.
Designed and executed a comprehensive, end-to-end customer journey, standardizing engagement touchpoints from onboarding through renewal, improving Customer Satisfaction to 97% and driving stronger executive-level client partnerships during ongoing enablement.
Implemented data-driven customer health scoring and risk management frameworks, improving data accuracy by 30% and contributing to 23% increase in upsell and cross-sell revenue in the first year.
Established a centralized analytics and insights program, leveraging customer usage data, adoption metrics, and satisfaction scores to identify expansion opportunities, optimize engagement, and inform strategic decision making.
Developed and launched customer success enablement initiatives, including playbooks, dashboards and success planning tools, resulting in accelerated onboarding by 25% and measurable improvements in product adoption and renewal rates.
Senior Manager of Customer Success
ReliaQuest
02.2024 - 05.2025
Increased Net Revenue Retention for my team from 104% to 118% across a $80M+ enterprise ARR portfolio by restructuring account coverage, formalizing adoption plays, and strengthening executive engagement models.
Improved Gross Rentention from 91% to 96% by implementing data-driven health scoring, renewal forecasting, and proactive risk mitigation.
Accelerated expansion revenue by 30% YoY through tighter alignment between Customer Success, Sales, Product, and Technical Operations, enabling scalable solutions tied directly to customer outcomes.
Reduced renewal cycle risk and improved forecast accuracy by standardizing QBR frameworks, delivering executive ready insights on ROI, product usage, and value realization.
Led and scaled a high performing organization of 10 Principal, Senior, and Customer Success Managers, supporting complex enterprise environments.
Strengthened executive stakeholder influence by translating complex technical and security requirements into clear business value for C-level, VP, and board-level audiences.
Embedded analytics into CS operating rhythm, using usage data, sentiment, and financial indicators to prioritize investment, guide roadmap decisions, and surface level expansion opportunities earlier in the lifecycle.
Built a sustainable leadership pipeline, resulting in 7 internal promotions over 3 years, reducing attrition and increasing team engagement and performance.
Manager of Customer Success
ReliaQuest
07.2021 - 02.2024
In addition to the above:
Reduced existing customer churn by 18% and increased expansion revenue by 27% in 2023 by designing and executing a Customer Health Index in partnership with Sales, Product, and Technical Operations.
Exceeded expansion team target by 147% of goal in 2023 by penetrating enterprise customer organizations, uncovering incremental use cases, and aligning expansion motions to measurable customer outcomes.
Rebranded and repositioned the organization to Customer Success, defining and supporting the shift from reactive support to a value-led operating model focused on adoption, retention, and growth.
Senior Service Delivery Manager
ReliaQuest
02.2020 - 07.2021
Achieved 110% contract renewal and services upsell, driving revenue growth through proactive customer engagement and value-bases service delivery strategies.
Designed and executed global service delivery strategies in collaboration with senior executives and key external stakeholders, optimizing outcomes across individual portfolios and team-managed accounts.
Strengthened customer satisfaction and retention by aligning service delivery outcomes with client business goals and long-term partnerships.
Service Delivery Manager
ReliaQuest
03.2019 - 02.2020
Acted as the primary point of contact for internal and external stakeholders, strengthening client relationships by driving strategic priorities and identifying growth and expansion opportunities.
Severed as a trusted customer advocate, developing deep understanding of client organizations, leadership structures, and strategic initiatives to align service delivery with measurable business outcomes.
Prepared and delivered executive-level presentations showcasing partnership progress, service performance, and demonstrated return on investment, reinforcing value and supporting renewal and expansion decisions.
Sr. Client Manager
Triad
08.2018 - 03.2019
Directed sales and production operations across three client sites, driving over $25M in annual advertising revenue through efficient service delivery, cross functional coordination, and performance optimization.
Led business planning and execution, identifying and capitalizing on emerging market trends (mobile social, and new media) to expand revenue streams and strengthen client value propositions.
Developed and executed pricing strategies, sales and marketing collateral, and media sales programs, enabling consistent revenue growth and competitive positioning.
Built and managed strategic network and business development partnerships, increasing market reach and supporting long term revenue sustainability.
Client Manager
Triad
06.2016 - 06.2018
Led the end-to-end execution and optimization of digital experience initiatives for retail and advertising clients, increasing traffic and engagement on-site and through external digital channels.
Partnered with retailers and brand advertisers to enhance digital touchpoints, aligning experiences with client objectives and driving measurable performance improvements.
Analyzed site, category, and campaign performance data, translating insights into actionable recommendations that improved customer experience, campaign effectiveness, and overall client ROI.
Identified and implemented optimization opportunities that strengthened digital performance and supported long-term client growth.
Account Manager
Triad
08.2013 - 05.2016
Designed and executed digital advertising programs aligned with retailer merchandise strategies for top-tier clients, including eBay, StubHub, and GameStop, driving 15% year-over-year engagement growth.
Measured and analyzed website and online campaign performance, providing data-driven insights to optimize program effectiveness and maximize ROI by 18%.
Acted as the primary client liaison, collaborating with internal teams to implement strategies that aligned with client business goals, resulting in 100% successful contract renewals.
Account Specialist
Triad
11.2011 - 08.2013
Managed the daily and strategic execution of multiple concurrent projects across four key clients, ensuring 100% on-time delivery and alignment with business objectives, contributing to $8M+ in annual client revenue.
Maintained senior-level client relationships, taking accountability for the full delivery of all campaign components, achieving a 95% client satisfaction score and supporting 100% contract renewals.
Collaborated with digital media planners, design teams, and content coordinators to deliver web experiences and online promotions, driving 20% increase in user engagement and 15% lift in campaign conversions.
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