Summary
Overview
Work History
Education
Skills
UX And Product Management Experience
Timeline
Generic

Neha Shivnani

Linkedin.com/in/neha-shivnani/

Summary

Client Success Leader with expertise in client relationship management and product strategy. Achieved consistent revenue growth and improved customer retention through effective client success frameworks. Demonstrated ability in cross-functional collaboration and strategic planning, driving operational excellence and business strategy. Proven success in building client relationships and achieving sales targets.

Overview

8
8
years of professional experience

Work History

VP CUSTOMER SUCCESS & ENTERPRISE SOLUTIONS

VERITAS LABS
02.2023 - Current
  • Manage a team of Client Success Managers overseeing customer onboarding, retention, and satisfaction.
  • Established a client ROI reporting foundation, contributing to a successful product launch with $400K ARR.
  • Lead product demos, sales efforts, and pilot programs with foundational customers.
  • Collaborate with Product and Engineering teams to refine features based on client feedback.
  • Implemented a feedback loop mechanism, enhancing product offerings and customer satisfaction.

SENIOR CLIENT SUCCESS MANAGER & INTERIM DIRECTOR

GRAPHITE
11.2021 - 04.2023
  • Managed $7M+ revenue book, securing $5.5M in renewal business over three quarters
  • Supervised team of Client Success Managers while refining retention and expansion processes
  • Implemented Client Success Qualified Lead project booking $800K+ in revenue in Q3/Q4 2022
  • Developed product roadmap with Product Team using client insights and feedback
  • Increased book to bill by 6% over one year, generating $1.3M+ in extension revenue

SENIOR ACCOUNT MANAGER, MARKETPLACE

UPWORK
04.2020 - 11.2021
  • Expanded Upwork's on-demand talent platform across 20+ key accounts
  • Surpassed 100% quota month-over-month for two consecutive quarters
  • Led C-Suite meetings to ensure achievement of corporate goals
  • Trained and coached new hires on the Account Management Team

ARCHITECTURAL CONSULTANT, SALES & MARKETING

ASSA ABLOY
08.2017 - 04.2020
  • Generated $10M profit and boosted customer retention by 200% in one year
  • Consulted on commercial projects focusing on Section 8 project scope
  • Presented opportunities for portfolio sustainability and technology security to clients' management
  • Tracked projects through all bidding phases to identify process improvements

Education

Master's Courses - Business and Design

Syracuse University

Bachelor of Science - Architectural Studies with Minor in Informatics

University of Illinois Urbana-Champaign

UX Certification -

Springboard

Skills

  • Client Success
  • Product Management
  • Leadership
  • Cross-functional teamwork
  • Sales methodology
  • CRM (Salesforce, SalesLoft)
  • UX Design
  • Problem solving
  • Strategic Planning
  • Investment performance monitoring
  • High-Velocity Sales
  • Figma
  • Adobe Creative Cloud

UX And Product Management Experience

MOBLYZE APPLICATION, PRODUCT MANAGER CONTRACT, 08/2022 - 12/2024

  • Determine product strategy and lead development, aligning with market demands.
  • Prioritized features in order to maximize impact while meeting budget constraints.

LIFEPOINT PROJECT, PRODUCT MANAGER CONTRACT, 10/2023 - 04/2023

  • Conducted UX research for Physician Dashboard, interviewing 20+ healthcare professionals
  • Developed product roadmaps identifying tech-enabled value propositions

Timeline

VP CUSTOMER SUCCESS & ENTERPRISE SOLUTIONS

VERITAS LABS
02.2023 - Current

SENIOR CLIENT SUCCESS MANAGER & INTERIM DIRECTOR

GRAPHITE
11.2021 - 04.2023

SENIOR ACCOUNT MANAGER, MARKETPLACE

UPWORK
04.2020 - 11.2021

ARCHITECTURAL CONSULTANT, SALES & MARKETING

ASSA ABLOY
08.2017 - 04.2020

Master's Courses - Business and Design

Syracuse University

Bachelor of Science - Architectural Studies with Minor in Informatics

University of Illinois Urbana-Champaign

UX Certification -

Springboard