Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
Generic

Puneet Garg

Illinois

Summary

Dynamic Principal Client Partner with a proven track record in consultative sales and client relationship management. Expertly drove $40M+ portfolio growth, achieving 100% customer retention through strategic partnerships and digital transformation initiatives. Skilled in contract negotiation, I consistently identify revenue growth opportunities while fostering cross-functional collaboration.

Overview

22
22
years of professional experience
1
1
Certification

Work History

Principal Client Partner

Bitwise Inc.
Illinois
05.2021 - Current
  • Managed a diverse portfolio of $40M+ across 6 high-value clients, achieving 100% customer retention and exceeding year-over-year growth targets through personalized engagement strategies.
  • Secured significant incremental revenue by proactively identifying and capitalizing on the cross-sell and upsell opportunities, translating evolving client needs into tailored IT solutions.
  • Cultivated and strengthened strategic client partnerships, successfully forging new relationships while expanding existing engagements to deepen market penetration.
  • Partnered closely with Delivery and Solutions teams to ensure flawless execution of commitments, consistently reinforcing the firm's position as a trusted technology advisor.
  • Championed multi-year digital transformation initiatives for enterprise clients, meticulously aligning internal delivery efforts with evolving customer objectives and strategic roadmaps.
  • Expertly negotiated high-value contracts and strategically restructured complex service agreements to optimize client value and firm profitability.
  • Spearheaded enterprise account planning sessions with key client stakeholders, defining technology roadmaps and aligning delivery milestones directly with critical business priorities.

Client Partner

Bitwise Inc.
Illinois
05.2018 - 04.2021
  • Cultivated and expanded strategic client relationships, serving as a trusted advisor to key accounts and consistently identifying opportunities for revenue growth and long-term partnership.
  • Led and mentored dedicated account teams, consistently exceeding sales targets and driving the achievement of service delivery excellence and the successful execution of complex client initiatives.
  • Spearheaded the development and implementation of comprehensive account plans, leveraging insights to drive significant cross-selling and upselling opportunities that maximized client value.
  • Orchestrated cross-functional collaboration with internal stakeholders, including product development, delivery, and marketing teams, to ensure seamless service provision and exceptional client satisfaction.
  • Directed high-impact business development efforts within existing accounts and targeted new opportunities, consistently exceeding quotas and expanding market share through strategic engagement and innovative solution selling.

Senior Managing Consultant

Bitwise Inc.
Illinois
01.2016 - 04.2018
  • Cultivated and nurtured long-term, strategic partnerships with key clients, acting as the primary point of contact for all service-related matters.
  • End-to-End Service Delivery Leadership overseeing the comprehensive delivery lifecycle of Business Intelligence, Analytics, and Data Warehousing projects, ensuring adherence to scope, budget, and timeline.
  • Lead and mentor cross-functional delivery teams, fostering a collaborative and high-performance environment.
  • Manage project profitability and financial performance for both T&M and Fixed Bid contracts.
  • Oversee resource allocation and utilization to optimize delivery efficiency and cost-effectiveness.

Managing Consultant

Bitwise Inc.
Illinois
03.2012 - 12.2015
  • Drove the successful, on-time, and within-budget delivery of BI and Data Warehousing projects, leading end-to-end project lifecycle from requirements elicitation and design through development, testing, and deployment.
  • Guided and mentored project teams, fostering a collaborative environment that consistently met and exceeded delivery objectives, emphasizing efficiency and high-quality outputs.
  • Cultivated strong client relationships, acting as a key liaison to ensure exceptional client satisfaction through proactive coordination, effective communication, and responsive issue resolution.
  • Drove seamless collaboration and alignment across diverse internal stakeholders, expertly managing expectations and facilitating cross-functional efforts to achieve unified project goals.

Delivery Lead - BI and Analytics

Bitwise Solutions Pvt. Ltd.
Pune, India
05.2009 - 02.2011
  • Oversee and strategically manage a portfolio of diverse BI and Data Warehouse engagements, encompassing new development, complex data migrations, and ongoing support services across multiple clients.
  • Develop and implement delivery roadmaps, ensure resource allocation optimization across concurrent projects and teams, and drive the adoption of best practices to achieve consistent, high-quality outcomes.
  • Lead, mentor, and empower multiple delivery teams (including team leads, architects, developers, and support specialists) to foster a culture of excellence, continuous improvement, and accountability.
  • Directed team management initiatives across 8 BI project teams over 18 months, employing Jira and Confluence to standardize sprint planning and achieve a 20% increase in on-time delivery performance.
  • Orchestrated comprehensive project planning, meticulous documentation, and strategic resource allocation, significantly contributing to efficient project execution and long-term solution maintainability.

BI lead

Bitwise Solutions Ltd
India
03.2006 - 05.2009
  • Drove the full lifecycle development and implementation of robust reporting, dashboard, and business intelligence (BI) solutions, enhancing data accessibility and strategic decision-making.
  • Successfully managed and executed complex BI solution migrations, including the transition from Crystal Reports to Business Objects.
  • Mentored and led a high-performing team of 21 developers, fostering professional growth and achieving consistent on-time, high-quality project delivery.
  • Served as the primary liaison for client correspondence, expertly coordinating requirements gathering, feedback integration, and stakeholder alignment to ensure project success and client satisfaction.

BI Developer

Impulse Web Solutions
India
05.2003 - 03.2006
  • Data and Business analysis
  • Developing BI solutions using BI tools like Business objects, Crystal Reports
  • Client correspondence
  • Technical Documentation

Education

Bachelors - Computer technology, Minor in Computers

University of Nagpur
India
01.2003

Skills

  • Account growth
  • Consultative selling
  • Client relationship management
  • Digital transformation strategies
  • Contract negotiation and planning
  • Revenue growth initiatives
  • Cross-functional collaboration
  • Tailored client interaction planning
  • Strategic partnerships development
  • Stakeholder engagement

Certification

  • Data science Bootcamp, Udemy, 2021
  • Certified Scrum Master, Scrum Alliance, 2017

Timeline

Principal Client Partner

Bitwise Inc.
05.2021 - Current

Client Partner

Bitwise Inc.
05.2018 - 04.2021

Senior Managing Consultant

Bitwise Inc.
01.2016 - 04.2018

Managing Consultant

Bitwise Inc.
03.2012 - 12.2015

Delivery Lead - BI and Analytics

Bitwise Solutions Pvt. Ltd.
05.2009 - 02.2011

BI lead

Bitwise Solutions Ltd
03.2006 - 05.2009

BI Developer

Impulse Web Solutions
05.2003 - 03.2006

Bachelors - Computer technology, Minor in Computers

University of Nagpur

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Puneet Garg