Summary
Overview
Work History
Education
Skills
Websites
Hobbies and Interests
Timeline
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Rhea Jagasia

Boston,MA

Summary

Customer Success Manager with a wealth of experience in driving client engagement and satisfaction through innovative solutions. Led significant initiatives for major clients, enhancing platform utilization and streamlining onboarding processes. Proficient in SaaS, Salesforce, and Microsoft Office, with a proven track record of increasing user satisfaction and operational efficiency.

Overview

3
3
years of professional experience

Work History

Customer Success Manager

CircleBlack
Boston, MA
05.2023 - Current
  • Led client success initiatives for our largest client, RBC within CircleBlack's all-in-one cloud-based software platform, utilizing wealth tech expertise to ensure tailored interoperability, performance reporting, rebalancing, and billing functionalities.
  • Managed training and onboarding programs for 53 RBC firms and 30 direct firms adopting CircleBlack's technology.
  • Drove client engagement by creating personalized success plans, resulting in a 20% increase in platform utilization among RBC advisors.
  • Streamlined onboarding processes, reducing training time by 30% and enhancing user satisfaction across RBC firms.

Operations Coordinator

Ginkgo Bioworks
Boston, MA
10.2021 - 05.2023
  • Orchestrated and executed state-level K-12 COVID-19 testing initiatives within schools across the nation, ensuring comprehensive coverage and adherence to regulatory standards.
  • Played a pivotal role in driving innovation and continuous improvement initiatives, leveraging insights from customer interactions and market trends to enhance product offerings and service delivery. Designed and implemented efficient workflows, reducing operational costs by 15% through strategic resource allocation and process optimization.
  • Streamlined cross-departmental communications, resulting in a 20% increase in project completion rate and enhanced team collaboration.

Customer Success Specialist

Emerge
Scottsdale, AZ
01.2021 - 08.2021
  • Oversaw the receipt of 20+ daily shipments, consistently surpassing a $5,000 daily gross profit target, demonstrating precise logistical management and a focus on financial objectives.
  • Developed and implemented new customer engagement strategies, increasing customer retention by 15%.
  • Achieved a 20% increase in client satisfaction scores through proactive problem-solving and strategic account management.
  • Partnered with cross-functional teams to streamline processes, improving response times by 30%.

Education

Masters in Management of Hospitality -

Boston University
05.2020

Bachelor of Science in Business and Psychology -

Drexel University
06.2016

Skills

  • Salesforce
  • LinkedIn Sales Navigator
  • Hunter
  • RocketTech
  • Voilanobert
  • ADP Payroll
  • Google AdWords
  • Adelo PoS Cloud
  • QuickBooks
  • Microsoft Office
  • SaaS

Hobbies and Interests

  • Traveling
  • Technology
  • Cooking
  • Reading
  • Skiing
  • Bowling
  • Real Estate
  • Volunteering

Timeline

Customer Success Manager

CircleBlack
05.2023 - Current

Operations Coordinator

Ginkgo Bioworks
10.2021 - 05.2023

Customer Success Specialist

Emerge
01.2021 - 08.2021

Masters in Management of Hospitality -

Boston University

Bachelor of Science in Business and Psychology -

Drexel University

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Rhea Jagasia