Ritika Singh
Roseville,USA
Summary
Dynamic Customer Success Manager at Prophaze Technology with expertise in relationship building and strategic decision-making. Successfully spearheaded initiatives that drove business growth, significantly enhancing customer engagement and satisfaction. Demonstrated excellence in inter-department collaboration and account management, leading to substantial improvements in client relations and project delivery. Aiming to leverage these skills to further enhance customer success strategies.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Customer Success Manager
Prophaze Technology
Milpitas, CA
01.2024 - Current
- Provided guidance on how customers can maximize the value they receive from products and services.
- Organized events such as webinars or workshops aimed at increasing customer engagement levels.
- Worked closely with marketing team to create content that educates customers about our services.
- Developed plans and strategies to grow business and achieve company portfolio goals.
Business Consultant
Consultancy Services
Roseville, CA
09.2023 - 01.2024
- Determined consumer needs to provide products and services appealing to larger market.
- Assessed current systems for effectiveness in meeting organizational goals.
- Coordinated with internal teams and external stakeholders to support business growth through development of new features.
EPMO Project Manager
Golden 1 Credit Union
01.2023 - 08.2023
- Led projects efficiently from inception to completion with meticulous oversight.
- Managed project schedules to ensure balance vs. projections.
- Enhanced collaborations by incorporating regular feedback.
- Developed and updated project plans to document objectives, technologies, schedules, and funding.
- Created team objectives and roles with specific goals outlined for each individual.
Customer Success Manager
Synergy Machines LLC
East Bay, CA
10.2018 - 12.2022
- Developed proactive strategies based on detailed trend evaluations.
- Managed comprehensive business process improvement initiatives in agile environments.
- Ensured client satisfaction by managing deliverable expectations.
- Led initiatives for continuous enhancement of project delivery processes.
Client Advisor
BNP Paribas Bank
Palo Alto, CA
11.2011 - 10.2018
- Developed relationships with clients through regular communication and follow-up.
- Provided customer service to clients, including answering questions and resolving issues.
- Assisted in the onboarding process for new clients by gathering information and providing guidance.
- Counseled clients on financial matters and provided recommendations on investment opportunities, products, and services based on client needs and asset availability.
Education
Master of Business Administration (M.B.A.) - Business
University of Phoenix
San Jose, CA05.2008
Skills
- Relationship Building
- Excellent communication
- Customer advocacy
- Effective Strategic Decision-Making
- Adaptability in Organizational Settings
- Engaged Listener
- Inter-department collaboration
- Account management
- Client relations
- Staff mentoring & leadership
Certification
- SAFe Agile Scrum Certificate, 2022
- AWS Cloud Practitioner Essentials, 2022
- CSM Fundamentals
Profile Snapshot
- Regional Private Banker, Wells Fargo, 01/01/03, 12/31/10
- Financial Advisor, Morgan Stanley, 01/01/10, 12/31/11
- Sr. Private Client Advisor, BNB Paribas, 01/01/11, 12/31/18
- Program Manager, Synergy Machines LLC, 01/01/18, 12/31/22
- Project Manager, Golden 1 Credit Union, 01/01/23, Present
Languages
Hindi
Professional
Punjabi
Professional
References
References available upon request.
Timeline
Customer Success Manager
Prophaze Technology
01.2024 - Current
Business Consultant
Consultancy Services
09.2023 - 01.2024
EPMO Project Manager
Golden 1 Credit Union
01.2023 - 08.2023
Customer Success Manager
Synergy Machines LLC
10.2018 - 12.2022
Client Advisor
BNP Paribas Bank
11.2011 - 10.2018
Master of Business Administration (M.B.A.) - Business
University of Phoenix
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