Summary
Overview
Work History
Skills
Timeline
Shivam Brahmbhatt

Shivam Brahmbhatt

Saint Augustine,FL

Summary

A growth expert who formulates and executes revenue-generating strategies that set companies apart in competitive markets. Successful in developing new business, managing key accounts, driving revenue, and leading dynamic teams. Trusted customer advisor and multidisciplinary expert with a steadfast career record of serving as lead customer success manager for multiple high valued clients. Proficient in strategizing, creating, and developing opportunities to increase sales and brand awareness and promote products through various digital and print marketing channels. Experience collecting information to assist in planning customer success programs and positively impacting customer retention by diligently working on existing accounts. Proficient at leading teams, supervising operations, reviewing KPIs, and assisting with team training. Available to interview Monday through Friday. Available to start within 2 weeks.

Overview

14
14
years of professional experience

Work History

Engagement Manager

Carabiner Group
12.2022 - 05.2023
  • Established, initiated and optimized business development strategies based on company targets, product specifications, market data, and budget factors.
  • Mentored local personnel on best practices and protocols to maximize productivity.
  • Collaborated with sales, delivery and service teams to manage seamless client experiences.
  • Conducted market research to identify new opportunities and target markets.
  • Met with clients to understand needs and develop proactive solutions.
  • Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.

Customer Success Manager

01.2022 - 07.2022
  • In charge of the accounts team of the localization department
  • Oversaw all Enterprize and critical accounts such as 1Password, Datadogs, Viber, Yotel, and Calandly. The localization department made and is forecasted to make $300,000 to $400,000 a month. Executed multiple statements of work, which included gathering business requirements and setting expectations with the client's end team
  • Conducted team meetings to make sure my team was on top of everything
  • Configured applications like Hubspot and assisted in using Jira within the company. Started a Slack incentive with our customers to promote better communication. Created a new workflow for the production team to help them become more effective and efficient.
  • Drove customer escalations to resolution by engaging directly with clients
  • Prepared documentation, reports, and logs to identify and manage sales metrics and support process-driven activities
  • Communicated well with clients through phone calls and online meetings to maintain satisfaction and keep parties current with the changing environment
  • Assessed monthly reports to review client activity and identify opportunities
  • Developed and implemented targeted client development strategies to maximize individual account results
  • Oversaw address of customer requests for friendly, knowledgeable service and support
  • Scheduled appointments to meet customer needs and resolve critical concerns.

Customer Success Manager

A5
12.2017 - 12.2021
  • SPOC between external clients and internal engineering and project management teams, ensuring effective prioritization and project completeness
  • Develop a deep understanding of the customer's business, catalog and nurture the accounts, and identify appropriate business use cases that optimize customer ROI
  • Execute multiple recurring service contracts and new implementation projects for existing clients by acting as a strategic advisor who understood the client's long-term needs
  • Maintain CSAT scores on consulting engagements, consistently achieve a 5/5, driven by recognizing critical issues/risks early on and providing constant, clear communication to the client
  • As Director of Sales for Salesforce's small business and growth sector, I work directly with Salesforce to sell products in multiple industries such as manufacturing, technology, and financial services
  • Mentor, train, and guide a ten-person team, focus on completing sprints, ensure agile methodologies are practiced, and lead weekly client syncs
  • Maintain relationships with certain Salesforce groups, help A5 go from a silver partner to a platinum partner within three years, and work with third-party vendors such as Conga, Alvera, and Anaplan
  • Direct the Anaplan practice and build the team with 27 Anaplan ready resources
  • Attend Anaplan training and work with the Anaplan partnership team to create go-to-market plans Optimize existing processes within the company and actively enhance all customer success initiatives Build a culture focused on equality and family mentality and implement workplace collaboration tools such as Facebook's workplace
  • Organize company events and conferences (Dreamforce, Oracle Open World, etc.) to ensure A5 is up to date with industry changes and introduced to new clientele
  • Achievement Snapshot: Successfully implemented multiple Salesforce and Oracle applications that required complex customizations and presented proof of concept demos to clients to help close deals Closed 25+ deals valued $500,000 in additional revenue.

PIM Team Lead/ Senior Consultant

01.2015 - 01.2018
  • Provided an advisory to customers on solution deployment, adherence to best practices, performance guidelines Chaired meetings with key leaders and collaborated with project teams to ensure timely decision-making and effective communication between stakeholders at all levels
  • Worked with stakeholder groups to develop and implement work processes to deliver the defined data set Supported project Information Management (IM) managers to develop project-specific IM plans and deliver IM scope
  • Documented assigned projects using various applications to standardize project tracking and documentation Translated complex business requirements into scalable technical specifications and documentation Achievement Snapshot: Defined technical specifications for workflows and business rules Used best practices to lead the project team through all activities required to deliver PIM solutions successfully.

PIM Functional Consultant

01.2014 - 01.2015
  • Focused on Oracle E-Business Suite applications in the master data management and supply chain management space
  • Provided an advisory to customers on solution deployment, adherence to best practices, performance guidelines Obtained strong working knowledge of Product Hub and Configurator Modules to assist in making educated operational and development decisions
  • Suggested maintenance activities to keep hosted solutions aligned with organizational goals and provide recommendations related to further expansion
  • Defined playbooks, documented/automated processes, and provided regular reports to communicate status and activities performed internally and externally to customers
  • Handled and responded to technical and ecosystem-related queries by cloud-hosted customers Gained strong experience in “Cloud Concepts” with AWS and Azure
  • Achievement Snapshot: Demonstrated expertise in applying Informatica's velocity methodology and best practices during engagements
  • Furthermore, coached and mentored customers in the adoption of velocity.

Oracle Applications Consultant

01.2012 - 01.2014
  • Worked with the business and development teams to design and implement system modifications Focused primarily on
  • Oracle E-Business Suite applications in the Master Data Management, CPQ, and Supply Chain Management space
  • Engaged in configuration, testing, training, data conversion, reporting, and post-implementation support Obtained strong working knowledge of product hub and configurator modules to assist in making educated operational and development decisions
  • Interacted with customers to understand and document their business processes and requirements Performed gap analysis to determine system configuration and development changes Created business requirements documents, system configuration documents, detailed functional design documents, test plans and cases, user training documents, and implementation documents Achievement Snapshot: Delivered and managed large, complex full lifecycle application implementations and provided experience in leading practices, methods, and resources in Oracle's applications and technology space.

Owner/General Manager

Metro Inn
01.2009 - 01.2012
  • Involved in staffing, customer service, sales, marketing, and revenue forecasting
  • Increased the business financially annually, drove excellent ROI and profitability, leveraged effective relationships by identifying synergistic companies to create an effective business mechanism
  • In charge of implementing a new point of sale system and upgrading manual business processes to automated business processes and operations
  • Led cross-functional teams from different departments, encouraged communication channels and monitored progress
  • Improved guest communications and responsiveness to service requests by restructuring the front office and creating a new guest services department, overcoming entrenched ideas caused by the long tenure of existing employees
  • Achievement Snapshot: Efficiently handled all customer complaints and kept retention rate above 90% which led to a monthly revenue of at least $60,000.

Skills

  • Sales Management – Impactful in managing all aspects of B2B sales plan convert the entire pipeline of converting
  • Sales opportunities into opportunities, proposals, and wins
  • Problem Solving – Flexibility and adaptability to manage different situations and solve problems while working in a
  • Fast-paced environment Ability to adapt to a dynamic, rapidly changing business environment Multi-tasking: Excellent organizational and multitasking skills with innate proficiency to manage multiple problems
  • Account management
  • Brand management
  • Systems and automation applications Key accounts and territory management Decision-making
  • Good work ethic
  • Troubleshooting
  • Reliable & trustworthy
  • Supervision & leadership
  • Technical Skills:
  • Salesforce, Oracle, Jira, WordPress, Microsoft Office, Backend of Social Media Platforms, Adobe Creative Cloud, Google Analytics, Slack, G-Suite
  • Agile Framework
  • Mission Critical Applications
  • Implementation Management
  • Engagement Strategy
  • Project Organization

Timeline

Engagement Manager - Carabiner Group
12.2022 - 05.2023
Customer Success Manager -
01.2022 - 07.2022
Customer Success Manager - A5
12.2017 - 12.2021
PIM Team Lead/ Senior Consultant -
01.2015 - 01.2018
PIM Functional Consultant -
01.2014 - 01.2015
Oracle Applications Consultant -
01.2012 - 01.2014
Owner/General Manager - Metro Inn
01.2009 - 01.2012
Shivam Brahmbhatt