Vivek Srinivasan
Summary
Client-focused professional with over five years of account management and customer success experience within the human resources, telecom, and financial technology industries.
Overview
5
5
years of professional experience
Work History
Customer Success Manager
TalentAlly
Chicago, IL
12.2024 - Current
- Managed a book of business valued at $1.2 Million ARR consisting of over 80 enterprise brand customers across various industries such as Ross Stores, Yamaha Motors, and more.
- Conducted regular onboarding, implementation, and business review meetings with HCM professionals to positively impact their candidate exposure solution, including auditing their applicant tracking systems.
- Led the entire Customer Success team with a renewal rate of 81% by having strategic conversations around their application process which resulted in a 20% increase of customer pipelines.
- Utilized Salesforce to build forecast reports, Jira for ticket tracking, and worked hand in hand with the Product, Marketing, and Operations teams to further develop TalentAlly's product suite.
Client Account Manager
Momentum Telecom
Remote
11.2023 - 12.2024
- Managed a book of business of over 100 mid-market accounts, with a total ARR of $2.5 million, by educating customers on Momentum's ability to support and satisfy their telecommunications needs.
- Created an additional 10% in new monthly revenue by identifying upsell opportunities through strategic outreach.
- Maintained a 95% renewal rate by fostering and developing relationships through regular client engagement meetings
- Consistently exceeded the assigned upsell quota of $1,200 in new monthly revenue for existing clients by identifying opportunities during targeted check-in meetings.
- Resolved customer questions through regular ticket completion , tracked pipeline progress through the Salesforce CRM, and worked seamlessly with Momentum's Sales Engineers to help address technical inquiries.
Customer Development Associate
YCharts
Chicago, IL
01.2021 - 10.2023
- Co-managed a total book of over 1,500 accounts (including more than 5,500 clients), consisting of wealth managers and financial planners.
- Reduced customer churn by 10% through the identification of business needs, acceleration of engagement, and implementation of YCharts' on-site tools.
- Exceeded the monthly upsell target of $10k by creating HubSpot outreach campaigns in collaboration with Customer Success Managers, as well as the Sales, Marketing, and Product teams.
- Presented HubSpot dashboard analytics and consumer insights to the greater Customer Success and Product teams in order to improve efficiencies and contribute to the new feature roadmap.
Education
Bachelor of Arts - Economics
University of Illinois At Chicago
05.2019
Skills
- Relationship Management
- Product Implementation
- Conflict Resolution
- Data Reporting and Analysis
- Strategic Communicator
- Stakeholder Management
- Solution Identification
Websites
Timeline
Customer Success Manager
TalentAlly
12.2024 - Current
Client Account Manager
Momentum Telecom
11.2023 - 12.2024
Customer Development Associate
YCharts
01.2021 - 10.2023
Bachelor of Arts - Economics
University of Illinois At Chicago
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