Client Account Management professional with 7+ years of experience across fintech and SaaS, specialising in end-to-end project management, stakeholder communications and account support for key client relationships (INR 120L+ ARR portfolio, 15 accounts). Proven track record managing pipeline and opportunity tracking via CRM, developing onboarding and marketing assets that cut onboarding time by 30% and delivering process documentation and training modules for new team members.
Skilled at tracking and reporting account operational needs, collaborating across teams to strengthen client relationships, and driving projects to meet quality standards under fast-paced, multitasking demands.
LEO1
Hyderabad
Independently handle end-to-end program management across 15 keys accounts – stakeholder communications, pipeline prioritization, and delivery – for a INR 120L ARR portfolio, running data-driven risk frameworks that reduced churn risk by 20%.
Co-led GTM program design and execution for a new vertical across India - from pilot scoping to full-scale rollout, coordinating across Sales, Product, Ops, and Design teams.
Developed onboarding and enablement assets (process docs, training videos, scripts) used across field teams reducing ramp-up time for new hires.
Designed and deployed SOPs and process templates for customer success and onboarding operations improving delivery speed by 30%.
Track, report and present account performance and operational needs in quarterly business reviews, boosting client NPS by 25% through structured frameworks and corrective action plans.
Oversee site-level performance across PAN India, managing 5 direct and 60+ indirect team members to deliver consistent CX outcomes against weekly and monthly KPIs.
JODO
Hyderabad
Owned account financials and revenue reporting for the Maharashtra region (₹70L annual revenue), managing 4 Program Managers and 35 indirect team members across partner sites.
Designed and launched a DIY partner onboarding model and asset set cutting new-partner onboarding time from 7 days to 2 days and saving ~₹6L in operational costs - a flagship process initiative.
Built commercial and proposal models for partner institutes to maximise revenue; cross-sold and upsold products across 35+ client schools.
Operationalised transactional BAU processes from scratch; drove 40% efficiency improvement through workflow redesign, automation triggers, and accountability tracking.
Maintained 98% SLA adherence across full CX lifecycle - from partner onboarding and query resolution to escalation and renewal - managing performance through structured dashboards and CRM tracking.
Shared learnings and trained junior team members on account processes and initiatives; awared ‘Outstanding Achiever Q2 2023’; achieved early promotion in recognition of operational impact and account ownership.
BrowserStack
Hyderabad
Owned BDR process hygiene and pipeline tracking in Salesforce CRM; ensured data integrity across stages for accurate forecasting.
Collaborated on outbound strategy design and product-market messaging; mentored SDRs across verticals on process adherence and performance metrics.
HDFC Bank
Durgapur
Managed a ₹30Cr portfolio (CASA + FD); acquired 50+ new HNI clients through relationship-led engagement and product cross-sell.
Opened one of the largest new savings accounts for the branch (Initial Payment Cheque: ₹32L); led digital banking adoption initiative at branch level.
PGDM
B.Com
JODO
company-wide recognition for operational excellence and revenue performance
JODO
in recognition of program ownership, team leadership, and measurable business impact
HDFC Bank, Durgapur Branch
HDFC Bank Durgapur
₹32L initial cheque