Mansatpreet Singh Khroud

Key Achievements:

• Promotions: Earned 3 promotions, progressing from Business Development Representative to Business Development Manager, then to Account Executive, and finally to Account Manager, reflecting consistent performance and leadership.
• Revenue Growth: Increased revenue by 40% by launching the "Customer Awareness" project, focusing on client education and proactive engagement.
• Meeting Optimization: Boosted meeting bookings from 5 to 20 per month by optimizing CRM usage, streamlining scheduling, and tracking interactions.
• Team Leadership: Managed a team of 3, coordinating tasks, setting goals, and driving performance to achieve targets.
• Communication & Outreach: Maintained regular communication with over 600 registered insurance advisors through CRM, emails, and phone calls; managed all company-wide updates and actively prospected new advisors to join the platform.

Relationship Management:

• Scheduled regular check-ins with brokers and companies, utilizing structured engagement agendas to proactively address client needs and challenges.
• Acted as the primary contact for escalated issues, ensuring swift resolution and maintaining high levels of customer satisfaction.

Retention & Expansion:

• Monitored and increased health spending account allocations within existing accounts through data-driven analysis.
• Collaborated with brokers to effectively onboard new companies, enhancing platform engagement and expanding the client base.

Communication & Actionable Insights:

• Collected client feedback systematically, converting insights into actionable improvement plans.
• Presented comprehensive reports on successes, challenges, and recommendations to internal teams.
• Communicated system changes and provided regular updates on account balances to client employees.

Performance Tracking and Reporting:

• Maintained a detailed calendar of client interactions, documenting insights and proposing solutions to address challenges.
• Tracked account growth and reported on new acquisitions, highlighting successes and areas for improvement.

Data Analytics:

• Analyzed retention rates and monitored changes in account allocations to identify opportunities for growth.
• Documented the success rates of broker-led new company acquisitions, providing data-driven insights to refine strategies.

Opportunities for Improvement:

• Identified challenges and developed strategies to enhance client satisfaction and retention.
• Collaborated with internal teams to implement action steps derived from client feedback, driving continuous improvement.

• Dual Role Management: Led both sales and sales operations in a dynamic startup environment with 7 members, overseeing global markets including the US, Canada, UK, Australia, Singapore, and others.
• Sales Activity & Performance Tracking: Managed the tracking and reporting of global sales activities, performance metrics, and productivity statistics to optimize team output and strategy alignment.
• Cross-Functional Collaboration: Acted as a key liaison with the Marketing team, ensuring efficient lead management and alignment between sales and marketing efforts.
• Exceeded Sales Targets: Consistently achieved more than 100% of the quarterly sales quota, contributing to overall revenue growth and market penetration.
• Sales Cycle Optimization: Streamlined the sales process by reducing lead handoff stages, significantly shortening the sales cycle and improving conversion rates.

• Revenue Growth: Contributed to the team’s success in scaling the Annual Run Rate from $6 million to $30 million within 2 years at a Series B funded startup, driving significant business growth.
• Customer Retention & Value Optimization: Enhanced Lifetime Value (LTV) and reduced churn through strategic client engagement and retention initiatives.
• Platform Expansion: Drove 100% increase in partner listings on the platform by promoting platform adoption and engagement, contributing to a more diverse and robust ecosystem.
• Customer Satisfaction Improvement: Improved Net Promoter Score (NPS) by 2 units, reflecting enhanced customer satisfaction and loyalty.
• Top-Line Growth & Market Penetration: Boosted top-line revenue through the rapid acquisition of new customers and substantial growth in wallet share from existing clients, including strategic partnerships with Lenskart and Pepperfry, increasing their wallet share from 5% to 100%.
• New Product Development: Led new product development initiatives that aligned with customer needs, further expanding market opportunities and driving additional revenue streams.

• Global Sales Success: Sold advanced, state-of-the-art buses across multiple international markets, including Australia, Singapore, Japan, Thailand, and South America, driving significant sales growth worldwide.
• After-Sales Contracts & Client Engagement: Secured a major refurbishment contract for over 600 buses, including route, coach, and school buses, by pitching comprehensive after-sales services like upgrades, remodeling, and complete refurbishments to countrywide clients.
• High-Volume Sales Achievement: Successfully contributed to a team effort that sold 302 buses globally, meeting and exceeding sales targets in a competitive international market.
• Government Client Management: Managed complex sales and maintained relationships with the Australian government, providing specialized vehicles such as Police Buses, Riot Buses, and Drug Test Buses, showcasing expertise in handling high-stakes clients.