PREET KAUR
Kitchener,Canada
Summary
Trusted advisor and adoption specialist within the SaaS, Fintech and B2B industry space. Proactive leader with strengths in communication and empathy bolstered by a client-oriented mentality. Proficient in leveraging CRM tools such as Salesforce and Gainsight. Adaptable with a proven ability and pick up different software solutions and drive adoption successfully. Won Sales Contribution Award at Splunk in 2020 for Enterprise Clients.
Overview
11
11
years of professional experience
Work History
Key Account Manager
1000026174 Ontario Inc.
07.2023 - Current
- Act as the primary liaison for addressing and resolving any client issues or concerns
- Identify potential issues and proactively resolve them to maintain client satisfaction
- Escalate critical issues to senior management when necessary and ensure swift resolution
- Supported senior account managers in managing daily operations and communication with clients
- Drive the renewal process, ensuring clients are satisfied and extending contracts
- Build and maintain strong, long-term relationships with key 25 enterprise clients
- Develop and execute tailored account strategies to meet clients' business goals
- Identify upselling and cross-sell opportunities to increase account revenue
Client Success Manager
Kev Group
Toronto, Canada
04.2021 - 07.2023
- Company Overview: Toronto, ON
- Evaluated customer problems, implemented resolutions, and followed up with clients to manage additional problems and maintain satisfaction.
- Guide new customers through the onboarding process to ensure smooth adoption and integration of the SaaS product.
- Define outcomes to improve the health, performance, and business capabilities of the prioritized workloads to drive customer value realization
- Build relationships with clients at all levels from end users and individual contributors to IT Managers and Senior Executives
- Managed existing client renewals, keeping accounts, information and documents accordingly with compliance standards
Customer Success Manager
Splunk
Halifax, Canada
04.2019 - 04.2021
- Company Overview: Halifax, NS
- Developed and maintained a productive relationship with each client in the portfolio through regularly scheduled meetings and communication, also utilizing Zoom and other video conferencing software.
- Created success plans for clients to help them achieve business objectives, celebrate wins, knowledge share and track goals
- Uniquely identified opportunities to drive product adoption and improvements with clients, leveraging Splunk SaaS specific tools
- Lead support case reviews and partnered internally with support teams to troubleshoot issues and deliver progress updates and ensure support issues were resolved within SLA's
- Contributed to customer QBRs with support from sales team, delivering value realization metrics to C-suite execs and other business stakeholders
- Planned and coordinated various adoption-based workshops and training to meet diverse customer needs and foster customer maturity growth
- Cross-sold additional products and services to purchasing customers
Account Specialist
Staples
Halifax, Canada
07.2018 - 03.2019
- Company Overview: Halifax, NS
- Educate dealers on policies, procedure and pricing changes
- A customer focused culture to deepen client relationships and leverage broader relationships, systems, and knowledge
- Proactively calling consumers to follow-up on orders that have been approved but not delivered, assisting in the resolution
- Capitalized on upsell opportunities by offering additional product and service options to customers
- Established and enforced sales goals to boost team success
- Promoted target products during special promotions through cold and warm calling
- Halifax, NS
Lead Sales Associate
Indiamart.com
New Delhi, India
11.2013 - 05.2018
- Company Overview: New Delhi, India
- Ensuring New Market Trends and Documentation of Market leads
- Provide and suggest effective plans according to need of consumers
- Achieved and exceeded sales goals for 11 consecutive months
- Client Management and Administrative support for Business Development
- Process Documentation and Process Trainer
- Promoted brand awareness and utilized networking to increase brand development
- Fostered a positive work environment by consistently treating all employees and customers with respect and consideration
- New Delhi, India
Education
Master in Demand Professional Skills -
University of Huddersfield
UK04.2024
Masters In Banking and Finance -
01.2016
Skills
- Logical mindset & Attention to detail
- Familiarity with Playbooks on Gainsight
- Strong Analytical & Problem-Solving skills
- Client Engagement & Retention
- Strong Verbal & Written Communication
- Strategic Planning & ROI understanding
- Client renewals and upsell
- Project Management
- Process Improvements
- Extremely Organized
- Data- Driven
- Team Player
- Tech Savvy
- ROI understanding
Timeline
Key Account Manager
1000026174 Ontario Inc.
07.2023 - Current
Client Success Manager
Kev Group
04.2021 - 07.2023
Customer Success Manager
Splunk
04.2019 - 04.2021
Account Specialist
Staples
07.2018 - 03.2019
Lead Sales Associate
Indiamart.com
11.2013 - 05.2018
Master in Demand Professional Skills -
University of Huddersfield
Masters In Banking and Finance -
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