Summary
Overview
Work History
Education
Skills
Websites
Interests
Certification
Customer Success Manager of Year-2022
Timeline
Generic

Saad Beg

Customer Success Manager & Implementation Consultant
Ventura,CA

Summary

Results-driven Customer Success Manager and Implementation Consultant with over 5+ of experience in fostering client relationships, driving product adoption, and ensuring customer satisfaction. Proven track record of increasing customer retention and loyalty through exceptional service and strategic account management. Adept at identifying customer needs and providing tailored solutions to enhance user experience. 10+ years of experience in Cloud and on-Prem solutions, Technical Account Management and Customer Success, Customers Communication Management-CCM, Software training (Product), Technical Analysis, and Professional Services. Seeking a challenging role to enhance my technical, management, and account growth skills and believe they will make me an asset to your organization.

Overview

13
13
years of professional experience
3
3
years of post-secondary education
1
1
Certification

Work History

Implementation Consultant

Elixir Technologies Corporation
, CA
03.2025 - Current
  • Engage with the customer and pre-sales team on requirements gathering of Elixir products.
  • Manage and deliver end-to-end implementation of 3-5 complex projects, including requirements gathering, project planning, execution, monitoring, and reporting, ensuring on-time delivery within the allocated budget and resources.
  • Provide implementation guidelines to customer for product configuration such as data mapping, template configuration, workflow configuration, etc.
  • Provided exceptional remote support to clients during off-site implementations, ensuring minimal downtime during critical transitions.
  • Exceeded client expectations by delivering customized training sessions that enabled efficient utilization of newly implemented systems.
  • Optimized client''s workflows, analyzing existing processes and recommending improvements during system integration.
  • Lead project retrospective by defining project success KPIs’ upfront and then benching marking project outcomes post-delivery to identify and capture areas of improvement.
  • Complete knowledge transfer around workflows, templates, and outputs to the Technical Support team once the deliverables are signed-off.

Customer Success Manager

Elixir Technologies
, CA
09.2019 - 03.2025
  • Develop and maintain strong relationships with 10+ Strategic high-value clients, resulting in substantial increase in customer retention.
  • Collaborate with sales/product teams to facilitate onboarding processes for new clients.
  • Conduct regular check-ins and quarterly business reviews to assess client satisfaction and identify upsell opportunities.
  • Utilize CRM tools to track customer engagement and provide insights for continuous improvement.
  • Assist in preparation of training materials and conducted multiple onsite and remote product training for customers on product features and best practices.
  • Develop, plan, and implement strategies for product adoption and expansion by empowering user experience with Cloud-centric solutions.
  • Retention and growth of account revenue, opportunities for upsell, and value proposition.
  • Analyze customer's needs and requirements and provide technical advice to Product, Sales, and internal customer teams.
  • As a Trusted Advisor, listening to customer's challenges, business goals, and mapping them to various product offerings and solutions.
  • Working with Support and Cloud to resolve complex technical problems and devising custom solutions.
  • Drive customer QBRs with key decision makers and stakeholders.
  • Orchestrating NPS and other industry specific surveys for capturing key data points for analysis, reporting, and decision making to senior leadership.

Technical Account Manager

Elixir Technologies
01.2012 - 01.2019
  • Account Retention, Development, Project & Service Fulfillment.
  • Provide post sales consulting and installation support (On-site and remote).
  • Perform 10+ Cloud/ on Premise installs, deployments for large Global customer.
  • Conduct on-site and remote Product training, consultation, Professional Services for our Global customer base (US, Europe) including largest US health insurers and leading names in Auto.
  • Retention and growth of account revenue through management of Service delivery and customers' satisfaction.
  • Expanding company's presence in healthcare sector and other verticals by presenting add-on products or services and working closely with Product and Sales teams to define strategic objectives, identified customer needs, prioritizes initiatives, and establishes a clear action plan for success.
  • Meet account performance objectives and customer expectations by ensuring quality delivery for projects and Statements of Work and engaging with Professional & Technical Service, Product, Project management teams.
  • Coordinating and engaging in post-sale product fulfillment and service delivery including validation testing and documentation of project deliverable.
  • Provide training to customers on the use and management of different products and custom solutions and support customer stakeholders with implementation of statements of work for services projects.

Education

Master of Science - Computer Science

Hamdard University
Islamabad, Pakistan
01.2001 - 01.2002

Bachelor of Science - Mathematics

University of Peshawar
Haripur, Pakistan
01.1993 - 01.1995

Skills

Customer Relationship Management (CRM)

Onboarding and Training

Data Analysis

Problem solving/troubleshooting

Reporting

Conflict Resolution

Strategic Account & Success Planning

Communication and Presentation

Product Training & Documentation

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Interests

Online learning via Udemy, LinkedIn courses on AI, Cloud Security, Customer success, Communication and Leadership
Active collaboration in User Stories and Case Studies
Researching various tools and technologies and sharing key research findings with different company departments and personnel
I am keen to deepen my knowledge of SaaS platform/ Amazon Web Services, CICD, and DevOps
IT Cloud Based Solutions
I like to play cricket, soccer, and team sports

Certification

AWS Solution Architect

Customer Success Manager of Year-2022

  • Languages: Fluent in English; proficient in Urdu/Hindi– enabling strong communication with diverse client bases.
  • Certifications: AWS Certified Solution Architect- Associate
  • Professional Interests: Actively engaged in learning and advancing in Cybersecurity, PCI DSS, and AWS, with a focus on customer experience innovation, SaaS retention strategies, and account growth.
  • Tech & Tools: Experienced with Salesforce, TOTANGO, SurveyMonkey, HubSpot


Timeline

Implementation Consultant

Elixir Technologies Corporation
03.2025 - Current

Customer Success Manager

Elixir Technologies
09.2019 - 03.2025

AWS Solution Architect

03-2017

Technical Account Manager

Elixir Technologies
01.2012 - 01.2019

Master of Science - Computer Science

Hamdard University
01.2001 - 01.2002

Bachelor of Science - Mathematics

University of Peshawar
01.1993 - 01.1995

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Saad BegCustomer Success Manager & Implementation Consultant