Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Generic

SAM ARORA

Toronto,ON

Summary

Experienced Expansion Manager with a proven track record in customer success and renewals. 10+ years of experience in identifying opportunities for account expansion and implementing strategies to drive revenue growth and renewals. Skilled in cross-functional collaboration and problem-solving to ensure customer success and retention. Seeking to leverage expertise to drive positive outcomes for a dynamic organization.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Customer Success Manager

Netwrix
10.2020 - Current
  • Manage a portfolio of enterprise clients throughout customer lifecycle including renewals and expansion
  • Monitor customer usage data, health indicators and growth opportunities, translating into strategies for success and expansion
  • Develop customer success plans and strategies to maximize customer value and success
  • Negotiate contracts and agreements with clients to maximize profits
  • Analyze customer data to identify trends, develop action plans, and optimize processes
  • Collaborate with cross-functional teams to develop pricing models that meet customer needs while maximizing profitability
  • Identify opportunities for process improvements by analyzing current customer engagement practices
  • Develop and implement customer success strategies to improve retention rates and reduce churn
  • Hire, onboard and mentor new CSMs.

Senior Manager – Customer Success

Vision Critical
03.2019 - 10.2020
  • Manage a portfolio of 20 enterprise customer accounts and consult customers in their journey to bring value and increase their ROI through their adoption of VC's Sparq platform
  • This includes renewing and expanding the accounts
  • Develop cross-functional initiatives that will improve the overall customer experience and lead to greater satisfaction and loyalty among our customers
  • Develop relationships with influential users in a customer organization and convert them into platform champions
  • Understand customers' business challenges and industry trends and consult on how VC can help them achieve their objectives
  • Implement standard methodologies in market research across a variety of use cases and industry verticals
  • Establish success plans that clarify customer goals and enable them to measure their progress via business review to celebrate positive outcomes and see opportunities for growth
  • Monitor and present customer health metrics, prepare content that educates users on how to fully utilize the platform
  • Collaborate cross-functionally and advocate for the needs of customers to leaders in different departments
  • Raise critical customer concerns internally and mobilize resources to resolve issues
  • Monitor product engagement and intervene as early as possible when risks and problems arise
  • Mentor and onboard new CSMs.

Senior Manager – Customer Success

Limelight Platforms
06.2017 - 12.2018
  • Helped build the Customer Success Division from scratch
  • This included reviewing and analyzing data, creating and implementing processes for the team and onboarding new CSMs
  • Responsible for onboarding, owning end to end implementation and management of a portfolio of Fortune 100 clients – including RBC, Scotiabank, Porsche, BMW
  • Manage and maintain relationship between the clients and various teams within Limelight by reviewing and maintaining client metrics
  • Deliver and communicate customer ROI during the client lifecycle
  • Conduct formal online or face to face demos, user trainings and provide sales support
  • Setup client deliverables, implementation timelines, SOP's, Strategic Account Plans (SAP's) for effective onboarding and user adoption
  • This includes project billable hours, efficiencies and profitability tracking
  • Review quarterly usage and conduct strategic business reviews
  • Support any or all sales related activities and demonstrations when new features or functionalities are requested
  • Create success plans and set revenue goals to maximize all business opportunities and look for any red flags within the client relationship
  • Work closely with the Product Development team to define the roadmap and share customer feedback for requested enhancements
  • Act as a strategic account owner and work with the Sales team to support, maintain and strengthen customer account and relationship.

Regional Manager, Technology Solutions and Partner Success Asia Pacific

BCD Meetings & Events
10.2015 - 05.2017
  • Responsible for managing and coordinating support for BCD technology with 12 partner countries, 5 wholly owned partners and customer accounts across APAC
  • This included SMM implementation, onboarding customers/partners onto SaaS solutions
  • Responsible for driving technology adoption and defining the technology solutions strategy for various teams to enhance client experience
  • Implement new business strategies for existing client/partner accounts and act as a vital part of the Sales team
  • Drive loyalty and maximize client retention by liaising with the global teams and conducting quarterly, bi-annual and annual business reviews for the clients
  • Achieve the set revenue goals set and identify sales opportunities with internal and external clients
  • Track results and projects to provide ROI for internal and external customers and implement processes to maintain a clear communication with them
  • This includes creating monthly/quarterly reports, business plans and newsletters
  • Responsible for timely delivery of all projects within the approved budgets to meet customer requirements and SLAs.

Asst. Manager, Client Success

CVENT Inc.
11.2014 - 09.2015
  • Overseeing the management and growth of the Customer Success team and project management processes
  • Monitoring team performance and conducting performance evaluations
  • Enable the team to own the customer relationship; define customer goals, and drive adoption
  • Manage a team of high-performing Customer Success Consultants, including regular one-on-one meetings with focus on professional development
  • Participate in adoption initiatives and assist the team & leadership with project management
  • Collaborate with U.S
  • Office and potentially travel to ensure consistency across international teams.

Client Relationship Lead

CVENT Inc.
01.2012 - 11.2014
  • Strategic consulting of Cvent products and services with the clients
  • Account Implementations and Supplier Management
  • Aiding clients in their day to day work in event management and also responsible for conducting online and onsite trainings
  • Analyzing client needs, implementing best practice techniques, product training specific as per client needs
  • Working with the product development team and act as liaison between them and the client for new requirements.

Sr. Product Consultant

CVENT Inc.
03.2009 - 01.2012
  • Started as a Product Consultant and moved up the ranks in a year
  • Manage and help clients in optimizing their use of Cvent's Event Management Software
  • Specific duties include: Addressing existing client questions or concerns on the event management and survey product via phone and emails
  • Build and sustain strong effective customer and partner relationships by identifying value engineering and cost reduction initiatives
  • Conduct web-based live online trainings for new clients that come on board
  • Effectively take part in recruitment for the team every year to hire the best potential to grow the DNA in the organization.

Education

Bachelor of Business Administration -

SAIT
Calgary, Canada
04.2007

Skills

  • Strategic Planning & Relationship Building
  • Revenue Growth & Expansion
  • Renewals & Retention
  • Solution selling
  • Customer Portfolio Management
  • Key Account Management
  • Team & Operations Management

Certification

  • Advanced Customer Success Manager Certified Professional - Gainsight
  • MEDDICC: Sales Qualification Process - Force Management

References

References available on request.

Timeline

Customer Success Manager

Netwrix
10.2020 - Current

Senior Manager – Customer Success

Vision Critical
03.2019 - 10.2020

Senior Manager – Customer Success

Limelight Platforms
06.2017 - 12.2018

Regional Manager, Technology Solutions and Partner Success Asia Pacific

BCD Meetings & Events
10.2015 - 05.2017

Asst. Manager, Client Success

CVENT Inc.
11.2014 - 09.2015

Client Relationship Lead

CVENT Inc.
01.2012 - 11.2014

Sr. Product Consultant

CVENT Inc.
03.2009 - 01.2012

Bachelor of Business Administration -

SAIT
  • Advanced Customer Success Manager Certified Professional - Gainsight
  • MEDDICC: Sales Qualification Process - Force Management
SAM ARORA