Summary
Overview
Work History
Education
Skills
Timeline
Generic
SHAHVIR PATELL

SHAHVIR PATELL

Summary

🚀 SaaS Customer Success Manager | 9+ Years Experience 🚀

Seasoned Customer Success Manager with nearly a decade of driving growth and satisfaction in the SaaS realm. With a diverse background spanning ad tech, compliance, and construction tech, I excel in tailoring strategies that ensure clients maximize value and reach their goals.

🔑 Key Highlights:

9+ years shaping customer success in SaaS.
SaaSExpertise across ad tech, compliance, and construction sectors.
Passionate about fostering enduring client partnerships.

Overview

9
9
years of professional experience

Work History

Customer Success Manager

SiteMax Systems Inc.
12.2021 - Current


  • Revenue Growth Leadership: Managed a portfolio of 150+ construction companies, driving revenue of approximately a million dollars.
  • Renewal Management: Proven track record in renewal management, collaborating with the management team for revenue growth.
  • Client Training and Services: Proficient in client training, offering personalized Pro services for seamless custom implementations.
  • CRM and Ticket Management: Skilled in CRM management (Hubspot) and ticket management (JiRA) for efficient customer interactions.
  • Effective Liaison: Facilitated smooth communication between customers and internal teams, ensuring effective problem resolution.
  • Client Relationship Building: Dedicated to building strong client relationships, exceeding expectations for long-term success.
  • Pro Services Formalization: Pioneered and formalized Professional Services for SiteMax in 2023, contributing to the company's structure. Introduced Pro Services as a new revenue stream, generating over $30,000 in new revenue within the first year.
  • Custom Implementations: Proficient in working on custom workflow implementations, including summary reports and export-compatible files for various externa softwares

Account Manager

STP ComplianceEHS
08.2018 - 11.2021
  • Directed business development efforts, resulting in a 30% increase in sales leads from software partners, conferences, and online marketing.
  • Conducted over 50 online and web-based demonstrations to clients, contributing to a 20% growth in customer acquisitions .
  • Managed and maintained client relationships for 120+ accounts , resulting in a 15% increase in overall revenue through cross-selling the company's products.
  • Successfully implemented business development strategies that led to a 25% improvement in customer retention and revenue growth.
  • Facilitated the successful execution of $1.5 million in value-added professional services engagements , enhancing the value of the company's solutions and meeting unique customer requirements.
  • Developed and mentored a team of junior account managers, resulting in a 20% increase in their productivity .

Senior Business Development Specialist

Media.net
07.2014 - 03.2018
  • Revenue Leadership: Successfully managed 84 key accounts, driving an impressive $1.2M in annual revenue.
  • Churn Management: Achieved an exceptional 2% churn rate during challenging market conditions.
  • Client Retention: Secured contract renewals for 82 client accounts, surpassing expectations.
  • Strategic Recovery: Regained 3 clients from a competitor through strategic initiatives.
  • Consultative Selling: Closed high-value accounts using effective consultative selling approaches.
  • Leadership Excellence: Mentored and trained 3 new account managers, contributing to team development.
  • Efficient Collaboration: Acted as a liaison between clients, partners, and internal teams, ensuring seamless communication.
  • Client Onboarding Impact: Led client onboarding initiatives, reducing onboarding time by 20% and increasing satisfaction scores by 15%.
  • Target Overachievement: Surpassed annual targets with an outstanding 103% achievement.

Education

Master of Commerce -

University of Mumbai
05.2016

Bachelor of Management Studies -

University of Mumbai
05.2014

Skills

    1 Implementation Strategy
    2 Client Onboarding
    3 Customer Adoption
    4 Training and Development
    5 Solution Integration
    6 Project Management
    7 Customer Satisfaction
    8 Client Relationship Building
    9 Account Launch
    10 Success Metrics Tracking

Timeline

Customer Success Manager

SiteMax Systems Inc.
12.2021 - Current

Account Manager

STP ComplianceEHS
08.2018 - 11.2021

Senior Business Development Specialist

Media.net
07.2014 - 03.2018

Master of Commerce -

University of Mumbai

Bachelor of Management Studies -

University of Mumbai
SHAHVIR PATELL