VISHAL BHATIA
San Francisco,CA
Summary
Motivated and results-driven Account Manager with 8+ years' experience in Technical Account Management, Customer Success and Team Leadership. Proven track record of delivering outstanding results while working with the largest firms in Private Equity, Venture Capital, and Wealth Management. Worked in global roles in Singapore, Hong Kong, Mumbai, Chicago, and San Francisco
Overview
13
13
years of professional experience
6
6
years of post-secondary education
Work History
Sr Strategic Account Manager- Alternative Assets
CARTA
San Francisco
02.2022 - Current
- Manage a portfolio of the largest Private Equity clients, achieving a 98% retention rate, driving a 20% increase in upsell opportunities, leveraging innovative technology for proactive customer engagement resulting in a 25% improvement in satisfaction, and execute strategic account planning to align Carta product adoption with customers' business plans
- Guide a team of 6 Implementation Managers and 5 Customer Support representatives in planning, executing, and scaling strategies aimed at increasing engagement and mitigating churn, resulting in enhanced customer satisfaction and retention
- Created and implemented a playbook for Sales and Business Development, emphasizing champion adopter engagement at Private Equity firms, resulting in an expanded partnership opportunities within portfolio companies and a 25% platform adoption boost
- Collaborate with internal cross-functional counterparts, including Account Executives, Sales Engineers, Technical Support, Legal, Engineering, and Product teams, driving successful outcomes for both Carta and our clients.
Sr Team Lead, Customer Success- Enterprise
PITCHBOOK DATA
San Francisco
04.2019 - 01.2022
- Led and managed a team of 8 Enterprise CSMs, overseeing hiring, training, goal setting, and providing ongoing feedback and support for the development of members on the team
- Oversaw a $10MM book of business consisting of major VC, PE, Law Firms, and Investment banks in the Bay Area, achieving a 148% ARR and a 100% account retention rate - the highest on the Enterprise team
- Served as a point of escalation for critical client questions and effectively coordinated with direct reports to resolve all client issues, maintaining high levels of customer satisfaction
- Prepared weekly forecast reports in Salesforce, tracking team progress and provided updates to the senior leadership team.
Customer Success Manager (West Coast, Mid-West and South)
YCHARTS
Chicago
09.2018 - 02.2019
- Developed strong client relationships with 500 West Coast, Mid-West, and Southern region clients as a key YCharts liaison
- Contributed to the development and execution of online tools to enhance user engagement and retention
- Achieved a rare 50% reduction in year-over-year churn rate as an Accounts Manager by implementing improved onboarding and training
- This initiative saved $100,000 and generated additional revenues through successful upselling opportunities.
Analytics and Customer Success (Equity, Charts, API Specialist)
BLOOMBERG L.P.
Singapore
03.2017 - 05.2018
- Aided Buy-Side’s sales efforts to boost the success of Equity, Charts, and API products, leading to a 40% increase in upsells
- Part of a 3-member team that closed the sale of 9 terminals to India’s biggest Buy-side Life Insurance Corporation of India (LIC).
Global Data-Equity Fundamentals Analyst-South Asia
06.2015 - 02.2017
- Wrote multiple client research notes on industry trends in the IPO and Indian Banking space that showcased functionalities that could help create alpha for clients and these notes received over 10,000 hits on the terminal.
Summer Associate in the Private Banking Division
J.P. MORGAN
New York
06.2014 - 08.2014
Investment Analyst (Alternative Assets)
NORTHERN TRUST CORPORATION
Chicago
05.2011 - 07.2013
Education
Continuing Education -
Stanford University
Stanford, CA 10.2023 - Current
Master of Business Administration (MBA) with specialization in Finance -
National University of Singapore
Singapore 07.2013 - 06.2015
Bachelor of Science, International Economics and Finance - Economics
UNIVERSITY OF ILLINOIS URBANA-CHAMPAIGN
Champaign, Illinois 08.2005 - 07.2009
Timeline
Continuing Education -
Stanford University
10.2023 - Current
Sr Strategic Account Manager- Alternative Assets
CARTA
02.2022 - Current
Sr Team Lead, Customer Success- Enterprise
PITCHBOOK DATA
04.2019 - 01.2022
Customer Success Manager (West Coast, Mid-West and South)
YCHARTS
09.2018 - 02.2019
Analytics and Customer Success (Equity, Charts, API Specialist)
BLOOMBERG L.P.
03.2017 - 05.2018
Global Data-Equity Fundamentals Analyst-South Asia
06.2015 - 02.2017
Summer Associate in the Private Banking Division
J.P. MORGAN
06.2014 - 08.2014
Master of Business Administration (MBA) with specialization in Finance -
National University of Singapore
07.2013 - 06.2015
Investment Analyst (Alternative Assets)
NORTHERN TRUST CORPORATION
05.2011 - 07.2013
Bachelor of Science, International Economics and Finance - Economics
UNIVERSITY OF ILLINOIS URBANA-CHAMPAIGN
08.2005 - 07.2009
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