Adya Agrawal
Customer Success Specialist at Perfios
- Role
- Customer Success Executive at Perfios
- Location
- Lucknow, UP, IN
- LinkedIn followers
- 500 followers
About Adya Agrawal
I help Banks and NBFCs make faster, safer lending decisions. For the last 2+ years at…
Experience
Customer Success Executive
Jun 2024 — Present · Bengaluru, IN
Serve as a key resource to ensure clients effectively engage with Perfios products, maximizing ROI and product utilization. Guide clients through the user journey, recommend suitable products, and foster relationships to identify upsell opportunities.2. Developed knowledge in Perfios products to provide consultancy, lead onboarding, and manage multiple implementations with smooth execution.3. Analyze client KPIs to identify optimization opportunities, provide actionable recommendations, and create strategic plans to address adoption challenges.4. Act as an escalation point for client issues, ensuring timely resolutions while maintaining strong communication. Conduct assessments, implement action plans, and engage consistently with clients to resolve challenges and enhance adoption.5. Identify client needs, recommend new products, and develop tailored strategies to drive growth and long-term success.6. Gather business requirements, create BRDs, and write functional specifications to align product offerings with client needs.7. Leverage strong communication skills to engage diverse audiences, resolve conflicts, and manage relationships effectively.8. With extensive BFSI sector experience, excel in client engagement, program management, and product adoption.9. Offer technical support during onboarding and simplify complex concepts to ensure smooth product adoption. Use problem-solving and strategic thinking to address challenges, optimize usage, and create actionable plans for better outcomes.10. Successfully onboarded clients, increased product adoption, and achieved measurable KPI improvements. Developed strategic plans leading to upsell opportunities, enhanced satisfaction, and greater client engagement, driving Perfios’ growth in BFSI verticals.
Education
The Institute of Chartered Accountants of India
CA Intermediate Group 1
Goel Group of Institutions
Bachelor of Commerce - B.Com (Hons), Accounting and Finance
2019 — 2022
Christ University, Bangalore
Master of Business Administration - MBA, Finance
2022 — 2024
City Montessori School
High School, Commerce
2014 — 2015
City Montessori School
Intermediate (12th), Commerce & Accounts
2016 — 2017
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