Monika K.

Customer Success Manager - Crm (Salesforce) Specialist @Delipat It

Dallas-Fort Worth, TX, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2024 — Present

Customer Success Manager - Crm (Salesforce) Specialist @Delipat It

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Manage post-implementation success for 10+ mid-enterprise accounts with complex CRM requirements, customizing workflows to capture key operational metricsDeveloped and executed comprehensive joint success plans, achieving 15% acceleration in feature adoption and 10% improvement in retention ratesDelivered strategic onboarding programs that reduced customer time-to-value by 20% through tailored training sessions and best-practice alignmentDesigned and optimized 10+ scalable Salesforce automations tied directly to customer lifecycle stages, improving service responsiveness and increasing satisfaction scoresConducted executive business reviews (QBRs) with C-level stakeholders, presenting ROI analysis and facilitating strategic alignment on expansion opportunitiesCreated CX intelligence reports for leadership to identify at-risk accounts and recommend preemptive solutions, minimizing revenue leakageMentored junior CSM team members on health-score management and playbook execution, establishing scalable growth processesActed as internal CRM ambassador, coaching sales and partner teams on best practices to deepen client trust and improve engagement

EDUCATION

N/A

Nagpur University

Bachelor of Science - BS

ABOUT MONIKA K.

EX Salesforce QA turned Salesforce BA Results-driven Salesforce Business Analyst…

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