Rohith Roy

About Rohith Roy

I build customer success from the ground up, and I stick around long enough to see it compound.Over 7 years, I\'ve worked across fintech, banking, and SaaS, moving from selling collections automation to NBFCs, to owning enterprise-scale operations at Lloyds Banking Group, to building a CS function from zero at CDV Wealth. Each step has sharpened the same core skill: understanding what makes a customer stay, grow, and advocate.At my most recent role, I inherited no playbooks, no tooling, and a customer base that had never had a dedicated CS function. I built the health monitoring framework, designed onboarding and support infrastructure, flagged a dormancy cohort before it churned, and co-shipped an internal ops platform with Product. That\'s what 0-to-1 CS looks like in practice.What I bring to any account:→ Early identification of churn risk before it becomes a conversation→ QBR and stakeholder engagement up to CXO level→ The ability to translate customer pain into product feedback that actually gets acted on→ Data-backed reporting that keeps leadership alignedI\'m drawn to companies where the product is genuinely technical and the customer relationship demands more than account hygiene.

Experience

1. Customer Success & Operations Manager

   Cdv Wealth

   Sep 2025 — Present

Education

• University of Leicester

  Master of Science - MS, International Management

• PRIST University

  BTech - Bachelor of Technology, Computer Science

  2014 — 2018