Sriram Bhaskaran

Head of Customer Success @ Refold AI

Role
Director of Customer Success at Refold AI
Location
Bengaluru, KA, IN
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Sriram Bhaskaran

I’m a technology leader who thrives at the intersection of solutions, delivery, and customer success. Over the years, I’ve evolved from a techno-functional consultant into a strategic leader helping organizations maximize ROI from their technology investments — from pre-sales solutioning to post-sales delivery, adoption, and value realization.Currently, I head customer success at Refold AI, an AI native platform for enterprises and SaaS teams to build and maintain integrations powered by inteligent agents. Previously, I worked as a Lead Technical Architect at Workato, a Gartner Magic Quadrant Leader for iPaaS. Prior to Workato, I led solutioning and delivery engagements at Leadsquared (Deloitte Technology Fast 50) and CRMIT Solutions (Oracle Platinum Partner), building high-performing customer success and implementation teams that delivered measurable impact.Core Focus Areas: Customer Success Leadership | Solution Engineering | Professional Services Strategy | Digital Transformation | Integration & Automation | Team LeadershipProduct Expertise: Workato | Leadsquared CRM | Oracle CX Suite | Salesforce | ServiceNow | Tableau | Zapier | Make | Workday | NetSuite | HubSpotTechnical Expertise: AI Orchestration | Agentic Automation | API Integrations | AWS (Lambda, S3, Batch, API Gateway)| Node.js |.NET (C#)| PHP | REST & SOAP | Ruby | GraphQL | JavaScript | AI Agents | Enterprise MCP | Azure

Experience

  1. Director of Customer Success

    Refold AI

    Dec 2025 — Present · Bengaluru, IN

    Building the delivery, solutions and support functions from the ground up

Education

  • BNM Institute Of Technology

    Bachelor of Engineering (B.E.)

    2012 — 2016

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Sriram Bhaskaran — Director of Customer Success at Refold AI in Bengaluru, KA, IN | Unifers