Ashish Sharma

• Prospected and generated 15+ qualified leads in 3 months through cold calling, email outreach, and LinkedIn networking.
• Delivered 10+ product demos to senior stakeholders, including CMOs and Marketing Heads, highlighting product value and ROI.

• Managing a portfolio of 30 key accounts with a total book of business worth ₹10 crores.
• Successfully onboarded 5 clients, ensuring a seamless transition and delivering comprehensive user training to maximize application efficiency.
• Built and maintained strong client relationships, conducted in-person meetings with 25 clients to ensure engagement and satisfaction.
• Successfully drove account growth by upselling key solutions, leading to increased monthly disbursements.
• Spearheaded marketing initiatives to boost product adoption and maximize client usage.
• Delivered data-driven insights through QBRs, analyzing monthly disbursement trends and adoption metrics.
• Proactively monitored account health daily, identifying risks and implementing corrective actions to ensure client success.
• Resolved customer escalations efficiently by collaborating with cross-functional teams, including product, tech, and PMO.
• Played a key role in contract renewals, ensuring retention and long-term partnerships.

Achievements - Successfully met 25 clients within 2 months of joining and Upsell products to 6 clients

• Managed a portfolio of 70 SMB accounts with a business value of ₹60 lakhs in the 1st year, 15 key accounts worth ₹3 crores in the 2nd year, and 30 accounts with ₹2 crores in the 3rd year.
• Conducted timely QBRs, delivering actionable insights to address red flags and ensure client success.
• Achieved a 100% retention rate by fostering strong relationships and delivering exceptional account management.
• Drove revenue growth through consistent upselling and cross-selling of products across the portfolio.
• Maintained account health through daily monitoring and proactive actions to mitigate risks.
• Ensured optimal product adoption by addressing usage gaps and collaborating with clients on improvement strategies.
• Efficiently resolved customer escalations by coordinating with internal teams, including product and tech teams
• Streamlined billing processes and ensured timely payments, resolving issues promptly to maintain smooth operations.

Achievements - 100% Customer Retention rate throughout IDfy tenure, received 2 times customer delight award for doing QBR's for majority of the clients

• Managed 5 APAC regions for two enterprise accounts with a total book of business worth ₹4 crores.
• Led integration efforts, including data transfer from client databases, writing SQL and Python scripts to manipulate and push data to the final application.
• Oversaw seamless onboarding of users onto the Crux platform, ensuring a smooth transition.
• Facilitated user training sessions to ensure clients could effectively utilize the platform.
• Conducted weekly review meetings, providing actionable insights on product adoption and driving improvements.
• Maintained high product adoption rates by engaging users through targeted notifications and email campaigns.
• Efficiently resolved customer escalations by collaborating with internal teams, including product, tech, and PMO.

Achievements - Maintained a product adoption of 78% among the clients handled and maintained Weekly review meetings with every clients to maintain relationships

• Worked as a Functional Consultant in the ERP Domain (P2P - procure to pay module) and gave support to our Client where the ERP was deployed at their premises
• Primarily handled P3-P4 incidents raised by the client and getting on call with the client to understand the incident clearly
• Coordinated with internal Tech and Production team on what can be the reason incident occurred and how we can rectify it
• Ensuring the tickets generated were closing in a stipulated time to enhance good relation with the client members