Sriram Bhaskaran

CEO

Bengaluru, Karnataka, India9 yrs 7 mos experience

AI EnabledHighly Stable

Key Highlights

Proven track record in customer success leadership.
Expertise in integrating complex enterprise solutions.
Strong background in AI and automation technologies.

Stackforce AI infers this person is a SaaS and Integration specialist with a strong focus on customer success and technical architecture.

Contact

Skills

Core Skills

Customer Success LeadershipSolution EngineeringIntegration & AutomationCustomer SuccessTechnical Consulting

Other Skills

Solutions EngineeringForward Deployed EngineeringIntegration Platform as a Service (iPaaS)Marketing AutomationOracle Policy AutomationCustomer Experience ConsultingAgentic OrchestrationTeam LeadershipProfessional Services DeliveryEvent driven architectureData WarehousingGenerative AIAWS BedrockSales AutomationOracle Sales Cloud

About

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 integration platform for enterprises and SaaS teams where I oversee pre-sales solutions, delivery, forward deployed engineering and customer support. 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 | Enterprise Architecture | Solution Engineering | Professional Services Strategy | Digital Transformation | Integration & Automation | Team Leadership Product Expertise: Workato | Leadsquared CRM | Oracle CX Suite | Salesforce | ServiceNow | Tableau | Zapier | Make | Workday | NetSuite | HubSpot Technical 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

9 yrs 7 mos

Total Experience

2 yrs 3 mos

Average Tenure

5 mos

Current Experience

Refold ai

Director of Customer Success

Dec 2025 – Present · 5 mos · Bengaluru · On-site

Building the Delivery, Presales Solutions, Forward Deployed Engineering and Product Support functions from the ground up

Solutions EngineeringForward Deployed EngineeringCustomer Success LeadershipSolution Engineering

Workato

2 roles

Technical Architect

Mar 2024 – Dec 2025 · 1 yr 9 mos

From demos to delivery and everything in between, and a crash course in team leadership

Integration Platform as a Service (iPaaS)Solutions EngineeringSolution EngineeringIntegration & Automation

Senior Solutions Consultant

Feb 2021 – Mar 2024 · 3 yrs 1 mo

Integration Platform as a Service (iPaaS)Solutions EngineeringSolution EngineeringIntegration & Automation

Leadsquared

Lead Solutions Engineer

Oct 2018 – Feb 2021 · 2 yrs 4 mos · Bengaluru Area, India

At Leadsquared, I was part of the customer success team involved in implementing and customising Leadsquared for our customers. Some of my roles and responsibilities included :
Implementation of sales and marketing automation solutions on Leadsquared CRM based on customers business process and workflows.
Design and development of custom integrations from Leadsquared to external systems based on requirements from customers. The development platform used was AWS ( Lambda and Batch). Built integrations with Telephony systems, Email and SMS applications, CRM, ERP and other third party applications using the Leadsquared Developer Platform.
Design and development of custom UI apps embedded within Leadsquared specific to customers requirements. Built appointment management, inventory management, master data management and many other UI apps depending on use cases.
Working closely with the partner team in South Africa to enable their implementation, pre-sales and support teams and collaborating on their implementations and developments.
Leading a team of solution engineers in the professional services team and managing the delivery of custom developments.
Mentoring and training of incoming freshers and interns to the solutions engineering team.

Solutions EngineeringMarketing AutomationSolution EngineeringCustomer Success

Crmit solutions

Implementation Consultant - Oracle CX

Apr 2017 – Oct 2018 · 1 yr 6 mos · Bengaluru Area, India

At CRMIT, I worked in multiple roles as an implementation specialist, software developer and customer success manager in implementing Oracle Cloud's CX suite of applications for our clients. I specialized in implementing Oracle service cloud formerly known as RightNow, which is a helpdesk and incident management solution and Oracle policy automation which is a software for modeling and deploying business rules within enterprise applications.
Oracle Certified Implementation specialist for Oracle Service Cloud (RightNow), Oracle Sales Cloud, Oracle Engagement Cloud, and Oracle Policy Automation.
As part of the software development team, I developed custom integrations from Oracle CX applications to third-party applications, payment gateways, inventory management, and SaaS based voice solutions using PHP, C#(.NET), Javascript and Groovy.

Oracle Policy AutomationCustomer Experience ConsultingCustomer SuccessTechnical Consulting

Cognizant

Programmer Analyst Trainee

Sep 2016 – Mar 2017 · 6 mos · Chennai Area, India

At Cognizant, I was part of the AVM team for a Healthcare multinational in the US. I was trained and certified in C#(.NET) as part of Cognizant's CATP year one training programme.