Aarti J. Bhansali

Customer Success Manager

India9 yrs 6 mos experience
Highly Stable

Key Highlights

  • Over 9 years of experience in SaaS customer success.
  • Proven track record in driving client retention and revenue growth.
  • Expert in cross-functional collaboration and digital adoption strategies.
Stackforce AI infers this person is a Customer Success Specialist in the SaaS and Healthcare industries.

Contact

Skills

Core Skills

Customer SuccessCustomer Relationship Management (crm)Customer RetentionClient Success Specialist

Other Skills

Account ManagementProduct SupportTraining DevelopmentChange ManagementOrganization SkillsTechnical SupportCRMOnboardingWritten CommunicationBuild Strong RelationshipsCustomer OnboardingCustomer Product TrainingCSMRetentionBusiness Expansion

About

I'm an organized professional with 9+ years of experience in Consulting and Client Solutions, improving operations for SaaS organizations with a proven track record in building strong client relationships, supporting project implementations and managing accounts to drive retention and revenue growth. Skilled in cross-functional collaboration and delivering results in fast-paced environments.

Experience

9 yrs 6 mos
Total Experience
3 yrs
Average Tenure
4 mos
Current Experience

Yosi health

Customer Success Specialist

Feb 2026Present · 4 mos · Coimbatore · Remote

Customer SuccessAccount Management

Automationedge

Sr Customer Success Manager

Dec 2024Jan 2026 · 1 yr 1 mo · Pune, Maharashtra, India · Remote

Customer SuccessAccount Management

Phreesia

2 roles

Senior Client Success Analyst

Apr 2024Oct 2024 · 6 mos · Remote

  • Collaborated with global customers to understand training needs, improve digital adoption, and develop innovative solutions with cross-functional teams.
  • Create plans to introduce, promote and increase usage of digital tools, conduct sessions, develop and deliver training materials.
  • Monitor and analyze adoption metrics, such as user engagement, feature usage and retention rates and implement change management strategies to help users to adapt to new tools.
  • Developed standards and guidelines to ensure consistent deliverables across projects.
  • Managed relationships for 25+ Foundation & Core clients, driving product adoption, satisfaction, and growth for a portfolio worth $2M+ annually.
  • Provide ongoing support to users, addressing questions and analyzed monthly/quarterly data to identify issues, upsell opportunities, and enhance engagement through EBRs.
  • Mastered technical product functionality, led implementation tasks, and provided post-live optimization and training.
  • Mentored new team members, improved internal knowledge sharing, and worked with platforms like Salesforce, Zendesk, Workday, and Talkdesk.
  • Conducted check-ins, QBRs, and account audits to assess customer needs and ensure satisfaction and retention.
  • Configured, tested, and validated accounts to ensure product alignment with business needs.
  • Assisted in webinars, workshops, and stayed up to date with product features and releases while monitoring adoption and usage metrics.
Product SupportCustomer Relationship Management (CRM)

Senior Client Success Analyst

Aug 2021Oct 2024 · 3 yrs 2 mos · Remote

  • Collaborated with global customers to understand training needs, improve digital adoption, and develop innovative solutions with cross-functional teams.
  • Create plans to introduce, promote and increase usage of digital tools, conduct sessions, develop and deliver training materials.
  • Monitor and analyze adoption metrics, such as user engagement, feature usage and retention rates and implement change management strategies to help users to adapt to new tools.
  • Developed standards and guidelines to ensure consistent deliverables across projects.
  • Managed relationships for 25+ Foundation & Core clients, driving product adoption, satisfaction, and growth for a portfolio worth $2M+ annually.
  • Provide ongoing support to users, addressing questions and analyzed monthly/quarterly data to identify issues, upsell opportunities, and enhance engagement through EBRs.
  • Mastered technical product functionality, led implementation tasks, and provided post-live optimization and training.
  • Mentored new team members, improved internal knowledge sharing, and worked with platforms like Salesforce, Zendesk, Workday, and Talkdesk.
  • Conducted check-ins, QBRs, and account audits to assess customer needs and ensure satisfaction and retention.
  • Configured, tested, and validated accounts to ensure product alignment with business needs.
  • Assisted in webinars, workshops, and stayed up to date with product features and releases while monitoring adoption and usage metrics.
Customer Relationship Management (CRM)Customer Retention

Rayden interactive

Client Success Analyst

Aug 2021Jun 2024 · 2 yrs 10 mos · India

  • 5 years of hands-on experience in US Healthcare IT.
  • Currently working as a Client Success Analyst and responsible for helping to improve client utilization, retention, and overall client satisfaction.
  • Trying to create a better healthcare experience by helping providers better understand their patients.
  • Manage client satisfaction through service resulting in client retention and expansion.
  • Drive adoption of specific products and features within the product, ensuring maximum business benefits for the client.
  • Identifying add on products opportunities, demonstrate those products, then implement them with relevant team member's help.
  • Proactively address client risks based on product usage trends and key performance indicators.
  • Be a client advocate while capturing client feedback and reporting and prioritizing requests to our Product Management team.
  • Utilize and optimize best practice to ensure quality, effectiveness, and efficiency of our processes.
  • Troubleshoot support issues.
  • Worked on applications like EHR/EMR, ServiceNow, Salesforce.
  • Assisting clients promptly to ensure client satisfaction by using proper procedures for call control, problem resolution, reporting and escalation.
  • Diagnose and resolve questions over the phone/Internet in the areas of system configurations/setup, product functionality, and bugs/enhancements.
  • Worked with IT personnel, business analysts, and product owner to identify and maximize opportunities to improve products services.
  • Reviewed, analyzed, and created detailed documentation of systems and user needs, including workflows and steps required to develop or modify application programs.
  • Consulted with IT to determine business, functional and technical requirements for specified applications & noted business requirements.
  • Communicate client’s business requirements with an easy-to-understand data and process models.
  • Engage client to gather software requirements and ensure alignment with development teams.
Client Success SpecialistOrganization Skills

Allscripts

Support Consultant

Sep 2016Sep 2021 · 5 yrs · Pune Area, India

Client Success SpecialistOrganization Skills

Education

Sadhu Vaswani Mission's St. Mira College for Girls Arts & Commerce, Koregaon Park, Pune 1

Graduate

Jan 2005Jan 2007

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