AI Customer Success Manager @ Cheerio AI | MBA (Finance & Ops) | Ex Data Analyst & Big Data Engineer | Driving SaaS Growth & Customer Impact

Bengaluru

Ahmedabad

Delhi, India

Gurugram

Delhi, India

Delhi, India







Master of Business Administration - MBA, Finance and operations
ICFAI business school

Bachelor of Technology - BTech, Computer Science
Guru Gobind Singh Indraprastha University
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Download Tal BossAI Customer Success Manager @ Cheerio AI | MBA (Finance & Ops) | Ex Data Analyst & Big Data Engineer | Driving SaaS Growth & Customer Impact
I’m a Customer Success Manager at Cheerio AI, working at the intersection of AI, SaaS, and enterprise customer success — helping businesses unlock real value from technology. With a background spanning Data Analytics, Big Data Engineering, Business Analysis, and an MBA in Finance & Operations, I bring a unique blend of technical depth, business strategy, and customer-centric thinking. What I bring: Enterprise Customer Success & Relationship Management SaaS Product Enablement & Adoption Stakeholder Communication & Strategic Account Handling Data-driven problem solving Tech + Business bridge mindset What I’m building towards: Product leadership | Strategic account ownership | SaaS growth | Global exposure I thrive in high-growth startup environments, where speed, ownership, and impact matter more than titles. Always open to meaningful conversations around SaaS, AI, product, customer success, startups, and career growth. Professional Journey & Skillset: *Got Interviewed by Apple Hyderabad* ✔ Finance & Investment Focus: Developing expertise in corporate finance, financial modeling, valuation, Compliance and M&A strategies. ✔ Data-Driven Decision Making: 1+ year of experience as an ETL Developer & Big Data Engineer at ZS, and Data Analyst at NCR Corporation, specializing in AI & data analytics, automation, and financial insights. ✔ Industry Exposure: Internship at DRDO and hands-on experience at Innovatia (Startup), providing a strong foundation in problem-solving and strategic decision-making. ✔ Technical & Analytical Edge: Proficiency in C, C++, Python, and Advanced Analytics, enabling a data-backed approach to financial modeling and market research.
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Technical Account Manager at Cheerio AI, Feb 2026 - Present · 7 mo, Bengaluru, Driving customer success and platform adoption at Cheerio AI, a B2B SaaS platform focused on enabling businesses through intelligent automation and engagement workflows. -In my role as a Technical Accounts Customer Success Manager, I work closely with clients across onboarding, implementation, and post-deployment stages to ensure seamless adoption and measurable value realization. I actively manage client relationships, handle escalations and grievances, and provide strategic guidance to improve platform usage, retention, and overall customer experience. -My responsibilities include conducting product demos, designing tailored workflows, and collaborating with cross-functional teams to bridge gaps between client expectations and product capabilities. I also focus on identifying growth opportunities within existing accounts while ensuring high satisfaction and long-term engagement. -With a blend of analytical thinking and client-centric execution, I aim to turn customer challenges into scalable solutions while contributing to revenue growth and product improvement.
Investment Banking (Research Analyst) at Opulence Business Solutions Pvt Ltd., Feb 2025 - May 2025 · 4 mos, Ahmedabad, Worked as a Research Analyst, supporting market research, financial analysis, and strategic planning initiatives to identify investment opportunities and business growth strategies. Key Responsibilities & Contributions -Conducted market research and competitive analysis to identify industry trends, investment opportunities, and emerging business models. -Developed revenue models and financial projections to evaluate potential growth strategies and market expansion opportunities. -Performed ROI analysis and investment feasibility assessments to support data-driven strategic decisions. -Prepared investment briefs, strategic reports, and research summaries for stakeholders and internal teams. -Contributed to the development of Scope of Work (SOW) for Agentic AI–based vertical automation solutions, helping define automation opportunities across specific business domains. -Assisted in identifying process workflows suitable for AI-driven automation, aligning technology capabilities with business use cases. -Analyzed business and financial datasets to derive insights on profitability, market positioning, and revenue potential. -Collaborated with cross-functional teams to ensure research and strategy outputs aligned with client objectives and innovation initiatives.
Business Analyst at Silver Touch Technologies Ltd, Oct 2022 - Mar 2023 · 6 mos, Delhi, India, Worked as a Business Analyst, contributing to requirements analysis and supporting development teams in an open-source web development project. Key Responsibilities & Contributions -Assisted in gathering and documenting business and functional requirements for web-based applications. -Collaborated with developers and stakeholders to translate business needs into technical specifications. -Contributed to an open-source web development project, supporting the product development lifecycle from requirement analysis to feature validation. -Conducted research and analysis of user requirements, helping improve application usability and functionality. -Supported project documentation including user stories, workflows, and requirement specifications. -Participated in testing and validation to ensure that developed features aligned with business requirements.
Business Technology Solutions Associate at ZS, Dec 2021 - Sep 2022 · 10 mos, Gurugram, -Developed and maintained ETL pipelines to process large volumes of structured and semi-structured data for enterprise analytics and reporting systems. -Utilized SQL and Python to build and optimize data workflows, ensuring efficient data processing and high data quality. -Collaborated with cross-functional teams including analysts, consultants, and data scientists to translate business requirements into scalable data solutions. -Worked within the Core Architecture Team, providing technical support across multiple Lines of Business (LOBs). -Performed Root Cause Analysis (RCA) on production issues affecting data pipelines and analytics platforms, identifying underlying technical problems and implementing long-term fixes. -Resolved critical bugs and system failures faced by multiple LOB teams, ensuring minimal disruption to analytics and reporting workflows. -Implemented monitoring and validation checks to maintain data integrity, reliability, and pipeline stability. -Contributed to improving system performance through automation and optimization of existing data processes.
Data Analyst at NCR Corporation, Sep 2021 - Nov 2021 · 3 mos, Delhi, India, Worked in the EDW & Big Data Analytics division, supporting data analytics initiatives and developing data-driven solutions for enterprise operations. Key Responsibilities & Contributions -Performed Exploratory Data Analysis (EDA) on financial datasets to uncover patterns, trends, and insights that supported analytical decision-making. -Built a Python-based AI chatbot by integrating Microsoft APIs, enabling automated query handling and intelligent responses for internal data-related queries. -Queried and analyzed large datasets using SQL, extracting insights from enterprise data warehouse systems. -Assisted in preparing and transforming datasets for analytics, reporting, and performance monitoring within the EDW ecosystem. -Conducted data validation and quality checks to maintain accuracy and reliability of analytical outputs. Collaborated with analytics and engineering teams to translate business problems into data-driven solutions.
MIS - Intern at NCR Corporation, Jun 2021 - Sep 2021 · 4 mos, Delhi, India
Master of Business Administration - MBA, Finance and operations, ICFAI business school
Bachelor of Technology - BTech, Computer Science, Guru Gobind Singh Indraprastha University
github: https://github.com/ishaankumar50