Ishaan Kumar profile photo 1 on Tal

Ishaan Kumar

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

India

2+ years of work experience

Cheerio AI
Feb 20267 moPresent

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.
Opulence Business Solutions Pvt Ltd.
Feb 20254 mosMay 2025

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.
Silver Touch Technologies Ltd
Oct 20226 mosMar 2023

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.
ZS
Dec 202110 mosSep 2022

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.
NCR Corporation
Sep 20213 mosNov 2021

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.
NCR Corporation
Jun 20214 mosSep 2021

Delhi, India

Ishaan’s AI Stack

anthropic apis
anthropic apis
antigravity
antigravity
claude code
claude code
claude
claude
codex
codex
cursor
cursor

Education

ICFAI business school

Master of Business Administration - MBA, Finance and operations

ICFAI business school

20242 yrs2026
Guru Gobind Singh Indraprastha University

Bachelor of Technology - BTech, Computer Science

Guru Gobind Singh Indraprastha University

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Headline

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

About

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.

Location

India

AI stack

anthropic apis

antigravity

claude code

claude

codex

cursor

Work experience

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

Education

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

Bachelor of Technology - BTech, Computer Science, Guru Gobind Singh Indraprastha University

Public links

github: https://github.com/ishaankumar50

Ishaan Kumar - Technical Account Manager in India | Tal