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Prashma Patel

Customer Success & Business Operations Lead | 8+ Yrs Scaling Enterprise Portfolios (India, US, UK, Europe)

Bengaluru

5+ years of work experience

Sep 20251 yr 2 mosPresent

Designed customer journey frameworks and AI-powered engagement workflows using ChatGPT, Claude, and Zapier - reducing manual effort.
Globalogy
Feb 20241 yr 7 mosAug 2025

Canada

-Leading client partnerships and end-to-end execution for job placement programs in Europe -Overseeing internal processes across marketing, sales, and support teams -Managing vendor coordination and service delivery across key markets
Globalogy
Feb 20241 yr 7 mosAug 2025

Built and scaled a Europe-focused placement and mobility program from concept to 180+ active customers, supporting ₹2 Cr+ in business operations. Led a 13–14-member operations team; collaborated with a 6-member sales team and worked directly with the founder on new service launches. Designed SOPs, onboarding frameworks, and service delivery workflows; trained teams on new products and processes. Conducted market research identifying new revenue opportunities and driving strategic expansion decisions.
Globalogy
Feb 20241 yr2025

•​ Built and scaled a Europe-focused placement and mobility program from concept to 180+ active customers, supporting ₹2 Cr+ in business operations. •​ Led a 13–14-member operations team; collaborated with a 6-member sales team and worked directly with the founder on new service launches. •​ Designed SOPs, onboarding frameworks, and service delivery workflows; trained teams on new products and processes. •​ Conducted market research identifying new revenue opportunities and driving strategic expansion decisions.
Aug 20212 yrs 6 mosJan 2024

Managed 150+ enterprise customers across India, USA, UK, and Europe with a ₹10 Cr+ portfolio; reduced churn by 40% and generated ₹2 Cr+ business impact. Conducted onboarding, product demos, QBRs, solution consulting, and executive stakeholder reviews. Trained and mentored 4 Key Account Managers; improved operational efficiency by 30%. Represented premium customer requirements to Product and Leadership teams; received multiple Best Performer recognitions.
Graphy
Aug 20212 yrs 5 mosDec 2023

Bengaluru, Karnataka, India

-Handled and managed a portfolio of 120+ clients worth 60L GMV -Managed key stakeholders from International Market (USA, UK, Europe) -Analyzed sales and product behaviour trends to provide insights for a future product road map in collaboration with the sales and product team -Responsible for end-to-end setup of client website and Apps (Android & IOS) and complete support for any tech requirements.
Happay - Expense Management Solution for Businesses
Jan 20218 mosAug 2021

Bengaluru, Karnataka, India

-Gathered data on customer personas, feedback, and overall customer lifecycle -Responsible for strategizing and implementing of blog content for high SEO optimization and engagement -Creating collaterals for user walkthrough for multiple target group -Proposed a new initiative for onboarding and communication to improve customer engagement -Implemented phase-wise onboarding and engagement journey of clients for different products

Prashma’s AI Stack

claude code
claude code
claude
claude
gemini
gemini
lovable
lovable

Education

Institute of Management Technology, Nagpur

PGDM, Marketing & Business Analytics

Institute of Management Technology, Nagpur

20162 yrs2018

Bachelor of Technology - BTech, Computer Science

BHAGWAN MAHAVIR COLLEGE OF ENGG. AND TECH., SURAT 006

20105 yrs2015

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Headline

Customer Success & Business Operations Lead | 8+ Yrs Scaling Enterprise Portfolios (India, US, UK, Europe)

About

Business Operations & Customer Success Leader with 8+ years of experience driving customer success, business operations, and strategic program execution across SaaS, FinTech, Manufacturing, Healthcare, and international service businesses. I specialise in building and scaling customer-facing operations - from designing processes and leading cross-functional teams to managing enterprise accounts worth ₹10 Cr+ and delivering business outcomes exceeding ₹2 Cr. My experience spans customer onboarding, retention, stakeholder management, process optimisation, and operational excellence. Interested in leveraging AI-powered automation using tools like ChatGPT, Claude, and Zapier to streamline workflows, improve customer experiences, and enable teams to operate more efficiently. Core expertise includes Customer Success, Enterprise Account Management, Business Operations, Program Management, SOP Design, Process Improvement, Cross-functional Leadership, and AI Workflow Automation. Currently open to Customer Success, Business Operations, and Program Management opportunities across India and remote/global teams.

Location

Bengaluru

AI stack

claude code

claude

gemini

lovable

Work experience

Automation Consultant at Healthcare & Consumer Brand Clients, Sep 2025 - Present · 1 yr 2 mos, Designed customer journey frameworks and AI-powered engagement workflows using ChatGPT, Claude, and Zapier - reducing manual effort.

Product and Partnerships Lead at Globalogy, Feb 2024 - Aug 2025 · 1 yr 7 mos, Canada, -Leading client partnerships and end-to-end execution for job placement programs in Europe -Overseeing internal processes across marketing, sales, and support teams -Managing vendor coordination and service delivery across key markets

Business Operations Specialist at Globalogy, Feb 2024 - Aug 2025 · 1 yr 7 mos, Built and scaled a Europe-focused placement and mobility program from concept to 180+ active customers, supporting ₹2 Cr+ in business operations. Led a 13–14-member operations team; collaborated with a 6-member sales team and worked directly with the founder on new service launches. Designed SOPs, onboarding frameworks, and service delivery workflows; trained teams on new products and processes. Conducted market research identifying new revenue opportunities and driving strategic expansion decisions.

Business Operations Specialist at Globalogy, Feb 2024 - 2025 · 1 yr, •​ Built and scaled a Europe-focused placement and mobility program from concept to 180+ active customers, supporting ₹2 Cr+ in business operations. •​ Led a 13–14-member operations team; collaborated with a 6-member sales team and worked directly with the founder on new service launches. •​ Designed SOPs, onboarding frameworks, and service delivery workflows; trained teams on new products and processes. •​ Conducted market research identifying new revenue opportunities and driving strategic expansion decisions.

Enterprise Account Manager at Graphy (Unacademy), Aug 2021 - Jan 2024 · 2 yrs 6 mos, Managed 150+ enterprise customers across India, USA, UK, and Europe with a ₹10 Cr+ portfolio; reduced churn by 40% and generated ₹2 Cr+ business impact. Conducted onboarding, product demos, QBRs, solution consulting, and executive stakeholder reviews. Trained and mentored 4 Key Account Managers; improved operational efficiency by 30%. Represented premium customer requirements to Product and Leadership teams; received multiple Best Performer recognitions.

Key Account Manager at Graphy, Aug 2021 - Dec 2023 · 2 yrs 5 mos, Bengaluru, Karnataka, India, -Handled and managed a portfolio of 120+ clients worth 60L GMV -Managed key stakeholders from International Market (USA, UK, Europe) -Analyzed sales and product behaviour trends to provide insights for a future product road map in collaboration with the sales and product team -Responsible for end-to-end setup of client website and Apps (Android & IOS) and complete support for any tech requirements.

Product Marketing Associate at Happay - Expense Management Solution for Businesses, Jan 2021 - Aug 2021 · 8 mos, Bengaluru, Karnataka, India, -Gathered data on customer personas, feedback, and overall customer lifecycle -Responsible for strategizing and implementing of blog content for high SEO optimization and engagement -Creating collaterals for user walkthrough for multiple target group -Proposed a new initiative for onboarding and communication to improve customer engagement -Implemented phase-wise onboarding and engagement journey of clients for different products

Education

PGDM, Marketing & Business Analytics, Institute of Management Technology, Nagpur

Bachelor of Technology - BTech, Computer Science, BHAGWAN MAHAVIR COLLEGE OF ENGG. AND TECH., SURAT 006