---
title: "Santosh Panda - Customer Success Manager in Bengaluru | Tal"
description: "Meet Santosh Panda, Customer Success Manager @ 3E | Key Account Acquisition & Retention based in Bengaluru. AI stack includes claude code, claude, and perplexity."
image: "https://tal.club/meet/santosh-kumar-panda/share-image"
---

# Santosh Panda on Tal

## Headline

Customer Success Manager @ 3E \| Key Account Acquisition &amp; Retention

## About

Results\-driven Customer Success and Key Account Management leader with 11\+ years of experience managing Enterprise and B2C portfolios across APAC, EMEA, US, and India\. I specialize in turning customer relationships into long\-term revenue growth — sustaining \~95% retention and driving \~20% YoY growth in upsell/cross\-sell revenue through strategic account management, proactive expansion planning, and solution\-based selling\. My approach combines relationship\-building with technical depth\. I partner with stakeholders up to C\-level/CXO on onboarding, quarterly business reviews, and product adoption strategy, while also enabling enterprise technical solutioning \(SSO, OAuth, IAM, Active Directory\) alongside cross\-functional Sales, Product, and Support teams\. Highlights: ◆ Managed enterprise portfolios up to $4M\+, sustaining \~95% retention and \~60 NPS ◆ Drove \~20% YoY growth in upsell/cross\-sell revenue ◆ Onboarded 200\+ clients across India and international markets ◆ Led teams of up to 4 and handled CEO\-level escalations ◆ Proficient in Salesforce, HubSpot, ChurnZero, Appian, Power BI, Tableau, Jira, Zendesk I’m passionate about building trusted, consultative relationships that drive measurable business outcomes — for customers and companies alike\.

## Location

Bengaluru

## AI stack

claude code

claude

perplexity

## Work experience

Customer Success Manager at 3E, Oct 2024 \- Present · 2 yrs 1 mo, Bengaluru

Customer Success Manager at 3E, Oct 2024 \- Jul 2026 · 1 yr 10 mos, Managed a $4M\+ enterprise portfolio, driving customer retention, renewals, upsell opportunities, and revenue expansion across strategic accounts\. Partnered with senior business leaders and executive stakeholders to align customer success initiatives with organizational objectives and digital transformation goals\. Led Executive Business Reviews \(EBRs\) and Quarterly Business Reviews \(QBRs\), translating business outcomes into actionable adoption, retention, and growth strategies\. Served as a strategic advisor to customers, recommending process improvements and solution enhancements that increased business value realization\. Designed and executed customer success plans that accelerated platform adoption, strengthened customer engagement, and improved long\-term retention\. Monitored customer health indicators, product utilization trends, and engagement metrics to proactively identify risks and reduce churn exposure\. Collaborated with Product, Engineering, Support, and Operations teams to advocate for customer needs and deliver a seamless customer experience\. Captured customer feedback and business requirements to influence product enhancements and improve overall user satisfaction\. Identified and developed account expansion opportunities, partnering with Sales teams to drive upsell, cross\-sell, and renewal success\. Built trusted relationships with C\-suite executives and key stakeholders, positioning the organization as a strategic partner in achieving business objectives\. Implemented proactive governance frameworks and customer success best practices to improve onboarding effectiveness and customer lifecycle management\. Mentored junior team members on stakeholder engagement, customer success methodologies, and account growth strategies, contributing to overall team performance\. Drove continuous process improvements across onboarding, customer governance, and escalation management, resulting in improved operational efficiency and customer satisfaction\.

Customer Success Manager at Netlink Group \(Lumenore\), Nov 2023 \- Jun 2024 · 8 mos, Managed and expanded enterprise customer relationships, driving renewals, account growth, upsell, and cross\-sell opportunities across the Lumenore platform and professional services portfolio\. Partnered with executive stakeholders to understand business objectives, develop success plans, and position data analytics solutions that delivered measurable business value\. Conducted Executive Business Reviews \(EBRs\), governance meetings, and strategic account reviews to drive adoption, retention, and long\-term customer success\. Identified customer challenges and business requirements proactively, translating them into solution recommendations, expansion opportunities, and stronger customer partnerships\. Developed customer adoption roadmaps and success strategies that increased platform utilization, customer engagement, and business outcomes\. Monitored customer health metrics, product usage trends, and engagement levels to proactively mitigate risks, improve retention, and support successful renewals\. Collaborated with Product, Engineering, Implementation, and Support teams to ensure successful project delivery, manage customer expectations, and drive value realization\. Acted as the voice of the customer by providing strategic feedback and business insights that influenced product enhancements and roadmap priorities\. Led project governance activities including scope management, change requests, resource planning, and executive stakeholder communication to ensure delivery success\. Conducted product demonstrations, workshops, and enablement sessions to accelerate user adoption, improve customer satisfaction, and uncover growth opportunities\. Partnered with Sales and Account Management teams to identify expansion opportunities, increase customer lifetime value, and support revenue growth initiatives\. Drove continuous improvements in onboarding, customer engagement, and support processes, enhancing operational efficiency and overall customer experience\.

Manager, Customer Success at Lumenore, May 2023 \- Oct 2024 · 1 yr 6 mos

Customer Success Manager at Simplilearn, Mar 2022 \- Apr 2023 · 1 yr 2 mos, Managed a $2\.5M portfolio of enterprise and strategic accounts, driving customer adoption, retention, satisfaction, and revenue growth through proactive engagement and success planning\. Built strong relationships with business and executive stakeholders, serving as a trusted advisor to align learning outcomes with organizational objectives\. Conducted Executive Business Reviews \(EBRs\), success planning sessions, and performance reviews to measure outcomes, identify growth opportunities, and maximize customer value\. Monitored customer health metrics, engagement trends, and usage patterns to proactively mitigate churn risks and improve long\-term retention\. Led customer onboarding and implementation initiatives, ensuring seamless adoption and accelerated time\-to\-value\. Collaborated with Support, Delivery, Product, and Technical teams to resolve business\-critical issues and deliver an exceptional customer experience\. Partnered with clients to implement secure authentication solutions, including SSO integrations, enhancing user accessibility, security compliance, and operational efficiency\. Acted as a liaison between business and technical teams, translating customer requirements into effective technology solutions and implementation strategies\. Identified expansion opportunities through consultative engagement and value realization discussions, contributing to account growth and customer lifetime value\. Leveraged Salesforce, Xenia, ClientSuccess, AWS, Freshdesk, and Zendesk to manage customer lifecycle activities, track success metrics, and drive data\-informed decision\-making\.

Sr\. Customer Success Manager\(Enterprise Accounts\) at Simplilearn, Jan 2022 \- May 2023 · 1 yr 5 mos, Bengaluru, Karnataka, India, Sr Customer Success Manager Simplilearn PVT LTD, Bangalore • Built overall relationship with assigned enterprise clients which includes increasing adoption, ensuring retention and satisfaction\. • Handled account portfolio of USD $1\.2 millions\. • Developed, prepared and nurtured customers for Account growth\. • Handheld clients from sales closure stage to onboarding them to training them to governance and reporting and providing continued support\. • Conducted quarterly business reviews to analyze quarterly performance of client and provide feedback\. • Identified Upsell and cross sell opportunities to meet revenue targets\. • Developed long\-lasting trusted advisor relationship with assigned client to achieve renewal targets\. • Proactively liaised with onshore stakeholders to receive timely feedback that can be leveraged to enhance proposal/presentation development process\. • Proactively monitored CSAT and NPS score for learners and provided relevant feedback\. • Maintained and updated account health in sales force for report generation and milestone deliveries\. • Trained clients on products and LMS portal of Simplilearn\. • Conducted ELVC sessions for APAC,AMEA region with local trainers\. • Collaborated with cross functional teams to achieve desired NPS and CSAT score\.

Sr\.Customer Success Manager at SmarterHomes Technologies Pvt\. Ltd\., Jan 2019 \- Dec 2021 · 3 yrs, Bengaluru Area, India, • Onboarding and seamless transition of client across pan India and International Market\. • Successfully Onboarded more than 200 clients in India and Global Market\. • Played instrumental role in client satisfaction by working with operational teams and stakeholders for proper resolution of service issues\. • Developed healthy relationship and nurtured customers for Account growth • Monitored metrics and developed actionable insights to improve efficiency and performance\. • Continuously supported clients from sales closure stage to onboarding, training and handover\. • Handled CEO level and social media escalations\. • Attended trade shows and seminars to promote products and learn about industry developments\. • Gained customer acceptance by demonstrating cost reductions and operations improvements\. • Achieving payment milestones according agreed terms\. • Training and demonstrating products and applications to customers\.

Customer Success Manager at SmarterHomes Technologies Pvt\. Ltd\., Jan 2019 \- Dec 2021 · 3 yrs, Successfully onboarded and transitioned 200\+ customers across India and international markets, ensuring seamless implementation and accelerated time\-to\-value\. Built and nurtured long\-term customer relationships through proactive engagement, consultative account management, and value\-driven interactions, contributing to customer retention and account growth\. Partnered with Operations, Service Delivery, and Support teams to drive customer satisfaction, resolve service\-related issues, and enhance overall customer experience\. Monitored customer feedback, operational metrics, and performance indicators to identify improvement opportunities and implement data\-driven process enhancements\. Managed critical customer escalations, including CEO\-level and social media concerns, ensuring timely resolution and strengthening customer trust and loyalty\. Led customer onboarding and adoption initiatives that improved engagement, service utilization, and overall customer success outcomes\. Drove continuous improvements in service delivery processes and customer support operations, resulting in enhanced efficiency and customer satisfaction\.

## Education

Master of Business Administration \(M\.B\.A\.\), operations and marketing, INDUS BUSINESS ACADEMY \- IBA, BANGALORE

Master of Business Administration, Operations Management and Supervision, Indus Business Academy

[View the original profile](https://tal.club/meet/santosh-kumar-panda)

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