Headline

Engagement Manager | 6+ Years in SaaS, EdTech, & Insurance | Client Engagement, Business Operations & Team Leadership Specialist | Currently Leading 450+ Clients Across APAC & India at Tracxn 🚀

About

Customer Success & Operations professional with 6+ years of experience across SaaS, EdTech, and Insurance, specializing in client engagement, business operations, and team leadership. Currently an Engagement Manager at Tracxn, managing 450+ institutional clients across APAC and India, driving product adoption, retention, and client life cycle management through data-driven insights, churn analysis, and stakeholder collaboration. Partner with PE, Angel, Family Office, and corporate clients to support deal sourcing, market intelligence, and investment research. Previously led business development and team operations, managing a team of 12 and improving client engagement, process efficiency, and performance execution. What I specialize in: 1. Customer Success & Account Management: Client life cycle management, retention strategy, churn analysis 2. Program & Operations: Process optimization, workflow coordination, cross-functional execution 3. Client Engagement: Stakeholder management, product adoption, training & enablement 4. Market Intelligence: Deal sourcing, competitive analysis, investment research support What I bring: 1. Proven ability to analyze churn signals, identify adoption gaps, and execute retention strategies (68–75% retention) 2. Experience working with senior stakeholders (Founders, Partners, Investment Managers, Consultants) 3. Strong focus on client value realization, engagement consistency, and long-term partnerships I’m particularly interested in opportunities across Account Manager, Customer Success Manager, Program Management, and Business Operations, where I can contribute to scaling client impact, improving processes, and driving data-backed decisions.

Location

Bengaluru

Work experience

Engagement Manager at Tracxn, Oct 2025 - Present · 9 mos, Bengaluru, Karnataka, India, 1. Manage and grow a portfolio of 450+ institutional clients across APAC and India (PE, Angel, Family Office, Corporates, Consulting), driving account management, client life-cycle ownership, and long-term engagement 2. Drive customer success and product adoption through structured on-boarding, 30+ monthly demos, and training, enabling deal sourcing, market intelligence, and investment research use cases 3. Own end-to-end client life-cycle (on-boarding → engagement → retention → renewal), ensuring value realization, high engagement, and long-term account retention 4. Analyze client usage, behavioral data, ticket history, and feedback to identify churn risks and adoption gaps, executing data-driven retention strategies (68–75% retention) 5. Lead retention and account growth initiatives through personalized engagement, retraining, and feature enablement, improving platform utilization and client satisfaction 6. Act as a trusted advisor to senior stakeholders (Founders, Partners, Investment Managers, Consultants) while collaborating cross-functionally to solve market intelligence challenges and enhance customer experience

Presales Team Lead at Bhanzu, Feb 2024 - Oct 2024 · 9 mos, 1. Managed and mentored a team of 12 members, driving client engagement, service quality, and performance outcomes across accounts 2. Conducted quality audits and process checks to ensure adherence to operational standards and consistent client experience 3. Oversaw team scheduling and resource allocation, ensuring seamless coverage and uninterrupted client support and engagement 4. Fostered a collaborative team environment, enabling effective problem-solving and improving response time and client satisfaction 5. Led training and on-boarding programs for new hires, ensuring alignment with process standards, communication quality, and client handling best practices 6. Monitored team performance and productivity metrics, identifying gaps and driving improvements to enhance efficiency and service delivery 7. Motivated teams through structured incentives, recognition, and engagement initiatives, consistently driving goal achievement and performance improvement

Senior Business Development Associate at Bhanzu, Jun 2023 - Feb 2024 · 9 mos, 1. Identified and engaged potential clients through targeted outreach, building a strong pipeline while aligning solutions to client needs and use cases 2. Built and nurtured long-term client relationships, ensuring consistent engagement, satisfaction, and trust across interactions 3. Collaborated with sales and cross-functional teams to onboard new clients and ensure a smooth transition into active engagement and usage 4. Managed and strengthened client relationships post-acquisition, supporting account continuity, engagement, and retention 5. Delivered clear value-based communication and product positioning, improving client understanding, engagement, and conversion outcomes

Business Development Associate at Bhanzu, Feb 2022 - Jun 2023 · 1 yr 5 mos, 1. Maintained and updated CRM systems to ensure accurate tracking of client interactions and life-cycle stages, improving pipeline visibility and follow-ups 2. Responded to customer inquiries and concerns in a timely manner, enhancing client experience, engagement, and satisfaction 3. Re-engaged inactive and outdated leads through targeted communication, contributing to improved conversion and revenue opportunities 4. Converted webinar and inbound leads into qualified opportunities by understanding client needs and delivering value-based product communication 5. Achieved top performance in demo completion rates multiple times, reflecting strong client engagement, communication, and relationship-building skills

Life Insurance Agent at LIC, Aug 2017 - Feb 2022 · 4 yrs 7 mos, West Bengal, India, 1. Maintained strong client relationships by regularly updating customers on new offerings and policy changes, improving engagement and trust 2. Ensured timely premium collections and renewals, supporting policy continuity and client retention 3. Delivered high-quality customer service and advisory support, enhancing overall client satisfaction and experience 4. Educated clients on policy features, benefits, and processes, enabling informed decision-making and value realization 5. Conducted market and competitor analysis to identify better positioning and communicate differentiated value to clients 6. Presented policy benefits and trade-offs effectively, improving client understanding, trust, and conversion outcomes

Education

Master of Business Administration - MBA, Marketing, Regent Education and Research Foundation Group of Institutions 263

Bachelor of Science - BSc, Mathematics, The Bhawanipur Education Society College