---
title: "Yogesh Aggarwal - Client Success Manager / Implementation Specialist in New Delhi | Tal"
description: "Meet Yogesh Aggarwal, Manager : Customer Success | Fintech & SaaS | Client Retention | Process Optimization | 10+ Years in Customer-Facing Roles based in New Delhi."
image: "https://tal.club/meet/yogesh-aggarwal/share-image"
---

# Yogesh Aggarwal on Tal

## Headline

Manager : Customer Success \| Fintech & SaaS \| Client Retention \| Process Optimization \| 10\+ Years in Customer\-Facing Roles

## About

🚀 Customer Success Leader \| Fintech & SaaS \| Strategic Account Management With over 10 years of experience bridging the gap between complex technology and business value, I specialize in driving retention and scaling revenue\. My background is a unique blend of corporate leadership and entrepreneurial grit—having co\-founded a Fintech startup before leading high\-impact initiatives at established tech firms\. At Reboot Software, I act as the strategic bridge between clients and internal teams, translating complex requirements into seamless solutions\. By focusing on process optimization and proactive advocacy, I’ve helped secure a 80% revenue boost through upselling and strategic renewals\. Core Competencies: Key Account Management: Managing Tier\-1 portfolios \(including high\-transaction banking partners like HDFC\)\. Implementation & Onboarding: Leading end\-to\-end program launches \(e\.g\., FASTag programs\) and merchant enablement\. Process Mapping: Documenting scalable solutions and transforming client feedback into product roadmaps\. Conflict Resolution: Expertly navigating escalations to maintain high satisfaction and long\-term loyalty\. I thrive on building "trusted advisor" relationships where every touchpoint adds measurable value\. Let’s connect to discuss Customer Success, Fintech innovation, or scalable business operations\.

## Location

New Delhi

## Work experience

Client Success Manager / Implementation Specialist at Reboot Software Pvt Ltd, May 2023 \- Present · 3 yrs 1 mo, Gurugram, Haryana, India, Strategic Liaison: Acted as the primary bridge between enterprise clients and internal engineering teams to ensure the seamless delivery of complex, multi\-layered solutions\. Process Optimization: Advised clients on scalable business processes through detailed process mapping and solution documentation, leading to increased operational efficiency and repeat business\. Issue Resolution: Managed the end\-to\-end lifecycle of client tickets and support issues, resolving high\-level escalations efficiently to maintain 95%\+ retention rates\. Revenue Growth: Partnered with sales teams to support upselling and cross\-selling initiatives, contributing to a 10% year\-over\-year revenue increase across my portfolio\. Requirements Gathering: Facilitated deep\-dive sessions with business users to gather requirements, ensuring all implementations were perfectly aligned with their specific organizational needs\. Account Governance: Managed contract compliance and maintained executive\-level relationships across multiple high\-value accounts in fast\-paced support environments\.

Co\-Founder at Yahvi Fintech, Jul 2021 \- Jan 2024 · 2 yrs 7 mos, Delhi, India, \. Built and scaled a fintech startup offering FASTag sales and multi\-service POS software\. \. Partnered with banks and retail outlets to expand distribution and service reach\. \. Led customer onboarding, product training, and support operations\. \. Developed and implemented customer\-centric strategies to drive adoption and satisfaction\.

Key Account Manager \(HDFC Bank Portfolio\) at 1Pay, Sep 2019 \- Jul 2021 · 1 yr 11 mos, Rajori gardan, Delhi, Core Responsibilities & Achievements: Strategic Onboarding: Managed the end\-to\-end onboarding lifecycle for high\-transaction merchants, ensuring a frictionless transition into the ecosystem\. Program Ownership: Directly spearheaded the HDFC FASTag program, overseeing internal operations, logistics, and program compliance for one of the bank’s high\-priority portfolios\. Account Retention & Growth: Acted as the dedicated point of contact for HDFC Bank key accounts, providing product training and expert post\-sales support to maximize client lifetime value\. Performance Metrics: Consistently met and exceeded KPIs across three primary pillars: merchant activations, platform usage, and total revenue generation\. Operational Excellence: Coordinated across internal departments \(Operations, Tech, and Finance\) to resolve bottlenecks and streamline the delivery of merchant services\.

Assistant Operations Manager at Matchpoint GPS, Oct 2018 \- Jul 2019 · 10 mos, Delhi, Delhi, India, \. Managed North India operations, including scheduling, installations, and service delivery\. \. Led a team of 30\+ field technicians and 7\+ support staff\. \. Provided client training and on\-site consulting, improving service quality and satisfaction\. \. Handled client complaints, technical issues, and financial reporting\.

Operations Executive at Asian Cargo Movers, Jul 2010 \- Jun 2018 · 8 yrs, Delhi, India, \. Oversaw daily operations, rail shipment tracking, and customer coordination\. \. Managed billing, invoicing, and petty cash processes\. \. Maintained accurate MIS reports and ensured timely communication with clients\.

## Education

Bachelor of Arts \- BA, Psychology, Bundelkhand University

High School Diploma, Art/Art Studies, General, Government Senior Secondary Schools

[View the original profile](https://tal.club/meet/yogesh-aggarwal)

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