Jitin Joshi
Jitin Joshi

Client Account Manager | Customer Success Manager

Actively looking · Member since 9 Nov 2026
Location
Chennai, India
Desired salary
Unspecified
Work preference
Hybrid / Full Time
Experience level
Senior

About

Professional summary

I am a Client Account Manager and Customer Success professional with over 10 years of experience in B2B SaaS, client onboarding, account management, retention, technical support, and fintech risk operations.

I currently manage a portfolio of more than 100 B2B SaaS accounts, supporting onboarding, account-health monitoring, adoption, renewals, QBRs, and escalations while maintaining a churn rate below 7%.

I specialize in building efficient client operations through CRM configuration, workflow automation, call-routing logic, and integrations using platforms such as HubSpot, Zapier, Clio, MyCase, and Lawmatics.

My experience includes resolving complex Level 2 and Level 3 technical escalations, coordinating with product and support teams, and identifying account risks to improve retention and customer outcomes.

I also bring fintech operations experience in identity verification, account security, transaction discrepancy handling, compliance escalation, and financial-risk investigations.

I am fluent in English and a native Hindi speaker, with experience serving remote teams and customers in India and the UAE. I am available to join immediately.

Notice period: Immediate

Skills

17 capabilities

Tech stack & tools

Working toolkit

Collaboration

Experience

Career history

Client Account Manager / Customer Success Manager FULL Creative

Manage a portfolio of more than 100 B2B SaaS accounts, maintaining a churn rate below 7%. Serve as the primary operational partner for onboarding, account-health monitoring, client communication, renewals, adoption tracking, and QBR support.

Configure call-routing logic, operational scripts, and CRM integrations across HubSpot, Zapier, Clio, MyCase, and Lawmatics. Identify dormancy risks through usage monitoring, coordinate resolution of billing and technical issues, and partner with technical, product, and support teams to maintain 90% retention over the past 12 months.

Operations & Support Specialist Revolut

Handled customer inquiries and operational escalations related to account security, identity verification, balance synchronization, and transaction discrepancies in a remote fintech risk operations environment.

Investigated flagged accounts with financial-crime and compliance teams while following regulatory and confidentiality protocols. Managed high-volume ticket queues, diagnosed account issues, and provided clear step-by-step technical guidance to customers.

Senior Customer Relationship Specialist Virgin Mobile UAE

Managed high-volume customer inquiries across digital and voice channels in Dubai, maintaining 90% CSAT while meeting strict SLA requirements.

Resolved Level 2 and Level 3 escalations involving billing errors, service outages, and technical disputes. Achieved over 60% retention among at-risk customers and supported process documentation and team mentoring for escalation and troubleshooting procedures.

Team Leader & Sales Operations Specialist Concept Claro

Supervised a team of more than 10 operations specialists, overseeing task allocation, attendance, and adherence to operational benchmarks.

Tracked pipeline milestones and coordinated lead-qualification workflows, improving inter-team handoff time by 20%.

Technical Support Specialist Help By Tech

Provided technical consultation to more than 50 customers daily, supporting product selection, troubleshooting, and issue resolution.

Achieved a 95% customer satisfaction rating through strong product knowledge and clear communication. Built product expertise that improved customer experience and reduced escalation rates.

Education

Learning history

BTKIT, Dwarahat

Bachelor of Technology (B.Tech), Mechanical Engineering

Completed a Bachelor of Technology degree in Mechanical Engineering.

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