Dilruba Parveen

Customer Success Manager @ Pylon

About

I am a B2B Enterprise customer success professional spanning multiple industries and at different stages (voice ai, big tech, financial services, hyper growth startups). I am in a state of flow when I am brainstorming on complex issues across teams to find the optimal solution for a team or customer goal. I search for depth in my relationships with customers, which allows me to show up as my authentic self, provide transparent feedback/communication and earn trust to strive for a long term partnership. Outside of professional work, I find joy in trying restaurants, mentoring, experimenting with recipes, and exploring the outdoors on a slope or trails. I enjoy connecting with people working on meaningful projects or exploring new opportunities. If you'd like to discuss how we might collaborate or if you think there's mutual value in connecting, book a quick call : https://calendly.com/dilrubaparveen/new-meeting Skills - Strategic Planning, Customer Success, GTM strategy, Product Adoption, A/B Testing, Program Management, Project Management, Vendor Management, Data Analysis (retool, looker), Renewal Negotiation, Marketing, Risk Assessment, Compliance, Stakeholder Alignment

Country

United States

City

San Francisco

Industry

Computer Software

Skill

AI Agents, Operations Management, Vendor Management, Brand Management, Conversational AI, Data Management, Testing, Asset-Based Lending, Strategic Partnerships, Complex Sales, Sales Target Management, Driving Results, Customer Satisfaction, Customer Engagement, Solutions Engineering, Technical Understanding, Strategic Accounts, Voice of the Customer, Customer-Focused Service, Communication

Experience

Customer Success Manager

Pylon

2025-9 - Present · 1 yr

San Francisco Bay Area

Senior Client Success Manager, Strategic Accounts

Alloy

2023 - 2025 · 2 yrs

New York City Metropolitan Area

Enterprise B2B SaaS Identity Data Orchestration Platform for Fraud Mitigation & Compliance Managed ~$9M book across 10 accounts including - neobanks, cross-border payment, expense management, equity management, student/personal lending, traditional banking, and buy now pay later providers. Built goal-oriented customer journeys utilizing decision-tree-based data orchestration across data sources to create tailored workflows that optimized end-user experience, improve operational efficiency through increased automation, match growth while maintaining specific fraud rates.

Enterprise Partnerships Manager

Paxos

2022-1 - 2023-1 · 1 yr 1 mo

San Francisco Bay Area

Paxos Trust Company is an API based top regulated blockchain company focused on rebuilding financial infrastructure using blockchain solutions. Led US Markets Broker Dealers to offer crypto as a service to their end users.

Sr. Client Solutions Manager

Facebook

2020-2 - 2021-10 · 1 yr 9 mos

San Francisco Bay Area

Managed top advertisers and agency partners using Facebook marketing and platform solutions (value based strategies, dynamic ads, brand marketing, 2-sided marketplace solutions and emerging product initiatives). Successfully developed and executed strategies that helped clients meet and exceed quarterly business goals by using data-driven approach.

Vice President - Investment Product Risk Manager

Citi

2019-1 - 2020-2 · 1 yr 2 mos

Greater New York City Area

North America Risk Manager for Citi Private Bank - Capital Markets. Implemented the first North America holistic score risk dashboard includes credit risk across products. The program was later adopted for LATAM and EMEA.

Assistant Vice President, Citi Private Bank

Citi

2017-1 - 2019-1 · 2 yrs 1 mo

Greater New York City Area

Private Bank North America Risk Manager Developed a risk profile score cover multi-asset products for NAM. Streamlined approval process for trades by distributing stress testing / scenario based testing to all relevant trading specialists.

Investment Associate - Sales Trading

Citi

2014-7 - 2017-1 · 2 yrs 7 mos

Greater New York City Area

Top 2015 Client Excellence Award for North America Equity sales trader for ultra high net worth individuals/ family offices. Revised a new standardized commission structure for Private Bank that identified $M in new revenue.

Assistant Vice President - Accounting & Corporate Finance

Abadi & Co. / ACGM, Inc.

2011-6 - 2014-6 · 3 yrs 1 mo

Greater New York City Area

A global boutique investment banking firm specializing in global special situations advisory and investment banking, closely integrated with a fixed income sales and trading capability. Key Accomplishments - Revamped vendor management after merging with a new broker dealer. Worked closely with CFO to streamline operating expenses and built out a new payout structure for all traders & IB teams.