Sahil Surve

Strategic Planning and Support: Formulating goals, standards, and metrics to keep track of key performance indicators (KPIs). Establishing and presenting innovative strategies to team members, executives, and customers to build a foundation for successful sales plans. Accomplish sales goals and boost revenue through the product. Sales Management: Responsible for driving end-to-end sales for Celoxis project management platform. Assessing and engaging with key decision-makers to determine fit, need, project budgets, and timelines. Leading discovery calls to understand customer requirements and prepare relevant presentations of the application. Delivering a detailed demonstration of the software and resolving customer queries. Revenue Generation: Generating revenue through market penetration and using effective sales methodology, contributing to exceeding revenue objectives, and achieving measurable results and providing valuable support. Account Management: Acting as an account manager for new customer accounts for the 1st year and constantly growing the user base throughout the year. Working with stakeholders during implementation and being the glue between all respected parties. Pre-sales Management: Carrying out the pre-sales activities and responding to RFP, RFI and bid management. Customer Management: Successfully working with customers from North America, South America, EMEA. Managing customer queries by giving solutions according to company procedures and policies. Customer Satisfaction: Conducting monthly reviews for SMB/ Enterprise accounts to ensure customer satisfaction. Service clients post platform implementation and act as the point of contact for all program issues and custom programming requests.

Customer Issue Resolution: Act as the first point of contact for customer queries, providing timely and effective resolutions to technical and functional issues. Product Expertise: Develop a deep understanding of the SaaS product to guide customers in using the platform effectively and troubleshooting complex problems. Onboarding and Training: Assist new customers with onboarding, provide tailored training sessions, and ensure they are set up for success with the platform. Customer Advocacy: Serve as the voice of the customer within the company, relaying feedback and improvement suggestions to the product and engineering teams. Documentation and Resources: Create and maintain comprehensive knowledge base articles, FAQs, and other self-help resources for customers. Proactive Engagement: Monitor customer usage to identify adoption challenges or opportunities and proactively reach out to ensure satisfaction and retention. Incident Management: Work closely with the engineering team to diagnose and escalate complex issues, ensuring timely resolution and clear communication with customers. Metrics and Reporting: Track and report key performance metrics such as response times, resolution rates, and customer satisfaction scores. Cross-Functional Collaboration: Collaborate with sales, product, and development teams to ensure a seamless customer experience and align support efforts with business goals. Continuous Improvement: Stay updated on product enhancements, industry trends, and best practices to provide top-notch support and continuously improve processes.

Sales Outreach and Lead Development: Conducted initial outreach, including cold calls and emails, to identify and engage potential clients interested in our manufacturing products and solutions. Market Analysis: Assisted in gathering market data, identifying trends, and understanding customer needs to inform sales strategies and product positioning. Sales Support: Provided administrative support to the sales team by managing CRM data, scheduling meetings, and preparing sales presentations and proposals. Client Relationship Management: Engaged directly with clients to build relationships, understand their requirements, and address inquiries or issues related to our products and services. Cross-Functional Collaboration: Worked with marketing, engineering and operations teams to ensure consistent messaging and effective execution of sales strategies. Performance Monitoring: Kept track of key metrics such as lead generation, sales conversion rates, and PR campaign effectiveness. Provided regular updates and suggestions for improvements. Quick Learning and Adaptation: Quickly adapted to a fast-paced startup environment, learned new skills across various areas, and took on multiple responsibilities to support company growth.