I am a customer-focused professional with extensive experience in sales support and client success within the technology sector. I have a proven track record of driving operational improvements, supporting sales teams, onboarding and adoption, and delivering data-driven insights using Salesforce. I excel at identifying inefficiencies, collaborating with cross-functional teams, and enhancing both client experience and sales performance to deliver long-term value.

RAKESH RATHOD

I am a customer-focused professional with extensive experience in sales support and client success within the technology sector. I have a proven track record of driving operational improvements, supporting sales teams, onboarding and adoption, and delivering data-driven insights using Salesforce. I excel at identifying inefficiencies, collaborating with cross-functional teams, and enhancing both client experience and sales performance to deliver long-term value.

Available to hire

I am a customer-focused professional with extensive experience in sales support and client success within the technology sector.

I have a proven track record of driving operational improvements, supporting sales teams, onboarding and adoption, and delivering data-driven insights using Salesforce. I excel at identifying inefficiencies, collaborating with cross-functional teams, and enhancing both client experience and sales performance to deliver long-term value.

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Experience Level

Expert
Intermediate
Intermediate
Intermediate

Work Experience

Customer Success Consultant at HAE
January 1, 2023 - Present
Managing a number of accounts and coordinating end-to-end journeys from onboarding through to implementation and successful adoption of clients for various SaaS solutions. Provided client-facing support by guiding onboarding, delivery, and migration activities, ensuring a seamless customer experience and satisfaction. Identified opportunities for upselling and cross-selling HAE’s solutions, contributing to revenue growth. Built and maintained strong client relationships and achieved high satisfaction scores through proactive problem solving. Delivered onboarding sessions, training and guidance to new clients, ensuring they fully understand and maximise benefits from solution features. Led discovery sessions and process mapping to define business requirements for system enhancements. Monitored key account performance metrics and conducted regular business reviews.
Credit Analyst at Barclays & TransUnion UK
January 1, 2022 - December 31, 2023
Analyzed credit data and financial statements to determine the risk in extending credit, supporting risk management and decision-making.
Business Systems Manager at PPL PRS
January 1, 2022 - December 31, 2022
Managed business systems, processes and stakeholders to improve efficiency and data-driven decision-making.
Business Manager at SD Taylor
January 1, 2017 - December 31, 2022
Oversaw operations and business development activities; led cross-functional teams.
Compliance Auditor at Provident Plc
January 1, 2016 - January 1, 2017
Audited compliance across processes and controls.
Business Development Manager at Provident Plc
January 1, 2008 - January 1, 2016
Developed new business opportunities and growth strategies.

Education

BA (Hons) in Public Policy Management at De Montfort University, Leicester
January 11, 2030 - January 19, 2026
Business Analysis Course at BCS
January 1, 2023 - January 19, 2026

Qualifications

Business Analysis Course
January 1, 2023 - January 19, 2026
BA (Hons) in Public Policy Management
January 11, 2030 - January 19, 2026

Industry Experience

Financial Services, Software & Internet, Professional Services, Media & Entertainment, Education