RAKESH RATHOD
I am a customer-focused professional with extensive experience in sales support and client success within the technology sector.
About
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.
- 18 years' experience
- Joined January 2026
Industry experience
- Financial Services
- Software & Internet
- Professional Services
- Media & Entertainment
- Education
Work experience· 6 roles
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.
Managed business systems, processes and stakeholders to improve efficiency and data-driven decision-making.
Analyzed credit data and financial statements to determine the risk in extending credit, supporting risk management and decision-making.
Education
Certifications and awards
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