Summary
Overview
Work history
Education
Skills
Timeline
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Aishwariya Pati

Dubai,UAE

Summary

Dynamic professional with a robust skill set in leadership and interpersonal skills, customer relationship management, and negotiation tactics. Proven expertise in KPI monitoring and cross-functional collaboration, driving strategic planning and issue resolution to achieve organisational goals. Committed to training and development, fostering growth and excellence within teams.

Overview

10
10
years of professional experience

Work history

Customer Success Team Lead

Supy
Dubai
10.2022 - 12.2025
  • Lead and manage global team of 8 Customer Success Managers, with direct responsibility for EMEA market operations.
  • Own customer retention strategy, consistently maintaining 96% retention rate across managed accounts.
  • Drive end-to-end customer lifecycle management including onboarding, adoption, renewals, and expansion for enterprise and mid-market customers.
  • Partner cross-functionally with Sales, Product, and Support teams to improve customer experience and influence product roadmap based on customer feedback.
  • Coach, mentor, and performance-manage CSMs through structured reviews, KPI tracking, and individualized development plans.
  • Designed and implemented scalable customer success processes, playbooks, and best practices aligned with SaaS growth objectives.
  • Personally recognized as highest upsell contributor across multiple parameters for past 6 consecutive months.
  • Actively handle complex escalations, ensuring resolution while strengthening long-term customer relationships.
  • Promoted internally from Account Manager to Customer Success Team Lead based on performance and leadership impact.

Sales Executive - CTD

Bureau Veritas
Abu Dhabi , UAE
01.2022 - 10.2022
  • Fostered positive relationships with customers to enhance loyalty and retention.
  • Contributed to continuous improvement of renewal processes, increasing customer retention levels against targets.
  • Built focused new client networks, growing business opportunities and increasing revenue possibilities.
  • Delivered professional sales presentations, creatively communicating product quality and market comparisons to prospective clients.

Business Development Officer

Al Fanar National Gas Services
Dubai
01.2021 - 01.2022
  • Created contracts, proposals based on client requirements.
  • Maintained customer relationships and ensuring customer loyalty through excellent customer service.
  • Persuaded and/or negotiated with clients, handled objections by clarifying agreements and working through difference to reach positive conclusion.
  • Worked with internal colleagues to meet customer needs and service enhancements.

Corporate Sales Manager

HDFC Life Insurance
Bhubaneswar , India
09.2019 - 01.2021
  • Team management of 11 subordinates, helping in their growth , conducting reviews.
  • Achieved of 87% month on month new business targets along with renewal business targets.
  • Worked in multi-tie up maintaining 90% market share.
  • Planned and developed strategies to increase sales territory positioning, exceeding company targets.
  • Increased customer satisfaction by resolving issues , helping customers with renewal payments and also guiding them towards perfect insurance product.

Sales Manager

ICICI Prudential Life Insurance
Bhubaneswar , India
05.2017 - 09.2019
  • Evaluated sales and service processes to generate targeted improvement strategies and increase revenue opportunities.
  • Achieved month on month 96% in new business targets as well as 94% in renewal business targets.
  • Shaped business direction through rigorous research and strategy development.
  • Supervised 10 Sales Executives to drive KPI achievement.

Intern

Diversified Financial Consultants LLC
New Jersey, USA
05.2016 - 07.2016
  • Partnered with financial management teams to analyze overdue customer accounts and determine fees for late payment.
  • Prepared documentation to back up responses to financial or service complaints.
  • Conducted research via multiple channels to compile information for staff needs.

Education

MBA - Marketing And Finance

KIIT School Of Management
Bhubaneswar, India
05.2017

Bachelor of Commerce - Finance

Government Autonomous College
Odisha
2015

Skills

  • Leadership and interpersonal skills
  • Customer relationship management
  • Negotiation tactics
  • KPI monitoring
  • Cross-functional collaboration
  • Issue resolution
  • Training and development
  • Strategic planning

Timeline

Customer Success Team Lead

Supy
10.2022 - 12.2025

Sales Executive - CTD

Bureau Veritas
01.2022 - 10.2022

Business Development Officer

Al Fanar National Gas Services
01.2021 - 01.2022

Corporate Sales Manager

HDFC Life Insurance
09.2019 - 01.2021

Sales Manager

ICICI Prudential Life Insurance
05.2017 - 09.2019

Intern

Diversified Financial Consultants LLC
05.2016 - 07.2016

MBA - Marketing And Finance

KIIT School Of Management

Bachelor of Commerce - Finance

Government Autonomous College
Aishwariya Pati