Open to opportunities

Bhavya Chheda

@bhavyachheda1

Customer success and operations manager with 7 years in SaaS/fintech, improving onboarding efficiency and retention for 100+ accounts.

India

Message

What I'm looking for

I’m looking for a customer success and operations role where I can lead onboarding and lifecycle management, resolve issues within SLA, and drive retention through proactive engagement and operational improvements—partnering closely with product and engineering.

I’m a customer success and operations professional with 7 years of experience in SaaS and fintech, specializing in web and mobile applications. I manage the client lifecycle—from onboarding to ongoing support—so customers get value quickly and consistently.

Across my roles, I’ve improved onboarding efficiency by ~30% through structured processes, and I focus on issue resolution within SLA timelines. I also run product demonstrations, training programs, and product validation activities like User Acceptance Testing (UAT) to ensure smooth handovers.

I connect clients with internal teams to resolve bugs, handle change requests, and improve service quality using client engagement and feedback tracking. I’ve supported stock market-based web and mobile platforms, using financial datasets and trading simulations to maintain data accuracy and system reliability.

On the operations side, I handle subscription lifecycle and billing operations, including invoicing, payment tracking, and account renewal strategies. I leverage Excel and basic SQL for reporting and data validation, and I bring certified CRM experience (HubSpot CRM, Zoho CRM, Salesforce) to strengthen customer relationships and retention.

Experience

Work history, roles, and key accomplishments

Customer Success & Accounts Mgmt

Charlie Enterprise

Apr 2024 - Sep 2025 (1 year 5 months)

Managed customer accounts for web and mobile applications, serving as the point of contact for issue resolution and coordination with internal teams. Handled billing/invoicing and subscription lifecycle operations while tracking engagement and feedback to improve service quality and retention.

Customer Success Management Account Operations Client Lifecycle Management Subscription Management Billing Operations Invoicing Payment Tracking Issue Resolution Product Support operational improvements

Customer Success & Accounts

Charlie Enterprise

Apr 2024 - Sep 2025 (1 year 5 months)

Managed customer accounts for web and mobile applications, acting as the primary contact to resolve issues and coordinate with internal teams. Handled billing and subscription lifecycle operations while tracking engagement and feedback to improve service quality.

Customer Success Account Management Client Lifecycle Management Issue Resolution Billing Operations Invoicing Subscription Management Payment Tracking Cross functional Coordination

Client Support & Operations Mgmt

Technical Bazaar Solutions Pvt Ltd

Nov 2017 - Mar 2024 (6 years 4 months)

Managed end-to-end client onboarding for web and mobile stock-market-based applications, including setup, documentation, access provisioning, training, and product demonstrations. Liaised with development teams to resolve bugs and change requests, supported post-deployment issues, and performed UAT to ensure application quality and stability.

Training Programs Product Demonstrations Client Lifecycle Management Issue Resolution User Acceptance Testing (UAT)Product Validation SQL Data Validation Reporting Technical Support

Client Support & Operations

Technical Bazaar Solutions Pvt Ltd

Nov 2017 - Mar 2024 (6 years 4 months)

Managed end-to-end onboarding and client training for stock market-based web and mobile applications, including access provisioning and documentation. Coordinated between clients and development teams to resolve bugs and change requests, supported post-deployment issues, and performed UAT to confirm application stability.