Dhruvin Shah

I am a Revenue Operations and Customer Success leader with 9+ years of experience driving growth across North American and EU markets. I specialize in scaling teams, optimizing revenue operations, and maintaining exceptional client retention metrics.

I built and scaled a financial advisory agency from 0 to 70 licensed advisors serving 600+ clients, delivered multimillion-dollar revenue, and sustained a 97% client persistency rate. I led multi-location expansion and achieved consistent revenue growth while earning top-producer and recruiting recognitions.

My expertise includes CRM implementations (Salesforce, HubSpot), GDPR-compliant processes, EU regulatory frameworks, and data-driven forecasting that improved team efficiency and revenue predictability. I design compensation plans, sales methodologies, and performance dashboards to boost sales performance and retention.

I am passionate about operational efficiency, cross-functional collaboration, and building sustainable, compliant business models aligned with EU standards. I bring a pragmatic, metrics-focused approach to scaling organizations and improving customer lifetime value.