Prathvi Kodi
@prathvikodi
Customer success leader improving client outcomes through issue resolution, process automation, and team development.
IndiaWhat I'm looking for
I’m a customer-focused professional with 10+ years of experience managing large-scale client operations and relationships across institutional and retail portfolios at Goldman Sachs and Northern Trust. I’m known for resolving complex client issues and delivering a seamless customer experience through clear, empathetic communication.
At Goldman Sachs, I managed a 30,000+ client-account portfolio across onboarding, issue resolution, and ongoing engagement. I built and scaled a retail client support function from the ground up, collaborating with global teams (Product, Operations, Data, and Support) to reduce exceptions by 75% and improve operational efficiency by 20% through automation.
I also drove operational continuity by leading process migration from New Jersey and London to Bangalore, while monitoring service metrics to identify risks early and support retention. I’ve led and trained teams, strengthened KPI-driven performance monitoring, and I’m now seeking to transition into a Customer Success Manager role in a customer-centric environment.
Experience
Work history, roles, and key accomplishments
Managed a 30,000+ client account portfolio across onboarding and ongoing issue resolution, acting as a primary point of contact in a high-volume environment. Built and scaled a retail client support function, reduced exceptions by 75%, and improved operational efficiency by 20% through workflow and automation initiatives.
Supported client portfolio operations including funding, reconciliation, and reporting to ensure accurate and timely delivery. Improved workflow efficiency and reduced turnaround times through ongoing process enhancements and maintained detailed client interaction records.
Served as a relationship partner for key clients, managing queries and delivering services in line with SLAs while strengthening client trust through proactive communication. Led a team as Cluster Head and investigated reconciliation breaks exceeding thresholds, reducing exceptions by 75% and supporting process re-engineering initiatives.
Education
Degrees, certifications, and relevant coursework
SDM College, Mangalore
Bachelor of Business Management, Business Management
2012 - 2015
Earned a Bachelor of Business Management from SDM College, Mangalore from 2012 to 2015.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Job categories
Skills
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