Open to opportunities

Purabi Chatterjee

@purabichatterjee

Message

Customer Success and Operations leader driving onboarding, retention, and time-to-value improvements.

India

Message

What I'm looking for

I’m looking for a Customer Success/Operations role where I can lead onboarding and account health, reduce customer drop-offs, and deliver clear time-to-value through cross-functional execution and strong CRM discipline against timeline KPIs.

I’m a results-driven Customer Success and Operations professional with 4+ years of experience leading client onboarding, workflow coordination, and portfolio retention. I specialize in consultative discovery to map client goals, then translate them into clear success plans through accurate account configuration and end-to-end user lifecycle management.

In my recent role as Client Success Manager - Business Head at Elevate Digi, I standardized onboarding to accelerate time-to-value by 20% while maintaining a 95% on-time deliverable rate. I also built a proactive account health audit system using centralised documentation, uncovering expansion opportunities that grew portfolio net revenue by 15%.

I’ve also strengthened conversion and renewal outcomes by combining multi-channel client relationship management with rigorous CRM discipline—improving drop-offs and conversions by 12% in senior operations work. From sales-led pipeline conversion to high-touch support across live chat, email, and voice, I thrive on aligning operational efficiency with sales goals to hit strict timeline KPIs and deliver seamless transitions.

Experience

Work history, roles, and key accomplishments

Client Success Manager

Elevate Digi

Mar 2025 - Jan 2026 (10 months)

Managed a B2B account portfolio and standardized early onboarding to accelerate time-to-value by 20% while maintaining a 95% on-time deliverable rate. Implemented proactive account health audits to uncover expansion opportunities and grew portfolio net revenue by 15%.

Client Onboarding Time To Value B2B Customer Success CRM Management Stakeholder Management

Senior Operations Executive

Amber Student

Apr 2024 - Feb 2025 (10 months)

Supported international students via live chat, email, and voice, helping them secure accommodation options that matched budgets and preferences. Maintained CRM data accuracy across profiles and pipeline updates, reducing drop-offs and improving conversions by 12%.

Lead To Booking Lifecycle CRM Data Management Conversion Optimization

Sales Manager

Shyft

Nov 2023 - Feb 2024 (3 months)

Increased initial trials by 15% by running consultative discovery to identify clients’ wellness and healthcare-management needs and pitch tailored plans. Met monthly sales targets through high-volume outreach and lead qualification, managing deal documentation and onboarding timelines in LeadSquared.

Sales Pipeline Management Lead Qualification Deal Negotiation LeadSquared CRM Workflow Optimization Trial Conversion

Club Ambassador

GMS Loyalty Solutions

Nov 2022 - Nov 2023 (1 year)

Drove Hyatt loyalty membership renewals and new acquisitions through direct outreach to corporate clients and high-net-worth individuals, achieving an 88% annual account renewal rate. Managed member inquiries, bookings, and issue resolution while contributing to a 30% revenue growth in the loyalty segment.

Membership Sales Renewal Management Booking Coordination Customer Retention Account Management

Senior Leader

Echobooom Management & Entrepreneurial Solutions

Mar 2021 - Nov 2022 (1 year 8 months)

Led direct-to-consumer and B2B field sales plus below-the-line marketing to acquire new customers, improving performance by pitching product benefits and handling objections on the spot. Trained and mentored teams of 10+ new onboarding associates on sales scripts and communication etiquette.