Open to opportunities

Rajat Katara

@rajatkatara

Message

Customer Success & Solutions manager driving revenue and delivering value.

India

Message

What I'm looking for

I am seeking a role in Cloud, Operations, or Business Analytics where I can lead customer success, design integrations, mentor teams, and drive product adoption and revenue growth.

I am a results-driven Customer Success and Solutions Manager with hands-on experience designing technical solutions, leading onboarding, and optimizing platform adoption for enterprise customers. I have driven pre- and post-sales activities, developed dashboards and integration solutions, and advised technical stakeholders on AWS, GCP, SQL and automation to maximize customer value.

I have progressed from engineering and DevOps roles into leadership, mentoring teams and delivering measurable revenue impact through upsell/cross-sell identification, feature R&D, and successful go-lives. My achievements include internal recognition at Phyllo and a Salesforce Administrator certification, reflecting a blend of technical depth and customer-facing leadership.

Experience

Work history, roles, and key accomplishments

Current

Manager, Customer Success & Solutions

Current

GetPhyllo

Apr 2023 - Present (2 years 6 months)

Promoted to manage and mentor the customer success team, led onboarding and technical pre/post-sales activities using the Phyllo API suite, and built Metabase dashboards that identified upsell and cross-sell opportunities contributing to revenue growth.

& Customer Success API Integration Metabase SQL AWS GCP Postman Zapier Technical Pre Sales

Solutions Architect

ConnectALL

Jun 2022 - Mar 2023 (9 months)

Translated complex business requirements into technical solutions, owned pre/post-sales delivery and support, created Grafana reports using MySQL queries, and developed custom business scripts and API troubleshooting for automation implementations.

Solutions Architecture MySQL Grafana DevOps Salesforce Jira ServiceNow GCP

Solutions & Implementation Engineer

CustomerSuccessBox

May 2020 - Jun 2022 (2 years 1 month)

Managed customer onboarding and data integration, led pre/post-sales integrations across enterprise stacks, designed API integration solutions, and developed Metabase dashboards and reports to support partner adoption.

API Integration Data Mapping Metabase Ticketing Systems SQL Troubleshooting Pre Sales

Technical Operations Manager

Skillgrads

Jul 2019 - Dec 2019 (5 months)

Deployed and maintained websites on AWS and GCP, configured and monitored LAMP servers, managed SSL certificates and phpMyAdmin, and performed server monitoring to minimize downtime.

LAMP SSL PhpMyAdmin DevOps AWS GCP

DevOps Engineer Intern

Secure Learning Pvt. Ltd.

Dec 2018 - Jun 2019 (6 months)

Maintained cloud infrastructure on AWS/GCP, managed Docker services and CI/CD deployments with Git and Drone, performed database backups and restorations, and resolved production issues using monitoring tools.

AWS GCP Docker Drone CI Git MongoDB Prometheus Grafana Graylog

Education

Degrees, certifications, and relevant coursework

JECRC UDML College of Engineering

Bachelor of Technology, Computer Science Engineering

2012 - 2016

Completed a Bachelor of Technology in Computer Science Engineering with coursework in core computer science subjects and practical engineering projects.