Rohit Yadav

Led AI consulting engagements for Agentic AI and enterprise AI platforms for BFSI and capital markets clients, advising CXOs on investment-research and business transformation. Drove Agentic AI adoption across 10+ enterprise BFSI accounts, built a 2 Cr+ ARR pipeline with Q/Q growth, and reduced manual research cycles by 40–60% through AI decision-intelligence workflows.

Advised SaaS and AI-led companies on sales strategy, GTM planning, and revenue operations, focused on financial services and enterprise verticals. Built data-driven sales frameworks and dashboards to improve regional win rates and pipeline velocity.

Drove new client acquisition and account upselling for ERP and productivity solutions across SMB and mid-market segments. Delivered tailored ERP presentations and proof-of-concept demos to improve deal conversion and customer satisfaction, and strengthened retention through solution-led account management.

Managed enterprise client sales and end-to-end service delivery, executing data-driven campaigns to grow service adoption. Conducted competitive market analysis, delivered customized solution presentations, and coordinated cross-functional onboarding and issue resolution.

Supported B2B software sales and customer success by creating compelling demos and decks to drive new business. Partnered with engineering teams to resolve product issues and improve performance, and used sales analytics to support continuous improvements in sales processes.

Completed a Master of Business Administration (MBA) with a focus on Finance from JNU National University between 2014 and 2016.

Completed a Diploma in Operations Management at MIT Pune from 2013 to 2014.

Earned a Bachelor of Management Studies (TYBMS) from the University of Mumbai between 2010 and 2013.