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Roman Agarwal

@romanagarwal

Director of Operations & Client Success at RD Trinitas, improving delivery and quality for B2B demand generation programs.

India
Message

At RD Trinitas, I lead day-to-day operations and client success for B2B lead generation and demand generation programs. I manage client requirements, escalations, SLAs, and campaign deliverables while using performance reporting to identify process gaps.

I strengthen quality-control practices through structured validation, auditing, and service-level monitoring. I also lead and coach teams across campaign operations and quality functions.

Earlier, I managed operational delivery at Distinct Digital Media and led quality assurance teams at LPC Advisors Pvt. Ltd. My experience also includes quality roles at Ziff Davis and Tata Group, and client relationship management at Karvy Stock Broking.

Experience

Work history, roles, and key accomplishments

RT
Current

Director of Operations & Client Success

RD Trinitas

Nov 2023 - Present (2 years 11 months)

Leads day-to-day operations and client success for B2B lead generation and demand generation programs, driving operational planning, workflow optimization, and service delivery. Manages client relationships, SLAs, and campaign deliverables while coaching teams and strengthening quality-control practices.

LL

Quality Assurance

LPC Advisors Pvt. Ltd.

Apr 2018 - Jan 2019 (9 months)

Performed quality checks, audits, and process validation to maintain accuracy and service standards. Identified quality gaps and supported process improvements through feedback, monitoring, and root-cause analysis.

KB

Relationship Manager

Karvy Stock Broking

Apr 2004 - Nov 2009 (5 years 7 months)

Managed customer relationships and supported client servicing in a financial-services environment. Handled client communication, relationship management, and service requirements while maintaining customer satisfaction.

Education

Degrees, certifications, and relevant coursework

BE

Benchmark

Black Belt, Six Sigma

2018 - 2019

Completed Six Sigma Black Belt certification from Benchmark from 2018 to 2019.

Shobhit University logoSU

Shobhit University

Bachelor's Degree, Business/Commerce

2012 - 2015

Pursued a Bachelor's degree in Business/Commerce, General from Shobhit University from 2012 to 2015.

Tech stack

Software and tools used professionally

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