Open to opportunities

Sai Mukunda

@saimukunda

Customer Relationship and operations professional driving B2B onboarding, retention, and adoption across enterprise accounts.

India

Message

What I'm looking for

I’m looking for a fast-paced, high-growth environment where I can own the end-to-end customer lifecycle, drive adoption and retention for enterprise clients, and use Salesforce-driven workflows plus analytics to improve outcomes across teams.

I’m a customer success and operations professional with 8+ years managing B2B relationships across FinTech, real estate, and retail. I own the post-sales lifecycle—from onboarding through renewal—bringing hands-on Salesforce CRM expertise, strong cross-functional collaboration, and a focus on driving adoption and retention.

In my current role, I’m responsible for the full post-signature customer lifecycle, including activation, issue resolution, and possession handover. I deliver regular account health and escalation reporting, maintain 100% account coverage, and proactively mitigate churn by tracking payment status, pending documents, and timelines.

Alongside customer ownership, I’ve led operations and analytics work—supporting franchise business performance, improving processes, and using performance analytics to guide decisions. I also bring trading and portfolio support experience, using MetaTrader 4 to analyze market data and support informed decisions, alongside strong stakeholder and requirement gathering skills.

Experience

Work history, roles, and key accomplishments

Current

Customer Relationship Manager

Current

Century Real Estate

Jan 2024 - Present (2 years 5 months)

Owned the full post-signature customer lifecycle—onboarding, activation, issue resolution, and possession handover—while maintaining 100% account coverage across high-value customers. Delivered account health updates and managed escalations using Salesforce CRM to ensure timely follow-up on documents, payments, and possession timelines.

Salesforce CRM Customer Lifecycle Management Account Health Monitoring Escalation Management Onboarding

Franchise Business Owner

Amul Franchise

Jan 2020 - Jan 2024 (4 years)

Managed day-to-day franchise operations, including inventory planning, vendor coordination, and customer service. Analyzed sales and operational data to drive process improvements that increased repeat customers by 15% and transaction value by 10%.

Inventory Planning Sales Operations Analytics Process Improvement Demand Forecasting Google Analytics Meta Ads Management Data Driven Decision Making

Assistant Portfolio Manager

Sowing Bean India Private Limited

Jan 2016 - Jan 2017 (1 year)

Supported client onboarding to trading platforms and served as the first point of contact for platform-related queries. Managed client portfolios by tracking performance, trade execution, and exposure across international commodity and forex markets, and performed basic risk analysis using MetaTrader 4.

Portfolio Management Client Onboarding Trading Support Performance Tracking Risk Analysis Client Management

Risk & Operations Intern

Wipro Limited

Conducted studies on organizational structure using SWOT and the 7s model. Performed client risk analysis using Wipro’s internal credit model and assessed country risk using political, economic, financial, and business factors.

McKinsey 7S Model Credit Risk Analysis Financial Analysis Data Analysis Operational Research