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Siddhant Pandit

@siddhantpandit

Senior Customer Success Manager at OptimizeGEO.ai who saved an at-risk enterprise account and renewed it on a higher plan.

India

Message

At OptimizeGEO.ai, I saved the portfolio’s only at-risk account and renewed it on a higher plan by diagnosing root causes, rebuilding the success plan with client leadership, and proving ROI in data-led reviews. I also moved a client from sixth to second in competitive visibility and published a Zamp case study after improving its site audit score.

At Clear, I generated INR 10 Cr in upsell and cross-sell from my own portfolio by uncovering new use cases with executive sponsors and finance leaders. I retained 97.3% of a Platinum and Super Platinum portfolio, onboarded 100+ enterprise clients, and partnered with Product and Engineering on a migration of 3,000+ clients.

Earlier, at Deskera, I designed industry-specific adoption plans around manufacturing ERP workflows and built CRM health dashboards to flag at-risk accounts. At JioMart, I resolved procurement, inventory, and fulfilment friction with operations teams to lift repeat order rates.

Experience

Work history, roles, and key accomplishments

Current

Senior Customer Success Manager

Current

OptimizeGEO.ai

Oct 2025 - Present (1 year)

Saved the portfolio's only at-risk account and renewed it on a higher plan by diagnosing root causes and rebuilding the success plan. Upgraded 2 accounts to higher plans and retained 95% of a 15+ account portfolio.

Discovery Upselling Cross Selling QBRs Success Plans Customer Health Salesforce Zendesk Jira Data Analysis

Senior Customer Success Manager

Clear

Apr 2025 - Oct 2025 (6 months)

Delivered INR 10 Cr in upsell and cross-sell from a strategic portfolio, retained 97.3% of Platinum and Super Platinum accounts, and onboarded 100+ enterprise clients. Migrated 3,000+ clients with 99% retention and cut issue-resolution time by 30%.

Upselling Cross Selling QBRs Onboarding Salesforce Ticketing Workflow customer referral Mentorship

Customer Success Manager

Clear

Nov 2023 - Mar 2025 (1 year 4 months)

Managed enterprise finance and tax SaaS accounts, focusing on retention and expansion. Delivered upsell and cross-sell revenue and improved customer adoption through structured onboarding and QBRs.

Customer Success Retention Upselling QBRs Onboarding Salesforce

Customer Success Specialist

Deskera

Feb 2023 - Nov 2023 (9 months)

Raised module retention by 20% and improved NPS by running discovery on customer workflows and designing industry-specific adoption plans. Lifted customer satisfaction by 15% by building CRM health dashboards.

Discovery Adoption Plans CRM Dashboards NPS Customer Satisfaction

Senior Key Account Manager

JioMart

Mar 2022 - Feb 2023 (11 months)

Lifted repeat order rates by 20% across B2B merchant accounts by resolving friction in procurement, inventory, and fulfilment workflows. Exceeded sales quota for 6 consecutive months by leading renewal negotiations and account planning.

Key Account Management Renewals Account Planning B2B Commerce Operations