Simran Bhandari

I’m a Customer Success and Client Support professional with 3+ years of experience supporting B2B SaaS customers across US and UK markets in fast-paced remote environments. I focus on customer onboarding, product adoption, account management, retention, and issue resolution—always grounded in customer-first service quality.

In my most recent role, I managed 65+ B2B client accounts end-to-end, guiding both enterprise and SMB customers through platform workflows to maximize ROI and operational efficiency. I also ran proactive engagement and onboarding support that contributed to a 20% increase in customer enrollment within 3 months, supported by follow-ups and Quarterly Business Reviews (QBRs) to uncover adoption trends and growth opportunities. Using Salesforce and Intercom, I maintained accurate CRM documentation and support updates while coordinating with cross-functional teams to resolve customer concerns quickly.

Earlier, I strengthened my operational and risk-mindset as a Fraud Prevention Analyst, monitoring 120+ daily interactions, performing Security Risk Assessments (SRAs), and balancing fraud prevention with customer experience standards. I bring strong tooling proficiency—Salesforce, Jira, Intercom, RingCentral, PureCloud (Genesys Cloud), Slack, and Microsoft Excel—and I’m currently pursuing a Post Graduate Diploma in Project Management to scale my impact through better planning and execution.