sonali aggarwal

I’m a results-driven Strategic Account Manager and Client Success Manager with 11+ years of experience managing global B2B client portfolios (up to USD 200M AUM) across Private Equity, Consulting, and Tech. I focus on revenue growth, client retention, upselling, cross-selling, and executive stakeholder engagement across US, EMEA, and APAC.

In my current role, I lead strategic account management and client success initiatives for a national appliance manufacturing brand across domestic and international markets. I use competitive intelligence and data analytics to shape GTM strategy, implement governance and reporting frameworks (improving operational visibility and efficiency by 70–80%), and build AI-assisted KPI dashboards in Power BI that reduced C-suite decision turnaround time by 30–40%.

Previously at EY GDS, I owned end-to-end client success for 15–20 senior stakeholders across US, APAC, and EMEA, delivering data analytics, investment insights, and strategic reporting to accelerate decision-making. I built Power BI and Tableau executive dashboards that reduced reporting cycles by ~90% (weekly to near real-time), developed a scalable Account Management Framework to improve retention and renewals, and led upselling and cross-selling within the Private Equity client portfolio.

I also bring a strong customer and analytics foundation from roles in digital health and enterprise AML/data work. I improved CSAT from 60% to 80% and repeat customer retention from 79% to 85% through CRM-driven engagement, and I optimized critical transaction processing by 60% while using Oracle and SAS to support AML compliance reporting.