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Open to opportunities

Swathi Lakshmi

@swathilakshmi

Revenue and Customer Facing Professional driving revenue, retention, and long-term client growth through consultative engagement.

India
Message

What I'm looking for

Seeking account management, client partnership, customer success, onboarding roles where I can drive sustainable growth, deepen client relationships, and deliver measurable business impact.

Client focused professional with proven success driving revenue growth, client retention, and lifecycle engagement within premium service environments. Experienced in managing high intent inbound leads and converting opportunities into measurable outcomes, consistently delivering successful conversions per cycle.

Skilled in consultative relationship management, pipeline optimization, and forecasting using Salesforce CRM. Adept at guiding clients through complex decision-making processes, strengthening engagement, and ensuring seamless onboarding and long-term success.

Strong cross-functional collaborator, partnering with marketing, admissions, and operations teams to improve lead quality, reduce churn, optimize client journeys, and enhance retention strategies. Recognized for data-driven execution, ownership mindset, and consistent high performance.

Experience

Work history, roles, and key accomplishments

FI

Lead Consultant

FES India

Jan 2024 - Sep 2024 (8 months)

Led consultative advising for USA-focused international education programs, serving as senior point of contact for high-intent leads and improving profiling, eligibility assessment, and conversion outcomes.

IDP Education logoIE

Student Recruitment Counselor

IDP Education

Apr 2021 - Jul 2023 (2 years 3 months)

Evaluated academic profiles and guided applicants for USA universities, maintaining accurate pipeline tracking and improving application-to-enrollment conversion rates.

EI

Student Counselor

Eduworld International

Oct 2020 - Mar 2021 (5 months)

Provided counseling and profile evaluation for international education aspirants, supporting application readiness and overseas pathway decisions.

Education

Degrees, certifications, and relevant coursework

CustomerSuccessU.org logoCU

CustomerSuccessU.org

Customer Success Advanced Concepts & Strategic Management, Customer Success

2024 - 2024

Completed Customer Success Advanced Concepts & Strategic Management training to strengthen customer-success expertise.

Arizona State University logoAU

Arizona State University

Professional Development Program, Professional Development

2022 - 2022

Completed a Professional Development Program at Arizona State University focused on professional growth and development.

Institute of Cost Accountants of India (ICMAI) logoII

Institute of Cost Accountants of India (ICMAI)

CMA Intermediate, Accounting / Cost Management

2018 -

Completed CMA Intermediate level studies supporting consultative advising and coaching for international education programs.

University of Calicut logoUC

University of Calicut

Bachelor of Commerce, Finance

2014 - 2017

Completed a Bachelor of Commerce with a focus on Finance, supporting cohort readiness and retention through collaborative academic efforts.

Tech stack

Software and tools used professionally

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Swathi Lakshmi - Program Advisor - Emeritus | Himalayas