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Tanya Saraswat

@tanyasaraswat

Customer Success Manager at HDFC Bank who onboarded 45+ enterprise clients and exceeded 95% of retention and expansion targets.

India
Message

At HDFC Bank, I managed customer success for more than 100 enterprise and HNI accounts, serving as the primary contact for onboarding, account health, escalations, and portfolio expansion. I consistently exceeded 95% of retention and expansion targets.

I onboarded 45+ enterprise clients, defining success milestones and workflows to support early product adoption. I also held quarterly business reviews with senior stakeholders and identified upsell and cross-sell opportunities across the portfolio.

At PwC, I worked on Guidewire PolicyCenter implementation engagements for global P&C insurance clients. I gathered business requirements, prepared functional specifications and workflows, and supported configuration, testing, and user acceptance testing.

Experience

Work history, roles, and key accomplishments

Education

Degrees, certifications, and relevant coursework

ICFAI Business School logoIS

ICFAI Business School

Master of Business Administration, Marketing and HR

2020 - 2022

MBA in Marketing and HR from ICFAI Business School, Hyderabad, completed in 2022.

Patna University logoPU

Patna University

Bachelor of Science, Science

2015 - 2018

Bachelor of Science degree from Patna University, completed in 2018.

SA

Salesforce

Salesforce Essential Training, Salesforce

Completed Salesforce Essential Training certification.

GA

Gainsight

Gainsight Fundamentals, Gainsight

Completed Gainsight Fundamentals certification.

HU

HubSpot

HubSpot CRM, HubSpot CRM

Completed HubSpot CRM certification.

CU

Credit Risk Analysis & AI-Powered Underwriting

Credit Risk Analysis & AI-Powered Underwriting, Credit Risk Analysis

Completed certification in Credit Risk Analysis and AI-Powered Underwriting.

MI

Microsoft

Microsoft Business Analyst Fundamentals, Business Analysis

Completed Microsoft Business Analyst Fundamentals certification.

Tech stack

Software and tools used professionally

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