Rohan Chakraborty

Customer Success Evangelist | Driving Retention, Upselling & Client Enablement | InsureTech | Retail CPG | E-Commerce | CRM: HubSpot, Salesforce, Zoho, Zendesk, Intercom, Twilio, Zapier

Siliguri, West Bengal, India

About

I am a results-driven Customer Success professional with 4+ years of experience across E-commerce SaaS,InsureTech, Retail CPG, and E-Learning industries. My expertise lies in building long-term client relationships, maximizing retention, and driving revenue growth through data-driven strategies. Throughout my career, I have consistently delivered high-impact results — achieving 95%+ renewals, reducing churn by 95%, and generating 60% premium upsells. At SIAA - The Agent Alliance, I managed a $500K+ portfolio, executed seamless onboarding and integrations, and collaborated with cross-functional teams to achieve a 30% uplift in Monthly Recurring Revenue. I bring proven success in training, onboarding, and client enablement for large user groups. My targeted engagement campaigns have driven 40–55% customer reactivation, while my ability to streamline processes through playbooks and SOPs has enhanced adoption and NPS scores. Technically skilled in HubSpot, Salesforce, Gainsight, Jira, and Advanced Excel, I combine strong business acumen with hands-on expertise in implementation and integrations. I am certified in Gainsight (End User, PX, and Associate Admin) and passionate about continuous learning and innovation in customer success. Looking ahead, I aim to further strengthen my impact in customer success and account growth, leveraging technology, collaboration, and data insights to drive business outcomes.

Experience

  • Customer Success Manager at AfterShip
    Feb 2026 - Present · 6 mos

  • Customer Success Specialist at SIAA • The Agent Alliance
    Dec 2023 - Oct 2025 · 1 yr 11 mos

    Managed a $500K+ client portfolio with tailored success strategies, achieving 98% renewals and 60% premium conversions. Led onboarding, migrations, and integrations, delivering projects within scope and SLAs. Partnered with Sales, Product, and Data teams to boost MRR by 30%. Conducted workshops, webinars, and training to enhance adoption and retention. Developed customer journey playbooks and SOPs, streamlining onboarding and improving NPS.

  • Project Coordinator at ParallelDots
    Apr 2023 - Oct 2023 · 7 mos

  • Client Success & Training Manager at InsuredMine
    May 2021 - Jan 2023 · 1 yr 9 mos

    Mentored 5 CSMs and 10 Support Executives, driving 70%+ renewals across 10,000+ policies. Boosted product usage by 75% and improved user experience through workflow and compliance enhancements. Delivered training to 50+ agencies, led impactful demos and campaigns, increasing awareness and revenue growth