rishabh jain

Hyderabad

As a Customer Success Manager with over eight years of experience, I am driven by a determined and resourceful approach to problem-solving, always prioritizing accountability and collaborative success for my enterprise clients. My pragmatic mindset, combined with a logical yet adaptable perspective, allows me to navigate complex challenges and consistently deliver impactful solutions.

Experience

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Customer Success Manager (Enterprise Account Management)

Loop Health · Present

Not yet confirmed

• Account Growth & Renewals - Manage SME and mid-market accounts end-to-end, owning renewals and identifying upsell/cross-sell opportunities to expand account revenue.
• Stakeholder Engagement & Commercial Ownership - Partner with HR and leadership teams on tailored benefits solutions; lead renewal negotiations to improve customer lifetime value.

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Assistant Manager - Corporate Account Manager

VisitHealth · Present

Not yet confirmed

• Enterprise Sales & Revenue Growth - Consistently achieved 110-120% of monthly targets, generating multi-crore revenue through B2B employee wellness solutions (AHC, OPD, FitPass).
• Key Account Management - Owned 40+ enterprise accounts as SPOC, driving renewals, expansion, and high satisfaction.
• New Service Line Launch - Led cross-functional launch of a premium Concierge Service for CXOs, driving adoption among top accounts; cut TAT by 20% through process improvements.

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Team Lead

Health Assure · Present

Not yet confirmed

• Led and coached a team of 6 telecallers against sales targets; defined execution strategy across marketing, product, and operations to hit organizational goals.

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Sr. Sales Consultant

Policybazaar · Present

Not yet confirmed

• New Business & Consultative Selling - Advised on 1,000+ health insurance policies, generating Rs 2.5 Cr+ in revenue through strategic, need-based client engagement, including NRI portfolios.
• Performance Excellence - Ranked among the top 10% of performers; winner of the Jeeto Apna Ghar contest.

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Intern

Sharekhan · Present

Not yet confirmed

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Customer Success Manager

Loop · Oct 2025 – Present

Not yet confirmed

• I work as a Customer Success Manager at Loop Health, partnering with mid-market clients to drive employee health outcomes, product adoption, retention, and revenue growth.
• What I do:
• * Manage and grow Sme and mid market client accounts across the full lifecycle—from onboarding to renewals
• * Act as a strategic advisor to HR, finance, and leadership stakeholders on health benefits and insurance programs
• * Drive product adoption and engagement across Loop’s health and benefits platforms
• * Lead renewals, upsell, and cross-sell initiatives in collaboration with sales and internal teams
• * Serve as the voice of the customer, sharing insights and feedback with product and operations teams
• * Handle escalations, claims coordination, and stakeholder communication with a strong focus on customer experience
• * Track key success metrics such as retention, adoption, utilization, and revenue expansion

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Assistant Account Manager

Visit Health · Jun 2023 – Jul 2025

Not yet confirmed

• • Client Relationship & Retention – Maintained a 95% retention rate while upselling wellness services across 40+ enterprise accounts, strengthening long-term partnerships.
• • Sales & Revenue Growth – Consistently achieved 110–120% of monthly sales targets, generating multi-crore revenues through B2B wellness solutions (AHC, OPD, FitPass).
• • Corporate Account Management – Acted as SPOC for 40+ corporate clients, ensuring smooth onboarding, SLA compliance, and seamless issue resolution.
• • Cross-Functional Project Leadership – Successfully launched Concierge Services for CXOs, coordinating product, operations, design & support teams for premium client engagement.
• • Process Optimization & Efficiency – Reduced turnaround time (TAT) by 20% through proactive escalation handling, streamlined documentation, and Figma-enabled design support.
• • Data & Reporting Excellence – Designed and delivered custom MIS dashboards for stakeholders, enabling data-driven decision-making and performance visibility.

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Team Lead

Health Assure · Oct 2022 – May 2023

Not yet confirmed

• Team Leadership & Performance Management – Led, coached, and motivated a team of 6 telecallers by setting sales targets, monitoring progress, and fostering high morale to consistently achieve team objectives.
• Sales Strategy & Cross-Functional Collaboration – Defined sales goals, developed execution strategies, and coordinated seamlessly across marketing, product, and operations teams to achieve organizational targets.
• Process Optimization & Sales Efficiency – Implemented innovative process improvements that streamlined workflows, improved lead conversion rates, and enhanced reporting accuracy for better decision-making.

Sales Team Lead

HealthAssure · Oct 2022 – Apr 2023

Not yet confirmed

• • Team Leadership & Performance Management – Led, coached, and motivated a team of 6 telecallers by setting sales targets, monitoring progress, and fostering high morale to consistently achieve team objectives.
• • Corporate Sales & Deal Closure – Drove revenue growth by negotiating and closing high-value corporate deals while nurturing long-term client relationships and ensuring strategic account management.
• • Sales Strategy & Cross-Functional Collaboration – Defined sales goals, developed execution strategies, and coordinated seamlessly across marketing, product, and operations teams to achieve organizational targets.
• • Process Optimization & Sales Efficiency – Implemented innovative process improvements that streamlined workflows, improved lead conversion rates, and enhanced reporting accuracy for better decision-making.

Sr Sales Consultant

Policybazaar.com · Apr 2019 – Sep 2022

Not yet confirmed

• • Health Insurance Consultation & Sales – Advised on 1,000+ health insurance policies, generating revenue of Rs 2.5 Cr+ through strategic client engagement and need-based selling.
• • Client Portfolio & Relationship Management – Managed diverse and complex client portfolios, including NRI clients, ensuring personalized solutions and long-term retention.
• • Performance Excellence – Consistently ranked among the top 10% performers; recognized with the Jeeto Apna Ghar contest win for outstanding sales performance.

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Senior Sales Consultant

Policybazaar · Apr 2019 – Sep 2022

Not yet confirmed

• Health Insurance Consultation & Sales – Advised on 1,000+ health insurance policies, generating revenue of Rs 2.5 Cr+ through strategic client engagement and need-based selling.
• Client Portfolio & Relationship Management – Managed diverse and complex client portfolios, including NRI clients, ensuring personalized solutions and long-term retention.
• Performance Excellence – Consistently ranked among the top 10% performers; recognized with the Jeeto Apna Ghar contest win for outstanding sales performance.

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Internship Trainee

Sharekhan Online Trading Academy · Jun 2018 – Jul 2018

Not yet confirmed

• • Client Portfolio Management – Oversaw and optimized diverse client stock and mutual fund portfolios, ensuring accurate record-keeping, investment tracking, and sustained portfolio growth.
• • Market Research & Investment Strategy – Conducted in-depth research on stock market trends and mutual funds, providing actionable insights that supported informed decision-making and enhanced client returns.

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Intern

Mirae Asset Sharekhan · Jun 2018 – Jul 2018

Not yet confirmed

• Client Portfolio Management – Oversaw and optimized diverse client stock and mutual fund portfolios, ensuring accurate record-keeping, investment tracking, and sustained portfolio growth.
• Market Research & Investment Strategy – Conducted in-depth research on stock market trends and mutual funds, providing actionable insights that supported informed decision-making and enhanced client returns.

What drives their work

The Strategist

You analyze the landscape to define the most effective course of action.

rishabh's superpower

You excel at dissecting complex client needs and operational challenges to craft targeted, effective solutions.

How rishabh works

You would excel in roles that require a blend of strategic thinking, client engagement, and operational oversight within a goal-oriented team.