RA
Rizwan Ali
Contact details — on requestProof of Work — on request
Experience
Onboarding CRM manager
Meritto · Nov 2025 – Present
M
Manager - Client Onboarding
Meritto (NoPaperForms) · Nov 2025 – Present
- Lead end-to-end client onboarding and CRM implementation for key accounts across Meritto's Education CRM and Enrollment Cloud platform.
- Successfully took 40+ accounts live, including high-priority enterprise accounts, within a short tenure.
- Develop structured onboarding plans aligned with client business objectives, implementation requirements, and timelines.
- Coordinate with Sales, Product, Support, and Customer Success teams to resolve dependencies and ensure smooth go-live.
- Serve as the primary escalation point for onboarding issues while developing repeatable onboarding processes and playbooks.
- Monitor account health, adoption, and churn risks during onboarding and ensure a smooth transition to the Customer Success team post-go-live.
Sr. Team lead Business Analyst
LeadSquared · May 2023 – Nov 2025
L
Senior Team Lead - Business Analyst Onboarding & Implementation
LeadSquared Pvt. Ltd. · May 2023 – Oct 2025
- Led enterprise client onboarding and CRM implementation from kickoff through configuration, testing, training, and go-live, coordinating with Sales, Product, Engineering, and Support teams.
- Reduced onboarding timelines by 50%, from 30-45 days to 15-30 days, by implementing structured frameworks, accountability checkpoints, and standardized processes.
- Managed strategic accounts and senior stakeholders, monitored post-go-live account health, identified churn risks, and drove upselling and expansion opportunities contributing to NRR and account growth.
- Led, mentored, and recruited team members, implemented onboarding best practices, and was recognized as Best Employee of the Year for project delivery and client management excellence.
N
Associate Manager – Onboarding Manager
NoPaperForms Solutions Pvt. Ltd. · Jan 2020 – Apr 2023
- Managed a 20-member onboarding team, overseeing end-to-end client implementation, CRM configuration, testing, training, and go-live activities.
- Managed technical requirements and implementation blockers by collaborating with Product, Sales, and Engineering teams to ensure timely delivery.
- Built strong relationships with client decision-makers and key stakeholders, driving customer satisfaction, retention, account growth, and customer lifetime value.
- Developed account penetration and revenue expansion strategies, supported contract scope and technical requirement negotiations, and improved delivery through team mentoring and process standardization.
Associate Operations Manager
Meritto · Jan 2020 – Apr 2023
S
SQL Developer
Samsung Electronics Ltd. · Jan 2019 – Jan 2020
- Managed system performance monitoring, SQL-based reporting, and ERP-related operations, ensuring accurate and timely data management.
- Prepared daily and monthly business reports to support operational analysis and management decision-making.
- Performed data validation, system testing, and quality assurance, collaborating with cross-functional teams to resolve data and system issues.
SQL Developer
Samsung Electronics · Jan 2019 – Jan 2020
Sr. Technical Operation Executive
Meritto · Dec 2017 – Jan 2019
N
Senior Technical Operations Executive
NoPaperForms Solutions Pvt. Ltd · Dec 2017 – Jan 2019
- Managed end-to-end client onboarding, CRM configuration, and product training based on customer business requirements.
- Handled client escalations and issue resolution throughout the implementation lifecycle to drive customer satisfaction and retention.
E
Operations Engineer
Ennovate Software Pvt. Ltd. · Apr 2016 – Dec 2017
- My work is run the queries related to the logistic related work and manage the orders.
E
Operations Executive
Ennovate Software Pvt. Ltd. · Apr 2016 – Dec 2017
- Managed order processing, logistics operations, vendor coordination, and service tracking, ensuring smooth operational workflows.
- Prepared daily MIS reports and collaborated with vendors and internal teams to support operational analysis and decision-making.
operation management
ZO Rooms · Jul 2015 – Apr 2016
- My work is Manage the hotels properties , inventory, pricing and also works as SMO.
Software Developer
MCN Solutions Pvt. Ltd. · Dec 2014 – Jul 2015
- My work is write the technical blogs on Microsoft technologies and also worked on the SQL.
Software devloper
MCN Solutions Pvt. Ltd. · Nov 2014 – Jun 2015
Skills 0 proven through work
Also works with
Stress ManagementUpselling and Cross-SellingCustomer ServiceSaaS Product SalesSalesforce CRMGoal setting (defining key results)Software Quality AssuranceWork Planning and PrioritizationFostering Team MotivationFeasibility and Impact AssessmentRoot Cause AnalysisCustomer Retention and Churn PreventionProblem SolvingGenerative AI ApplicationPeople ManagementCustomer EducationTask AutomationDocument ManagementProcess ImprovementFacilitating CompromiseTechnical Solution DesignStakeholder ManagementBusiness Growth StrategyProduct Adoption StrategyProduct Training DeliveryUAT Sign-offCRM System DevelopmentProduct Requirements Document CreationRequirements AnalysisMeeting FacilitationSaaS Customer SuccessClient Onboarding
Proof of Work
Proof of Work
Rizwan shares this with people who ask. You'll hear back either way.
Education
Master's Degree, Computer Applications
N/A · NaN — 2014
Bachelor's Degree, Computer Applications
N/A · NaN — 2011
Contact details
Contact details
Rizwan shares this with people who ask. You'll hear back either way.
Ask about this candidate
AI responses may contain errors. Proof status and source information are provided by Proof of Skill.
A Proof CV — one profile, kept current, with the proof attached. Back to the portal