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Prateek Srivastava

Customer Success Specialist


Highly ambitious Customer Success Specialist with 3+ years of experience in Account Management, User Engagement and Communication, Research and Marketing. Expertise in Reporting and analysis, Communication, Strategy and Client Management. Able to work with minimal direction to solve problems and resolve conflicts. Driven and talented professional excellent at juggling multiple tasks and working under pressure with strong leadership and relationship-building skills.

Work Experience

Nov 2016Present

Customer Success Specialist

HandyTrain - Goa
  • Help drive adoption and retention by on-boarding users and maintaining top accounts with key stakeholders.
  • Generated analytical utilisation reports to influence renewal business and drive user adoption.
  • Creation and analysis of different venture metrics like MIS Report, Investor Report, Operational Metric and Sales and Finance Report.
  • Ensured positive customer experience by proactively managing and growing customer relationships
  • Provided timely resolution of product and accounting related customer support issues
  • Exercised independent judgment and analysis in determining the best method(s) to resolve issues and ensure customer loyalty and satisfaction
  • Coordinating with the sales, technology and product team to achieve smooth operations and customer retention while still training new hires.
  • Assisted clients in achieving optimal ROI by providing strategic guidance and expertise.
  • Created and updated the account health cards and dashboards for the account insights.
  • Strategising and implementation of the user communication by automating them with the help of different product features and tools.
  • Researched and implemented some handy tools to optimise daily operations.
  • Performed research about the product features and competitor analysis related to industry and business.
  • Initiated Digital Marketing for B2B corporate Training Product.

Key Learning area:- Client Management, Business Analysis, Resource management, Planning, Market research, Marketing and Communication. 

Feb 2016Nov 2016

Management Assistant

Prototyze Pvt Ltd. - Goa
  • Worked directly with the CXO's and coordinated with different ventures for operations. 
  • Market Research for new upcoming and live products.
  • Research about the new business verticals and existing market trends.
  • Competitor analysis related to the industry and business for the investors pitch and reports.
  • Tracking and Analysis of the finance and operations for different products and ventures.
  • Documentation and maintenance of the important contract and papers.

Key Learning area:- Business Analysis, Resource management, Planning, Market research. 

Jul 2015Feb 2016

Business Development Trainee

Medma Infomatix Pvt Ltd. - Lucknow
  • Responsible for striking and delivering partnerships with clients.
  • Analyzing business needs and consulting appropriate IT solutions.
    Key Learning Areas : Business Analysis, Business Consulting, Business Development,
    Sales, Project Management, Lead Generation, Delivery, Quality Management.


Jul 2011Jul 2015 Mechanical and Automation

Amity University

Pursued B.Tech and specialized in Mechanical and Automation Engineering with 6.8 CGPA.


Tools and Portals
  • Microsoft Office Proficiency 
  • Customer Relationship Management Software (Hubspot)
  • Project Management Software (Jira, Trello and Clockify)
  • Communication (Intercom, sms gateway hub, msg91 and Mailgun)
  • Digital Marketing (Google Adwords, LinkedIn, Google Analytics, Zoho CRM, Albacross, SEM Rush)
Personal Skills
  • Analytical skills.
  • Customer Satisfaction.
  • Leadership and team management.
  • Communication Skill with exceptional creative idea.
  • Vendor Management
  • Project Management
  • Entrepreneurial and Interpreneuial skills