Pankaj Kumar Email & Phone Number

Bengaluru, KA, IN

Bangalore, India

• Managed a portfolio valued at $1.5-2 million, driving consistent growth and financial accuracy through effective handling of contracts, billing, budgeting, and forecasting.
• Increased client margins by over 25% within a year, achieved 100% client retention, and maintained high satisfaction ratings through exceptional service and relationship management.
• Led account and technical teams to support client success, acting as a key liaison between clients and Zeta Global, while facilitating smooth onboarding and training.
• Optimized marketing spend ROI for clients across North America, APAC, and Europe, collaborating with Fortune 500 decision-makers to analyze metrics and provide strategic recommendations.
• Developed and strengthened high-value, consultative relationships, driving renewals, upselling, and expanding deal sizes, while promoting Zeta Global’s product offerings and services.
• Recognized as Client Services Professional for outstanding performance, enhancing operational efficiency and fostering a collaborative, community-focused environment.

Bengaluru, Karnataka, India

• Evangelized product offerings by onboarding and training customers across North America, APAC, and Europe, helping clients optimize their marketing ROI with a portfolio exceeding $1.5 million ARR.
• Built high-value, consultative client relationships, ensuring 100% renewal rates, upselling, and expanding deal sizes through effective onboarding, training, and support.
• Project managed timelines and KPIs with the Solutions team, enhancing customer success and fostering a community that shares best practices within the Zeta ecosystem.
• Collaborated with key decision-makers such as CMOs, VPs, and Directors to deliver QBRs, analyze metrics, and provide strategic recommendations while addressing customer issues and driving revenue growth.

Bengaluru Area, India

• Led a team of 8 across 25+ live projects, providing end-to-end client support and ensuring smooth resolution of operational challenges while collaborating with stakeholders to achieve successful project outcomes.
• Managed and nurtured client relationships, including onboarding, training, and ongoing SaaS product implementation across diverse industries and geographies, optimizing product usage and driving client satisfaction.
• Collaborated onsite with the core management team on a European AgTech project, ensuring a smooth transition to advanced technology and aligning business needs with technical requirements for successful implementation.
• Monitored customer health by tracking usage and satisfaction metrics, advocating for product enhancements and providing senior management with insights and recommendations to improve platform value and client retention.
• Facilitated seamless communication between clients and internal teams, ensuring project alignment, timely issue resolution, and effective cross-functional collaboration to meet and exceed client expectations.

New Delhi, Delhi, India

• Managed sales and distribution activities for securities and brokerage firms, driving business growth and market presence.
• Executed PMS product sales to corporate and HNI clients, including training channel partners to enhance product knowledge and sales effectiveness.

Jodhpur Area, India

• Oversaw sales and distribution efforts for ARMFAs, private banks, national distributors, and PSU banks, ensuring robust market coverage.
• Conducted market research and analyzed trends, supporting business growth through strategic relationship management and informed decision-making.

Ranchi Area, India

• Handled sales and distribution across multiple locations, achieving remarkable sales growth.
• Managed branding exercises, training, and presentations to channel partners and corporate clients.

Ranchi Area, India

• Cultivated and maintained relationships with HNIs, corporate distributors, and brokers, fostering trust and driving business opportunities.
• Delivered financial planning services while managing administrative and account responsibilities to ensure seamless client experiences.

Ranchi Area, India

• Ensured effective relationship management with distributors and investors, resolving issues and driving business growth.

Bachelor'S Degree, Information Technology, First

Level 5 Btec Hnd, Computing And Multimedia, First