Kamakshi Yadav
Customer success lead
Manages high-touch enterprise accounts and tracks post-onboarding client health across multiple dashboards.
Goals
Identify churn risks early, accelerate Time-to-Value (TTV), and conduct timely outreach without manually assembling data from disparate tools.
Pain Points
Disjointed tools require switching between CRM, support tickets, and product analytics; lack of context causes awkward customer check-ins.
Key Platform Need
A unified customer health dashboard with automated risk alerts and single-pane-of-glass timeline views.
Gaurav Sharma
Business Head
Oversees cross-departmental revenue goals, focusing on Net Revenue Retention (NRR) and Customer Lifetime Value (LTV).
Goals
Track overall lifecycle conversions, lower Customer Acquisition Cost (CAC), and forecast quarterly revenue based on real customer data.
Pain Points
Inconsistent cross-departmental reports, delayed metrics on expansion opportunities, and lack of visibility into post-sale customer drops.
Key Platform Need
High-level executive reporting suite featuring NRR trends, cohort analysis, and lifecycle health overviews.
Priya Kharbanda
Marketing Lead
Manage campaigns across multiple channels to increase revenue of core lob business
Goals
Drive full-funnel growth and Net Revenue Retention (NRR) by delivering dynamic, personalized cross-channel campaigns
Pain Points
Frequently face fragmented data where critical product usage signals are locked inside analytics tools, forcing them to rely heavily on engineering teams for manual list exports that delay campaign execution and miss key onboarding windows.
Key Platform Need
A 360-degree customer profile dashboard that aggregates behavioral, transactional, and support data in real time, paired with a visual, no-code audience segmenter.
