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Vetted Talent

Kevin James

Vetted Talent
Results-oriented Customer Success Specialist with a proven track record of leveraging Salesforce CRM and other technical tools to drive operational efficiency and enhance customer experiences. Skilled in data analysis, reporting, and forecasting. Proven ability to configure technical solutions and automate processes to improve productivity and streamline workflows. Strong problem-solving and communication skills, with a focus on providing exceptional support to internal stakeholders.
  • Role

    Customer Success Operations

  • Years of Experience

    7.5 years

Skillsets

  • Jira
  • SAP Ariba
  • MS Office
  • Infoblox
  • Google Suite
  • CyberSecurity
  • Business Analysis
  • Analysis
  • Salesforce
  • Reporting - 4 Years
  • Excel
  • Waterfall
  • Scrum
  • Reporting
  • Kanban
  • Documentation
  • Agile

Vetted For

11Skills
  • Roles & Skills
  • Results
  • Details
  • icon-skill_image
    Account Manager (US)AI Screening
  • 61%
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  • Skills assessed :account servicing, Client Relationship Building, Client Relationship Management, Communication Skills, Cross-functional collaboration, Account Management, Crisis Management, cross selling, technical profeciency, Upselling, Project Management
  • Score: 61/100

Professional Summary

7.5Years
  • Feb, 2025 - Sep, 2025 7 months

    Senior Operations Analyst

    Zuddl
  • Aug, 2023 - May, 2024 9 months

    Customer Success Analyst

    Channelscaler
  • Jan, 2022 - Aug, 20231 yr 7 months

    Digital Customer Success Analyst

    Infoblox
  • Nov, 2016 - Sep, 20181 yr 10 months

    Sales Associate Analyst

    MSI Services Pvt Ltd
  • Jun, 2019 - Jan, 20222 yr 7 months

    Customer Success Specialist - Onboarding

    Press Ganey

Applications & Tools Known

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    Salesforce

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    Microsoft Excel

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    Google Sheets

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    Atlassian JIRA

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    Zendesk

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    Slack

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    Gainsight

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    MS Office

Work History

7.5Years

Senior Operations Analyst

Zuddl
Feb, 2025 - Sep, 2025 7 months
    The Customer Operations Specialist is primarily responsible for taking full ownership of event setup and actively managing enterprise-level customer accounts on the Zuddl platform. Authorized to ensure customer success by providing dedicated and regular support through emails and video calls. Provided proper technical support to the customers in NAM regions and trained them on the Field events, Webinars, Virtual, and Hybrid Events. The role involves acting as a liaison and resolving customer issues by actively collaborating with the technical support engineers and sales teams. The Customer Operations Specialist serves as a platform expert by maintaining a deep understanding of the Zuddl product to effectively guide and advise customers. The specialist utilizes data and analysis to find and resolve underlying problems in the customer journey and is expected to apply these insights. The role contributes to business development by actively looking for opportunities to generate referrals and business growth.

Customer Success Analyst

Channelscaler
Aug, 2023 - May, 2024 9 months
    Drove the financial management of a $1M Annual Recurring Revenue (ARR) portfolio across the APJ, EMEA, and AMS regions, rigorously tracking supplier PO funds and analyzing subcontractor costs for EMEA and APJ to enforce budget adherence and guide strategic regional reporting. Accelerated pre-sales cycles and operational efficiency by drafting detailed Statements of Work (SOWs) and Scope of Services contracts, while proactively managing the end-to-end review process in direct support of PS Managers. Implemented the Gainsight dashboard and custom Salesforce reporting tools to establish a data-driven customer success model, generating insights that led to a significant increase in qualified upsell and cross-sell opportunities. Managed multiple concurrent sales pipelines using deep expertise in the Salesforce Reporting Console and the Google suite, proactively identifying key renewal opportunities and delivering efficient front-line customer support.

Digital Customer Success Analyst

Infoblox
Jan, 2022 - Aug, 20231 yr 7 months
    Streamlined onboarding processes, reducing time-to-value for new customers while maintaining high levels of satisfaction. Proven hands-on experience in SaaS Blox-One products with a focus on network management. Collaborated with Engineering team to resolve the Salesforce Support Tickets. Implemented a proactive renewal strategy, ensuring alignment with objectives. Demonstrated expertise in Atlassian JIRA by efficiently creating comprehensive tickets for customer requests. Spearheaded sales and revenue strategies by collaboratively developing adaptable processes. Employed a hybrid touch approach to customer inquiries, ensuring positive customer experiences. Proficient in MS Excel for customer success tasks, including data analysis and reporting.

Customer Success Specialist - Onboarding

Press Ganey
Jun, 2019 - Jan, 20222 yr 7 months
    Managed high-priority client onboarding and implementations utilizing the PSA tool (Clarizen) and Salesforce, while providing direct support to PS Managers on large-scale projects. Strong expertise in Mozart Dashboard Client Onboarding and Implementations, managing projects and accounts across diverse industries within the North American Region (NAM). Facilitated communication with NAM Account Managers regarding new implementations and high-priority incident management. Managed high-priority onboarding and incident management tickets within Salesforce. Advanced user of Microsoft Excel for account modeling and data visualization, with proficiency in the Google Suite for collaboration and project management. Conducted quality assurance reviews of L1 teammate interactions within Salesforce, ensuring process adherence and quality standards.

Sales Associate Analyst

MSI Services Pvt Ltd
Nov, 2016 - Sep, 20181 yr 10 months
    Handled complex procurement-related inquiries from customers in the USA and Canada, including questions regarding electronic invoicing and payment status within the SAP Ariba system. Utilized Salesforce dashboards to track sales performance. Managed the end-to-end sales order creation process for major online retailers, ensuring compliance and seamless transaction flow via the SAP Ariba Network. Solicited and negotiated quotes for products and services, often leveraging SAP Ariba Sourcing tools (e.g., RFx) to manage competitive bidding and achieve optimal agreements. Reviewed order terms and conditions, contracts, and service agreements with customers, utilizing Salesforce PO Forms to ensure compliance and finalization.

Achievements

  • Best Employee of the Year in Press Ganey

Education

  • MBA - Human Resource Management

    GEMS B School (2016)
  • Bachelor of Science

    Naipunnya School Of Management (2013)

Certifications

  • Csp certified sales professional

  • Cm certified manager certification

AI-interview Questions & Answers

Good evening. Thank you so much. My name is Kevin Thomas Eames. I'm from Kerala, India. I'm an MBA graduate. I finished my graduation in 2016. After that, I joined a company called MS International. I was acting as a sales associate over there. Once after that, I joined a firm called Trustcini, which is an online reputation management firm, and I was acting as an onboarding specialist over there, which was related to the customer success department. And my third job was as a customer success digital customer success specialist at Infoblox, which is a cyber security firm. And my current job is at Bound, where I was acting as a customer success renewal specialist. That's a professional summary of mine. But my family consists of 6 members: my wife, father, mother, brother, and sister. So it's a complete nuclear family. That's a short brief about myself.

We will discuss with higher management the potential discount we can offer to the customer. Then, we'll have a chat with the customer to make them understand the new products and new product updates. If they're not willing, we will show a demo and implement the demo environment to show them the potential of our product. If they still don't want to proceed, we'll just demo it like that. We'll also offer them a maximum discount if it's a yearly budget or a quarterly budget, and we'll try to put them into a 2-year or 3-year contract. That's the scenario I mean, the situation I'd like to proceed with them.

Hi, I'm a customer success specialist from the company called Uplaza. I was just introducing our products and platforms. I'll be your new account manager for your company, and I'll be introducing you to our products and updates. Also, we have a few product enhancements happening this week. I'll be explaining those as well. We'll be having some recorded sessions. After the session, I'll be sharing some of the links with you on Google Drive. Let me start the session.

I had a customer called Zoning Music Entertainment when I was working with Infoblox. I believe that was a cyber security firm for me. I already interviewed you. This is a cyber security firm. And they were actually not agreeing with our adding one more product to their platform. So they were having a different set of primary, flagship product. And I was trying to include blocks on DDA as well because blocks on DDA means if they have multiple locations all over the world, I can just sell them. I can do a cross sell, and they can just make them understand the usage. I mean, the advantage of blocks on DDI is having to a customer who has a couple of locations all around the world, they can interact easily. So they can communicate easily and the cybersecurity side as well. They can protect their environment by blocks on DDI. So, initially, they were not agreeing for that, and a couple of times I had explained the same, and I had shown a demo of the same. So they were interested in that. Then we got into a mutual agreement. And we had offered them initially with a 1-year contract. And after that, the client was very happy with that particular product and then became a long-term partner. We reached a mutual agreement to increase the contract to 5 years. So I believe that was one of the things.

I have given a lot of company with the products and updates. So, but still, you know, we had a resource for a couple of customers then. They were actually not interested in buying so many products from our end. So, I believe on that particular time, we were doing a cross sell. In the sense, I just mentioned in my previous question, that we were doing Crozil as well. So, Absa and Crozil was a part of that, and the client was actually not happy to increase the quantity of a particular product. So, we tried to improve the sales. We tried to do cross sells as well. That is actually meant for closed sold services. If a customer is having one of our flagship products, we will just try to introduce them to a new product as well. That's how it works. Though they were happy with our demo and presentation or our implementation strategy and how it is beneficial for their environment, then, they would try to purchase the product. And also, we would give a good discount initially. And once it is running, in the future down the line somewhere in time, we can increase the price of the product as well according to the usage.

I have even with the engineering team as well as the support team, we have a good relationship even from the sales perspective. If I'm acting as an account manager, I'll have a good relationship and keep trying to keep a good rapport with that because most of the tickets and requests, I mean, requests and issues, will be firstly reported to account managers, I believe, or the customer success specialist. So first of all, we'll just try to understand the case or the issue or the request they have, and then I'll discuss with the proper concerned department. If it is from the support team, then I will just contact the support team. So I'm very happy with that. We're creating a good rapport with them. Because whenever we have a lack in some of the products, we can just directly address them and ask them. Can we just, like, get an explanation that will be good for us, particularly for the product, to selling out or if there's a backend application scenario happening, then we can just discuss with the engineering team as well. So I'm very good with that as well.

So, first of all, when we're doing a quarterly business report, we'll just generate the sales of ARR. And, also, I'll just try to include the uplift amount which we had. Then, according to that, the future uplift amount, we'll be including that as well. So whenever we're giving a sales percentage to the custom, I mean, to the senior leadership team, they will have a proper picture because they'll be having a presentation, they'll have a proper picture of that particular thing. And next time when we're doing the next uplift, we will just mark the same according to the previous quarter. This change has happened over there, and this is a kind of good uplift that has happened over here. So that uplift can be calculated and in the future quarters or future quarterly presentations, they can easily understand how much growth they can have. That's one thing I'll just try to include. And the second thing is addressing the achievements. Oh, that's one of the main things because of how many cross-sells and upsells had happened over here and what kind of potential has happened in the sales scenario. So that's also what I'll be updating.

So it's methodology in the sense I can clearly mention the upsets and grocers. Also, from the renewal side, we'll just try to increase the quantity as well. If they've made them familiar with the new product as well from the company perspective there, I'm interested in that also. The company is what we do for one year, then I'll just try to make them for two years or three years if they're interested. And also, we can just give them a reduction in pricing as well, for two or three years. If it's two or three years, we can just try to give them a good discount. So like that, we can just use the methodology. That's one of the specific sales methodologies I can use to consistently meet and exceed my sales quotas.

CRM is one of the main things we need to use in Salesforce because I'm still using Salesforce and also Zendesk. This is one of the two CRMs I'm very familiar with. So Salesforce will give proper sales updates and provide a dashboard on how many sales have happened, how many have been closed, and what kind of accounts we have lost. That kind of reporting is provided by Salesforce, making CRM one of the main tools we can depend on. Instead of giving a QVR quarterly business review to a customer or senior relationship team, we can easily go to the CRM, pull the relevant data, and update it. The CRM is one of the main useful tools over here, I believe.