Rohit Tripathi

Business Development Specialist

• Job Details:Consistent KPI achievement: exceeded sales KPIs for 6 consecutive months, demonstrating strong performance and goal orientation. Sales presentations: conducted 10-15 weekly demonstrations of AI-driven finance software to CAs, accountants, and company owners, with a focus on Tally, QuickBooks, Zoho Books, and 1C. AI-powered automation: spearheaded AI integration for automating accounting data entry processes, including document collection, data recognition, item matching, and system publishing. Client relationship management: developed and maintained robust client relationships, enhancing operational efficiency and achieving high levels of client satisfaction.

Sales Engineer and Trainer

• Job Details:End-to-end SaaS implementation: orchestrated the deployment of Bitrix24 and other SaaS solutions for over 200+ clients, including both cloud and on-premise environments, across the UK, Europe, North America, and Asia, ensuring seamless integration and achieving high client satisfaction. Client training and onboarding: developed and delivered specialized training programs to over 200+ top administrators and C-suite executives, enhancing their proficiency and driving significant improvements in software adoption and business processes. Renewal and retention management: boosted SaaS renewal rates by 90% through strategic client engagement and proactive relationship management. Customer success management: directed ongoing support and consultation, maintaining a 90% customer retention rate by addressing regional needs and delivering continuous value.

Sales Engineer

• Job Details:Comprehensive sales and support: delivered technical sales support and implementation services for AI-driven finance solutions, managing client interactions and ensuring successful deployment. Training and implementation: conducted training sessions for clients on the use of financial software, improving user proficiency and satisfaction. Client and market engagement: managed client portfolios across Africa, Asia, and the USA, providing tailored solutions to meet diverse regional needs. Project management: oversaw the end-to-end implementation process, ensuring timely and effective project delivery.