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Customer SuccessAccount ManagementSales Engineering

Builds from zero.
Scales to retain.

Enterprise SaaS operator with high-ownership, high-agency experience across martech and mobile personalization. I turn ambiguous post-sale moments into repeatable onboarding, adoption, renewal and expansion systems.

$6M → $8MPortfolio NRR
88%Retention
$600K+Expansion closed
30+Features shipped
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Aishwarya Deshmukh seated in a modern office, wearing a navy blazer and beige trousers
Based in San Jose, CA
Authorized to work in USA Open to Strategic or Enterprise CSM, Account Management and Sales Engineering roles.

Founding CS Motions

Stepped up as primary CSM and SME on a post-acquisition product experience platform. Built onboarding, success plans and the playbook from scratch. GRR moved from 60% to 85% in 6 months.

Enterprise Portfolio

25+ accounts across D2C, e-commerce, BFSI and travel, including 6 at $500K+ ACV, with stakeholders from operators to the C-suite.

Commercial Expansion

$600K+ in expansion revenue sourced and closed independently through CSQL qualification, new channel adoption and paid feature growth.

Technical Fluency

SDK, API and webhook onboarding across push, RCS, WhatsApp, SMS, email and in-app. 30+ features driven onto the product roadmap.

Who I am

About Aishwarya

I'm a passionately curious Customer Success and Account Management professional with high-ownership, high-agency experience in the martech and mobile personalization SaaS space. I consistently ended up owning more than I was supposed to, and delivering on it. Two of my accounts ran around $240K MRR each, and I was pulled into board-level discussions on both. Not because it was my role. Because I knew those accounts better than anyone in the room.

The work I'm proudest of is the zero-to-one playbook work. When a post-acquisition product experience platform arrived with no CS coverage, I stepped up as its primary CSM and subject matter expert and built the entire motion from zero: onboarding, success plans, internal enablement. That is how I work, and it is why early, complex, accountable environments are exactly where I want to be.

Career & Scope
Building in public · 2025 to Present. Real workflows with Clay, Lovable, Replit, Supabase and Claude. SQL in progress.
Primary CSM and SME on Boxx.ai, post-acquisition. No CS coverage on arrival. GRR 60% to 85% in 6 months.
CSM @ Netcore Cloud · Aug 2021 to Jan 2025. $6M to $8M NRR; 88% retention across 25+ accounts; national RCS rollout.
Marketing & Strategy Intern @ CaratLane · 2021. E-commerce funnel analysis shaping campaign decisions.
View full resume →
My Process
Map the account first. Contract history, usage data and stakeholders before any outreach.
Define success in the customer's numbers. ROI milestones their leadership recognizes.
Build the playbook while running it. Zero-to-one motions, adopted org-wide.
Instrument health early. Leading indicators, so risk surfaces in month two, not month eleven.
Earn expansion, don't pitch it. CSQL qualification tied to real usage signals.
Close the loop with product. Structured business cases; 30+ features shipped from them.
Outside the Portfolio
Building with AI. Curiosity usually turns into a prototype by the weekend.
Always learning. AI, behavioral psychology, business strategy, and ideas that shape how people think and work.
Cinema over binge-watching. Animation, screenwriting and behind-the-scenes filmmaking: my masterclasses in creativity.
Cooking as a creative outlet. Equal parts intuition, experimentation and bringing people together.
History rabbit holes. Ancient engineering, forgotten civilizations, breakthroughs centuries ahead of their time.
Chai over everything. A daily ritual. Non-negotiable.
7+ years of community work. Teacher workshops across 3 schools in Maharashtra.
My work

Case Studies

Operating stories: situation, intervention, result and what it proves. Click any card.

01 / POST-ACQUISITIONFounding CS Motion

The Acquisition That Arrived With No Playbook, No Coverage and 60% GRR

Netcore acquired a product experience platform: guided walkthroughs and nudges for mobile and app environments. It came with a pipeline of Netcore customers, low retention and no active CS coverage. So I stepped up as its primary CSM and SME. GRR moved from 60% to 85% in 6 months.

0-to-1RetentionPlaybooks
View case study →
02 / RCS CHANNEL LAUNCHGTM Motion

Taking a Brand-new Channel National: 4X Volume, 8X Customer ROI

Google had just reintroduced RCS in the India market. Customers were settled on WhatsApp, SMS and email, and nobody wanted to move first. I took the first account live, then headed the rollout across Netcore's India accounts.

AdoptionNew ChannelRCS
View case study →
03 / D2C BEAUTYEnterprise Growth

Turning High-Intent Signals Into 12.5X ROI for a D2C Beauty Brand

India's first 100% vegan beauty brand needed conversion and retention outcomes, not send volume. Segmented, intent-based omnichannel programs delivered 12.5X ROI on WhatsApp price-drop campaigns.

D2CMulti-channelIntent-based
View case study →
04 / EMAIL AT SCALEZero to Scale

Scaling a Brokerage Newsletter From Zero to 100K Emails a Day

A leading retail brokerage kept email as a compliance checkbox while growth ran on other channels. After months of groundwork, they came to us asking for a high-scale newsletter program, growing from zero to roughly 100K emails a day.

BFSIDeliverabilityWar-room Ops
View case study →
Built, not watched

AI Builds

Relocation break, filled with artifacts. MVPs shipped with Lovable, Replit, Clay and Claude.

FEATUREDLive on Lovable

CSM Portfolio Status Whisperer

A live portfolio health dashboard built end-to-end on Lovable. It turns account signals into the view a CSM actually needs on a Monday morning: who is healthy, who is drifting, and where the next conversation should be.

LovableCS OpsHealth Scoring
Open the live build →
02Live on Replit

SQL Buddy

An AI analyst for GTM data, built on Replit while working through a structured SQL plan. Ask a question in plain English; it thinks in SQL and answers like an analyst.

SQLReplit
Explore →
03Tool

Delivery Tracker

A tool for commitments and deliverables across accounts, so nothing a customer was promised falls through between meetings.

CS OpsTracking
Explore →
04Tool

Competitor Analysis Engine

A tool that turns scattered competitor signals into a structured battlecard view, built the way a CSM preps for a renewal where a rival is circling.

ResearchBattlecards
Explore →
$8MPortfolio NRR,
scaled from $6M
88%Retention across 25+
enterprise accounts
$600K+Expansion revenue
closed independently
7×Recognitions: 4 industry awards
and 3x Star Performer
Mental models

How I Actually Think

The operating beliefs behind the numbers.

Renewals are won in month two, not month eleven

By the time a renewal feels risky, the decision was already made months ago. Health scoring, early risk identification and QBRs tied to ROI milestones are how 88% retention actually happens.

Expansion is earned, not pitched

$600K+ closed without a sales quota. Every dollar came from usage signals and CSQL qualification: the customer was already leaning in, I just built the business case.

The playbook you inherit is rarely the one you need

Boxx.ai taught me this. Three product lines, no templates, no precedent. The playbooks I built there were adopted org-wide because they were written from the field, not the deck.

Health scores are smoke detectors, not report cards

A score that only confirms what already happened is decoration. I instrument leading indicators, so intervention happens while there is still something to intervene in.

Product feedback is a revenue activity

30+ features made it to the roadmap because I brought Product structured business cases, not complaint lists. Customers who see their input shipped renew differently.

AI automates touchpoints, not judgment

AI can draft the QBR deck and flag the risk. It cannot decide which risk matters, or sit across from a CMO and hold the room. The CSMs who win pair the automation with the judgment.

Interactive tools

GTM Lab

Frameworks I decide with. All run in the browser, no data saved. Try them.

01Health

Account Health Score

Rate the four signals I weight in real portfolios. Get a verdict, not just a number.

Verdict appears here.
02Renewal

Renewal Risk Radar

Four inputs, one honest read on where the renewal actually stands.

Risk read appears here.
03Expansion

Expansion ICE Calculator

Rate an expansion play on Impact, Confidence and Ease. Get a prioritisation call.

5.0Balanced play. Worth a discovery call, not yet a business case.
04Health

Adoption Curve Visualiser

Enter active usage by milestone. See the curve and where the story breaks.

05Onboarding

Onboarding Funnel Simulator

Enter stage conversion rates. Find where you are losing the customer.

06Expansion

Ask Prioritiser

Add customer asks with revenue impact and effort. Get a ranked queue, the way 30+ features earned their roadmap slot.

07Health

Account Comparator

Compare two accounts on the signals that predict renewal. Find which needs you first.

Verdict appears here.
08Strategy

Success Metric Builder

Pick industry and lifecycle stage. Get the QBR metric leadership will actually care about.

Recommendation appears here.
09Strategy

QBR Readiness Checker

Eight questions to answer before booking the room.

0 / 8. Not a QBR yet, it is a status update.
10Strategy

Success Plan Sanity Checker

Type a success plan objective. The five checks flip green as your plan earns them.

11Onboarding

Onboarding Complexity Estimator

Check what applies. Get a ramp estimate before you promise a go-live date.

Low1 to 2 weeks. Standard kickoff, single-thread ownership works.
12Expansion

Advocacy Readiness Checker

Will this customer give a referral, a case study or a quote? Find out what to ask for, and when.

Not yetAdvocacy is earned. Deliver a visible win first, then start with a quote.
Thinking

Field Notes

Short notes on customer success, AI and ownership.

FIELD NOTE 01

AI in marketing isn't a content problem

It is an operations problem. The real shift is not writing faster; it is what happens when execution gets handed to agents. Marketers stop being task executors and become managers of systems. The CSM version is the same: AI can automate the touchpoints, but not the judgment behind them.

FIELD NOTE 02

Ownership shows up before the title does

In high-stakes accounts, the person who knows the context becomes the owner by default. Two $240K MRR accounts pulled me into board-level discussions for exactly that reason. That is the environment I want: early, complex, accountable, and close to the customer.

Education & credentials

Background & Toolstack

Education
MBA, Business DesignWelingkar Institute of Management, Mumbai
B.E., Electronics & TelecommunicationSinhgad College of Engineering, Pune · First Class with Distinction
Certifications
PG Certification, Digital Marketing & CommunicationMICA
Policy Fellows Forum 2.1Czech Embassy & UNGCNI, Institute H21 Prague
Google Cloud Generative AI FundamentalsIn progressGoogle Cloud
Prompt EngineeringIn progressDeepLearning.AI x Anthropic
Languages
EnglishFluent
HindiNative
MarathiNative
Toolstack
GainsightIntelloSalesforceHubSpotNotionMixpanelGoogle AnalyticsShopifyClayLovableReplitSupabaseClauden8nSQL · learning
Resume

Full Snapshot

Customer Success & Account Management Enterprise SaaS 0-to-1 builder San Jose, CA Authorized to work in the US
Download PDF

Key skills

Revenue ExpansionGTM Motion BuildingUse Case DiscoveryOnboarding VelocityLand and ExpandExecutive QBRsAccount Health ScoringChurn PreventionSuccess PlanningPlaybook ArchitectureRevOps AlignmentProduct Feedback LoopsLifecycle ManagementTime-to-ValueEnd-to-End Account Ownership

Experience

Customer Success Manager · Netcore Cloud August 2021 to January 2025 · Mumbai, India
  • Scaled portfolio NRR from $6M to $8M. Independently sourced and closed $600K+ in expansion revenue through CSQL qualification, new channel adoption, paid feature expansion, renewal strategy and commercial negotiations.
  • Stepped up as primary CSM and SME for Boxx.ai post-acquisition, a product experience platform inherited with low retention and no active CS coverage. Built the onboarding motion, success plans and internal playbook from scratch and stabilized accounts.
  • Owned the end-to-end post-sale lifecycle across 25+ accounts spanning enterprise, mid-market and startups in D2C, e-commerce, BFSI and travel, including 6 accounts at $500K+ ACV.
  • Locked in 88% retention and pushed paid feature adoption across 60% of the portfolio through success plans, health scoring via Intello, early risk identification and executive QBRs tied to ROI milestones.
  • Accelerated go-live across SDK, API and webhook setups by owning timelines, resolving blockers and coordinating internal and client teams.
  • Reduced onboarding ramp time across three product lines by building zero-to-one success playbooks for WhatsApp Business, RCS and PX. Adopted org-wide.
  • Headed Netcore's national RCS rollout, driving all accounts live on a new revenue channel: 4X volume growth for Netcore, average 8X ROI on campaign spend for customers.
  • Championed customer needs internally with structured business cases to Product and Engineering, directly driving 30+ feature additions to the roadmap.
  • 3x Star Performer of the Quarter. Co-won 4 industry awards tied to engagement and retention outcomes: ET Brand Disruption (StarQuik), e4m Pitch BFSI (BAGIC), ET Martech+ and MTA Marketech Asia (Plum Goodness).
International Marketing & Strategy Intern · CaratLane, a Tanishq Partnership February 2021 to June 2021 · Mumbai, India
  • Analyzed e-commerce funnel metrics and surfaced insights that shaped cross-functional campaign decisions; improved CTR and product engagement through targeted lifecycle interventions.

Leadership

Associate Member · Maharashtra Shikshan Samiti May 2017 to Present · Shirala, Maharashtra · Part-time
  • 7+ years of community work alongside full-time employment: teacher workshops across 3 schools, a 35% increase in English-medium enrollment, and consistent meal access for students.

Education

MBA in Business DesignWelingkar Institute of Management, Mumbai B.E., Electronics & TelecommunicationSinhgad College of Engineering, Pune
Let's connect

Let's talk customer outcomes

Open to Strategic or Enterprise CSM, Account Management and Sales Engineering roles at AI-native and SaaS companies. Also happy to compare notes on 0-to-1 CS motions, or on what AI is actually changing in post-sale work.

aishwaryad31@gmail.com LinkedIn Book a 15-min chat