Ullas Vishwanath B

I'm a

About

I'm a strategic Account Manager and Client Success professional with a strong background in relationship management, commercial strategy, and digital marketing. I specialize in serving as a trusted advisor to enterprise clients, establishing governance routines, and translating complex performance data into actionable business decisions. With a Master’s in International Management from IU Berlin, I bring a global perspective to driving client retention and account expansion. My experience spans across strategic alignment, cross-functional collaboration, and proactive account health management, helping businesses achieve mutual success.

Birthday: Jan 08, 1998
Phone: +49 176 36254398

City: Berlin, Germany
Email: ullasvishwanath98@gmail.com

Core Competencies

Client Relationship Management

Account Expansion & Retention

Strategic Forecasting

Cross-Functional Leadership

Executive Communication

Performance Monitoring

Commercial Strategy

Data Storytelling

Education

Masters in International Management (Data Science)

January 2024 - June 2025

Thesis:

Social Media Marketing Analytics: Customer Acquisition & Retention

B.B.A. in Marketing & Human Resources

August 2020 - July 2023

Internship

Human Resources Intern: Mahalakshmi Hall

Experience

Principal Financial Group

Jun 2025 – Aug 2026

Relationship Manager

Served as a trusted advisor and strategic partner to clients, leveraging SQL and Python to analyze customer datasets and drive account growth.
Established regular governance routines and facilitated executive-level meetings, utilizing Power BI dashboards to track customer lifetime value and retention.
Led root cause analysis to resolve complex customer issues efficiently, conducting cohort analysis to support targeted engagement initiatives.
Standardized reporting logic and KPI requirements, improving data consistency across internal business teams and external client reviews.
Collaborated with Marketing, Product, and Finance stakeholders to translate complex analytical data into actionable business recommendations for client success.

SAIMOH Technologies Pvt. Ltd.

Oct 2023 – Mar 2024

Digital Marketing & Analytics Specialist

Increased campaign ROAS by 30% through performance analysis, audience segmentation, structured experimentation, and campaign optimization.
Reduced CPA by 25% by identifying conversion funnel bottlenecks and optimizing campaign targeting, tracking, and customer journeys.
Built GA4 and Power BI dashboards covering acquisition, conversion, retention, attribution, and campaign KPIs.
Conducted A/B testing and campaign analysis to identify opportunities for improving customer engagement and marketing effectiveness.

Boost FinCorp Group

Jan 2021 – Aug 2023

Growth Account Manager

Cultivated relationships with existing clients and identified opportunities for cross-selling, directly contributing to 40%+ portfolio revenue growth.
Advised clients on cohort analysis and behavioral segmentation strategies, successfully improving their lead-to-customer conversion rates by 12%.
Monitored and analyzed account performance, preparing and delivering automated Power BI and Tableau dashboards during client review meetings.
Coordinated with internal teams to deliver solutions that met client objectives, proactively guiding clients' business investment decisions.
Tracked account health metrics and forecasting models to proactively identify risks and secure long-term renewals.

InstaSquares

Jul 2017 – Dec 2019

Account Manager - CRM & Growth

Managed customer accounts and CRM lifecycle activities while monitoring engagement, conversion, retention, and account performance.
Increased lead conversion by 35% through CRM lifecycle optimization, customer journey improvements, and segmentation.
Achieved 95% customer retention through proactive customer management and data-driven engagement initiatives.
Analyzed CRM and pipeline data to identify customer needs, growth opportunities, and process improvements.