Drisha Gwalani
Client Success & Account Management Expert | Driving Retention and Exp
Studied at University of Michigan - Ann Arbor
Works at ShopMy
Successful clients at
Available tomorrow at 1:00 PM UTC
Questions? Start chatting with this coach before you get started.
Drisha's Offerings
Custom hourly · $45/hr
Get help with Customer Retention, Customer Satisfaction, and .
Drisha’s Customer Success Qualifications
Experience level: Manager
Drisha has helped clients get into these companies:
I’m qualified for a Customer Success Coach role because my experience has consistently centered around client success, onboarding, retention, and mentorship. Across roles at Bloomberg and ShopMy, I’ve managed high-value client relationships, led hundreds of client trainings and strategy sessions, and helped customers maximize product adoption and ROI. I’ve also coached and onboarded new team members, created training strategies, and mentored junior associates to help improve performance and their ramp-up. My background combines strong communication and relationship-building skills with a data-driven, consultative approach to customer success, making me well-equipped to support and coach young professionals interested in customer success.
Drisha can help with:
Customer Retention
Customer Satisfaction
Customer Success Strategy
Interview Prep
Networking Strategy
Promotion Strategy
Skill Building
Work Experience
Client Strategy Manager
ShopMy
February 2026 - Present
• Owned both revenue and retention quotas quarterly, consistently achieving an average of 103% MRR attainment, directly driving customer retention, increased customer investment, and stronger client partnerships • Increased client engagement by 206% from Q2 to Q4 through data-driven expansion strategies, generating $1.4M+ in incremental client spend beyond subscription revenue • Consistently mitigated churn risk across renewals by leading executive-level ROI discussions and realigning customer spend with business priorities, converting retention risk into expanded client spend • Partnered cross-functionally with product, onboarding, and leadership team to improve post-sale efficiency, championing a new AI tool that reduced manual workflows and enabled more strategic customer engagement • Mentored and supported the ramp of a junior associate through structured onboarding and regular feedback cycles, improving execution and outcomes across shared accounts and readiness for increased responsibility
Senior Associate
ShopMy
September 2024 - February 2026
Relationship Manager
Bloomberg
July 2024 - October 2024
Maintained over 30 million dollars of annual revenue for core products by serving as the primary point of contact for 4 tier one accounts in southern sales region, consisting of a user base of over 1300 end users • Fostered stronger client relationships with key stakeholders and individual users by holding over 700 virtual and on-site meetings a year to answer questions, understand and optimize client workflows, onboard new users, educate users on product offerings within firm’s subscription model, and share relevant product updates • Identified potential business threats by analyzing client usage data, setting up meetings to uncover usage of other products, and generated 3 strategies with account team to engage with clients and displace competing products. • Served as a coach for 3 new account managers entering the salesforce by creating weekly and monthly strategies for them to better understand the role, our client base, day to day responsibilities, and department structure
Account Manager | Senior Account Manager
Bloomberg
May 2023 - July 2024
(Senior) Financial Analyst
Bloomberg
July 2021 - May 2023
Financial analytics intern
Bloomberg
June 2020 - August 2020
Education
University of Michigan - Ann Arbor
Bachelor of Business Administration - BBA, Business Administration and Management, General
2017 - 2021
6 Reviews
Overall Rating
5.0
Drisha has helped clients get into these companies: