
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
Starting at 6:00 PM UTC
I am flexible on timing so just message me if you're interested but don't see a time that works for you!
Questions? Start chatting with this coach before you get started.
Drisha's Offerings
Custom hourly · $100/hr
Get help with Customer Retention, Customer Satisfaction, and .
Drisha also coaches for Business Development & Partnerships and Customer Support. View all.
Drisha’s free events
Live interactive sessions you can join for free.

Ask Me Anything : Customer Success Edition
Starts in 5 hours · Sep 17 at 11:30 PM UTC
7 people going
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
Drisha also coaches for Business Development & Partnerships and Customer Support. View all.
About Drisha
Hi, I’m Drisha! If you’re trying to figure out what’s next in your career — whether that means landing a new role, making a career change, positioning yourself for a promotion, or simply getting clearer on your direction — I’m here to help you turn that goal into a strategy you can actually execute. A big part of my coaching approach comes from my experience in client strategy. In my current role at ShopMy, I work closely with brands on customer strategy, retention, growth, and expansion. A lot of my day-to-day work involves understanding where a client is today, identifying where they want to go, figuring out what’s getting in the way, and building a plan to get there. That’s also how I approach career coaching. Rather than giving you generic advice, I like to start with the outcome you want and work backwards. What does success actually look like? What needs to change? What are your strongest opportunities? And what specific steps can you take to move closer to that goal? I started my career at Bloomberg, where I worked across financial analysis, client support, account management, and relationship management, before moving into a fast-growing startup environment at ShopMy. Across both experiences, I’ve worked with a wide range of stakeholders, built and managed client relationships, identified growth opportunities, communicated with senior leaders, and learned how to turn ambiguous problems into actionable plans. I’ve also navigated career transitions of my own, and I know how difficult it can be to figure out what you’re actually good at, how to position your experience, and what direction makes sense next. I especially enjoy working with people who want help with: • Career clarity and figuring out what to do next • Career transitions and breaking into a new field • Customer Success, Client Success, Account Management, and other relationship-driven careers • Building a strategy for landing your next role • Positioning your experience and telling a stronger career story • Preparing for interviews, promotions, and important career conversations • Turning a big career goal into a clear, actionable plan My goal is for you to leave our conversations with more than just ideas. I want you to have a clearer understanding of where you’re going, why you’re taking that path, and a concrete plan for what to do next.
Why do I coach?
I’ve been really fortunate to have strong mentorship and coaching throughout my life. From my older brother and early sports coaches helping guide me through school and college to mentors who have supported me throughout my career, I’ve seen firsthand how valuable it can be to have someone in your corner. The right coach or mentor can give you perspective when you’re feeling stuck, challenge you to think bigger, or simply remind you of what you’re capable of. I’ve benefited so much from those relationships that I genuinely enjoy being able to provide that same support to others. Coaching feels like a natural way for me to pay that forward. I love helping people gain clarity, work through challenges, and feel more confident about the next step they want to take.
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
10 Reviews
Overall Rating
5.0
Knowledge
5.0
Value
5.0
Responsiveness
5.0
Supportiveness
5.0
Drisha has helped clients get into these companies: