Francis Gerson

Francis Gerson

Customer Success Manager · Client Relationship & Account Management

Ooty, Tamil Nadu, India

@francisgerson23503404

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About

Customer-facing operations professional with 15+ years of experience managing client relationships, driving product adoption, and supporting retention across SaaS and CRM-based platforms. Known for structured communication, escalation handling, and audit-ready account management across fast-moving remote environments.

Experience

  • Inbox Manager / Customer Success
    Buzzlead
    Aug 2025 – Jul 2026

    Managed a high-volume shared inbox for US and UK clients, capturing requests, clarifying priorities, and assigning ownership through to resolution. Coordinated follow-ups and escalations across teams, tracking actions, dependencies, and next steps to keep client accounts on track and reduce risk of drop-off. Maintained structured CRM workflows for lead tracking, scheduling, request follow-up, and escalation handling. Delivered clear, audit-ready updates to leadership that surfaced active needs, blockers, and account health signals.

  • Project Manager
    Doodleblue Innovations Pvt Ltd
    Jun 2022 – Oct 2024

    Served as the central point of contact between leadership, clients, and internal delivery teams, clarifying requests and maintaining stakeholder alignment throughout each engagement. Built documentation, trackers, and status reports that improved visibility into account progress, supported decision-making, and reduced miscommunication.

  • Client Success & Implementation Specialist
    Bitrix24 CRM
    May 2017 – May 2022

    Managed CRM onboarding and ongoing communication for 40+ clients, driving workflow adoption and translating client needs into practical, actionable steps. Acted as the primary point of contact for client questions, guiding stakeholders through CRM and workflow concepts to support long-term retention and satisfaction.

  • Lead Customer Service Executive
    Groupon Shared Services Pvt Ltd
    Feb 2013 – Apr 2017

    Handled customer escalations, investigated issues, and resolved concerns professionally while protecting client relationships and minimizing churn. Built tracking systems and performance reports to identify workflow gaps and support targeted process improvements.

Education

Skills

5 to 8 years 5 to 8 years A long stretch - five to eight years.
2 to 5 years 2 to 5 years Several years of experience.
1 to 2 years 1 to 2 years A year or two of steady use.

Tools / apps / platforms

1 to 2 years 1 to 2 years A year or two of steady use.
ClickUp Zendesk

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