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Ex-founder @ ViaSuccess | Customer Success Roots & Product Lead Mindset

82% of Customer Success Professionals recommend Customer Success as a profession, despite that, a staggering 42% of companies still navigate without a dedicated Customer Success Tool, relying on spreadsheets instead.

This paradox is not lost on us at ViaSuccess, where we're committed to turning the tide.

With ViaSuccess I am on a mission not just to innovate but to inspire. 

My mantra? Stand out, don't just blend in. I quote too much (I mean it because I even got it tattooed) from the Sanskrit symbol "Breathe," a beautiful reminder to do things that come naturally.

My entrepreneurial journey is a tapestry of passion and purpose. From launching Tiska on Wooplr in 2016 to weaving narratives as a freelance copywriter, I've always been driven by a love for creation and connection. ViaSuccess is my latest canvas, where I merge my expertise in SaaS, customer success, and marketing to paint a picture of sustainable growth for companies and their cherished customers.

I founded ViaSuccess to address a gap I saw firsthand: brilliant SaaS teams hindered by patchwork solutions. ViaSuccess is the bridge over that gap, a place where strategy and technology meet to create seamless customer journeys and where customer success teams find their stride, turning users into advocates and churn into a thing of the past.

Beyond business, I am a storyteller, a thinker, and an eternal optimist. Whether through the written word or the solutions I craft, I am all about making connections that matter and stories that resonate. When I'm not deep in strategy sessions or championing customer success, you'll find me exploring the power of digital omnichannel experiences to elevate brands to sensation status.

And if you're ready to see what ViaSuccess can do for you, why not start with our 15-day free trial?
https://viasuccess.io/sign-up/

Here's to making every breath count in business and beyond!

Shivanshi Bhatia

Title Resources, Inc

President

Proven ROI

Lead in developing innovative, data-driven, multi-dimensional strategies and tactics to improve customer and business outcomes for strategic CRM client engagements and implementation. Lead in helping bring those strategies to life.

Proven ROI is a CRM Strategy agency that serves businesses and companies in the US. The agency, composed of architects, engineers, and consultants, offers clients CRM and digital marketing strategy consulting services, including determining clients' requirements and objectives across marketing, sales, and service and developing strategies in line with existing and future goals. The professionals at Proven ROI also provide clients with customized marketing and sales onboarding solutions.

Chief Operations Officer

The Home Loan Expert LLC

•	Secure, develop, and grow the preferred lending partnerships with loan-producing teams.
•	Manage multiple loan officers and recruit and develop new teams.
•	Research, develop, and bring new technology and products into production at full company scale.
•	Oversee and created the onboarding department for Loan Originators. 
•	A part of all business operations, including marketing campaigns, media buys, company audits and investor development.
•	Scotsman Guide Top Producer 2018 and 2019.
•	National Top Producer:
2016: 154M originated loan volume.
2017: 176M originated loan volume.
2018: 163M originated loan volume.
2019: 177M originated loan volume.

VP of Sales

Director Of Lending

NewCastle Home Loans

Mortgage Loan Originator

•	Team lead on iPad project from initial production to company wide usage. 
•	Provide professional assistance, troubleshooting, training, methods and procedures to 5000+ employees with Apple (iPad/iPhone/iTunes) product and sales tool issues.
•	Manage numerous on-going issues, multi-tasking at high pace, while providing quick response time for the field to continue business operations.
•	Lead training sessions to assist sales reps in prospecting, new business development, and territory management; with on-going one on one support.
•	Analyze training, procedural, and application issues and trends, while creating solutions, workflows, and informative training sessions.

Sales Management Support

Innovative Energy Inc

Shop attendant

CarSafe

Policy Advisor

Arch Marketing

Intern

Wheatstone Bistro

Supervisor

COO at Proven ROI

"Make time for it. Just get it done. Nobody ever got strong or in shape just by thinking about it. They did it"

taplio

The Battle

Shivanshi Bhatia

Brian McGovern

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