Hi, I'm

Rehan Shaikh

Customer Success Specialist - CRM

Customer Success Specialist skilled in Client Onboarding, Retention Strategy, CRM insights, and Relationship Management to drive satisfaction and growth.

7+

Years Of Experience

25+

Projects Completed

5+

Certifications

My Skill Set

Turning Customer Data into Actionable Insights to Drive Retention and Growth

CRM Analytics & Customer Health Forecasting

Leveraging CRM data to forecast churn and renewals, track customer health scores, and enable proactive success planning.

Customer Success Analytics & Retention Management

Analyzing customer usage, health scores, and feedback in CRM tools to identify risks, improve retention, and drive renewals.

Customer Insights, Reporting & KPI Tracking

Building dashboards to track CSAT, NPS, churn, onboarding progress, and engagement metrics for proactive customer management.

Why Choose Me

My Experience Area

CRM & Sales Analytics
95%
Power BI & Tableau Dashboards
90%
Reporting & KPI Visualization
91%
Account Management
87%
MS Excel/ Google Sheet
92%
Forecasting & Trend Analysis
88%
ERP Systems (SAP/Oracle)
88%
Stakeholder Communication
90%

Projects

My Amazing Works

Experience

Sales & Marketing Specialist

Bell Canada

Sales and Marketing Specialist
Nov 2024 – Present

Roles & Responsibilities

● Optimized client pricing using SQL analytics, boosting value and sustaining $39.6K monthly retention.

● Integrated KPIs via Power BI and automated workflows, improving account monitoring and increasing adoption by 127%.

Account Specialist

TELUS

CRM & Sales Operations Analyst
Apr 2024 – Oct 2024

Roles & Responsibilities

● Boosted customer activation 37% through segmented engagement analytics and personalized onboarding, enhancing retention and renewals.

● Optimized Salesforce CRM with automated health tracking and intelligent segmentation, improving reporting accuracy and process efficiency by 137%.

Sales Associate

Bell Canada

Frontline Sales Analyst
Nov 2022 – Mar 2024

Roles & Responsibilities

● Applied CRM-based targeting to raise customer acquisition by 23% and exceed regional goals by 12%

● Monitored market trends via Power BI dashboards, driving a 15% uplift in regional brand performance.

Concept Manager

Lifestyle International Pvt. Ltd.

Retail Analytics & Strategy Lead
Nov 2020 – Apr 2022

Roles & Responsibilities

● Increased private-label visibility using shopper analytics and layout redesign, driving $32K in incremental sales.

● Managed data workflows for 28-member team, improving customer loyalty and retention scores by 15%.

Assistant Concept Manager

Lifestyle International Pvt. Ltd.

Merchandising & Sales Analyst
Jun 2017 – Oct 2020

Roles & Responsibilities

● Implemented data-based replenishment models, improving productivity by 18% and sustained sales growth by 10%.

● Created competitive analytics reports guiding inventory and pricing alignment across multiple categories.

Sr. Accounts Executive

Serco Pvt. Ltd. – Client: General Mills

ERP Sales Data Analyst
Jun 2014 – May 2015

Roles & Responsibilities

● Processed sales transactions via SAP/Oracle maintaining 98% reporting accuracy; automated validations reducing errors by 25%.

● Built Power BI reconciliation reports, cutting approval cycles by 28% and enhancing forecasting precision.

DEGREE

EDUCATION

Postgraduate Diploma: Market Research & Analytics

Jan 2023 – Aug 2023

Centennial College, Ontario

Postgraduate Diploma: International Business Management

May 2022 – Dec 2022

Centennial College, Ontario

MBA in Marketing

Jun 2015 – May 2017

Rizvi Institute of Management Studies & Research, India

Bachelor of Commerce

Jun 2011 – May 2014

Mumbai University – Royal College, India

Clients Are Satisfied For Our Work, View Feedback

Analytical, Strategic, and Results-Oriented

Rehan consistently transforms raw sales data into insights that improve conversion metrics and strengthen business performance.

Regional Territory Manager

Lifestyle International Pvt. Ltd.

A Strategic Analyst with Customer-Centric Vision

His blend of data-driven analysis and customer-first strategy directly improved retention, performance metrics, and cross-team alignment.

Senior Operations Lead

TELUS

Phone

(+1) 416-388-8545

Mail Id

shaikhrehan276@gmail.com

Address

Ontario, Canada