Soumya Pallavi

Questioner
DISC Type : c

Customer Success Specialist at Freshworks

Greater Bengaluru Area, India

Overview

Soumya is a customer success professional with experience at Freshworks and LinkedIn, specializing in the SaaS industry. She manages both SMB and enterprise accounts, focusing on the entire client lifecycle including onboarding, adoption, renewals, and expansion. She holds a PGDM from the Jagdish Sheth School of Management.

Outside of her direct role, Soumya demonstrates a keen interest in continuous learning and emerging technologies. She recently completed a hands-on workshop on Generative AI to explore its applications in productivity and creativity. She is also inspired by and interested in the principles of effective leadership.

She proactively enhances her skills by completing workshops on trending topics like Generative AI.

Personality Overview

Price-Sensitive

Systematic

Value Seeker

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  They prefer to analyze every situation thoroughly.
 They are more likely than others to negotiate on pricing and terms.

Topics They Care About

SaaS Customer Success
Her entire career focus is on driving value for SaaS customers, managing everything from onboarding and adoption to retention and expansion.
Generative AI
Recently completed a workshop on Generative AI, showing a proactive interest in leveraging new AI tools for productivity and creativity.
Client Relationship Mgt
Emphasizes being close to customers to understand their needs, spot risks early, and ensure they get real value from products.

Media Appearances

Soumya has no verified media appearances

Work History

5-2025 - 12-2025
Customer Success Specialist at Freshworks
10-2023 - 1-2025
Customer Success Manager at Diligent
7-2022 - 6-2023
Marketing Solutions Consultant at LinkedIn
8-2021 - 7-2022
Deputy Manager at DHL Global Forwarding
9-2020 - 8-2021
Management Trainee at DHL Global Forwarding

Education

PGDM from JAGSoM - Jagdish Sheth School of Management
Bachelor of Business Administration from Sri Sri University

More Information

Social Presence :

Prographics :

Exp : 5 Location : Greater Bengaluru Area, India Job Level : N/A Designation : Customer Success Specialist at Freshworks
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Insights For Selling To Soumya

During A Call Or A Meeting

DO's

  • Share as much information as possible regarding your product
  • If you have a lower priced product compared to the competition, call out the same
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Soumya is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Soumya

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Soumya move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Soumya take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Soumya

Personality Compatibility


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