Upasana Banerjee

Trailblazer
DISC Type : ID

Senior Customer Success Manager at AppViewX

Bengaluru, Karnataka, India

Overview

Upasana Banerjee is a Senior Customer Success Manager with nearly a decade of experience in cybersecurity and communications. Holding an MBA in Finance, she specializes in managing enterprise accounts to drive retention and growth. Colleagues describe her as professional, accountable, and a great communicator.

She has shown interest in the impact of artificial intelligence, noting how AI is accelerating business processes and increasing customer expectations for speed and efficiency.

As a founding Customer Success Manager in previous organizations, she has unique experience in shaping team expansion and defining the CSM function.

Personality Overview

Values Relationships

Charismatic

Achievement-Oriented

They are charming and can persuade others to support their decisions.  A combination of speed and relationship gets the best response from them. They will fight for you if they come to believe in you.

Topics They Care About

Customer Retention
Her experience highlights achieving 100% renewal rates by focusing on executive stakeholder alignment, proactive value delivery, and long-term success planning.
Cybersecurity Sector
She has held senior customer success roles at multiple cybersecurity firms, including Cyble Inc. and ColorTokens Inc. , managing strategic accounts.
AI & Business Efficiency
She has commented on how AI is feeding the collective craving for speed and efficiency, leading to faster business scaling and higher customer expectations.

Media Appearances

Upasana has no verified media appearances

Work History

10-2025
Senior Customer Success Manager at AppViewX
4-2024 - 9-2025
Senior customer success manager at Cyble Inc.
3-2023 - 4-2024
Client Success Manager at ColorTokens Inc.
5-2020 - 2-2023
Customer Success Manager at Twilio Inc.
8-2016 - 4-2020
Customer Success Advocate at Lifesize

Education

2011 - 2013
MBA in finance from Ramaiah institute of management studies
2008 - 2011
Bachelor of Commerce (B.Com.) from sivanath sastri college/ calcutta university

More Information

Social Presence :

Prographics :

Exp : 9 Location : Bengaluru, Karnataka, India Job Level : Middle Designation : Senior Customer Success Manager at AppViewX
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Insights For Selling To Upasana

During A Call Or A Meeting

DO's

  • Keep your pitch focused on the impact but nurture the relationship too
  • Use phrases like ‘your decision will’, ‘you will impact’ etc.
  • Help them visualize the impact of their decision

DONT's

  • Avoid unnecessary negativity or slowness
  • Don't make any commitments that you might not be able to fulfill
  • Don’t force involvement of other stakeholders unless it is critical

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Upasana is

  • Relationship and product conviction matter equally, followed by a sense of achievement.
  • Will you ever get a clear answer from Upasana

  • If they are not convinced, they will say no though in a friendly way.

Insights For Deal Planning

    How fast (or slow) will Upasana move?

  • They can reach decisions quickly if they develop trust and confidence in the product.
  • Can Upasana take some risk or not?

  • If necessary, they will be ready to take risks.

You And Upasana

Personality Compatibility


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