TASNIM ROHAL

Octus is a global provider of credit intelligence and data.

Achievements:

• Built and scaled the Customer Success function across EMEA and APAC from the ground up, growing a high-performing team of 10 from an initial 3.
• Designed and delivered an upskilling program for the EMEA & APAC team, owning end-to-end program management. Impact was measured through manager feedback and 360 reviews, with strong outcomes leading to the program being expanded to the US.
• Designed and implemented a structured 3-4 week onboarding programme from scratch, replacing an informal checklist with a rich learning journey. Manager and peer feedback confirmed measurably stronger readiness compared to previous hires.
• Introduced clear, measurable quarterly OKRs with a rolling review cycle, and built a competency framework across 5-6 categories to give team members transparent progression criteria. Partnered with senior leaders across regions to drive adoption, improving engagement and career development clarity at scale.
• Managed a strategic portfolio of senior client accounts which involved conducting executive-level platform demos, user coaching sessions, and co-delivering product and market content alongside internal lawyers and financial analysts to drive platform adoption and maximise client value.
• Partnered with Salesforce specialists to design custom KPI dashboards integrating Power BI, delivering real-time visibility into client health, retention risk, and team performance. This enabled data-driven decision making across sales, product, and customer success teams.

Third Bridge is a global financial services research firm.

Led AM & CS across 80% of Third Bridge’s global consulting portfolio (including Big 3 and top 10 professional services firms) designing and delivering client engagement programs, building senior stakeholder relationships, and driving capability development initiatives to improve adoption and long-term client value.

Achievements:

• Designed and delivered a comprehensive Global Consulting AM Playbook, a full capability resource covering end-to-end client management, built collaboratively with input from multiple stakeholders and subsequently adopted as standard onboarding material for all new Managers and Senior Associates.
• Improved product adoption by building relationships with staffing managers, securing buy-in for a workshop program and owning end-to-end delivery across 5+ US office locations
• Designed and executed a global NPS improvement program which resulted in NPS growth of 30% QoQ in EMEA and 20% in North America.

Served as the senior client-facing lead for Third Bridge’s largest global professional services client across Europe, coordinating delivery across 6 specialist research teams to drive engagement, adoption and strategic value for the account.

Achievements:

• Led a structured client engagement program during Covid-19 - scaling senior stakeholder touchpoints from ~10 to 60+ and leveraged insights to inform commercial strategy and identify new opportunities during a period of significant market uncertainty.
• Designed and delivered Third Bridge’s first ever virtual client workshop for their largest global client with success leading to this being replicated across other client segments globally.
• Led two operational overhauls in partnership with legal and client stakeholders which involved redesigning the compliance framework governing research delivery and overhauling the invoicing and billing process. Both initiatives significantly improved operational efficiency and the day-to-day working relationship with the client.

Launched and led a new team across the Nordics, BeNe, Italy and Spain to diversify Third Bridge’s client base, managing 18 direct reports with a combined revenue target of $900K and full P&L responsibility.

Achivements:

• Designed and delivered ‘Meet Third Bridge’ client workshops across BeNe & Nordics, introducing new client cohorts to Third Bridge’s services which led to a 40% increase in new projects. This led to revenue for Third Bridge’s Nordics Consulting portfolio tripling from $70K to $260K in a single quarter.
• Launched a Q3 engagement strategy that delivered revenue targets within 8 weeks despite seasonal slowdown.
• Coached and developed senior team members, retaining and promoting 3 to Manager roles.

Promoted from Client Associate (Jul 2016 - Aug 2017) to Manager to turn around an underperforming but high-potential team of 8 direct reports, becoming the highest billing team in London within two quarters, breaking European revenue records and achieving #1 provider status for Third Bridge’s largest key account.