Suryansh Upadhyay

• • Managed 10–20 email campaigns per week across a 500K–1M subscriber base, spanning newsletters, onboarding sequences, re-engagement flows, and transactional emails

• • Sole owner of Beyond the Balance Sheet — a premium finance newsletter (10K curated subscribers) that consistently achieved 48–52% open rates and up to 9% CTR, recognised internally as one of the company's top-performing newsletters

• • Managed RT Insights, a weekly newsletter delivering 42–50% open rates and 2–5% CTR across a broad subscriber segment

• • Executed full platform migration across Sailthru, HubSpot, and Klaviyo — maintaining zero workflow disruption and full data integrity throughout the transition

• • Built dynamic email content using JSON-based structured data for personalised and transactional email components

• • Improved list quality and deliverability through systematic segmentation, list cleaning, and audience hygiene across high-volume sends

• • Designed and optimised landing pages and promotional placements within newsletters for client campaigns

• • Conducted full QA testing on automation logic, personalisation fields, and links before every deployment within a 3–5 person specialist team

• • Managed 12+ client accounts simultaneously across coaching, D2C, SaaS, and consulting businesses — adapting to each client's existing tool stack across GoHighLevel, Kajabi, HubSpot, Zoho One, MailerLite, Kartra, Wati, Zapier, Make.com, WordPress, Swipepages, Squarespace, Airtable, ClickUp, and Monday.com

• • Drove a community membership campaign from ~60 to 200+ members in a single month by building a full Meta Ads + email automation system — combining urgency-based promotional flows, deadline sequences, and annual membership upsells that generated 140+ new paid memberships

• • Built the agency's first project management system in Airtable from scratch — creating structured workspaces with SLA tracking, status workflows, deadline alerts, and team notifications, eliminating manual status-chasing entirely

• • Designed and deployed end-to-end Zoho One infrastructure for RSN Finance (CRM, Campaigns, Desk, Books, People) — including automated tax-filing ticket creation, document collection reminders, SLA enforcement, and client-specific due date notifications, eliminating the majority of manual follow-up work

within 15 days of go-live

• • This Zoho expertise led to independently acquiring multiple additional Zoho clients, delivering full business automation setups from scratch

• • Built lifecycle workflows including onboarding, lead nurturing, re-engagement, and promotional campaigns across multiple platforms for diverse client verticals

• • Led cross-functional teams across SEO, paid ads, social media, and web — overseeing delivery quality and timelines across all workstreams

• • Onboarded new clients and set up operational frameworks for ads, email marketing, landing pages, and social media

• • Created monthly performance reports and onboarding presentations ensuring smooth client communication and retention