Summary
Overview
Work History
Education
Skills
Timeline
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ADITYA GUPTA

Sales Operations Associate
Gurugram

Summary

Accomplished professional with extensive experience in accounting operations and sales coordination. Demonstrates expertise in managing client account lifecycles across EMEA, APAC, and US regions using Salesforce, alongside proficiency in billing and invoicing management. Proven track record of enhancing stakeholder engagement and process improvement from previous roles at Better.com and KANTAR. Adept at utilizing tools such as Salesforce & Zendesk to streamline operations.

Overview

6
6
years of professional experience
2004
2004
years of post-secondary education

Work History

Associate - Sales Operations

Gerson Lehrman Group
Gurugram
05.2022 - Current
  • Managing client account lifecycle in Salesforce across EMEA, APAC, and US
  • Built client subscriptions in Salesforce by reviewing and ensuring contracts follow our legal and accounting
    compliance standards
  • Serving as liaison between sales teams and accounting for inquiries related to billing, account management
  • Maintaining and updating purchase orders across invoices and internal accounting systems
  • System troubleshooting, worked alongside the A/R team in creating invoices and maintaining accuracy in the General Ledger
  • Assisting with revenue recognition for monthly revenue closes
  • Handling queries and issues related to daily operations on Zendesk

Sales Operations Analyst - Transaction Coordinator

Better.com
Gurugram
08.2021 - 03.2022
  • Stakeholder management - Handled financial transactions with different stakeholders & supported the sales team based in the US in the process improvement, tracking and analytics relevant to their functional area
  • Analyzing HOI documents - Review and analyze homeowners insurance documents for probable mistakes and errors so that they could adhere to insurance guidelines prescribed by US regulatory authorities

Associate Research Manager

KANTAR
04.2020 - 07.2021
  • Company Overview: Market Research
  • Stakeholder management - Client engagement responsibility facing leading cigarette brand, ensuring soundless delivery of outputs
  • Designed questionnaires, proposals and created client reports by analyzing, compilation and interpreting primary data
  • Managed monthly/quarterly brand tracks which include tracking brand share and retail tracks
  • Market Research

Relationship Manager - Sales & Operations

HDFC BANK LTD
07.2019 - 03.2020
  • Superior Customer Experience - Understood needs of all segments of customers via cold calling, regular follow-ups & meeting corporate business clients via lead generation and pitching them business banking products
  • Executed and Settled transactions initiated by the Teller team while ensuring adherence to risk or regulatory guidelines

Education

PGDM/MBA - Finance

International Management Institute
Kolkata
06.2025 - 03.2025

BA. LLB - LAW

South Calcutta Law College
Kolkata
07.2025 - 05.2017

ISC -

M.P Birla Foundation H.S School
KOLKATA

Skills

  • Accounting Operations Coordination

  • Billing and Invoicing Management

  • Business Operations

  • Sales order Processing

  • Salesforce

  • Zendesk

Timeline

BA. LLB - LAW

South Calcutta Law College
07.2025 - 05.2017

PGDM/MBA - Finance

International Management Institute
06.2025 - 03.2025

Associate - Sales Operations

Gerson Lehrman Group
05.2022 - Current

Sales Operations Analyst - Transaction Coordinator

Better.com
08.2021 - 03.2022

Associate Research Manager

KANTAR
04.2020 - 07.2021

Relationship Manager - Sales & Operations

HDFC BANK LTD
07.2019 - 03.2020

ISC -

M.P Birla Foundation H.S School

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ADITYA GUPTASales Operations Associate