Anshita Jain
Panchkula
Summary
Customer Success & Revenue Operations Analyst with a proven track record in streamlining business operations and driving revenue growth in SaaS environments. Expert in designing scalable processes, building Customer Health Scorecards, SLA dashboards, and CS Playbooks to enhance customer experience and retention. Highly skilled in cross-functional collaboration with CS, Sales, and RevOps teams to optimize workflows and system integrations using Salesforce, HubSpot, LeanData, and Zapier. Strong foundation in root cause analysis, project lifecycle management, and business process methodologies like Six Sigma and Agile. Known for a data-driven, systems-thinking approach, with a focus on operational efficiency, scalability, and continuous improvement.
Overview
8
8
years of professional experience
Work History
Customer Success Operations Analyst
Birdeye
08.2023 - Current
- Led the Salesforce migration from Peacock to CPQ using a Six Sigma-informed approach - developed a BRD, reduced variations in quotes, trained sales reps to improve effeciency and achieving a 20% reduction in turnaround time.
- Streamlined sales processes, reduced manual errors, and enhanced pricing and approval visibility, enabling smoother deal execution and faster response times using LeanData.
- Designed and implemented an SPIFF program for the Customer Success retention team, boosting account renewals, engagement, and retention rates by 30%.
- Aligned team performance with business goals, enhancing revenue stability, reducing churn, and fostering a customer-centric culture using dashboards in Salesforce.
- Developed a Customer Health Scorecard on Gainsight and Salesforce to assess customer health based on product usage and engagement.
- Designed customer SLA dashboards to track missed SLAs and analyze churn, upsell trends.
- Conducted data analysis to optimize sales OKRs, identifying pipeline inefficiencies and process gaps, thus increasing the close rates.
- Built scalable dashboards with proper documentation and historical insights to support CS and RevOps leadership.
Senior Revenue Operations Analyst
Mindtickle
06.2021 - 08.2023
- Streamlined the Account Executive to Customer Success handover process by implementing structured workflows and clear accountability, reducing SLA delays by 66%, and ensuring seamless customer transitions, faster onboarding, and improved retention.
- Developed Customer Success playbooks in Salesforce for expansion and churn prediction, standardizing best practices and data-driven strategies to increase Customer Success Qualified Leads (CSQLs) by 33%, drive revenue growth, and improve customer retention.
- Built customer success dashboards in Gainsight to track churn triggers, expansion opportunities, and CS team productivity.
- Led process improvements for customer retention and engagement tracking to enhance relationships and proactive success strategies.
Business Application Consultant
Optymyze
Pune
08.2017 - 05.2021
- Developed scalable financial reporting solutions, including Revenue & Aging Reports, to improve resource allocation.
- Led the development of an automated invoicing system, improving AR team efficiency by 55 percent.
- Created detailed documentation and demo sessions for seamless stakeholder adoption of new reporting tools.
- Conducted headcount planning for the Customer Success team using time and ARR analysis, optimizing resource allocation to improve efficiency, support growth, and align staffing with revenue projections.
Education
Bachelor in Enginering - Computer Science
Chitkara University
Baddi05-2018
Skills
- Salesforce administration
- Gainsight
- Leandata
- Customer health metrics
- Retention strategies
- Business Process methodologies
- Performance metrics
- Revenue forecasting
- Data Goverance and Compliance
Timeline
Customer Success Operations Analyst
Birdeye
08.2023 - Current
Senior Revenue Operations Analyst
Mindtickle
06.2021 - 08.2023
Business Application Consultant
Optymyze
08.2017 - 05.2021
Bachelor in Enginering - Computer Science
Chitkara University
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