Gurleen Serah
Sr. Client Success & Data Analyst
Delhi,Delhi
Summary
Thorough Senior Analyst with over a 10+ year background in Client Management and Data Analytics. Excellent planning, organizational and communication skills. Self-reliant to perform analysis and make recommendations. Talented in data modeling and client management.
Overview
13
13
years of professional experience
5
5
years of post-secondary education
Work History
Senior Analyst, Client Success
Rayden Interactive A Phreesia Partner
Pune
07.2022 - Current
- Grow revenue by identifying Core/ Enterprise clients that have opportunity for add on/upsell products, demonstrate those products, then implement them.
- Handle client escalations and appropriately escalate to senior resources.
- Master technical product functionality to provide expert consulting services in areas of workflow analysis, application training and application build activities, go-live support, and post go-live optimization.
- Collaborate with different teams, including Support, Account Management, Product Management and Sales to address customer asks and concerns.
- Maintain complete understanding of contract deliverables to ensure project is delivered on time and within budget.
- Performed system analysis, documentation, testing, implementation, and user support for platform transitions.
Senior Analyst- Market Research
Rayden Interactive A Phreesia Partner
Pune
05.2021 - 06.2022
- Competitive intelligence and Market Intelligence.
- Work with stakeholders at all levels of business, requirements and oversee project from beginning to end.
- Improves business process and efficiency in salesforce. Managed projects with a team size of 10-15 people.
- Manage client relationships, project plan and project-based business improvement.
- Using tools and databases- such as Zoominfo, Factiva, Salesforce CRM and other industry specific database tools- to derive reports and market data.
- Experience in working on Account, Campaign, Contact, Location and lead conversion on CRM. Quality check for all projects before delivering projects to client.
Market Research Analyst
Resbird Technologies Pvt, Ltd, Amadeus India
01.2018 - 05.2021
- Created and presented real-time reports on current market conditions to upper management.
- Informed supervisors and company leaders on markets and regional sales needs to best meet customer needs and maximize revenue
- Prepared reports of findings by illustrating data graphically and translating complex findings into written text.
- Work on all/ any aspect of research: research planning, primary research, secondary research, quality checking
- Mentor and guide executive team during business development decision-making to optimize profitability/
- Create Ad- hoc research and simulation exercise for industry
- Market Share Analysis and forecast performance of clients
- Cross-department liaising for processing of various orders, promotions, product launches and for problem resolution along with UAT testing.
Personal Banker
HDFC Bank Ltd
Delhi
07.2015 - 08.2016
- Providing alternate banking solutions to customers to make banking far easier
- Presented new and additional products and services to existing customers.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
Project Coordinator
Proton Infratel Pvt. Ltd
Delhi
01.2011 - 02.2015
- Established deployment projects plan in line with business and client’s requirements.
- Projects planning, scheduling, budgeting, monitoring and execution. Analysis of health of project /program, costing, risk, etc.
- Ensuring Proper Quality Work at cell sites by managing team size of 10 people.
- Supervised multiple projects from project start through delivery by prioritizing needs and delegating assignments.
Education
MBA - Finance
Institute of Management And Technology
Ghaziabad, UP 01.2019 - 05.2020
B. Tech - Biotechnology
S.U.S.C.E.T - PTU
Punjab 09.2006 - 05.2010
Skills
Client Management
Project planning and Management
Advanced problem solvingKey accounts development
Strategic Planning
Quantitative and qualitative market research
Data interpretation
Sales Forecasting
Timeline
Senior Analyst, Client Success
Rayden Interactive A Phreesia Partner
07.2022 - Current
Senior Analyst- Market Research
Rayden Interactive A Phreesia Partner
05.2021 - 06.2022
MBA - Finance
Institute of Management And Technology
01.2019 - 05.2020
Market Research Analyst
Resbird Technologies Pvt, Ltd, Amadeus India
01.2018 - 05.2021
Personal Banker
HDFC Bank Ltd
07.2015 - 08.2016
Project Coordinator
Proton Infratel Pvt. Ltd
01.2011 - 02.2015
B. Tech - Biotechnology
S.U.S.C.E.T - PTU
09.2006 - 05.2010