Kanika Rastogi

Promoted from Sales Operations Associate

• Managed quoting processes using Salesforce CPQ, ensuring alignment with signed agreements, and accurate commercial terms.
• Supported the North America (NA) sales team by managing deal operations, resolving queries, and ensuring timely processing of opportunities and orders.
• Maintained opportunity hygiene, and acted as the primary contact for partner-submitted deals within Salesforce.
• Developed and maintained reports and dashboards to provide actionable sales insights, and support decision-making.
• Created and maintained Standard Operating Procedures (SOPs) to standardize processes and improve operational efficiency.
• Performed UAT testing and validation of system changes, improving process accuracy, and reducing production issues.
• Executed end-to-end Order-to-Cash (O2C) operations, including PO validation, and order booking.
• Conducted detailed PO validation by cross-checking pricing, SKUs, and customer details against approved quotes.
• Processed order bookings in NetSuite, ensuring accurate data flow for fulfillment and billing.
• Collaborated with cross-functional teams to resolve discrepancies and ensure timely outcomes.
• Reduced order processing errors by validating and resolving discrepancies prior to ERP submission, improving overall O2C efficiency.
• Provided post-order support by addressing customer and internal queries related to order status, billing, and fulfillment.

• Processed purchase orders in SAP and created sales quotes as per client specifications.
• Exported, combined, and customized Salesforce and Excel-based reports.
• Provided offshore support and created process SOPs to enhance operational clarity.

• Built and troubleshot Salesforce reports, dashboards, and user issues.
• Coordinated Salesforce enhancements including ebook integration and SMS setup.
• Supported mass email campaigns and handled database updates via Workbench.
• Created and maintained Salesforce SOPs and admin documentation.