KARTHIK B M

• Contact Research: Utilize services such as Sales Navigator, Crunchbase, Instantly, Apollo, and ContactOut to find and verify emails and phone numbers of potential leads.
• Automation Tools: Proficiently use automation services like HubSpot, Instantly, and SMS campaigns to automate emails and voicemails.
• Content creation: Craft compelling, personalized emails, SMS messages, and voicemail scripts using ChatGPT.
• Campaign Management: Launch, monitor, and analyze the performance of email, SMS, and voicemail campaigns.
• Digital Lead Generation: Contribute to digital lead generation strategies, and execute plans to capture and nurture leads.
• Data Management: Maintain and update CRM systems with accurate and up-to-date contact information, and activity records.
• Reporting: Generate and present reports on campaign performance, lead generation metrics, and other relevant sales operations data.
• Collaboration: Work closely with the sales and marketing teams to align strategies, and ensure consistent messaging and outreach efforts.

Enable Sales and CS productivity to improve sales velocity. Collaborate with Sales and Marketing to align on shared objectives, and track progress.
b. Collaborate with Marketing to ensure sales collaterals are available and ready to use.
c. Assist Sales, CS, and Marketing leaders in creating respective playbooks and scorecards.
Reporting and Analytics:
a. Build a dashboard and set up reporting for the Marketing, Sales, and Customer Success teams to track key metrics.
b. Accurate reporting in ChartMogul, HubSpot, for new business, expansion, contraction, churn, etc.
Education, Training, and CRM Management:
a. Create a training plan for CRM usage, and educate AE, SDR, and CSM on the accurate usage of the fields.
b. Supervise the CRM Admin to build workflows and handle integrations with different tools for seamless information exchange.
c. Manage the tech stack, like Aircall, ZoomInfo, HubSpot, LinkedIn Navigator, etc.
Revenue Forecasting: Assist the Sales Lead with an accurate revenue forecast.
b. Track pipeline changes on a weekly basis, and conduct meetings with Sales and Marketing to understand the progress on quarterly goals.
Actionable Insights from Funnel Analytics:

a. Deep dive into the account drop metrics at each funnel stage, and provide actionable insights to the management to drive conversion.
b. Understand the funnel movement on a weekly basis, and report accounts that require management attention to move.

• Assisted organizations in controlling and executing change with a minimum interruption to operations.
• Developed internal structures and handled existing and predicted problems.
• Enabled teams throughout implementations, and created clear change instructions.
• Established specific improvement action plans, and their implementation.

• Encouraged daily sales and operations functions for the North American region.
• Facilitated communications between sales, regional managers, and account teams.
• Provided forecast reports every quarter, and created a pipeline report for global sales performance.
• Troubleshot and optimized operational processes while documenting standard operating procedures.
• Developed sales force training materials, and ad hoc marketing reports.
• Trained new analysts.
• Conducted an analysis of sales data to identify trends and insights for forecasting and planning purposes.
• Improved data quality and accuracy by identifying and resolving data inconsistencies.
• Created a Confluence site for Sales View with complete Oracle University information, such as the Tools & Links tab, instructional videos, frequently asked questions, and so forth.
• Generated dashboards and reports for sales teams to provide real-time insights on sales performance and pipeline.

• Managed departmental workflows and processes to ensure that sales operations ran smoothly
• Constructed algorithms to enhance and optimize operational processes
• Integrated numerous client accounting system conversions to a web-enabled Oracle financial platform
• Created written documents and reports about programs and operations
• Developed yearly expense plan targets in collaboration with management
• Monitored consumers to gather information and clarify details
• Executed administrative tasks such as recordkeeping, correspondence writing, and material gathering
• Maintained and created client accounts, including interactions, payments, and personal information
• Engaged with potential consumers to identify their requirements and provide suggestions
• Coordinated with cross-functional teams to ensure timely and accurate delivery of products and services to customers
• Provided support to sales teams on contract management, pricing, and quoting processes