Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Mohit Sharma

Gurugram

Summary

Proficient Operations Analyst with 5+ years of insight managing clients accounts and working closely with sales managers. At Moody's Analytics, I use my Salesforce CPQ and Order Management skills to process and report contract and subscription data accurately and efficiently. I support client-facing Account Executives and Account Managers with various tasks, such as forecast updates, account transfers, bookings attribution allocation, and more. I also ensure high data integrity and accuracy within Salesforce.com and other integrated systems to enable reliable and insightful reporting. I have a BBA in Marketing from Sheth T J Education Society's Sheth Nanjibhai Khimjibhai Thakkar Thanawala College of Commerce, where I learned business concepts and strategies. Before joining Moody's, I was a CPQ Sales Ops Analyst at Rayden Interactive, where I helped streamline the new CPQ team, coordinated with Billing, Revenue, and Deal Desk teams, and conducted training sessions for teammates and senior management. I have a keen eye for detail, a deep understanding of the importance of delivering high-quality work, and a passion for learning and growing in my field. I am a collaborative and proactive team player, who strives to contribute to the success of my team and organization.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Operations Analyst

Moody's
03.2023 - Current
  • Handled client requests by generating and submitting Change Orders
  • Ensuring Work Orders, Order Forms, and Master Contracts are updated and synced with Salesforce
  • Reviewing MLSA and TOA
  • Processing closed contracts/Opportunities within Salesforce through booked-verification process
  • Managing all contracts and associated client entitlement data with Salesforce, as well as associated subscriptions managed through CPQ
  • Monitoring and ensuring a high level of data integrity and accuracy within Salesforce.com and other integrated systems to ensure accurate reporting
  • Assisting client-facing Account Executives and Account Managers with forecast updates, account transfers, bookings attribution allocation, and other tasks
  • Addressing other miscellaneous requests that fall within the Global Sales Operations organization
  • Other projects and initiatives as needed to support ongoing Global Sales Operations engagement
  • Change Orders, CPQ, Apptus
  • Managed relationships with external vendors providing essential services or supplies.

CPQ Sales Ops Analyst

Rayden Interactive
01.2022 - 03.2023
  • CPQ
  • Change Orders, Recontracts, Add-ons, Expansion, Cross sell
  • Salesforce, Dashboards, Reports
  • Co-ordinating with Billing, Revenue and deal desk teams for Quotes and Contracts
  • Streamlining new CPQ Team
  • Communicating cross teams for order management
  • Helping Account Owner and giving them updates of quotes and billing process
  • Conducting Training session for fellow teammates and senior management
  • Created custom reports and visualizations to support decision-making processes
  • Conducted data analysis to identify opportunities for streamlining client operations and improving customer satisfaction
  • Analyzed trend data to forecast operational needs and plan next course of action.

Senior Associate

Sterling
06.2019 - 01.2022
  • Worked on Salesforce Projects along with Background Verification Operations
  • Performing Background verifications, Checking Right to Work for Applicants in the UK
  • Examine and cross-verify all required information and consent forms to run Background Verifications
  • Contact companies and educational institutions to verify the claims of candidates
  • Contact clients and candidates for missing information
  • Write accurate reports, flagging any discrepancies in the data provided by candidates
  • Identifying Fake Documents provided by candidates
  • Quality check files to ensure the client's specific standards are met
  • Deal with client questions and concerns in a timely manner
  • Completed Assigned tasks on time to ensure smooth workflow and meeting SLAs and TAT
  • Created visualization tools and dashboards to drive efficiency and provide insights to internal customers.

Digital Marketing Intern

Eyecatchers - Advertising that sells
02.2018 - 06.2018
  • Defining strategy for clients across social media platforms and SEO
  • Planning social media campaigns, promotions and social ad campaigns while owning and being accountable for all social media engagement metrics
  • Performing client background research and SEO Audit trails for new clients
  • Preparing monthly SME/SEO calendar for respective clients
  • Tools: Google Analytics, Webmaster, HootSuite, MailChimp, Constant contact, Mention, Woorank, Small SEO tools
  • Preparing monthly reports for clients based on their Social Media engagements and activities
  • Keyword Research analysis
  • Planning out branding guidelines
  • Online Reputation Management
  • Email Marketing
  • Hands-on with the basics of Adobe Photoshop
  • Writing blogs

Education

Bachelor of Business Administration - BBA - Marketing

Sheth T J Education Societys Sheth Nanjibhai Khimjibhai Thakkar Thanawala College of Commerce
01.2019

SSC -

Sarvodaya English High School
01.2013

Skills

  • Business Analysis
  • Configure Price Quote (CPQ) Software
  • Salesforce CPQ
  • Salesforcecom
  • SQL
  • Microsoft Power BI
  • Tableau
  • Alteryx

Certification

  • Learning Salesforce CPQ - LinkedIn
  • Sales Operations - LinkedIn
  • Salesforce for Marketers - LinkedIn
  • Telling Stories with Data - LinkedIn
  • Salesforce Essential Training - LinkedIn
  • Six Sigma and Lean: Foundations and Principles - Skillsoft
  • MA/MSS LSS WHITE BELT MOODY'S CERTIFICATION - Moody's Corporation
  • Salesforce Reports & Dashboards - Skillsoft
  • Salesforce Training: Master the essentials - Simplilearn
  • Master Microsoft Power BI - Alison

Languages

Hindi
First Language
English
Advanced (C1)
C1

Timeline

Operations Analyst

Moody's
03.2023 - Current

CPQ Sales Ops Analyst

Rayden Interactive
01.2022 - 03.2023

Senior Associate

Sterling
06.2019 - 01.2022

Digital Marketing Intern

Eyecatchers - Advertising that sells
02.2018 - 06.2018

Bachelor of Business Administration - BBA - Marketing

Sheth T J Education Societys Sheth Nanjibhai Khimjibhai Thakkar Thanawala College of Commerce

SSC -

Sarvodaya English High School
Mohit Sharma