Summary
Overview
Work History
Education
Skills
Affiliations
Accomplishments
Timeline
Generic

Poornima Mendes

Pune

Summary

Results-driven Senior Analyst with expertise in market research and data management. Proven ability to enhance data workflows and deliver tailored insights, contributing to successful client go-to-market strategies and improved data accuracy.

Overview

21
21
years of professional experience

Work History

Senior Analyst, Strategic Data Management & Govern

Phreesia India Pvt Ltd, Pune, India
Pune
04.2024 - 08.2025
  • Led end-to-end market research projects to support client go-to-market strategies.
    Collaborated with Behavioral Segmentation Sales team to deliver tailored insights.
    Identified new healthcare practice accounts, ensuring Salesforce data accuracy and currency.
    Utilized DemandTools for deduplication, account uploads, and data quality checks in Salesforce.
    Developed customized automations and tool integrations, enhancing data workflows and lead routing.
    Managed Salesforce board requests using Monday.com for task tracking and visibility.
    Created Confluence pages and knowledge articles for internal documentation and training.
    Conducted thorough research using various platforms to gather comprehensive account information.

Senior Market Research Analyst

Rayden Interactive
Pune
03.2021 - 03.2024
  • Served as the single point of contact (SPOC) I led end-to-end market research projects supporting client go-to-market strategies, working closely with the Behavioral Segmentation Sales team to deliver tailored insights. I also identified new healthcare practice accounts and ensured that Salesforce data was accurate and up to date.

    Utilized DemandTools extensively for deduplication, new account uploads, and data quality checks within Salesforce, ensuring accurate and streamlined account management to support client-facing initiatives. Worked on customized automations and tool integrations, including Clay, 6sense, and LeanData integration, to enhance data workflows and optimize lead routing and segmentation processes.

    Leveraged Monday.com to manage and track Salesforce board requests, including account deduplication, new account/contact creation, permanent account closures, parent-child hierarchy updates, and lead conversions. Maintained real-time visibility of task progress by updating end-to-end workflows and daily metrics within Monday.com, ensuring transparency and timely project completion. Created comprehensive Confluence pages and knowledge articles tailored to specific business needs, ensuring accessible documentation for internal teams, and delivered training on vendors and emerging business areas to support collaboration and drive revenue opportunities.

    Conducted in-depth research using primary company/practice websites, SnVio, ZoomInfo, LinkedIn, Sales Navigator, and the NPI Registry to gather comprehensive account and contact information.

    Proactively contacted companies (phone calls) to obtain missing data not available online, enhancing data accuracy and enriching the organization’s ability to derive actionable insights from large and complex datasets.

Support Consultant – Practice Management Appli

Allscripts Healthcare Solutions Inc. — Pune, India
Pune
10.2012 - 01.2019
  • Supported Practice Management apps: patient registration, appointments, claims, and financials.

    Resolved global service requests via Salesforce and ServiceNow (phone, chat, email).

    Assisted ICD-10 implementation and client onboarding.

    Handled after-hours server maintenance and change management.

    Maintained high resolution rates and customer satisfaction.

Senior Technical Support Associate

Mphasis (An HP Company) — Pune, India
Pune
08.2011 - 10.2012
  • Provided internal IT support for the Cargill account.

    Handled access issues, password resets, and incident management.

    Routed tickets per escalation protocols and monitored SLA compliance.

    Supported continuous service improvement by identifying recurring issues.

Customer Service Associate

Hutchison 3 Global Services (now Tech Mahindra BPS) — Pune, India
Pune
05.2008 - 03.2010
  • Handled telecom service queries, escalations, and upselling.

    Captured customer feedback and recommended process improvements.

    Reported daily metrics on calls, resolutions, and complaints.

Medical Transcriptionist

Crossover Software Technologies — Pune, India
Pune
06.2004 - 07.2006
  • Transcribed U.S. physician dictations with a focus on accuracy and confidentiality.

    Maintained quality of patient records and corrected inconsistencies.

Education

Bachelor of Commerce - Commerce

Modern College of Commerce
Pune
03-2000

HSC - Commerce

Modern College
Pune
03-2000

SSC - Metric

PES Modern English Medium School
Pune
04-1998

Skills

  • Technical & Analytical Skills->
    Market Research & Competitive Analysis
    Data Collection & Interpretation
    CRM Tools (Salesforce, DemandTools)
    Data Cleaning & Deduplication (DemandTools, LeanData)
    Automation Tools & Integrations (Clay, 6sense, Mondaycom)

    Soft Skills
    Strong Analytical Thinking
    Problem Solving & Critical Reasoning
    Effective Communication & Presentation
    Time Management & Prioritization
    Training & Knowledge Sharing

Affiliations

  • Dancing, Travelling and Cooking

Accomplishments

  • Employee of the month
  • Employee of the Quarter
  • Employee of the Year
  • Best quality

Timeline

Senior Analyst, Strategic Data Management & Govern

Phreesia India Pvt Ltd, Pune, India
04.2024 - 08.2025

Senior Market Research Analyst

Rayden Interactive
03.2021 - 03.2024

Support Consultant – Practice Management Appli

Allscripts Healthcare Solutions Inc. — Pune, India
10.2012 - 01.2019

Senior Technical Support Associate

Mphasis (An HP Company) — Pune, India
08.2011 - 10.2012

Customer Service Associate

Hutchison 3 Global Services (now Tech Mahindra BPS) — Pune, India
05.2008 - 03.2010

Medical Transcriptionist

Crossover Software Technologies — Pune, India
06.2004 - 07.2006

Bachelor of Commerce - Commerce

Modern College of Commerce

HSC - Commerce

Modern College

SSC - Metric

PES Modern English Medium School
Poornima Mendes