Summary
Overview
Work History
Education
Skills
Awards
Languages
Timeline
Generic

Heena Rana

Ghaziabad

Summary

Dynamic Senior Sales Operations Specialist with expertise in CPQ and order management at Globallogic. Proven track record in enhancing pricing strategies and streamlining proposal processes. Adept at collaborating with cross-functional teams to drive business growth and improve operational efficiency. Strong analytical skills complemented by a commitment to customer satisfaction.

Overview

7
7
years of professional experience

Work History

Senior Sales Operations Specialist

Globallogic
Noida
04.2024 - Current
  • Managing configuration of Quote and proposal processes including Pricing rules and DocuSign integration with Salesforce CPQ.
  • Configuring approval flows for executing quotes and booking opportunities.
  • Creating cases with Salesforce support to address defects identified in Salesforce CPQ.
  • Collaborating with stakeholders across Sales, Renewal Ops, Product/Pricing, and Finance teams to gather requirements.
  • Maintaining custom reports and dashboards in Salesforce to deliver business forecasts for management.

For GOOGLE as Operation Analyst

HCL Technologies Ltd.
Gurugram
03.2022 - 04.2024
  • Collaborated cross-functionally with Pricing, Legal, Credit, and Deal Pursue teams to facilitate New Business, Renewals, Upsells, and Amendments via CPQ.
  • Achieved SLAs, maintained high-quality standards, and proactively resolved non-standard customer redlines for swift order implementation in SFDC.
  • Ensured compliance with corporate, legal, and SEC guidelines while providing necessary pushback.
  • Delivered regular status reports and recommended process improvements to eliminate delays.

Sales and Operations Associate

Naukri.com
Noida
01.2019 - 11.2021
  • Analyzed daily activities through Salesforce to enhance report accuracy.
  • Executed targeted lead filtering and presented to high-level executives, driving client acquisition.
  • Customized services based on client requirements to achieve optimal customer satisfaction.
  • Prioritized daily workflows, managing inbound/outbound calls and sales inquiries efficiently.

Education

Bachelor of commerce - Accounting and Commerce

Delhi University
01.2018

Skills

  • CPQ specialist and order management
  • Price rules and billing models
  • DocuSign expertise
  • Quote template creation
  • Contract management
  • Renewal and retention strategies
  • Dashboard and report generation
  • Microsoft Office proficiency

Awards

Best Deal Strategist performer award with 100% customer satisfaction in HCL from Google, Star Performer award in Sales from Naukri.com

Languages

Hindi
First Language
English
Proficient (C2)
C2

Timeline

Senior Sales Operations Specialist

Globallogic
04.2024 - Current

For GOOGLE as Operation Analyst

HCL Technologies Ltd.
03.2022 - 04.2024

Sales and Operations Associate

Naukri.com
01.2019 - 11.2021

Bachelor of commerce - Accounting and Commerce

Delhi University

Similar Profiles

CREATE PROFILE
Heena Rana