Sales Operations expert with 7 years of experience working with various firms. Proven leadership and success in team leadership while running and sustaining business operations. Excellent managerial and interpersonal skills allows to ensure that projects and tasks are completed on time and successfully. Accomplished in working with executive leaders to develop business, financial and growth strategies.
● Supports overall data quality processes, standards and management including, but not limited to, the
annual segmentation and renewal programs
● Develops, maintains, and updates full inventory of Salesforce.com and any additional reports and
Dashboards
● To accomplish the sales closure, I work collaboratively with the New Business Leadership Team and the Retention Business Leadership.
● Created rep performance dashboards for different sub segments, which helped the leadership team understand where their team stood in closing deals
● Collaborate with the finance and sales leadership teams to define quotas for the reps in the retention business.
● Collaborate with the systems team on territory assignment and create territories in Salesforce
● Monitors data and provides analysis to illustrate sales trends, identify weaknesses in current sales
execution and support future sales strategy
● Compiles sales and renewals opportunity data and information for pipeline management
● Created Loss & Win Analysis report to understand the strategies and issues in the opportunities
● Collects and submits data for weekly finalized operational (commissionable) forecast
● Supports forecasting tools (e.g., Collaborative Forecasting and Einstein Analytics etc.) and Tableau
dashboards (e.g., Performance Health; Territory Opportunity; Account Health etc.)
● Collaborate with the finance and sales leadership teams to define quotas for the reps in the retention business.
● Supports organizational changes that impact sales processes, workflows, sales reporting, sales systems
● Assists with all sales enablement tools and systems administration including user access, sales metrics
selection, data analysis and process management, dashboard preparation, data validation, user
acceptance testing and requirements gathering
● Building and maintaining relationships with and influence at all levels within the organization
● Initiated and drove major projects involving New Business, NextGen & Renewals
● Reports Automation, Streamline & Optimization in New Business
● Also, I was the Backup for the various subsegments in Corporates
● Aided in all the Corporate subsegments in all the activities
● Involved in the NexGen Project to assist in New Logos, Territories mapping, Loss Analysis
● Involved in Renewals Process like preliminary and post vetting process, renewals case management, Territory data mapping
● There has been continued support to refine the renewal opportunity distribution and load process, including but not limited to the annual renewal vetting process.
● Data quality analysis in the projects and investigations, including partnering with the data organization and segments to streamline and optimize the process.
● Reports end to end data analysis understanding & investigated to main the data quality
● In Salesforce.com, different reports were created based on special requests from the different teams to interpret and review the sales data.
● Various reports & dashboards are created for Corporate team & other teams as well
● Involved in various CE teams to assist them in the automation of projects that they were working on manually.
Salesforce (CRM)