Summary
Overview
Work History
Education
Skills
Accomplishments
Personal Information
Timeline
Generic

SHIVA SAGAR S N

Bangalore

Summary

Dynamic Price Governance and Business Consultant at Carl Zeiss India, adept in Salesforce and Power BI, driving process improvements and data-driven decision-making. Proven track record in enhancing productivity through strategic CRM management and business analysis, delivering actionable insights that empower leadership and optimize sales performance.

Overview

11
11
years of professional experience

Work History

Price Governance and Business Consultant

Carl Zeiss India (Bangalore) Pvt Ltd.
Bangalore
06.2023 - Current
  • Spearheaded the full-cycle Salesforce rollout—driving data migration, user enablement, and system adoption across cross-functional teams. Ensured seamless transition by aligning technical configurations with business needs.
  • Defined and standardized key CRM workflows across lead management, opportunity lifecycle, and quotation governance. Translated complex business requirements into efficient, scalable processes that enhanced productivity and accountability.
  • Maintained high-quality data across leads, opportunities, and customer records by enforcing strict data validation, cleanup routines, and process compliance—ensuring accurate reporting and reliable pipeline visibility.
  • Developed dynamic Salesforce and Power BI dashboards to track KPIs, sales funnel performance, forecast accuracy, and marketing ROI. Delivered real-time insights that empowered leadership to make data-driven decisions.
  • Established robust pricing protocols and created over 50+ margin analysis reports, equipping decision-makers with clear financial visibility and supporting profitable deal-making.
  • Acted as a strategic link between business and technical teams—aligning CRM capabilities with sales, marketing, and finance objectives to drive adoption, process improvement, and long-term value.

Sales Operations Analyst

Electronics for Imaging India Pvt. Ltd.
Bangalore
03.2022 - 06.2023
  • Develop, maintain, and distributed accurate sales performance reports on monthly/weekly and quarterly basis.
  • Managed sales promotions and other sell-through strategies designed to drive higher revenues and margins through the sales channel.
  • Ensured customers’ demands are met by publishing forecast dashboard for sales and manufacturing team.
  • Effectively managed pricing activities by preparing/amending prices on timely manner.
  • Assist Sales in calculating compensation benefits using application like SAP, based on the revenue generated from their respective clients.
  • Assist marketing in lead processing and eventually converting into opportunity in SFDC.

Reporting Advisor (Sales Operations)

ExxonMobil Services and Technology Pvt. Ltd.
Bangalore
03.2020 - 02.2022
  • Providing support for high quality, accurate and timely data delivery services utilizing available internal and external datasets for provision of dashboards and standard report.
  • Designing and development of Tableau visualizations and providing key business insights.
  • Identify and assess the current report that can be automated or can be moved to Tableau.
  • Experience is various reporting system like SAP, DSDW, iRamp, HANA etc.
  • Continuous improvement and training sub ordinates to Maintain SLA and accuracy.
  • Efficiently managed time to meet project deadlines and also took care of ad hoc requests.

Sales Operations Specialist

ExxonMobil Services and Technology Pvt. Ltd.
Bangalore
05.2016 - 03.2020
  • Operational planning for sales including quota / target assignment, account assignment and territory creation.
  • Responsible for Review of the Contract (Dual Signed & General Terms & Conditions), Creation of Account Set up & Pricing activities in CRM to support sales functions.
  • Handle Order to Cash (OtC) process which includes Customer Data Maintenance, Pricing, Invoicing & Billing, Customer Credit and Dispute Management.
  • Point of contact for trouble shooting issues & audits (PWC and Internal) and resolve operational issues which affects the flow of process.
  • Develop key performance metrics and dashboards that help sales and operations management focus on performance drivers such as reporting of pipeline & bookings revenue, productivity and targets.
  • Create, analyze and publish: Lube Engineer Territory Stewardship (LETS) report for field engineers and serve as a prime for resolution of associated queries.
  • Support cross-functional teams with key insights to help accelerate sales performance, leveraging data to strategically target and penetrate new markets, and providing insights through analytics and market intelligence.

Procurement Operations Associate

Accenture Services Pvt. Ltd.
Bangalore
03.2015 - 04.2016
  • Performed Vendor Maintenance activity like Creating New Vendor, Extending vendor to other assets as per Clients need.
  • Blocking a Vendor from further use based on red flag in Dow Jones Report.
  • Creating Finance Vendors for payments purposes and OEM Vendors for cataloguing process.
  • Unblocking Dormant Vendors post Dow Jones and Ethical Conduct and Due Diligence Report.
  • Prepared DTP for Vendor Master Data.
  • Generating a unique Material Code for each material that is procured.
  • Carrying out MRP planning as per client requirement.
  • Setting up Inspection check for critical material which will help in payment.
  • Block if material is defective.
  • Categorizing each material for correct valuation class which helps in budget analysis.
  • Preparing Commercial Bid Evaluation for RFQ floated vendors.
  • Identifying L1 Supplier (Lowest Bid Supplier) in order to select the vendor for business requirement.
  • Providing master data of all L1 supplier to the procurement lead in order to issue the Purchase Order.

Senior Procurement Specialist

IBM India Pvt. Ltd. (Randstad India Pvt. Ltd.)
Bangalore
01.2014 - 03.2015
  • Create Purchase Order and tactical support to council.
  • Involved in Tool and Process Improvement to enable quick service.
  • Experience in handling Blocked invoices.
  • Negotiate every category of goods which we are buying also handling the vendor management and contract management material planning as per annual requirement.
  • Altering the Purchase Order for client future prospective.
  • Interacting with both Customers and vendors, resolving queries.
  • Review and understand the nature of the service and identify the right team in Procurement to handle the requisition.
  • Setting up the vendor, extending and Re- Activation of vendor for different company codes and purchase org in SAP database for rising purchase orders.
  • Presented to the internal stake holders and also to the clients.

Education

Executive Programme in Project Management - Project Management

Indian Institute of Management
Lucknow
10-2024

Bachelor of Engineering - Aeronautical Engineering

M.V.J. College of Engineering
Bangalore
01.2013

Skills

  • Power BI and SAP CRM
  • Salesforce
  • Business Analysis and Project Management
  • Process Improvement
  • Planning and execution
  • Business process mapping
  • Agile methodology
  • CRM management

Accomplishments

  • Star Performer – Q2 2014, IBM
    Recognized for exceptional performance and contribution to team success.
  • Rising Star – Q2 2015, Accenture
    Awarded for demonstrating strong potential and delivering impactful results early in tenure.
  • Star of Business Encore Award – Q1 2016, Accenture
    Honored for driving business excellence and going above and beyond project expectations.
  • Bright Flash Award, ExxonMobil
    Recognized for high-impact contribution and innovation in a fast-paced environment.
  • Rookie of the Year, Carl Zeiss
    Awarded for outstanding performance and quick adaptation during the first year.
  • Business Excellence Award, Carl Zeiss
    Honored for leading a special initiative project (Salesforce implementation) that significantly improved business operations.

Personal Information

  • Date of Birth: 04/09/91
  • Nationality: Indian
  • Marital Status: Married

Timeline

Price Governance and Business Consultant

Carl Zeiss India (Bangalore) Pvt Ltd.
06.2023 - Current

Sales Operations Analyst

Electronics for Imaging India Pvt. Ltd.
03.2022 - 06.2023

Reporting Advisor (Sales Operations)

ExxonMobil Services and Technology Pvt. Ltd.
03.2020 - 02.2022

Sales Operations Specialist

ExxonMobil Services and Technology Pvt. Ltd.
05.2016 - 03.2020

Procurement Operations Associate

Accenture Services Pvt. Ltd.
03.2015 - 04.2016

Senior Procurement Specialist

IBM India Pvt. Ltd. (Randstad India Pvt. Ltd.)
01.2014 - 03.2015

Executive Programme in Project Management - Project Management

Indian Institute of Management

Bachelor of Engineering - Aeronautical Engineering

M.V.J. College of Engineering

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SHIVA SAGAR S N