Summary
Overview
Work History
Skills
Accomplishments
Languages
Timeline
Generic
Surendra Reddy

Surendra Reddy

Summary

Sales operations professional with over 12 years of experience in leading global commercial operations initiatives for high-growth organizations. Expertise in optimizing sales workflows, implementing scalable quoting tools, and enhancing quote accuracy and turnaround times. Proven track record in establishing sales operations centers of excellence that ensure consistency and efficiency across sales, finance, and legal teams. Demonstrated ability to drive business performance and support sales teams through process improvements and best practices.

Overview

5
5
Languages
14
14
years of professional experience

Work History

Manager - Sales Operations

HERE Technologies
Bengaluru
05.2024 - 06.2026
  • Established and led the Sales Strategy Center of Excellence (COE), building global frameworks for planning, pipeline management, and performance analysis.
  • Standardized KPI reporting and dashboards across sales teams, enhancing visibility, accountability, and sales productivity.
  • Partnered with Sales and Finance leadership to streamline quota planning and territory design, driving operational efficiency.
  • Collaborated with Marketing to strengthen MQL‑to‑SQL conversion rates, aligning GTM execution and improving lead quality.
  • Instituted quarterly business reviews (QBRs) to unify GTM teams and reinforce performance discipline.

Global Salesforce Enhancements

  • Directed enterprise‑wide Salesforce amendments and enhancements, enabling scalable Sales Operations & Enablement processes.
  • Spearheaded requirement gathering, proposal drafting, and executive approvals, ensuring strategic alignment and stakeholder buy‑in.
  • Acted as a trusted liaison between business and technical teams, ensuring smooth execution of global initiatives.
  • Oversaw UAT cycles, release planning, and communication strategies, driving seamless adoption of system enhancements.
  • Championed user training and SOP development, embedding standardized processes and fostering global adoption.

BA Sales operations

Skillsoft
Bengaluru, India
06.2022 - 04.2024

Sales Operations Leadership & Strategic Enablement

  • Directed forecasting, pipeline analytics, and sales performance reporting,delivering actionable insights that strengthened executive decision‑making.
  • Partnered with CSMs, CSDs, AVPs, RVPs, and Finance leadership to refine go‑to‑market models and sales methodologies, proactively identifying and resolving organizational pain points.
  • Acted as a trusted business partner to Sales Leaders, CRO, and cross‑functional teams, driving alignment and operational rigor across the enterprise.

Project: Salesforce Dashboard Migration to Einstein Analytics

  • Led the enterprise migration of Salesforce dashboards to Einstein Analytics, significantly enhancing pipeline visibility, KPI tracking, and forecasting accuracy.
  • Partnered with business stakeholders to define reporting requirements and orchestrated sprints with technical teams to deliver advanced analytics solutions.
  • Directed UAT cycles and adoption strategies, ensuring accuracy, usability, and seamless integration into business workflows.
  • Delivered next‑generation dashboards that empowered leadership with deeper insights, improved forecasting precision, and data‑driven decision‑making.

Executive Impact Highlights

  • Elevated sales operations through data‑driven forecasting and analytics frameworks.
  • Strengthened cross‑functional collaboration between Sales, Finance, and Marketing, aligning GTM execution.
  • Championed change management and enablement initiatives, embedding standardized processes and driving adoption across global teams.
  • Positioned sales leadership with strategic visibility and operational discipline, enabling scalable growth.

Senior Sales Operations - Lead

Zuora
Bengaluru
03.2021 - 05.2022

Project Lead – Sales Operations & Technology Enablement

  • Aligned objectives and quality standards by embedding best practices across teams.
  • Directed high‑performing teams through coaching, reviews, and structured feedback.
  • Optimized workforce planning and training to meet demand forecasts and delivery standards.
  • Administered Clarivate Analytics, Domo Clouding, Hoover tools, and the sales stack.
  • Owned project scheduling, test execution, and bug prioritization to drive innovation.
  • Presented insights to leadership, influencing fixes and strengthening collaboration.

Salesforce Classic → Lightning Migration (Project Lead)

  • Scoped migration, defined success metrics, and planned agile sprints.
  • Translated business requirements into technical deliverables, bridging stakeholders and teams.
  • Directed UAT cycles, ensured adoption with zero downtime, and led change management.

Senior Sales Operations (SME)

Polycom
Bangalore
12.2015 - 03.2021

Salesforce Administration

  • Prepared sales and renewal reports and delivered presentations for Sales Directors and VPs in QBRs and leadership meetings.
  • Maintained OBIEE databases and monitored automated/manual report distribution.
  • Partnered with Sales, Corporate Ops, Order Management, and Channel Partners to accelerate sales and improve efficiency.
  • Served as SFDC Admin and onsite POC, managing users, roles, profiles, custom objects, and layouts to support business functions.
  • Provided APAC Salesforce support, onboarding and training sales/marketing teams on Salesforce and sales stack tools.
  • Analyzed KPIs to identify operational improvements and cross‑trained sales reps on pricing, discount changes, EOSL products, and inventory.

Renewals Scope

  • Collaborated with Renewal Sales Reps & CSMs to refine quoting requirements, reporting needs, and turnaround times.
  • Delivered renewal opportunity data with predictive pricing across SLAs, enabling accurate quoting and forecasting.
  • Re‑engineered manual email tracking into SharePoint workflows, improving prioritization, speed, and KPI measurement.
  • Managed renewal and new business booking reports for sales leaders and conducted trend analysis vs. forecasts.
  • Produced financial reporting and analysis, ensuring accuracy and timely delivery.

Sales Operations Specialist

Avaya
Bengaluru, India
04.2015 - 12.2015
  • Working for Global Reporting and Performance management team
  • Preparing sales reports for Area Sales heads and Regional sales heads
  • Preparing Daily Bookings reports for all geographical theaters with the
    data from SFDC Tableau and SAP
  • Monitored daily purchase orders for weekly revenue and Sales progress
    reports identifying possible inventory issues and discrepancies
  • Designed and performed Ad hoc reports and analytics for VP of
    Marketing, Sales, VP of Product Marketing and VP of Operation
  • Created and maintained documentation of underlying processes,services and systems.

Process Ops Specialist

Dell EMC
Bengaluru, India
07.2012 - 03.2015
  • Preparing quotations by analyzing and building configuration of EMC
    Hardware products and Software licenses and partners' products, working in a highly competitive environment with confidential data of customer
  • Contract management, Pricing, Billing and Warranty setup and Quotes
    Working with the System Engineer to get the technical data of Asset at customer location and update the records on backend systems
  • Interacting with Clients on site, reporting work statistics with clients
  • Implemented more efficient processes and reduced revenue loss
    Modelled business processes to identify strengths, weaknesses and opportunities for improvement.

Skills

  • Sales forecasting and analysis
  • Weekly forecast coordination
  • Renewals management
  • Order quoting and management
  • Salesforce CRM administration
  • Sales strategy development
  • Leadership in centre of excellence
  • Territory design and quota allocation
  • Pipeline analysis
  • International stakeholder relations
  • Requirements gathering and UAT
  • Cross-functional collaboration
  • Sales tools training and support
  • Remote workshop facilitation
  • Client and stakeholder management
  • Team leadership
  • Project management
  • Process documentation

Accomplishments

  • Successfully transitioned Quoting process from Ireland team to India Shared services center with in agreed timeline with consistent quality in Audit reports.
  • Designed the work flow from manual Renewal Quote request (Email) process to SharePoint.. which helps Quoting team to prioritize & Allocating the work accordingly, designed Quoting teams performance reports and Managed the share point access
  • Won 3 R&R Awards and Best Innovative Idea award for INOC- Six sigma project.
  • Travelled 5 times to USA for Process Transition, Trainings & employee co-locations program.
  • Streamlined workflow by consolidating lengthy processes and redundant documentation that resulted in more effective and timely completion of Work.

Languages

English
Proficient
C2
Hindi
Proficient
C2
Telugu
Proficient
C2
Kannada
Proficient
C2
Tamil
Proficient
C2

Timeline

Manager - Sales Operations

HERE Technologies
05.2024 - 06.2026

BA Sales operations

Skillsoft
06.2022 - 04.2024

Senior Sales Operations - Lead

Zuora
03.2021 - 05.2022

Senior Sales Operations (SME)

Polycom
12.2015 - 03.2021

Sales Operations Specialist

Avaya
04.2015 - 12.2015

Process Ops Specialist

Dell EMC
07.2012 - 03.2015
Surendra Reddy