Tulika Kangsa Banik
Pune
Summary
Dynamic Sales Operations professional with expertise in contract management and negotiation at Ensono. Proven ability to enhance operational efficiency and accuracy through advanced Salesforce and reporting skills. Adept at training and mentoring teams, fostering collaboration, and driving process improvements to achieve organizational goals. Strong communicator committed to delivering results.
Overview
7
7
years of professional experience
1
1
Certification
Work History
SALES OPERATION AND CONTRACT ADMINISTRATOR (DEAL DESK)
Ensono
Pune
01.2022 - Current
- Structuring, drafting, negotiation, and closure of various commercial agreements such as Non-Disclosure Agreement (NDA), Master Services Agreement (MSA) and Statements of Work (SOW), software license agreements and software reseller agreements
- Finalizing and collecting signatures on all contracts using DocuSign CLM and properly archiving them in contracts database
- Migrate contracts and specifications to Contract Lifecycle Management (CLM) system
- Assign contracts by creating agreement folders on CLM
- Assign contracts to respective legal attorneys as indicated
- Review and respond to customer and / or sales team requests for amendment to standard contractual documentation
- Manage renewal contracts to ensure on-time bookings
- Update contract templates and standard terms and conditions in the CLM, if necessary
- Review contract drafts using client-provided instructions for errors and/or exceptions
- Set-up Customer Accounts, Create Leads, Opportunities, and Quotes using Salesforce and CPQ
- Manage new logo bookings (new deal), contract renewal, amendment contract, termination and de-booking process
- Assist in managing the deals and contract lifecycle from order entry to booking
- Coordinate with internal stakeholders for necessary approvals for renewal quotes, negotiations, etc
- Monitor and maintain data quality within the sales databases, implement ongoing data cleansing/checking procedures
- Prepare monthly renewal, billing and sales reports
- Assisting clients with RFQ and RFP documents
- Daily work distribution to the team and tracking of all data for weekly & monthly
- Utilize Salesforce to manage customer information, track sales activities, and generate reports
- Ensure data accuracy, maintain records, and generate analytics to support sales processes
- Collaborate with sales managers and other stakeholders to streamline processes, enhance efficiency, and optimize sales performance
- Creating expiring contract reports, upcoming renewal reports and dashboards
- Assisting billing team by creating usage reports for Azure, AWS and MS incentive services
- Managing team performance and progress
- Constantly looking for ways to improve the processes
- Creating SOP, Knowledge Base and Training documents
- Onboarding new teammates and access setup
- Training and mentoring new hires, handle administrative tasks such as maintaining sales documentation, updating sales literature and training materials
- Liaise between Legal Team, Sales, and Customer to interpret clauses, and draft custom agreement language for Legal review
- Provide administrative support to the sales team and solution architect team during bid preparation and contract negotiation phases
- Project Management: Project setup and Maintenance (Including Agreement & Budget)
- Resource Allocation: Ensure effective use of resources to meet goals and deadlines
- Budget Management: Manage the operational budget for cost-effective resource allocation
- In-depth understanding of the bill of materials
- Vendor Management: Create Purchase requisitions
- Timely follow-up with approvers to get the Purchase order created
- Monitor timely invoice processing
GLOBAL REVENUE OPERATION ASSOCIATE
Salesforce India Pvt. Ltd
Hyderabad
08.2021 - 01.2023
- Enabled our Sales Team with selling best practices in managing and processing Contract/Order/Quote to maximize the company’s bookings and revenue
- Advised on having a win-win-win deal structure for our external customers, internal sales team, and SFDC by collaborating with other departments (Legal, RevRec, Product & Pricing Team, etc.) in a timely manner
- Identified areas of improvement to increase accuracy, completeness, and/or consistency, and implemented solutions in process, policy, and overall operations
- Reviewed submitted contract and order forms when necessary for completeness, accuracy, and conformance to Salesforce.com Sales Order Acceptance policy, and ensured all documentation followed revenue and company policy
- Established strong relationships with Sales, Renewals, Customer Support Managers, Collections, Adjustments, Compensation, Rev Rec, Legal, Pricing, and other internal resources as appropriate
- Participated in a new system implementation
- Audited processes to identify process and performance defects
- Educated the latest rules, processes, and system functionalities to external/internal customers using knowledge base at training sessions, open desk/offices, and individual case handling/discussions
- Completed vendor and supplier forms
- Onboarded new vendors
- Assisted clients with RFQ and RFP documents
SALES OPERATIONS ANALYST
Clarivate Analytics
Hyderabad
01.2019 - 07.2021
- Validated sales contract before it is accepted by the finance team and entered the system
- Collaborated with legal and other stakeholders to review and finalize contract terms when necessary
- Onboarded new clients and vendors
- Assisted clients with RFQ and RFP documents
- Generated invoices for the orders
- Verified and resolved invoices and disputes
- Assisted in booking new deals, renewals and amendments
- Created quotes and opportunities in ERP system as requested by the sales team
- Updated contracts with address change requests from customers
- Processed purchase orders
- Processed credit card payments
- Assisted clients with credit card payments using Ariba and Zuora
CONSULTANT (SALES OPERATIONS AND ORDER MANAGEMENT)
Hinduja Global Solutions
Hyderabad
06.2018 - 01.2019
- Draft, review, and finalize commercial proposals
- Processing purchase orders
- Booking new deals and renewals
- Ensure contracts comply with legal and regulatory requirements
- Maintain a comprehensive database tracker for all related roles and responsibilities
- Vendor Pre-qualification includes client feedback, past record and vendor evaluation
- Process vendor invoices as per issued PO/agreements SoW/SLA's to ensure as per process
Education
M.Sc - Genetics
Barkatullah University
06.2015
Skills
- Advanced User of MS Office
- Advanced user of DocuSign CLM
- Advanced user of Salesforce
- Reporting and Analysis using Excel
- Well-versed with business operational resources including SFDC, NetSuite, SAP C4C, Ariba, Coupa and Zuora
- Basic knowledge of Tableau
- Basic Knowledge of Power BI
- Build and publish interactive SFDC dashboards
- Advanced user of PowerPoint
- Good knowledge of Project Management
- Good knowledge of Agile and Scrum Methodologies
- Good knowledge of Product Management
- Good communication skills
- Hands-on experience in training
- QA audits
- Peer Review
- Coaching new hires
Certification
- Certificate in Supply Chain Management, UpGrad, 2020
- Fundamentals of Project Management, MSI, 2020
- Business Operations & Data Management, QREC, 2020
- Certificate in Oracle R12 Order Management, Udemy, 2021
- Certification in Product Management, Growjunction, 2024
- Certification in Power BI, Office Master Institute, 2024
- Certification in Agile and Scrum Methodology, Skill Yantra, 2025
Timeline
SALES OPERATION AND CONTRACT ADMINISTRATOR (DEAL DESK)
Ensono
01.2022 - Current
GLOBAL REVENUE OPERATION ASSOCIATE
Salesforce India Pvt. Ltd
08.2021 - 01.2023
SALES OPERATIONS ANALYST
Clarivate Analytics
01.2019 - 07.2021
CONSULTANT (SALES OPERATIONS AND ORDER MANAGEMENT)
Hinduja Global Solutions
06.2018 - 01.2019
M.Sc - Genetics
Barkatullah University
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