Venkat Ramna
Hyderabad
Summary
Dynamic and detail-oriented professional with 13 years of experience in order management and sales operations. Proven ability to work effectively in a dotted-line reporting structure, collaborating with cross-functional teams to ensure smooth order processing, compliance, and customer satisfaction. Skilled in data analysis, project management, and process optimization, with a track record of driving efficiency and mitigating risks within order fulfillment. Adept at maintaining strong communication channels with stakeholders to ensure alignment on goals and expectations.I work well with operations and sales leadership teams to improve pipeline visibility, achieve quotas, and support inventory and order processing systems. I am procient in data analysis, sales forecasting, and performance metrics. I support the entire order lifecycle, from lead generation to billing, with practical knowledge with CRM and Order Management Systems (OMS), guaranteeing compliance and client pleasure. Seasoned Senior Sales Operations Analyst with a strong background in enhancing sales strategies, improving operational efficiencies and influencing business decisions. Able to leverage data-driven insights to drive customer engagement and revenue growth. Proficient at managing multiple projects simultaneously while fostering cross-functional collaboration. Adept at creating impactful solutions that align with organizational objectives and stakeholder needs.
Overview
14
14
years of professional experience
Work History
Sr. Operations Analyst
Cisco
Hyderabad
03.2023 - Current
- Process Development & Improvement: Design, implement, and continuously optimize end-to-end sale, processes (from lead generation to sales closure and post-sales support). Ensure processes are efficient. scalable, and aligned with company objectives.
- Cross-Functional Alignment: Collaborate with sales teams, marketing, finance, and IT to streamline workflows, eliminate bottlenecks, and ensure smooth handoffs between departments.
- Order Fulfillment (Inventory Check) : The system checks inventory levels for the products ordered and triggers the necessary fulfillment processes (e.g., picking, packing, and shipping). If an item is out of stock, a backorder may be created, and the customer is informed of the delay. Shipping & Delivery: The products are shipped according to the customer’s specifications, and tracking information is provided.
- Billing & Invoicing: Once the order is shipped, an invoice is generated, typically based on the pricing and terms defined in the quote. The invoice reflects any discounts, taxes, and additional fees Payment Processing, Depending on the terms, payments may be processed immediately (e.g., via credit card or bank transfer) or based on a credit schedule (e.g., net 30 days).
- CRM Management (e.g., Salesforce): Oversee the configuration, management, and maintenance of the CRM system to ensure it meets the needs of the sales team. Provide expertise on CRM functionalities, reporting, and integration with other business systems.
- Sales Order Processing refers to the workflow and series of steps involved in receiving, fulfilling, and managing orders from customers. It plays a key role in the overall sales operations, ensuring that customer orders are correctly captured, tracked, and delivered in a timely manner. Effective sales order processing can help improve customer satisfaction, streamline operations, and optimize revenue generation for
businesses. - Quote Generation: Using customer-provided details (such as product specifications, quantities, delivery
timelines, etc.), the sales team or sales operations team creates a formal quote. The quote may include specific pricing, applicable discounts, and payment terms. Product Configuration. - Quote Review & Approval: Before sending the quote to the customer, it may undergo an
internal review for approval. This ensures that pricing is correct, terms are aligned with company policies,
and any required approvals (e.g., from finance or legal teams) are obtained. - Negotiation: The customer may negotiate terms, prices, or product specifications. Sales teams often engage
in back-and- forth communication to finalize the quote and address any concerns. - Forecasting & Reporting: Collaborate with leadership to generate accurate sales forecasts, leveraging
historical data, market trends, and performance metrics. - Data-Driven Decision Making: Provide data-driven recommendations to improve sales strategies, optimize
resources, and adjust tactics based on real-time performance. Enforce adherence to relevant policies and
standard procedures, and as necessary, assist internal investigations into policy infractions pertaining to
contracts or transactions. - Training & Onboarding: Develop and deliver training programs on sales tools, processes, and best practices.
Ensure sales reps are proficient in using CRM systems, sales automation tools, and other sales resources. - Sales Playbooks & Resources: Create and maintain comprehensive sales playbooks and resources, including
best practices, scripts, templates, and competitive intelligence to guide sales teams. - Coaching & Mentorship: Offer guidance and support to sales representatives on how to use systems,
navigate complex sales processes, and achieve their targets. - Documentation of Best Practices: Document and standardize sales processes, ensuring consistency and
efficiency across the organization. Create guidelines and manuals to streamline workflows. - Compliance & Governance: Ensure that sales processes adhere to company policies, legal requirements,
and industry standards. Maintain compliance with data privacy regulations, financial reporting standards,
and ethical guidelines. - Collaboration with Sales Leadership: Provide strategic insights and recommendations to senior sales leadership, helping to shape the sales strategy and overall direction.
- Collaboration with Finance & Legal: Work with finance to track sales budgets and provide support for financial planning, invoicing, and revenue recognition. Collaborate with legal teams to ensure contracts and agreements comply with company policies.
- Sales Transformation Projects: Lead or support strategic sales transformation initiatives, such as theadoption of new tools, process redesign, or regional sales model changes.
Sr. Operations Analyst
Celigo
01.2022 - 01.2023
- End-to-End Order Management: Oversee the entire lifecycle of customer orders, from creation through fulfillment and invoicing, ensuring that each step is completed accurately and on time.
- System Integration: Utilize Celigo’s integration platform (iPaaS) to integrate order management systems with other enterprise applications such as CRM, ERP, and third-party logistics systems to enable seamless data flow.
- Order Data Accuracy: Ensure that all order data is accurate, complete, and synchronized across all systems (e.g., ERP, CRM), eliminating manual data entry errors, and improving order processing speed.
- Customer Communication: Act as the primary point of contact for any order-related queries, including order status, delivery dates, or discrepancies. Communicate effectively with customers to manage expectations.
- Vendor and Supplier Coordination: Coordinate with suppliers and vendors to ensure product availability, timely delivery, and any required order adjustments.
- Cross-Functional Collaboration: Work closely with other teams (e.g., Sales, Finance, Logistics) to ensure smooth order processing and resolution of any issues. Provide regular order management updates to leadership teams.
- Dotted Line Reporting: In a dotted-line reporting structure, manage relationships with managers across different departments (e.g., Sales or Logistics), providing insights, coordinating efforts, and aligning departmental objectives. Report regularly on order management performance, including key metrics like order cycle time, fulfillment accuracy, and customer satisfaction.
- Escalation & Issue Resolution: Act as a point of escalation for order-related issues, ensuring timely resolution through collaboration with other teams.
- Inventory Tracking: Monitor inventory levels and communicate potential supply chain disruptions to ensure timely order fulfillment. Integrate with Celigo’s inventory and warehouse management systems to keep real-time stock updates.
- Order Adjustments: Manage adjustments to orders, including cancellations, returns, or changes in order quantities, and ensure that these changes are reflected across all integrated systems.
- Shipping Coordination: Collaborate with logistics partners to ensure on-time shipping, update order statuses, and handle any shipping delays or issues.
- Order Management Optimization: Continuously evaluate and improve order management workflows and processes to reduce cycle times, eliminate bottlenecks, and improve overall efficiency.
- Reporting & Analytics: Generate and analyze order management reports (e.g., order status, cycle times, fulfillment rates, etc.) to provide actionable insights to leadership teams and ensure continuous improvement.
- System Enhancements: Identify opportunities to improve the integration of order management processes with other enterprise systems via Celigo’s integration platform. Help customize or configure the Celigo platform to automate processes, improve data accuracy, and scale with business growth.
- Order Documentation: Maintain accurate records of all customer orders and transactions in accordance with company policies and regulatory requirements.
- Compliance: Ensure all order management processes comply with relevant industry regulations, internal policies, and best practices to reduce risk and maintain customer satisfaction.
Subject Matter Expert
Clarivate
Hyderabad
03.2018 - 12.2021
- Sales Process Optimization: Develop & Optimize Sales Processes, Design, streamline, and implement efficient end-to-end sales processes, ensuring alignment with business goals and improving sales effectiveness
- Cross-Functional Alignment: Work closely with sales leadership, marketing, finance, and IT to ensure seamless coordination and communication between departments, and to eliminate bottlenecks in the sales pipeline
- Sales Strategy Support: Provide actionable insights and support the execution of sales strategies through effective process management, resource allocation, and continuous improvement initiatives
- Sales Reporting & Analytics: Analyze sales performance metrics, such as conversion rates, sales cycle time, win/loss ratios, and quota attainment, to provide recommendations for improvement
- Forecasting: Collaborate with leadership to develop accurate sales forecasts using historical data, pipeline trends, and market insights
- Sales Enablement & Training: Lead the development and delivery of sales training programs, focusing on sales tools, CRM usage, process compliance, and best practices
- Training Material : Create and maintain sales playbooks, guides, templates, and competitive intelligence to ensure sales reps have the necessary resources to perform effectively. Promote the use of sales tools such as Salesforce, CPQ, and other sales enablement platforms to improve productivity and consistency
- End-to-End Order Management: Oversee the entire lifecycle of customer orders, from creation through fulfillment and invoicing, ensuring that each step is completed accurately and on time.
- Order Processing: Ensure timely and accurate processing of customer orders. This includes verifying order details, confirming customer information, and ensuring product availability.
- Customer Communication: Act as a liaison between customers and internal teams. Address inquiries related to order status, delivery schedules, and product availability.
- Data Entry and Updates: Input order data into the enterprise resource planning (ERP) system, updating customer profiles and order status as needed.
- Inventory Coordination: Collaborate with the inventory or warehouse team to ensure products are available for fulfillment.
- Issue Resolution: Address and resolve order discrepancies, such as backorders, returns, or shipping issues.
- Documentation: Maintain and organize order-related documentation for compliance and auditing purposes.
- Order Tracking and Reporting: Generate reports on order fulfillment status, delays, and overall order processing performance. Analyze data to identify trends or inefficiencies.
- Root Cause Analysis: Investigate issues in the order management process, such as recurring delays, billing issues, or customer complaints. Recommend process improvements.
- Process Improvement: Work on continuous process improvement projects to enhance order accuracy, reduce cycle times, and improve customer satisfaction.
- Collaboration with Sales/Customer Service: Collaborate with sales and customer service teams to resolve customer issues and ensure orders meet customer expectations.
- Oversight of Order Flow: Supervise the order fulfillment process, ensuring timely delivery of products and services.
- Team Management: Manage a team of order management specialists or analysts, providing training and support to improve performance.
- Quality Control: Ensure that all orders are processed accurately and in compliance with Clarivate’s standards and policies.
- Escalation Management: Handle any escalated issues related to order fulfillment, including delayed shipments, incorrect orders, or customer complaints.
- Training Teams: Responsible for training order management teams on new processes, tools, or systems, ensuring that staff is well-equipped to handle day-to-day operations.
- Documentation: They often create user guides, training materials, and documentation to share knowledge across the organization.
- Problem Resolution Complex Issue Handling: Often called upon to resolve complex or escalated customer or order-related issues that go beyond routine procedures.
Root Cause Analysis: They conduct deep dives into recurring issues, providing recommendations to prevent future occurrences. - Collaboration and Guidance Cross-Functional Collaboration: Collaborate with other departments (sales, finance, logistics, customer service) to ensure smooth order execution and to advise on policy, system, and process changes.
- Strategy Alignment: They help ensure that order management strategies align with the company's broader business goals and customer satisfaction targets.
Subject Matter Expert
C4S Consulting Services
Hyderabad
03.2011 - 03.2018
- Develop & Execute Paid Search Campaigns: Lead the development of Google Ads campaigns (Search, Display, Shopping, Video, etc.) to meet targeted sales goals, while aligning with marketing strategies and KPIs
- Keyword Research & Optimization: Conduct comprehensive keyword research, utilizing tools like Google Keyword Planner and SEMrush, to identify high-value keywords that will drive traffic and conversions for various business segments
- Ad Copy & Creative Development: Write compelling ad copy and develop creative strategies for different ad formats to improve Click-Through Rate (CTR) and drive higher engagement and conversions
- Budget Allocation & Bidding Strategy: Manage and optimize campaign budgets, allocate spend across various channels, and develop smart bidding strategies to maximize cost-efficiency and return on ad spend (ROAS)
- Performance Monitoring & Reporting: Use Google Analytics and Google Ads reporting tools to monitor campaign performance, identify trends, and generate reports for stakeholders, ensuring campaigns are aligned with strategic objectives
- Conversion Tracking & Attribution: Set up conversion tracking and attribution models to track user actions, providing insights into which campaigns and keywords are driving the most valuable customer actions
- Client Reporting & Communication: Regularly communicate with internal stakeholders or clients (if in an agency role) to review performance, recommend changes, and align digital advertising strategies with business goals
- Training & Knowledge Sharing: Train and mentor internal teams on best practices for Google Ads, new features, and changes to the platform (e.g., Google Ads extensions, automated bidding)
- Develop & Implement Sales Processes: Design, refine, and implement sales processes to improve efficiency and reduce friction in the sales cycle-from lead generation and qualification to closing
- Cross-Functional Collaboration: Partner with marketing, finance, customer success, and sales teams to ensure seamless handoffs, accurate reporting, and alignment on key performance indicators (KPIs)
- Lead Scoring & Qualification: Collaborate with marketing teams to implement lead scoring models, ensuring high-quality leads are passed to the sales team for follow-up and conversion
- Data Analysis & Reporting: Regularly analyze sales data, identify trends, and provide actionable insights to sales leaders on pipeline health, conversion rates, and other key sales metrics
- Forecasting & Quota Management: Support sales forecasting efforts, track sales quotas, and develop models to predict revenue, ensuring alignment between sales targets and marketing investments
- Sales Process Optimization: Analyze sales data and identify areas for improvement in the sales process
- Develop and implement strategies to streamline sales workflows and increase efficiencey Design and maintain sales tools and technologies, such as CRM systems and sales enablement platforms.Develop and implement strategies to accelerate deal closure and improve win rates
- Pipeline Management: Track and analyze the sales pipeline, identifying potential risks and opportunities Provide accurate and timely sales forecasts to leadership
- Sales Reporting and Analysis: Generate reports and dashboards to track key sales metrics, such as revenue, win rates, and sales forecast. Analyze sales data to identify trends and insights that can inform sales strategies.Provide data-driven insights to support sales decision-making
- Sales Enablement: Develop and deliver sales training programs and resources. Create and maintain sales collateral, such as presentations, proposals, and case studies. Support sales teams with tools and resources to help them be more effective.
- Client Relationship Management: Collaborate with sales teams to build and maintain strong relationships with clients Provide support to sales teams in managing client expectations and resolving client issues.
Education
M.com - Accounting, Economics, Finance, Marketing, Management
Pt. Ravi Shankar Shukla University
07.2011
Skills
- Sales Process Optimisation
- CRM & Order Management Systems
- Data Analysis & Reporting
- Sales Enablement & Training
- Quote to Order
- Quote to Cash
- Order Processing & Fulfillment
- Billing & Revenue Recognition
- Customer Relationship Management
- CPQ
- Salesforce
- Quotation and Contract Management
- Problem-Solving & Process Improvement
- Compliance & Risk Management
- Communication & Collaboration
- Leadership & Coaching
- Mentoring & Coaching
- Strategic Thinking
- Sales Forecasting & Planning
- Pipeline Management
- Negotiation & Decision-Making
- SAP ERP Knowledge
- Order management systems
- ERP systems
Languages
- English
- Hindi
- Telugu
Personal Information
- Father's Name: Raghav Reddy
- Date of Birth: 12/24/91
- Marital Status: Married
Timeline
Sr. Operations Analyst
Cisco
03.2023 - Current
Sr. Operations Analyst
Celigo
01.2022 - 01.2023
Subject Matter Expert
Clarivate
03.2018 - 12.2021
Subject Matter Expert
C4S Consulting Services
03.2011 - 03.2018
M.com - Accounting, Economics, Finance, Marketing, Management
Pt. Ravi Shankar Shukla University