Vishu Malhotra

Project Names (During CLM Implemetations)

- W.W. Grainger, Illinois, United States (Discovery to post go-live)

- CAI, Pennsylvania, United States (Sprint 1 and Sprint 2)

• Professionally interacted with clients in requirement gathering workshops 3-4 times a week to assess business requirements and determine software needs, bringing divergent thinking and iCertis platform knowledge to solve complex business challenges
• Configured solutions using iCertis declarative tools such as contract type. reusable libraries, security groups, masterdata, attribute tagging and role action mappings
• Assistance in creation of process flow diagrams to map "as-is" and "to-be" process flows to project BA.
• Collaborated with the technical and functional leads, consultants and development team members on the creation of functional documents such as BRD, Client Presentations, Help Guide, and Supporting Query Logs
• Utilized knowledge of Microsoft solution to de-construct & generate templates and maintain workbooks to deploy customized solutions
• Wrote test cases based on the captured requirements followed with functional testing and support in conducting UAT and PROD deployment
• Raised tickets on iCertis Service Now Portal and Coordinated with iCertis PSM and different teams to follow up and get the issue resolved.
• Established priorities and drove accountability for assigned initiatives, providing leadership.
• Determined proper methodologies and procedures to use based upon project specifications.
• Experience of enterprise software integrations like Salesforce, Docu-sign and SAP to soothe the user experience
• Identified areas of improvement in the software and recommended the same to the technical teams for next upgrade
• Mentored a team of 4 Junior Functional Consultants, supporting them with 1-1 coaching 2 times per month and 24/5 phone and email support

• Contacted 250 of new and existing customers to discuss new products and services.
• Handled highest volume account in Mohali territory, generating more than 20 million in revenue .
• Handled top 40 client companies and brought in 24 new accounts.
• Booked a position of top Account Manager in North region persistently by achieving month on month increased revenue for the organization
• Created proposals for new and repeat customer business transactions.
• Worked diligently to resolve unique and recurring complaints, promoting loyalty, and enhancing operations.
• Developed sales strategy based on research of consumer buying trends and market conditions.
• Forecasted sales and established processes to achieve sales objectives and related metrics.
• Anticipated clients' needs by staying in touch on regular basis.
• Utilized available resources in optimum manner to run extensive strategic measures to penetrate the untapped market
• Contacted regular and prospective customers to explain product features and solicit orders.
• Maintained high standards of customer service by answering pricing, availability, use and credit questions accurately.
• Consulted with clients after sales and contract signings to resolve problems and provide ongoing support.
• Trained peers and management team on internal system supports and implementation plans.

• Followed scripted questionnaires verbatim to collect research data.
• Performed data entry, electronic data collection and tracing to support primary research.
• Used specified forms to compile, record and code results or data from interviews and surveys.
• Explained survey objectives and procedures to interviewees.
• Elicited comments from individuals surveyed and accurately recorded comments.

• Met with customers to discuss and ascertain needs, tailor solutions and close deals.
• Participated in sales meetings and presentations to gain knowledge and insight.
• Analyzed customer feedback and identified areas for improvement.
• Addressed customer queries and complaints with prompt and professional responses.
• Shadowed sales professionals to gain deeper insight into best practices and strategies for maximizing sales revenue.
• Informed customers of promotions to increase sales productivity and volume.

• Generated leads through calls/references/dropping business brochures/meetings
• Engaged with customers to build business relationships.
• Developed knowledge of company products and services to make suggestions according to customer needs.
• Created monthly reports and targeted lists to present to upper management.
• Collaborated with sales and marketing departments to support client acquisition.
• Reviewed client concerns and recommended appropriate changes to supervisors.