Harleen Seera

Revenue Operations and GTM analyst with 3+ years of experience across CRM operations, pipeline management, funnel analytics, forecasting, and data quality in B2B and SaaS environments. MBA in Finance & Marketing. Hands-on with Salesforce reporting and dashboards, using funnel and account-health analysis to improve win rate, CRM accuracy, and retention. Currently building SQL and BI skills.

Account Growth Consultant (Revenue Operations Focus) at Revvlocity (2025-07 – Present)

• Increased outbound win rate from 18% to 24% across 45 enterprise B2B accounts by analyzing stage-level conversion and rebuilding lead scoring and targeting around the highest-converting segments.
• Improved revenue forecasting accuracy to within 10% of closed-won revenue by tracking pipeline velocity and deal aging to flag at-risk opportunities before quarter close.
• Cut manual reporting time by 6 hours per week for 8 stakeholders by building Salesforce dashboards for win rate, pipeline velocity, and pipeline coverage.
• Secured 5 strategic growth partnerships worth $400K in pipeline by aligning sales, marketing, and product teams on shared GTM goals and unified account plans.

Customer Success Executive at TaskUs (2024-11 – 2025-06)

• Increased lead-to-customer conversion from 12% to 16% across high-value US accounts by analyzing communication logs, identifying funnel friction, and redesigning automated workflows.
• Grew cross-sell and upsell revenue by using account-level engagement signals and targeted customer outreach.
• Generated a steady flow of qualified opportunities through email, chat, and outreach segmented by customer profile.

Customer Relationship Executive at Teleperformance Pvt. Ltd. (2022-11 – 2024-03)

• Raised CRM data accuracy from 82% to 95% and reduced duplicate records by standardizing CRM data-hygiene practices across active accounts.
• Reduced churn by 12% by auditing account health scores, satisfaction metrics & escalating at-risk accounts early.
• Increased upgrade conversions by analyzing product-usage patterns and proactively recommending plan changes.

Business Development Executive at Learning Routes Pvt. Ltd. (2022-06 – 2022-08)

• Increased qualified inbound leads by 25% by designing structured outreach and lead-qualification criteria to prioritize and route leads.
• Improved lead-to-opportunity conversion by partnering with marketing to track lead metrics and shift effort toward higher-performing partner channels.

MBA in Finance & Marketing – DAV University (2020 – 2022)

Bachelor of Commerce – Panjab University (2017 – 2020)