Senior Revenue Operations Specialist (RevOps/SalesOps) - Epsilon - Bangalore
(2024-12)
- Strong knowledge of Salesforce CRM, including workflow automation, process optimization, and streamlining operational processes.
- Improved operational efficiency by streamlining data maintenance, reporting, and pipeline management activities
- Led and supported standard sales reporting, including: Weekly pipeline summaries, Monthly business reviews (MBRs), Standard sales forecasting reports, Account and sales activity reporting
- Delivered high-impact executive dashboards and insights for sales leadership, enabling informed and data-driven decision making
- Designed and optimized RevOps processes across lead management, forecasting, pipeline governance, territory planning, and quota setting
- Proactively ensured pipeline hygiene, maintaining opportunity accuracy, forecast stage compliance, and clean CRM data
- Built and maintained executive dashboards, KPIs and Drove weekly and bi-weekly forecasting cadence, supporting sales leaders in updating forecast stages and revenue outlook
- Actively contributed to the ERM (Retail Media) project, tracking and analysing week-over-week changes in sales goals and performance, and sharing insights with leadership
- Work with both technical and non-technical stakeholders to define system requirements, customize the platform, and deliver products that match the requirements outlined to increase revenue, sales productivity, and operational efficiency
- Automated repetitive CRM tasks, standardized templates, and recurring reports to improve efficiency and reduce manual effort.
- Supported the successful transition from three CRM instances to one, ensuring high data quality, consistency, and business continuity over a six-month period
Sales Operations Specialist (Order and License Mgmt) - Automation Anywhere - Bangalore
(2022-11 - 2024-11)
Monitoring sales operations by streamlining the processes and workflows, managing data, and providing valuable insights to the management.
- Manage and analyse the sales pipeline to identify trends, forecast revenue, and support strategic decision-making.
- Utilize CRM software (e.g. Salesforce) to maintain the data accuracy and track sales activities, monitor pipeline health, and generate reports.
- Created and maintained sales dashboards and reports using data visualization tools (e.g.,Salesforce reports, Power BI and advanced Excel).
- Coordinated with sales teams to ensure timely and accurate updates to the sales pipeline and quota setting.
- Collaborated with cross-functional teams like sales, and salesforce developers, technical teams to align operational activities with broader business objectives.
- Participating in business review meetings
- Support Sales team with respect to day to day transaction and service-related issues
Order Management Specialist (O2C) - Thomson Reuters Pvt. Ltd. - Bangalore
(2019-05 - 2022-11)
- Responsible for managing and processing sales orders and invoicing customers in SAP.
- Review and process claims, debits, credits, and cancellations as per companies' guidelines.
- Prioritizing customer requests relating to product/service, backorders, entitlements, quoting & invoicing queries within SLA's.
- Coordinating and building successful relationships with departments like Sales, Master data, AR, credits, and collections teams.
- Training and mentoring the teammates to ensure a seamless onboarding process.
- Deep expertise in the OTC process, excellent leadership and problem-solving skills, and ability to work independently.
Financial Analyst - Oracle Pvt. Ltd. - Bangalore
(2016-08 - 2019-05)
- Billing and renewing the Oracle service contracts for both hardware and software
- Working on reconciliation reports on month on month basis using Excel V-lookup and Pivot
- Assisted in the month-end and year-end closure activities.
- Resolving the queries raised by auditors related to orders and renewal bookings
- Resolving or clarifying queries for the internal team and handling escalations
- Involved in quality checks of booking orders for the team members.
- Creating credit memos and debit memos in Oraclei12
