I have a proven track record of delivering innovative solutions that enhance customer value and solve complex business challenges effectively.
Tools: Salesforce CRM Administration, Configuration, Workflow Automation (CPQ/CLM/Sales Cloud), Service Cloud, MS Dynamics CRM, Hubspot,Oracle NetSuite, Zuora Billing,Marketo,Outreach,Zoominfo,Gong,Clari.
Data: SQL, SOQL Data Modeling, Tableau, Microsoft BI, Google Analytics
Other: DocuSign, Adobe Sign,Kira, Akorda, Jira, Confluence, Miro, Lucid Chart, Gainsight, Balsamiq, Figma
Experience
Professional Background
Sr.Business Analyst-O2C Intuit July ‘24 - Present-Leading Rev Ops initiatives within Intuit’s Enterprise Business Systems for various fin-tech products.
Sr. Product Analyst-CPQ/CLM Okta Inc. Sep ‘21 – July ‘24Led Sales Ops process development in Salesforce, owned the entire Quote-to-Revenue tech stack specializing in process design, standardization and continuous improvement.
Developed various upsell and cross-sell strategies for Oktas various Product offerings improving the GTM performance by 23%
Achieved $1M annual cost savings through data-driven root cause analysis of license overages for an online product renewal and cross validated the findings through extensive surveys with user groups.
Configured multiple Standalone and Bundle Products with various Product and Pricing rules for Okta’s SSO (Single sign on) offerings.
Integrated the Pricing engine with DocuSign app launcher for signatures for various quote types.
Automated the Renewal process for Opportunities having closed/won and activated MSAs mitigating the risk of overlooking subscription renewals of 1,200 sales Master Service Agreements over 3 years.
Built comprehensive KPI reports and dashboards to track sales performance, contract cycle times, red-lined clauses and longer duration contracts using Salesforce.
Established AI integrated tracking of red-lined clauses, labeled data for flagged accounts and specific contract language with Einstein AI.
Designed ‘IDenticate’ a Salesforce mobile app for user ID authentication as part of Okta’s 2023 Hackathon.
Business Process Consultant at Forsys Inc with following customers (May ’17 -Sep ‘21)
Sr. Business Analyst Carl Zeiss Vision Oct ‘19 - Sep ‘21
Drove global process standardization, design & tool implementation projects, ensuring Operational Excellence.
Collaborated with Sales Ops, regional managers, finance and legal to analyze, communicate, and architect the Opportunity-to-order, quote to cash and contracts solutions in a dynamic, fast-paced environment, reducing operational cycle time by 32%.
Championed Change Management by executing the revamp and migration from a legacy ERP system to Salesforce CRM saving 7 min/sales agreement and 9 hrs./month per sales rep closing deals 28% faster.
Transformed ambiguous product requirements into clear tasks/features using Agile Scrum principles, including data flows, structures, design documents and UI changes, resulting in a 30% boost in sales teams productivity.
Sr. Business Analyst Splunk Dec ‘18 - Sep ‘19
GTM Strategist supporting the sales products/solutions across Salesforce Sales Cloud and CPQ
Improved organizational efficiency by 30% by implementing dynamic intelligent workflows globally, aligned with the latest Sales Hierarchy updates.
Built, tested and integrated a custom solution for initiation of Statement of Work (SOW) contracts using Contract lifecycle systems built on Salesforce CRM and Oracle NetSuite for revenue recognition.
Sr. Business Analyst Thomson Reuters Feb ‘18 - Nov ‘18
Product Configuration and Pricing Manager for Tax/Accounting Products- Conga CPQ
Configured product specs, pricing & discount rules, constraint rules and promo codes for 300+ products in 30 groups.
Integrated a dynamic pricing engine and a robust UI to display accurate pricing on Thomson Reuters’ webpage.
Cleaned and consolidated large data sets across sandboxes using Salesforce data loader to facilitate data migration.
Delivered comprehensive user demos, elucidating intricate configurations and articulating the holistic process flow, always keeping a solution-centric perspective at the forefront.
Business Analyst ServiceNow May ‘17 - Feb ‘18
Data driven Analyst for Business Process Operations in Sales, Service and Marketing Cloud solutions.
Spearheaded workflows and process improvements for various use cases; provided user training to customers on enhanced functionalities.
Drove Apttus (Conga) CLM implementation on Microsoft Dynamics CRM to improve process efficiency by 33%.
Designed dynamic UI layouts using JSON scripts to reflect the various process needs for multiple operations.
Certifications
Certified Scrum Product Owner (CSPO) | Scrum Alliance
Salesforce Certified Admin | Salesforce.com
Salesforce Certified CPQ Specialist | Salesforce.com
201 Contract Life Cycle Management (CLM) Product Certification | Conga
Generative AI for Product Managers | LinkedIn
Market Research Foundations | LinkedIn
How to Analyze Business Metrics with SQL course | Code Academy
