SUMMARY:

• Process driven analytical professional with exceptional problem - solving skills and a passion for improving customer experience & operational efficiencies.
• Demonstrated success in executing on various process improvements along the areas of sales lifecycle - CRM, Quote to Cash. Strong leadership and organizational skills coupled with exceptional communication, interpersonal, and networking skills, building positive working relationships with clients, team members, and managers.
• Successful implementation of Sales Cloud (SFDC) and Apttus CLM & CPQ applications to automate the sales processes at Dover-VSG
• Design & architect Confidential to drive consistency in discounting across customer & partner portfolio thereby reducing discount variation and improving margins
• Process design to enable multiple incentives on a single deal reducing the non-standard deal volume by 24%.
• Automate sales compensation process supporting Confidential business model improving field sales productivity by 67 hrs/person/annum
• Improve order fulfillment process of an Oil Engine (discrete manufacturing) company from 6 weeks to 1 week.

EXPERTISE AREAS:

Sales Processes & Systems, Business Process Improvements & Optimization, KPIs & Metrics, Program/Project Management, Quote to Cash, Contract Management

Data Analysis: SQL, TOAD, Advance Excel

Data Visualization Tableau, Excel, Minitab

Marketing Platform: ZIFT

CRM: Sales Force/ CPQ/CLM Apttus, SF CPQ

Scrum tools: JIRA, RALLY, Sharepoint

PROFESSIONAL EXPERIENCE:

Confidential

Project Manager/Business Analyst

• Assess & Analyze the various sales business process - Lead, Opportunity, Quote - by conducting discovery sessions
• Understand the existing system architecture to evaluate on salesforce integrations
• Key deliverables include business requirement documents including process flows, high level data flow, mock ups & wireframes of As-Is and To-Be architecture, data migration requirements
• Configure & customize Apttus CPQ & CLM tools
• Leverage workflow, triggers & Apttus X-author tool for building the proposal and agreement templates & processes
• Perform system set-up, configuration, and testing
• Develop custom VF page forms
• Build collaterals to support CPQ advisory offering - metric based assessment of various OTF CPQ tools in lieu of client requirement
• Build client presentations & solution demos.
• Respond to client RFPs

Confidential, San Jose, CA

Sales Business Process & Solutions Analyst

• Renewals, Subscription, Software, Products etc. Transform the E2E partner experience along the renewal lifecycle to capture business opportunities for Confidential .
• Understand the current challenges and identify critical business scenarios affecting the renewal business models
• Identify the gaps or pain points categorized by process, policy, data & systems
• Deliverables include UCE Blue Print framework, E2E Information Flow, Capability matrix and roadmap.
• Define epics (business requirements) and acceptance criteria to execute on capabilities aligned with AGILE framework
• Understand the information flow and articulate impact to business processes or data migration

Confidential

Project Manager

• Collaborate with cross-functional & regional teams to gather and validate requirements and create buy-in on a high level solution approach/concept
• Gather requirements (BRD) to design the architecture bundles capability
• Document UAT/BAT scripts
• Enable partners across theatres to access List Prices as per the new List Price Management initiative
• Socialize with IT to get the capabilities delivered
• Create specifications, wireframes, storyboards, process flow diagrams to communicate business and solution requirements
• As an SME, create Change Management artifacts - strategy playbook & content for adoption by external partners & internal channel program teams
• Socialize and support the theatre pricing teams to adopt the new framework

Confidential

Lead Business Systems Analyst

• Understand the pricing waterfall and integrate the capability within CCW quoting portal and cloud(SAAS) based SFDC to provide a seamless user experience
• Design the business process to operationally manage the business rules based on sales hierarchy, technology, customer segment.
• Document the business requirements (BRD); QA & UAT scripts
• Project Manage & guide the development and QA team to document and deliver the functionality in the capacity of an SME and document QA test scripts.
• Optimize the approval routing and improve deal approval cycle time based on discount discretion (against guidance)

Confidential 

Lead Analyst

• As the lead analyst, the objective was to operationalize T&C software subscription quoting and ordering for external channel partners.
• Scope included business use cases such as Contract Transfers/ Renewals/ Consolidation, policy and governance to enable the capability through the customer facing commerce tools.
• Included in the scope were impact to IB (Install Base) & SA (Service Agreements).

Confidential

Business Analyst

• As a business analyst, the objective was to improve Sales team productivity by automating the sales crediting process which was highly manual & time consuming resulting into loss of sales pertaining to MSCP channel program.

Confidential, Mountainview, CA

Sr. Business Process Consultant

• Collaborate with cross-functional teams to carve out current state & to-be state processes supporting professional services business model
• Deliver process documentation leveraging SIPOC framework.
• Identify & analyze various use-cases (assessed using pareto)

Confidential, Sanjose, CA

Sr. Consultant

• Confidential (PPE - Partner Program Enrollment): Worked as a business Analyst for conceptualizing and designing of the PPE (Partner Program Enrollment tool) and channel partner registration into MSCP program.
• Business Impact: Standardize PPE process supporting different channel programs
• KOEL (Order Fulfillment transformation): Business process Reengineering project spread across four SBUs for a diesel engine manufacturing firm. Key focus on reengineering Order Fulfillment and NPI processes.
• Business Impact: Process throughput improvement by slashing down total OFLT from 6 weeks to 1 week and Inventory Optimization (FG & RM).