Bengaluru, Karnataka, India
Business Operations professional with expertise in business analysis, process excellence, CRM (Salesforce) and operational strategy. Focused on solving complex business challenges, driving continuous improvement, and enabling business transformation.
* Process contracts and ensure all documentation is as per the company policy. * Creating Opportunities and Quotes for Products and Services as per the request. * Validating Leads then convert into Accounts, opportunity and Contacts in SFDC. * Working on special projects related to the Sales Operations department. * Knowledge of working on Account creation and Quote creation in SFDC. * Working on Audit Reports such as validation of new business documents, ORC Checks, Upsell and cross sell report. * Assigning the leads to the sales team on daily basis. * Clean up / Validating the customer account data in SFDC with data present in Data.com * Work inside Salesforce.com to support the organization with Territory updates, Quoting Support, Account Creation and Lead Conversion for new and existing business. * Account management in Salesforce (Includes Account creation, Merge/Delete). Tools Used : Salesforce (SFDC), Tableau, JIRA and other client tools.