Sales Data Analyst

Rajesh Bharti

Contact: 725-***-****

Email: ************@*****.***

Skills: Management information – Data Cleansing, Reporting and Analytics, Business research, Marketo Reports, Advance Excel, Basic VBA, SAS, Sales Operation, SFDC Admin, SSRS, T-SQL, Oracle - SQL, Visio, Requirement Gathering, Power BI, Oracle Business Intelligence Enterprise Edition (OBIEE), SOQL

(Salesforce query language).

PROFILE:

• Proactive individual with a pioneering career reflecting strong leadership qualities coupled with hands on expertise in spear- heading Process Management, Operations Management, and Team management; currently working as Associate Business Analyst.

• Proficient in developing and streamlining systems to enhance operational effectiveness while ensuring the process surpasses achievement of delivery and service quality norms for all valuable clients.

• Exceptional consensus building, negotiation and interpersonal skills, analytical mind & comprehensive problem detection/ solving abilities with proven ability of achieving service delivery/process targets. Experienced in Business Analysis, Data Analysis, Reporting and Workflow Management.

• Involved in creation of Business requirement documents and Client presentation.

• Expertise in designing and presenting reports as per different business metrics. Base SAS – D Stream, Bangalore 2014.

Salesforce Administrator & App Builder (Developer) – Simplilearn 2017. 761 - Querying Data with Transact-SQL

• Created new User Accounts and assigned Profiles as per their role in role hierarchy.

• Defined Org wide default to restrict access from users.

• Customized Page layouts for Standard/Custom objects and assigned Record Types.

• Created Data Validation rules and Formulas as per business requirement.

• Worked with various salesforce.com Standard objects like Accounts, Contacts, Leads, Cases, Campaigns, Reports, and Dashboards.

August 2019 at Poly Global Data Analyst

Key Responsibilities

• Working with SQL based databases to extract, analyses and turn raw data into meaningful business insights.

• Using Oracle SQL and OBEE for creating advance report and dashboard for business stakeholder.

• Documenting the existing and new business processes

• Maintaining daily and weekly reports

• Providing SFDC tire 2 SFDC support to APAC region.

• Working with global team for data cleanup projects.

• Using SFDC Dataloader for mass update.

• Creating complex reports and dashboards in PowerBI. Achievements

• Identified and fixed 100K non- English records in SFDC which help sales team to close more deals. April 2018 – June 2019 at Just Energy Associate Business Analyst Key Responsibilities

• Working with SQL based databases to extract, analyze and turn raw data into meaningful business insights.

• Provide data sets and metrics to add context and measure potential impact for new Projects

• Creating renewal Campaigns and offers for North America Market

• Generates new product code in the system with pricing

• Documenting the existing and new business processes

• Working on operational tickets related to new report and Datafix

• Troubleshooting existing and upgrading existing report with new changes

• Creating and updating Salesforce dashboard for operation and product team on weekly basis.

• Interacting with internal clients across the globe for their support in Customer Renewal process and supporting operational team with Critical tasks like Customers Perks and Agent commission reports on daily basis

• Effectively present information and respond to questions from key internal personal related to reporting functions.

• Creating tools/reports (in MS Excel and T-SQL) to help manage the day-to-day responsibilities or create reports for within the Operations/Customer Service department.

• Perform business data analysis and ensure the quality, consistency and integrity of data in a timely, effective and reliable manner

• Work independently with users to define concepts and under direction of reporting manager. June 2015 - March 2018 at Pentaur Technology Senior Sales Reporting Analyst cum Operation Analyst Key Responsibilities

• Responsible for providing MIS support to the entire executive, sales, marketing teams globally as per business metrics.

• Identifying scope of automation for the existing reports. Work Experience & Achievements

• Preparing Dashboard, forecast & pipeline reports for the managers and stakeholders.

• Defining business improvement scope and design of projects and execution plan for implementation.

• Interacting with internal clients across the globe for their support in Business analysis and reporting and Actions plans.

• Created 5000+ sales renewal quotes for the global sales team in SFDC.

• Updating Gainsight for smooth flow of product sales.

• Migrated 4500 customers from old pricing system to new pricing system.

• Handling team of seven members.

• Running queries and custom reports data from Salesforce and analysis using Excel.

• Working on Ad hoc reporting projects using Marketo and Salesforce.

• Provide Charts and graphical analysis to senior management for account distribution in sales team and sales volume analysis.

• Resolve SFDC Cases.

Achievements

• Migrated 6000 customers renewal data from basic pricing system to CPQ in Salesforce. April 2012 - June 2015 at Replicon Software, Bangalore as Sr. Sales Administrative Assistant Key Responsibilities

• Create various sales and marketing reports along with dashboard, highlighting dependencies in processes and suggestions to improve them for executive management and concerned stakeholders.

• Collaborate with the marketing team to develop sales Reports in SalesForce.

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• Designing standard work instruction & process maps and collaborate with the production team for implementation.

• Create spread sheet models for support in Decision making for senior management.

• Performing research, analysis, data quality and support projects for the global marketing team.

• Review all incoming emails from assigned sales inbox and forward to the applicable person, department, and/or escalate to the Sales Director.

• Collating contact details for email marketing campaigns on various industries.

• Proactively engaging in maintaining the health of database.

• Working as a support in product development environment for timesheet management company.

• Querying Salesforce database to extract data and prepare reports in advanced Excel using formulae based on business metrics.

Nov 2008 - Dec 2011 at M-Tex Enterprises, Panipat as Senior Executive Key Responsibilities

• Conducting market surveys and reports on competitors’ strategies.

• Responsible for providing quotes, generate sales, and marketing.

• Maintain and develop new and existing business customers and vendors.

• Online marketing and sales.

• Travelled extensively across India to promote the business. Achievements

• Best Marketing Executive of 2010-2011 for generating sales worth 15 lakhs.

• Automated reports for sales and marketing team savings lots of manpower.

• Instrumental in the conceptualization & development of business for Maharashtra branch operations team to a well- established and growing process.

• Transitioned key reports for purchase team.

• Analysing & reporting the M-Tex Products and Products key report and its entities, standardizing and transitioning key activities.

Pursuing PGDBM from NMIMS

Graduation (B. Com), 2012

Language Proficiency: English, Hindi and Punjabi.

Address: Ground #154, 7th Cross ITC Colony, Jeevanahalli, Cox Town, Bangalore – 560005. Personal Detail

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