Ridhi Gupta
(-
-
www.linkedin.com/in/ridhi-gupta-374b74114
PROFESSIONAL SUMARY
3 years of experience in stakeholder management with key interest in Business & Financial operations.
CURRENT WORK EXPERIENCE
Customer Success Executive, Neotas
September 2020 - Present
Working directly with co-founders and owning KPIs and end-to-end processes for Marketing and Sales functions and for entire CRM structure.
Responsibilities
Process and KPIs Creation, Implementation and Measurement
•
Creating processes and Structures for complete buyer’s journey, including customer success.
•
Defining relevant KPIs and creating hooks to measure them
•
Implementation of structures and measuring the performance
•
Improving existing processes
Stakeholder and Customer Relationship Management
•
Regular account management of customers
•
Reaching out to clients to collaborate on PR and news
•
Supporting clients on invoicing and other after sales related queries
•
Liaising between stakeholders to discuss, implement and report on strategies
•
Drafting and closing of contracts.
CRM management
•
Independent owner of HubSpot
•
Responsible for end-to-end data maintenance and implementing sales strategies
Strategy
•
•
Assisting in planning the sales and marketing strategies.
Measuring and Analysing the success of strategies and improving when necessary
Reporting and Data Maintenance
•
Generating multiple reports for CXOs and Sales (including Sales engagement, Revenue, and marketing success)
•
Owning and maintaining the data in easy and accessible way
•
Responsible for cleaning data and regularly updating the marketing and sales content.
Business Forecast, Revenue Recognition and Collection Reporting
•
Creating and managing business forecast and raising a red flag when forecast goes below a threshold
•
Reconciling and Recognising revenue on weekly basis
•
Tracking the Account receivables and flagging to respective account manager
Achievements
•
Independently Implemented the entire sales and marketing structure on HubSpot within 2 months of joining
•
Improved the Invoicing process and reduced the Turnaround time by 20%.
•
Defined KPIs and improved the accountability of Sales team.
•
Increased the Sales reach out by 180%
Process Advisor (Part Time), Wendor
Working directly with co-founders to create and streamline processes across all the departments
Responsibilities
•
Team Management
•
Helping Co-Founders and team plan and prioritise the right tasks
•
Creating, implementing, and improving processes
•
Creating policies and structures for people management
•
Contract and Document management
•
Conflict resolution
Achievements
•
•
•
•
Incorporated Planning mindset in the entire team
Built Finance department and its processes from scratch
Helped in developing customer support department from scratch
Trained a small team of 3
July 2020 - Present
SKILLS & COMPETENCIES
•
•
•
•
Well versed with Excel, PowerPoint and Word.
Well versed with HubSpot, Xero, Zoho CRM, and Zoho Books
Fair Knowledge in Accounting, cashflow management and Financial KPIs and Statements.
Comfortable working under tight deadlines and demanding Business situations
CERTIFICATIONS
•
BSI certified internal auditor for ISO 9001:2015
PAST WORK EXPERIENCE
Executive- Sales Operations, UTStarcom India Private Limited
April 2018 – August 2020
Heading Sales Operations, February 2020 – Present.
As a part of Sales Operations, w a s responsible for acting as a SPOC across stakeholders and CXO’s for sales and operations related information
Responsibilities
Strategy
•
Analyzed organization’s data in order to develop strategies.
•
Clearly presented all the analysis in presentation/reports for CXO’s.
•
Assisted in developing roadmaps/long term plans for the organization. Commercial
Management
•
Pricing of Bids and RFP’s (Have worked on projects worth 150MUSD).
•
Provided Sales teams with the complete checklist of documents required to participate in the bid
•
Contract Management – Assisted in drafting and reviewing key documents like Commercial Contracts, LOI, Agreements etc
•
Reports- Prepared and updated reports for global management on weekly basis (including but not limited to project status, collections, key bookings and
reports as and when required by MD).
•
Sales Funnel- Assisted in Developing and monitoring sales funnel in close collaboration with Sales team basis market trends, product portfolio and customer
requirements.
Business Forecast, Revenue Recognition and Collection Reporting
•
Created and managed accurate forecasts for the sales leaders/teams they support
•
Kept a check on financial health of projects through regular monitoring of Booking and Collection
•
Red flagged deviations from growth plan and financial forecasts and detailing out the reasons
Achievements
•
Successfully conducted ISO audit for recertification with a limited knowledge of the same. (Now responsible for the entire process)
•
Part of core team which broke into private operator business after a long time (Deal worth 12MUSD) •
Part of core
organizing committee for participation in IMC’2019.
•
Improved on revenue margins by ~1.2% through close monitoring of vendor contracts, better negotiation at commercial terms and management sensitization
•
Amongst the top performers of organization in employee rating.
EDUCATION
Year
Degree
Institution
2020
PGP in Management
(to be converted to MBA)
IMT Ghaziabad
(Liverpool Business School)
2017
B.Tech (Computer Science)
Shyama Prasad Mukherjee College, Delhi University
-
2013
10+2
Publication in International Journal of Computer science and Information Technologies.
Topic- Review techniques of knowledge mining
Central Board of Secondary Education, New Delhi