Karishma Chopra profile photo 1 on Tal

Karishma Chopra

Revenue & Marketing Operations | GTM Automation | Sales Operations | CRM Integrations | HubSpot, Salesforce, Zapier, n8n, Gong, OpenAI | AI-Powered Workflow Automation | Process Optimization

Bengaluru

11+ years of work experience

SaaS Labs
Jul 20251 yr 4 mosPresent

Bengaluru, Karnataka, India

Led full CRM migration to HubSpot — data mapping, property setup, pipeline configuration, and continuity of lead flow and reporting Own and manage the entire GTM tech stack — HubSpot, n8n, Apollo, Clay, ZoomInfo, Breeze, PhantomBuster, Amplitude, Jira, Slack, and ad platforms Designed and built custom objects in HubSpot to model complex business relationships, enabling more accurate reporting and segmentation Built and scaled cold outbound infrastructure from scratch — domain provisioning, mailbox setup, DNS configuration (SPF, DKIM, DMARC, BIMI), warm-up sequences, and sender rotation Own email health management across all sending domains — deliverability metrics, bounce rates, spam complaints, and sender reputation Manage domain health organization-wide — blacklist monitoring, MX integrity, reputation scoring, and proactive remediation Pioneered AI and MCP tooling across RevOps — leveraging Claude with HubSpot MCP, Atlassian MCP, and Slack MCP to automate CRM ops, Jira management, and cross-tool orchestration via AI agents Built AI-powered lead verification and enrichment pipelines using Claude, n8n, Apollo, Clay, Breeze, and ZoomInfo — covering ICP scoring, website validation, and automated routing Designed allbound campaign programs across Google, Meta, LinkedIn, and ChatGPT Ads — with BDR outbound, inbound SDR flows, and full attribution in HubSpot Led data hygiene initiatives — deduplication logic, property audits, enrichment waterfalls, and data dictionary documentation Documented GTM architecture, HubSpot setup, and operational processes for cross-functional alignment across Sales, Marketing, and CS.
Oliv.ai - Your AI Assistant for Sales
Jan 20241 yr 6 mosJun 2025

Bengaluru, Karnataka, India

In my role at Oliv AI, I spearheaded revenue operations initiatives to enhance sales and marketing alignment. I set up automated tracking systems for contacts, accounts, and deals, ensuring data integrity. Additionally, I developed sales forecasting dashboards and marketing performance reports to drive strategic decision-making. **CRM & System Setup** - Account & deal tracking, including automation of lifecycle stages - Sales forecasting & dashboards - Email & meeting activity tracking in HubSpot - Ad tracking & website analytics (Google Ads, GA, PostHog) - Data cleanup & enrichment **Sales & Marketing Operations** - Monthly, weekly, and daily sales reports - Marketing dashboards (campaign performance, overall marketing health) - SDR & AE commission tracking - Contact data quality & email deliverability monitoring - Support for launch operations & nurture campaigns **Automation & Optimization** - Account & deal stage automation - Apollo job change filters for data freshness - Workflows & reports for India SDRs - Tool spend optimization - Email automation (follow-ups, "send more info" sequences) **Sprints & Execution** - Fixing bugs (e.g., call tracking, email triggers) - Training & onboarding (India SDRs, workflow updates) - Backfilling & cleanup (meeting outcomes, lifecycle stages) - Integration improvements (Salesforge, n8n, HubSpot migrations) - SDR operations support (WhatsApp Business, inbound calls) **Strategic OKRs & Future Plans** - Omni-channel campaign infrastructure & scoring - Leadership & sales collaboration dashboards - Outbound system enhancements (Apollo, email health, CRM cleanup) - Pipeline reporting & automation - Data sanity & health checks
Hiver
Oct 20221 yr 8 mosMay 2024

Bengaluru, Karnataka, India

Marketing Management: Demonstrated expertise in developing and implementing marketing strategies to drive brand awareness, customer acquisition, and revenue growth. Skilled in market research, competitor analysis, and product positioning. Process Automation: Proficient in identifying opportunities for process automation within marketing operations. Experienced in leveraging marketing technology tools and platforms to streamline workflows, improve efficiency, and enhance productivity. Integration: Adept at integrating various marketing systems, databases, and platforms to ensure seamless data flow and optimize marketing campaigns. Skilled in utilizing APIs, data connectors, and third-party integrations to consolidate data and enable cross-channel marketing initiatives. Marketing Automation: Strong understanding of marketing automation platforms, such as HubSpot. Experienced in designing and implementing automated marketing campaigns, lead nurturing workflows, and customer journey mapping. Marketing Operations: Proven expertise in managing marketing operations, including budgeting, resource allocation, project management, and performance tracking. Skilled in developing and maintaining marketing dashboards, reports, and metrics to measure the effectiveness of marketing initiatives. Campaign Execution: Demonstrated success in planning, executing, and managing integrated marketing campaigns across multiple channels. Experienced in developing campaign briefs, coordinating cross-functional teams, and ensuring campaign deliverables are executed on time and within budget.
Plivo
Jan 202210 mosOct 2022

Bengaluru, Karnataka, India

1. Work with cross-functional teams and internal teams, to define, drive, and launch improvements to the purchase experience. 2. Develop, test, and execute aggressive multi-channel marketing plans to drive customer acquisition. 3. Conduct analyses to determine program effectiveness and to continuously improve programs and site initiatives. 4. Manage Lead flow and generation from various channels – Website forms, Third-party lead forms, Paid Ads, Campaign pages etc. using Webhooks, Zapier and Hubspot API 5. Setup and streamline marketing automation processes in HubSpot such as - Capturing accurate attribution data, Tracking visitor activities, Data enrichment, Customised customer communications, Nurture programs, Lead generation forms and other API integrations using complex workflows in Zapier. 6. Implement and Optimize Lead scoring that tracks behavioural attributes, firmographic information & negative actions. 7. Ensure seamless lead management and flow via all channels, platforms, marketing automation platform (Hubspot) and CRM (Salesforce). 8. Develop and implement custom workflows to enrich leads, populate attribution flow, capture lead source info, qualify leads based on scoring, track anonymous website tracking using cookies etc. 9. Work on strategic and personalized marketing nurturing programs to drives more leads through the sales funnel. 10. Define and execute the entire lead to customer process by liaising closely with Sales Ops, Performance marketing and Content marketing teams. 11. Maintain Marketing dashboards & reports to track important metrics, KPIs, pipeline management, campaign goals, marketing efforts, lead flow and end-to-end customer journey.
Plivo
Dec 20201 yr 1 moDec 2021

Bengaluru, Karnataka, India

1.Research, curate and communicate relevant data from multiple sources, publicly available and third party, in order to generate target accounts and industries for Marketing and Sales teams. Seek to identify and understand overall trends affecting our focus industries, that drive demand, and impact revenue. 2.Identify new audiences through data analysis, along with their potential problems/solutions. Understand key developments in the market (through publicly available information - press releases, investor calls, website, events, etc.) and create actionable plans to act upon these. 3. Proactively identify new opportunities from the various analyses and research reports and collaborate with the marketing & sales teams to define an insights-based marketing strategy.
Plivo
Apr 20191 yr 9 mosDec 2020

Greater Bengaluru Area

1. Investigated, troubleshoot, diagnosed, and resolved technical issues for customers. 2. Trained and coached engineers on an ongoing basis. 3. Worked with the Product Management and Engineering teams to identify and drive improvements in our existing products. 4. Contributed to developing technical content and IPs such as knowledgebase articles, sample scripts, proof of concept, diagnostic tools, etc. 5. Worked on RESTful API’s of SMS, VoIP, Cloud Telephony with the ability to understand and troubleshoot issues with cloud solutions. 6. Developed strong knowledge of SQL, Networking (TCP/UDP/IP), and HTTP understanding and hands-on on the following programming languages JavaScript , React, Node JS. 7. Gained knowledge of Linux commands. 8. Obsessed with customer support and delighting customers. 9. Led, scheduled, and coordinated daily work, meetings, and projects relevant to the team and unit. 10. Focussed on customer satisfaction, technical proficiency, timeliness of support delivery, and understanding customer needs around speed, quality, and value. 11. Prepared business continuity plan from support delivery perspective 12. Managed high priority escalations with finesse.
DXC Technology
Oct 20144 yrs 6 mosMar 2019

Bengaluru, Karnataka, India

1. Regularly executed case management best practices through clear and timely documentation of customer contact, written or verbal, in the knowledge management system. 2. Responsible for communicating with the process managers for any new processes and working with Level II and Level III support teams to ensure proper recording of Incidents. 3. Monitored the Incidents and managed workload in their respective queues to ensure that Service Level Agreements and Operational Level Agreements were met. 4. Acted as SPOC for all Major Incidents across clients. 5. Suggested and implemented process improvements and methodologies based on research and thorough testing. 6. Processed employee onboardings and terminations as per the HR data on Workday and Active Directory. 7. Administered Oracle PRG in Account Creation, assigning access permissions & deletion. 8. Created and managed user accounts and troubleshoot access issues on applications such as Salesforce, Cybersource, JAMA, FlexNet, BOX, and iManger. 9. Identified process gaps and improvement opportunities. Logged, validated, and updated all user contacts in call Handling Databases. 10. Tested installation of Windows 7 within VMware Fusion in MacBook and provide appropriate feedback about the software to deploy it in the production. 11. Trained new hires on HPE & DXC platforms and tools.

Karishma’s AI Stack

anthropic apis
anthropic apis
claude code
claude code
claude
claude
cursor
cursor
gemini
gemini
github copilot
github copilot

Education

Visvesvaraya Technological University

Bachelor's degree, Electrical, Electronics and Communications Engineering

Visvesvaraya Technological University

20094 yrs2013

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Headline

Revenue & Marketing Operations | GTM Automation | Sales Operations | CRM Integrations | HubSpot, Salesforce, Zapier, n8n, Gong, OpenAI | AI-Powered Workflow Automation | Process Optimization

About

With over 9 years of experience in SaaS and CPaaS sectors, I specialize in revenue and marketing operations, automation, and data-driven decision-making. At Oliv AI, I contributed to enhancing sales and marketing alignment by implementing automated systems for contact and deal tracking, developing sales forecasting dashboards, and optimizing marketing performance reporting. My work ensures seamless CRM integration, data enrichment, and actionable insights for strategic growth. A strong advocate for operational efficiency, I excel in leveraging tools like HubSpot, Google Analytics streamline processes and empower teams. My expertise spans sales enablement, lifecycle automation, and CRM optimization, all aimed at driving measurable business outcomes. Dedicated to collaboration and continuous improvement, I am committed to simplifying workflows and enhancing productivity across organizations.

Location

Bengaluru

AI stack

anthropic apis

claude code

claude

cursor

gemini

github copilot

Work experience

Lead Marketing Operations at SaaS Labs, Jul 2025 - Present · 1 yr 4 mos, Bengaluru, Karnataka, India, Led full CRM migration to HubSpot — data mapping, property setup, pipeline configuration, and continuity of lead flow and reporting Own and manage the entire GTM tech stack — HubSpot, n8n, Apollo, Clay, ZoomInfo, Breeze, PhantomBuster, Amplitude, Jira, Slack, and ad platforms Designed and built custom objects in HubSpot to model complex business relationships, enabling more accurate reporting and segmentation Built and scaled cold outbound infrastructure from scratch — domain provisioning, mailbox setup, DNS configuration (SPF, DKIM, DMARC, BIMI), warm-up sequences, and sender rotation Own email health management across all sending domains — deliverability metrics, bounce rates, spam complaints, and sender reputation Manage domain health organization-wide — blacklist monitoring, MX integrity, reputation scoring, and proactive remediation Pioneered AI and MCP tooling across RevOps — leveraging Claude with HubSpot MCP, Atlassian MCP, and Slack MCP to automate CRM ops, Jira management, and cross-tool orchestration via AI agents Built AI-powered lead verification and enrichment pipelines using Claude, n8n, Apollo, Clay, Breeze, and ZoomInfo — covering ICP scoring, website validation, and automated routing Designed allbound campaign programs across Google, Meta, LinkedIn, and ChatGPT Ads — with BDR outbound, inbound SDR flows, and full attribution in HubSpot Led data hygiene initiatives — deduplication logic, property audits, enrichment waterfalls, and data dictionary documentation Documented GTM architecture, HubSpot setup, and operational processes for cross-functional alignment across Sales, Marketing, and CS.

Revenue Operations at Oliv AI (Founding Team) at Oliv.ai - Your AI Assistant for Sales, Jan 2024 - Jun 2025 · 1 yr 6 mos, Bengaluru, Karnataka, India, In my role at Oliv AI, I spearheaded revenue operations initiatives to enhance sales and marketing alignment. I set up automated tracking systems for contacts, accounts, and deals, ensuring data integrity. Additionally, I developed sales forecasting dashboards and marketing performance reports to drive strategic decision-making. **CRM & System Setup** - Account & deal tracking, including automation of lifecycle stages - Sales forecasting & dashboards - Email & meeting activity tracking in HubSpot - Ad tracking & website analytics (Google Ads, GA, PostHog) - Data cleanup & enrichment **Sales & Marketing Operations** - Monthly, weekly, and daily sales reports - Marketing dashboards (campaign performance, overall marketing health) - SDR & AE commission tracking - Contact data quality & email deliverability monitoring - Support for launch operations & nurture campaigns **Automation & Optimization** - Account & deal stage automation - Apollo job change filters for data freshness - Workflows & reports for India SDRs - Tool spend optimization - Email automation (follow-ups, "send more info" sequences) **Sprints & Execution** - Fixing bugs (e.g., call tracking, email triggers) - Training & onboarding (India SDRs, workflow updates) - Backfilling & cleanup (meeting outcomes, lifecycle stages) - Integration improvements (Salesforge, n8n, HubSpot migrations) - SDR operations support (WhatsApp Business, inbound calls) **Strategic OKRs & Future Plans** - Omni-channel campaign infrastructure & scoring - Leadership & sales collaboration dashboards - Outbound system enhancements (Apollo, email health, CRM cleanup) - Pipeline reporting & automation - Data sanity & health checks

Marketing Operations Specialist at Hiver, Oct 2022 - May 2024 · 1 yr 8 mos, Bengaluru, Karnataka, India, Marketing Management: Demonstrated expertise in developing and implementing marketing strategies to drive brand awareness, customer acquisition, and revenue growth. Skilled in market research, competitor analysis, and product positioning. Process Automation: Proficient in identifying opportunities for process automation within marketing operations. Experienced in leveraging marketing technology tools and platforms to streamline workflows, improve efficiency, and enhance productivity. Integration: Adept at integrating various marketing systems, databases, and platforms to ensure seamless data flow and optimize marketing campaigns. Skilled in utilizing APIs, data connectors, and third-party integrations to consolidate data and enable cross-channel marketing initiatives. Marketing Automation: Strong understanding of marketing automation platforms, such as HubSpot. Experienced in designing and implementing automated marketing campaigns, lead nurturing workflows, and customer journey mapping. Marketing Operations: Proven expertise in managing marketing operations, including budgeting, resource allocation, project management, and performance tracking. Skilled in developing and maintaining marketing dashboards, reports, and metrics to measure the effectiveness of marketing initiatives. Campaign Execution: Demonstrated success in planning, executing, and managing integrated marketing campaigns across multiple channels. Experienced in developing campaign briefs, coordinating cross-functional teams, and ensuring campaign deliverables are executed on time and within budget.

Marketing Operations Specialist at Plivo, Jan 2022 - Oct 2022 · 10 mos, Bengaluru, Karnataka, India, 1. Work with cross-functional teams and internal teams, to define, drive, and launch improvements to the purchase experience. 2. Develop, test, and execute aggressive multi-channel marketing plans to drive customer acquisition. 3. Conduct analyses to determine program effectiveness and to continuously improve programs and site initiatives. 4. Manage Lead flow and generation from various channels – Website forms, Third-party lead forms, Paid Ads, Campaign pages etc. using Webhooks, Zapier and Hubspot API 5. Setup and streamline marketing automation processes in HubSpot such as - Capturing accurate attribution data, Tracking visitor activities, Data enrichment, Customised customer communications, Nurture programs, Lead generation forms and other API integrations using complex workflows in Zapier. 6. Implement and Optimize Lead scoring that tracks behavioural attributes, firmographic information & negative actions. 7. Ensure seamless lead management and flow via all channels, platforms, marketing automation platform (Hubspot) and CRM (Salesforce). 8. Develop and implement custom workflows to enrich leads, populate attribution flow, capture lead source info, qualify leads based on scoring, track anonymous website tracking using cookies etc. 9. Work on strategic and personalized marketing nurturing programs to drives more leads through the sales funnel. 10. Define and execute the entire lead to customer process by liaising closely with Sales Ops, Performance marketing and Content marketing teams. 11. Maintain Marketing dashboards & reports to track important metrics, KPIs, pipeline management, campaign goals, marketing efforts, lead flow and end-to-end customer journey.

Market Research Analyst at Plivo, Dec 2020 - Dec 2021 · 1 yr 1 mo, Bengaluru, Karnataka, India, 1.Research, curate and communicate relevant data from multiple sources, publicly available and third party, in order to generate target accounts and industries for Marketing and Sales teams. Seek to identify and understand overall trends affecting our focus industries, that drive demand, and impact revenue. 2.Identify new audiences through data analysis, along with their potential problems/solutions. Understand key developments in the market (through publicly available information - press releases, investor calls, website, events, etc.) and create actionable plans to act upon these. 3. Proactively identify new opportunities from the various analyses and research reports and collaborate with the marketing & sales teams to define an insights-based marketing strategy.

Senior Support Engineer at Plivo, Apr 2019 - Dec 2020 · 1 yr 9 mos, Greater Bengaluru Area, 1. Investigated, troubleshoot, diagnosed, and resolved technical issues for customers. 2. Trained and coached engineers on an ongoing basis. 3. Worked with the Product Management and Engineering teams to identify and drive improvements in our existing products. 4. Contributed to developing technical content and IPs such as knowledgebase articles, sample scripts, proof of concept, diagnostic tools, etc. 5. Worked on RESTful API’s of SMS, VoIP, Cloud Telephony with the ability to understand and troubleshoot issues with cloud solutions. 6. Developed strong knowledge of SQL, Networking (TCP/UDP/IP), and HTTP understanding and hands-on on the following programming languages JavaScript , React, Node JS. 7. Gained knowledge of Linux commands. 8. Obsessed with customer support and delighting customers. 9. Led, scheduled, and coordinated daily work, meetings, and projects relevant to the team and unit. 10. Focussed on customer satisfaction, technical proficiency, timeliness of support delivery, and understanding customer needs around speed, quality, and value. 11. Prepared business continuity plan from support delivery perspective 12. Managed high priority escalations with finesse.

Major Incident Manager at DXC Technology, Oct 2014 - Mar 2019 · 4 yrs 6 mos, Bengaluru, Karnataka, India, 1. Regularly executed case management best practices through clear and timely documentation of customer contact, written or verbal, in the knowledge management system. 2. Responsible for communicating with the process managers for any new processes and working with Level II and Level III support teams to ensure proper recording of Incidents. 3. Monitored the Incidents and managed workload in their respective queues to ensure that Service Level Agreements and Operational Level Agreements were met. 4. Acted as SPOC for all Major Incidents across clients. 5. Suggested and implemented process improvements and methodologies based on research and thorough testing. 6. Processed employee onboardings and terminations as per the HR data on Workday and Active Directory. 7. Administered Oracle PRG in Account Creation, assigning access permissions & deletion. 8. Created and managed user accounts and troubleshoot access issues on applications such as Salesforce, Cybersource, JAMA, FlexNet, BOX, and iManger. 9. Identified process gaps and improvement opportunities. Logged, validated, and updated all user contacts in call Handling Databases. 10. Tested installation of Windows 7 within VMware Fusion in MacBook and provide appropriate feedback about the software to deploy it in the production. 11. Trained new hires on HPE & DXC platforms and tools.

Education

Bachelor's degree, Electrical, Electronics and Communications Engineering, Visvesvaraya Technological University