Lahari Sb profile photo 1 on Tal

Lahari Sb

Senior Operations & Automation Leader | AI-Driven Automation | Data Operations | Process Transformation | Workflow Engineering | Salesforce APIs | Python Automation | Operational Strategy

Bengaluru

10+ years of work experience

G2
Mar 20233 y 6 moPresent

Hybrid

Driving enterprise-scale operational transformation initiatives focused on AI-assisted automation, workflow scalability, taxonomy modernization, and intelligent data operations within high-volume SaaS and market intelligence environments. Key Contributions: Lead strategic automation initiatives leveraging Python, Google Apps Script, Salesforce APIs, Chrome Extensions, AI tools, Looker, Snowflake, and n8n to optimize operational workflows and reduce manual dependency. Built scalable automation frameworks that significantly improved operational efficiency, turnaround time, process consistency, and cross-functional execution. Developed an automated Category Cleaning Interface that reduced processing time from 1.5 hours to 10 minutes. Created Salesforce-integrated workflow automation tools that reduced vendor communication turnaround from 30 minutes to 2 minutes. Led enterprise vendor enrichment initiatives covering 35,000+ vendor profiles to improve platform intelligence and reporting accuracy. Supported AI-focused market expansion initiatives including Generative AI categorization, AI product intelligence, and taxonomy modernization programs. Managed operational governance, QA automation pipelines, KPI reporting frameworks, sprint planning, and process health monitoring systems. Improved operational process health metrics from 78% to 97% through workflow redesign, automation-first thinking, and governance improvements. Collaborated with Operations, Market Research, QA, Product, and cross-functional leadership teams to drive scalable operational execution.
G2
Aug 20202 yrs 8 mosMar 2023

On-site

Played a key role in scaling data operations, workflow optimization, taxonomy governance, and automation initiatives supporting high-growth business operations and platform intelligence programs. Key Contributions: Managed large-scale product data enrichment, validation, taxonomy alignment, and operational quality improvement initiatives. Supported operational automation projects using Python scripting, Google Apps Script, Salesforce automation, and workflow engineering tools. Improved operational reporting accuracy and process scalability through structured QA validation and workflow monitoring systems. Contributed to AI product research, categorization initiatives, and platform taxonomy restructuring across emerging technology markets. Streamlined vendor onboarding and operational workflows to improve execution efficiency and reduce operational bottlenecks. Assisted in dashboard creation, KPI tracking, and operational visibility reporting using Looker and internal reporting systems. Partnered with cross-functional teams to enhance operational governance and improve delivery efficiency.
G2
Aug 20191 yrJul 2020

On-site

Supported operational research, data quality initiatives, vendor intelligence programs, and workflow execution processes in a fast-paced technology operations environment. Key Contributions: Conducted operational research and data validation activities supporting product intelligence and vendor ecosystem initiatives. Assisted in improving data quality, categorization accuracy, and reporting consistency across operational systems. Supported cross-functional operational processes involving workflow coordination, research validation, and platform data maintenance. Participated in operational process optimization initiatives and continuous improvement programs. Contributed to maintaining workflow efficiency and operational accuracy within large-scale data operations environments.
Instamojo
Apr 20195 mosAug 2019

Managed merchant risk analysis, transaction monitoring, payout governance, and compliance operations within a high-volume fintech ecosystem. Key Contributions: Conducted fraud analysis, merchant risk assessments, and transaction monitoring to mitigate financial and operational risk. Managed payout operations, chargebacks, settlement disputes, and compliance-related workflows. Improved operational governance and supported audit readiness initiatives. Collaborated with internal stakeholders to strengthen compliance processes and operational controls. Ensured adherence to regulatory and financial operational standards.
Instamojo
Aug 20171 yr 8 mosMar 2019

May 20161 yr 3 mosJul 2017

Bengaluru, Karnataka, India

Supported investment operations, transaction coordination, reporting, and financial services operations for advisory and mutual fund processes. Key Contributions: Coordinated mutual fund transaction processing between financial advisors and AMCs. Generated audit and operational reports supporting compliance and reporting accuracy. Assisted in improving transaction workflow efficiency and operational coordination. Supported investment servicing activities and financial operations management. Maintained operational documentation and reporting integrity.
Talent Capital India Pvt Ltd
Jun 20155 mosOct 2015

On-site

Started professional career supporting consulting coordination, recruitment operations, and client interaction activities. Key Contributions: Assisted with recruitment coordination and candidate management activities. Supported operational workflow management and client communication processes. Contributed to maintaining recruitment documentation and process efficiency. Coordinated with internal teams to ensure timely operational execution.

Lahari’s AI Stack

claude code
claude code
claude
claude
codex
codex
n8n
n8n
perplexity
perplexity
ChatGPT
ChatGPT

Education

surana college

Bachelor of Business Management, Finance

surana college

20114 yrs2015
surana college

Pre-University, Commerce

surana college

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Headline

Senior Operations & Automation Leader | AI-Driven Automation | Data Operations | Process Transformation | Workflow Engineering | Salesforce APIs | Python Automation | Operational Strategy

About

I am a Senior Operations & Automation Leader with 10+ years of experience driving operational excellence, automation strategy, data transformation, and process optimization across technology, fintech, and financial services organizations. My expertise lies in building scalable operational ecosystems that improve efficiency, strengthen data quality, and accelerate business execution. Over the years, I have led large-scale automation and workflow transformation initiatives using Python, Salesforce APIs, Google Apps Script, Chrome Extensions, n8n, Looker, Snowflake, and AI-assisted operational tools. I enjoy solving complex operational challenges through intelligent automation and scalable systems design while reducing dependency on manual processes. At G2, I have successfully delivered automation frameworks that reduced workflow processing time from hours to minutes, improved process health metrics from 78% to 97%, and streamlined vendor intelligence and taxonomy modernization initiatives across thousands of products and categories. I have also contributed to AI-focused operational programs supporting Generative AI product segmentation, AI review validation, and enterprise data enrichment initiatives. My strengths include cross-functional collaboration, operational leadership, process governance, stakeholder management, and workflow optimization. I am passionate about combining strategic thinking with hands-on execution to create long-term operational value and scalable business impact. I am currently open to leadership opportunities in Operations Transformation, Automation Strategy, AI Operations, Business Process Optimization, and Data Operations where I can continue driving innovation, operational scalability, and intelligent automation initiatives.

Location

Bengaluru

AI stack

claude code

claude

codex

n8n

perplexity

ChatGPT

Work experience

Senior Operations Specialist at G2, Mar 2023 - Present · 3 y 6 mo, Hybrid, Driving enterprise-scale operational transformation initiatives focused on AI-assisted automation, workflow scalability, taxonomy modernization, and intelligent data operations within high-volume SaaS and market intelligence environments. Key Contributions: Lead strategic automation initiatives leveraging Python, Google Apps Script, Salesforce APIs, Chrome Extensions, AI tools, Looker, Snowflake, and n8n to optimize operational workflows and reduce manual dependency. Built scalable automation frameworks that significantly improved operational efficiency, turnaround time, process consistency, and cross-functional execution. Developed an automated Category Cleaning Interface that reduced processing time from 1.5 hours to 10 minutes. Created Salesforce-integrated workflow automation tools that reduced vendor communication turnaround from 30 minutes to 2 minutes. Led enterprise vendor enrichment initiatives covering 35,000+ vendor profiles to improve platform intelligence and reporting accuracy. Supported AI-focused market expansion initiatives including Generative AI categorization, AI product intelligence, and taxonomy modernization programs. Managed operational governance, QA automation pipelines, KPI reporting frameworks, sprint planning, and process health monitoring systems. Improved operational process health metrics from 78% to 97% through workflow redesign, automation-first thinking, and governance improvements. Collaborated with Operations, Market Research, QA, Product, and cross-functional leadership teams to drive scalable operational execution.

Data Operations Specialist at G2, Aug 2020 - Mar 2023 · 2 yrs 8 mos, On-site, Played a key role in scaling data operations, workflow optimization, taxonomy governance, and automation initiatives supporting high-growth business operations and platform intelligence programs. Key Contributions: Managed large-scale product data enrichment, validation, taxonomy alignment, and operational quality improvement initiatives. Supported operational automation projects using Python scripting, Google Apps Script, Salesforce automation, and workflow engineering tools. Improved operational reporting accuracy and process scalability through structured QA validation and workflow monitoring systems. Contributed to AI product research, categorization initiatives, and platform taxonomy restructuring across emerging technology markets. Streamlined vendor onboarding and operational workflows to improve execution efficiency and reduce operational bottlenecks. Assisted in dashboard creation, KPI tracking, and operational visibility reporting using Looker and internal reporting systems. Partnered with cross-functional teams to enhance operational governance and improve delivery efficiency.

Operations Research at G2, Aug 2019 - Jul 2020 · 1 yr, On-site, Supported operational research, data quality initiatives, vendor intelligence programs, and workflow execution processes in a fast-paced technology operations environment. Key Contributions: Conducted operational research and data validation activities supporting product intelligence and vendor ecosystem initiatives. Assisted in improving data quality, categorization accuracy, and reporting consistency across operational systems. Supported cross-functional operational processes involving workflow coordination, research validation, and platform data maintenance. Participated in operational process optimization initiatives and continuous improvement programs. Contributed to maintaining workflow efficiency and operational accuracy within large-scale data operations environments.

Senior Risk and Compliance at Instamojo, Apr 2019 - Aug 2019 · 5 mos, Managed merchant risk analysis, transaction monitoring, payout governance, and compliance operations within a high-volume fintech ecosystem. Key Contributions: Conducted fraud analysis, merchant risk assessments, and transaction monitoring to mitigate financial and operational risk. Managed payout operations, chargebacks, settlement disputes, and compliance-related workflows. Improved operational governance and supported audit readiness initiatives. Collaborated with internal stakeholders to strengthen compliance processes and operational controls. Ensured adherence to regulatory and financial operational standards.

Risk and Compliance at Instamojo, Aug 2017 - Mar 2019 · 1 yr 8 mos

Executive, Services and Research at 29k Investment Advisers Private Limited, May 2016 - Jul 2017 · 1 yr 3 mos, Bengaluru, Karnataka, India, Supported investment operations, transaction coordination, reporting, and financial services operations for advisory and mutual fund processes. Key Contributions: Coordinated mutual fund transaction processing between financial advisors and AMCs. Generated audit and operational reports supporting compliance and reporting accuracy. Assisted in improving transaction workflow efficiency and operational coordination. Supported investment servicing activities and financial operations management. Maintained operational documentation and reporting integrity.

Associate Consultant at Talent Capital India Pvt Ltd, Jun 2015 - Oct 2015 · 5 mos, On-site, Started professional career supporting consulting coordination, recruitment operations, and client interaction activities. Key Contributions: Assisted with recruitment coordination and candidate management activities. Supported operational workflow management and client communication processes. Contributed to maintaining recruitment documentation and process efficiency. Coordinated with internal teams to ensure timely operational execution.

Education

Bachelor of Business Management, Finance, surana college

Pre-University, Commerce, surana college