Rani M.
Sales Operation Analyst at CrowdStrike
Pune Division
10+ years of work experience
Feb 20265 mosPresent
India
Nov 20223 yrs 4 mosFeb 2026
Pune District
•Act as a POC for all complex Salesforce user support issues with the Sales organisation. Managing, monitoring, and executing tasks from the case management queue ensuring timely support. Monitor cases handled by Peers to maintain the quality of work and provide feedback when necessary and handle escalations as necessary.
•Facilitating on-boarding and training for new associates. Providing insight and feedback on employees performance reviews. New hire onboarding for Sales teams on all sales related tools and platforms driving effectiveness and productivity.
•Developing and/or refining SOP’s across a multitude of Sales Ops Business processes and communicating changes with stakeholders accordingly.
•Working on the CRM tool Salesforce, Uploading/Updating the data in SF through ETL tools (Apex Data Loader & Inspector) under different SF Objects (Account, Contact, Lead, Activity, Opportunity, Cases etc). Create report and dashboards in SF which is helpful in generating business insights. Enhance, develop and review KPI and dashboard reporting for sales operations case management function.
•Working closely with diverse user groups from field Sales reps to senior and regional management in sales, marketing, Finance, SFDC IT and other functions to deliver timely, accurate and actionable business information providing analytical insights and creating processes around them.
•Enterprise Territory Management (ETM): A database tool that stores your Territory Hierarchy information and manages the relationship between Accounts, Territories, and Users.
•Work with necessary team to remove the manual intervention which ultimately helps in saving time and improving process. (Preparing requirement documents, performing UAT's in sandbox and also performs Quality Analysis after the project has been deployed).
Jan 20193 yrs 11 mosNov 2022
India
Provide guidance to sales on quote preparation related to Commercial, Best Practice (BP), Legal and RevRec policies, order processing and customer order issues
Order Processing – Review, validate and process all orders in with focus on accuracy and completion for submission.
Proactively communicate with Field Sales and/or managers on order issues and keep them informed of any problems resolving issues
Ensure orders are compliant to the established licensing policies in accordance with Corporate, SOX, Revenue Recognition and/or VSOE policies and procedures
Ensure all orders are submitted on a timely basis according to established order submission deadlines
Develop & maintain a detailed working knowledge of Revenue Recognition and Revenue Accounting policies concerning the licensing of software & support, SOX controls applicable to the Quote to Cash process, Order Entry (OE+) application, SFDC and Master Data Management (MDM) to support order management
Provide support and assist in the resolution & clarification of order information, invoicing, collections and passwords
Jul 20162 yrs 7 mosJan 2019
Hybrid
Invoice processing for different countries
Ensuring that all the internal controls are met while processing the invoices
Duplicate review before entering data into financials
Preparing weekly/monthly reports as needed for AP
Ensuring compliance with SOX controls
Education
Diploma in E&TC, Electrical, Electronics and Communications Engineering
Govt. Polytechnic Pune
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