Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic
Pooja Lakshmi

Pooja Lakshmi

Dubai

Summary

A trusted advisor to the stakeholders and recommending strategies for growth initiatives, acted as an Analyst- Strategy and Operations in the G&A department working closely with the VPs and Market Leaders to provide analysis and solutions to business problems and identify areas of improvement. Expertise in translating intricate data into actionable insights, driving business growth through strategic analysis and data-driven decisions. Proven leader in cross-functional projects, fostering collaboration, and delivering impactful analyses. Skilled in optimizing customer retention strategies and enhancing business development initiatives.

Overview

7
7
years of professional experience

Work History

Analyst

HighRadius Technologies Pvt. Ltd
07.2022 - 07.2023
  • Presented impactful data-driven insights during weekly business reviews with top-tier market leaders, contributing to informed decision-making and strategic planning
  • Spearheaded and innovated POD-level Weekly Business Review sessions, leveraging dynamic data presentations to shape discussions and drive data-driven strategies
  • Assisted sales leaders in delivering large-scale, global company-wide projects/initiatives such as Expansion account heatmap, target planning, pipeline building, Capacity planning, Churn forecast, ZZTop WBR etc
  • Conducted comprehensive win/loss analysis, identifying key trends and patterns to proactively address churn risks, resulting in the implementation of targeted strategies to retain valuable customers
  • Provided data driven insights to run meetings with the Board of Directors for Quarterly and Monthly Business Reviews
  • Orchestrated strategic optimization of account allocation through meticulous management of the Expansion Mastersheet, resulting in streamlined account distribution and improved overall account management efficiency
  • Optimized processes, achieving key metrics by preparing financial reports, dashboards for informed decisions
  • Responsible for maintaining the hygiene and keeping a track of all Expansion accounts and its owners to be updated on salesforce while transition
  • Review and audit invoices and requisitions for appropriate documentation and approval prior to payment
  • Ensure obligations of the organization are within terms and met in a timely manner
  • Reconcile vendor statements, research and resolve invoice discrepancies and issues
  • Resolve inquiries and problems presented by internal and external customers
  • Providing supporting documents for auditors on a quarterly and yearly basis.

Intern Analyst

HighRadius Technologies Pvt. Ltd
06.2021 - 07.2022
  • Conducted in-depth company research, translating complex data into strategic insights for informed decision-making
  • Analyzed As-is and Demo calls, contributing to the formulation of strategic alignment through Whitespace data
  • Collaborated closely with Solution Principals to evaluate and rate Whitespace and Heatmap data, optimizing future strategies
  • Mentored and guided junior interns, ensuring their work aligned with Solution Principal standards and goals
  • Orchestrated seamless cross-functional meetings, fostering effective collaborations, and coordinating with the analytics team for data-driven outcomes
  • Evaluated sales interactions with clients and identified areas of improvement and market trends
  • Created market-specific standard operating procedures for sellers to improve sales processes
  • Actively involved in weekly meetings with the CEO and Sales Execs to discuss weekly trends and action plans
  • Responsible for finding opportunities for sales team performance improvement by delivering meaningful feedback
  • PROJECTS
  • Expansion growth initiatives
  • HighRadius
  • Identified and implemented best case practices to improve customer retention by focusing on upsells and cross-sells
  • ACHIEVEMENTS/ AWARDS
  • Received letter of appreciation and NPS feedbacks from Expansion Market Head, January 2023
  • Conferred with ‘Best Speaker' title in a speech competition organized by Operations and IT Club on Human Rights Day

PRESIDENT

Markophiles Club
05.2021 - 06.2021

SCHOOL LEADER

09.2017 - 02.2020

Leader

06.2016 - 03.2017
  • Ensuring the flow of information between teachers and students and managing all the students, G.GHSS

Education

XII -

Govt, Girls Higher Secondary School

High School -

Kendriya Vidhyalaya

MBA - undefined

Mittal School of Business, Phagwara Lovely Professional University
2022

B.A - undefined

ENGLISH Payyanur College, Payyanur Kannur University
2020

Skills

  • ACADEMICS
  • Stakeholder Management, Strategic Analytics, Data Analytics, Project Leadership, Cross Functional Collaboration, Salesforce
  • Microsoft Excel, Word, PowerPoint, Power BI, SQL, Operational Process Improvement, Forecasting, Decision Making
  • Presentation
  • SKILLS
  • Decision-Making
  • Attention to Detail
  • SQL
  • Trend forecasting

Languages

English
Fluent
Hindi
Fluent
Malayalam
Native

Timeline

Analyst

HighRadius Technologies Pvt. Ltd
07.2022 - 07.2023

Intern Analyst

HighRadius Technologies Pvt. Ltd
06.2021 - 07.2022

PRESIDENT

Markophiles Club
05.2021 - 06.2021

SCHOOL LEADER

09.2017 - 02.2020

Leader

06.2016 - 03.2017

XII -

Govt, Girls Higher Secondary School

High School -

Kendriya Vidhyalaya

MBA - undefined

Mittal School of Business, Phagwara Lovely Professional University

B.A - undefined

ENGLISH Payyanur College, Payyanur Kannur University
Pooja Lakshmi