Feeja Desai

Hubspot Admin @Capital One

ON, CA

Administered HubSpot CRM environments used by finance and revenue teams, configuring deal pipelines, financial properties, permissions, and access controls aligned to accounting and billing workflows.• Built and maintained finance-specific custom properties and objects for ARR, MRR, contract value, discounts, payment terms, invoice status, renewal dates, and revenue categories.• Implemented role-based permissions and approval workflows to control deal value changes, discount thresholds, and contract stage movement, reducing pricing and revenue errors by ~25%.• Designed finance-ready dashboards and reports for monthly revenue, pipeline coverage, forecast vs actuals, renewals, churn risk, and collections tracking.• Established data validation rules and governance standards to ensure financial data completeness, accuracy, and audit readiness across all deals and accounts.• Supported renewals and recurring revenue tracking by configuring automated reminders, renewal flags, and contract timelines, improving on-time renewals by ~20%.• Partnered with Finance, Sales Ops, and Leadership teams to align CRM data structures with financial reporting requirements and forecasting cycles.• Partnered with FP & A and Compliance to support revenue controls, audit requests, and CRM data traceability aligned with regulatory standards.• Improved forecast accuracy for RevOps and leadership through standardized revenue definitions, pipeline criteria, and automated finance–sales data sync.• Performed ongoing HubSpot portal audits, cleanup, and optimization to maintain financial data integrity, reporting consistency, and system reliability.

Mohawk College

Global Business Management

Gujarat University

Bachelor's degree, Bachelor of Laws

Gujarat University

Bachelor's degree, Bachelor of Business Administration (Finance)