Rohini Patil

Experience

1. Senior Advisor Gb Crm Specialist

   WTW

   Apr 2024 — Present · Thane, IN

   Assist various departments within GB by helping them manage and utilize their data effectively in Microsoft Dynamics 365.• Use tools like LinkedIn Sales Navigator to find and update information on new and existing clients, helping the marketing and sales teams with their daily tasks.• Oversee the flow of customer data in internal systems, improve data quality, and support data cleansing activities to keep records accurate and up to date.• Handle large volumes of data to help teams and decision-makers analyze business performance and understand key drivers.• Ensure all data-related tasks meet global quality and compliance standards.• Take part in special projects as needed within the team’s scope.• Create, modify, and maintain essential records in Microsoft Dynamics 365 CRM, including accounts, contacts, and marketing lists.• Communicate with stakeholders through calls and emails, and proactively raise questions or concerns with the right people.• Complete tasks with precision, following business guidelines, and improve data health and relevance using strategic and preventive measures.• Identify gaps in current processes, share suggestions with managers, and help document new and improved procedures.