Shirish Pankhawala

About Shirish Pankhawala

Accomplished Sales Operations Professional with 10-plus years of experience in Sales Contract Management, Deal Desk Operations, Data Governance and Order Management. Proven expertise in driving sales analytics, optimizing operational efficiency, and improving business analytics to support informed decision-making. Skilled in Salesforce reporting and dashboarding, Power BI, and operational process enhancement, contributing to streamlined sales processes and improved productivity. Salesforce Platform App Builder Certified, demonstrating a strong technical aptitude and proficiency in leveraging Salesforce for data management and analysis. Strong track record in maintaining accurate records, resolving customer queries, and ensuring data integrity to support sales teams in achieving targets and delivering exceptional customer experiences. Experienced in collaborating cross-functionally with teams such as ISM (Ivanti Service Manager), FP & A, Channel Teams, and Order Management, fostering effective communication and streamlined operations. 🤝 Effective communicator and trainer, conducting onboarding sessions, and training programs, and sharing reports with stakeholders and leadership teams. Recognized with awards for exceptional performance, customer focus, and process improvement throughout the career. 🥇Let\'s connect and explore opportunities to leverage my sales operations expertise in driving business growth and operational excellence! 🤝#SalesOperations #SalesAnalytics #ProcessImprovement #SalesforceCertified #DataManagement #CustomerFocus #Collaboration

Experience

1. Sr Sales Operation Analyst

   Ivanti

   May 2022 — Present · Mumbai, IN

   Record Keeping and Reporting:• Maintain accurate and up-to-date records of business dealings within your assigned territory.• Submit required reports to your manager in a timely and accurate manner.• Ensure that the team delivers tasks on time without any escalations from stakeholders.2. Customer Query Resolution:• Work with Ivanti Service Manager (ISM) incidents to resolve customer queries.3. SFDC-CPQ Tool and Territory Mapping:• Create accounts and opportunities in the SFDC-CPQ tool.• Map territories to the corresponding opportunities.4. Data Cleansing and Analysis:• Contribute to data-cleansing activities to ensure consistent and accurate sales data for management reporting.• Analyze data to identify and prioritize enrichment of key data in Salesforce, such as website, billing address, and employee count.5. Salesforce Data Management:• Use Salesforce CRM tool for uploading and updating data through ETL (Extract, Transform, Load) tools like Data Loader.• Work with different Salesforce objects like Account, Contact, Lead, Activity, Opportunity, and Cases.6. Process Improvement and Documentation:• Work with the necessary teams to remove manual interventions and improve processes.• Prepare requirement documents, perform user acceptance testing (UAT), and conduct quality analysis after project deployment.7. Reporting and Dashboard Development:• Perform account and territory hierarchy maintenance.• Develop real-time and dynamic sales reports and dashboards for senior leadership to aid in informed decision making.8. Data Integrity:• Conduct monthly sales booking data calls to ensure accurate and reliable data.• Maintain data integrity in Salesforce by ensuring deal details, account data, and pipeline information are accurate.

Education

• Dr. D.Y. Patil Pratishthan's Padmashree Dr. D.Y.Patil Institute Of Engineering and Technology

  Bachelor of Commerce - BCom

  2004