Umesh Sahu

About Umesh Sahu

As a seasoned CRM Specialist, I specialize in optimizing CRM systems to enhance customer relationships, drive business growth, and enable data-driven decision-making. With a strong command over HubSpot, LinkedIn Sales Navigator, ZoomInfo, and Apollo.io, I bring a comprehensive approach to lead research, CRM management, and marketing automation. Core Competencies• CRM Management & Administration – Expert in configuring, customizing, and managing CRM systems like HubSpot. Skilled in user setup, workflow automation, data segmentation, and system optimization.• Contact Research & Lead Qualification – Adept at leveraging tools like LinkedIn Sales Navigator and ZoomInfo to identify and qualify leads with precision, ensuring clean, enriched, and actionable data.• Marketing Automation – Experienced in building and managing automated workflows, email templates, and campaign strategies to improve engagement and conversion.• Reporting & Analytics – Create customized reports, dashboards, and lead segmentation for actionable insights.• CRM Strategy & Audits – Drive improvements through CRM audits and strategic recommendations. Collaborate with stakeholders to enhance usability, adoption, and business impact.• Integration & Documentation – Manage third-party integrations with tools such as Outlook, Gmail, and Sales Navigator. Create automation documentation and user guides for teams. Key Responsibilities• Serve as the primary CRM owner—configuring, customizing, and maintaining system architecture and user roles• Build and maintain segmented lead flows and marketing lists for campaign execution• Conduct A/B testing, monitor campaign KPIs, and suggest data-driven improvements• Create user guides, automation workflows, and performance dashboards tailored to business needs• Strategically partner with leadership to align CRM initiatives with growth objectivesWhether it’s improving lead quality, optimizing CRM workflows, or increasing the efficiency of marketing efforts, I bring a hands-on, data-centric approach to CRM excellence.I have successfully led projects throughout my career that improved data accuracy, streamlined workflows, and boosted overall CRM efficiency. Skilled with Microsoft Excel, Lead Generation, contact discovery, Email Marketing, Campaign Management, and HubSpot CRM.

Experience

1. Customer Relationship Management Analyst

   Simplify Healthcare

   May 2022 — Present

   As a Customer Relationship Management Analyst at Simplify Healthcare.1)Serve as primary owner of CRM. Administering user setup and design/configuration, customizing objects, profiles and roles, workflows, fields, formulas, record types, page layouts and validation rules, etc.2)Recommend and implement best-practice CRM processes, architectures, and integrations that optimize adoption, usability, and workflows. Create the segmentation of the data, analysis the data and update it on regular basis.3)Manage end to end lead flows, Provide the appropriate data for email campaigns from different segments.4)Create and optimize email templates, workflows, and automation processes.5)Segment contacts and manage email lists to ensure effective targeting and personalization.Conduct A/B testing to optimize email performance, engagement, and conversion rates. Monitor and analyze email marketing metrics and provide actionable insights6)Audit and improve the current CRM processes Building trusted relationships with leadership and colleagues, viewed as a strategic advisor to help them understand CRM7)Building customized reports and dashboards as per the business requirements.8)Mange the 3rd party integrations for example, sales navigator, outlook, Gmail and communication channel9)Create various automation and user guide documents

Education

• Rajiv Gandhi Prodyogiki Vishwavidyalaya

  Bachelor of Engineering - BE, Electrical, Electronics and Communications Engineering

  2012 — 2016

• Jawahar Navodaya Vidyalaya (JNV) Hoshangabad

  10+2, Mathematics

• Barkatullah University, Bhopal

  Master of Business Administration - MBA, Business and Personal/Financial Services Marketing Operations