Vaishnavi Raman

About Vaishnavi Raman

I thrive in dynamic, fast-evolving spaces where challenges fuel innovation. As a Senior Revenue Operations Specialist & Former Chief of Staff for the CCO, I serve as a key link between Top Management, business executives, onboarding specialists, and customers, helping organizations scale efficiently and align their strategies to achieve their North Star metrics- Chief of Staff (CCO Office) – Led high-impact projects across Revenue & Finance, driving strategic execution- Revenue Insights & Forecasting – Provided performance reports to leadership, ensuring data-driven decisions- Market & Account Strategy – Defined TAM research, strategic account selection, and segmentation- RFP Ownership – Managed end-to-end RFP strategy, ensuring alignment, timely execution, and content accuracy- Deal-Desk Transformation – Led migration from CPQ to DealHub, driving adoption and executive reporting on sunsetting from Spotdrat to CPQ- Cross-Functional Leadership – Collaborated with Sales, GTM, and Finance teams to align goals and execution.

Experience

1. Senior Operations Specialist

   Chargebee

   Jun 2022 — Present · IN

   Revenue operations specialist with close to 7 years of experience in SaaS platform. A go-to person for any customer-success related process-management reports by giving an optimized and realistic view of data sets, to the leadership team and Board of Directors- Revenue Operations Specialist award for Q3 2022- Defining rules of engagement document across new processes and any process enhancements across the teams- A monthly newsletter of the Revenue Operations team comprising a summary across the Sales | Customer Success | Pre-sales and Support team- Managing quarterly internal audits for the customer-success team- Designing scalable approaches across the GTM functions along with process enhancements- Provisioning of licenses across existing and new clients, based on the subscription signed- Tool evaluation based on the requirements of the team [eg: have evaluated Gainsight, Qualtrics, and Salesforce]- Monitoring of Top 100 accounts by assigning executive sponsors along with a thorough monitoring of their QBR activities at the CRM level- Weekly monitoring of open-ended tickets for the customer success team.Repository maintenance of customer references, playbook, unassigned accounts and weekly retro- Monthly collaboration with the Finance team on the Non-payment of accounts- Campaigns and follow-ups run via CRM along with statistical analysis reports to the leadership team- CRM Hygiene maintenance for the CS and AM team from defining metrics to measuring them on a bi-weekly basis- RFP Process & Strategy - Owned and managed the RFP process for new businesses- Deal-Desk Transformation - Led the transition from Spotdraft to CPQ - and weekly reports to top-management- Acting Chief of Staff for the CCO (6 months)- Led as a Project Manager for cross-functional initiatives across the CCO Org and Finance, ensuring seamless execution and strategic alignment.

Education

• SRM IST Chennai

  Master of Business Administration - MBA, Marketing and finance

  2015 — 2017

• Anand Institute Of Higher Technology

  bachelor's in engineering, Computer Science

  2011 — 2015