Experience

Credexo Inc.

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Microsoft Dynamics Strategic Sales Rep

  • Nov 2020 - Dec 2020

  United States / India



Kapel Global

• India
• IT Services and IT Consulting
• 1 - 100 Employee

• Sr. Business Development Manager ( D365 Solution Sales )

  • Jan 2020 - Sep 2020

  United States / India CEO / CXO / CTO / CFO / IT Head / Financial Controller - level engagement with small and medium scale enterprises (across industry verticals) in North America (US + Canada). Identifying areas of opportunities for better business automation in different functional areas for enhanced performance and business productivity. Ensuring resource optimization through correct implementation, up gradation, customization of the existing modules of MS Dynamics Nav/AX/CRM using Microsoft Sure-Step… Show more CEO / CXO / CTO / CFO / IT Head / Financial Controller - level engagement with small and medium scale enterprises (across industry verticals) in North America (US + Canada). Identifying areas of opportunities for better business automation in different functional areas for enhanced performance and business productivity. Ensuring resource optimization through correct implementation, up gradation, customization of the existing modules of MS Dynamics Nav/AX/CRM using Microsoft Sure-Step Methodologies.  Posting business articles in LinkedIn on D365 Business Applications. Multiple articles posted regarding the D365 Licensing cost / The necessity of migration form Nav to D365 Business Central for small and medium scale business enterprises / The necessity of migration from Dynamics AX to D365 F&O Show less



SA Technologies Inc.

• United States
• IT Services and IT Consulting
• 100 - 200 Employee

• Microsoft Dynamics 365 Solution Sales Manager

  • Jan 2019 - Oct 2019

  San Francisco Bay Area ( US ) C- level engagement with small and medium scale enterprises ( across industry verticals ) in North America (US + Canada). Identifying areas of opportunities for better business automation in different functional areas for enhanced performance and business productivity. Ensuring resource optimization through correct implementation, upgradation, customization of the existing modules of MS Dynamics Nav/AX/CRM using Microsoft Sure-Step Methodologies.



Dynamics Square

• Australia
• Information Technology & Services
• 1 - 100 Employee

• Business Development Manager ( D365 Solution Sales )

  • Dec 2016 - Jan 2019

  Gurgaon, India  Handling Microsoft Enterprise Accounts (Small & Medium Scale Business) who are using MS Dynamics Nav (ERP) and MS Dynamics 365 (CRM) as their business ERP / CRM platform.  Connecting with CXO / CTO / Financial Controller and understanding their ERP / CRM support /development needs in terms of the level of customization requirement for the various modules of Nav in use / Development of Reports / Customization needs / MS  Responsibilities include – Generating new clients for MS… Show more  Handling Microsoft Enterprise Accounts (Small & Medium Scale Business) who are using MS Dynamics Nav (ERP) and MS Dynamics 365 (CRM) as their business ERP / CRM platform.  Connecting with CXO / CTO / Financial Controller and understanding their ERP / CRM support /development needs in terms of the level of customization requirement for the various modules of Nav in use / Development of Reports / Customization needs / MS  Responsibilities include – Generating new clients for MS Dynamics Nav (ERP) / CRM support / implementation + Customer Relationship Management + Customer Retention + Big Ticket Sales  Consultative Approach to Sales Show less



Eli India

• India
• Information Services
• 700 & Above Employee

• Senior Business Development Executive

  • Sep 2015 - Nov 2016

  Faridabad  Portfolio Management of HNI accounts in Healthcare (US)  Providing Product Consultation to Medical Practitioners, Coders and Billers for effective Coding and Billing  Retaining existing HNI accounts and acquiring new enterprise accounts for the business  Selling industry specific online webinars as part of L&D requirements for CXO’s / CTO’s / CFO’s & Corporate Teams



Barclays

• United Kingdom
• Financial Services
• 700 & Above Employee

• Barclaycard Fraud Analyst

  • May 2012 - Sep 2015

   Services pertaining to Inbound / Outbound Indemnities  Investigation into Balance Transfer Request & Transfer to Bank (Cash Transfer) Request  Performing investigation services related to DNA (Barclaycard- Not Applied) reported by customer  Providing customer service and performing Cycle 1 & 2 collection services on credit cards for Barclays UK  Registering customer complaints and maintaining the escalation matrix  Issuing refunds as per the business… Show more  Services pertaining to Inbound / Outbound Indemnities  Investigation into Balance Transfer Request & Transfer to Bank (Cash Transfer) Request  Performing investigation services related to DNA (Barclaycard- Not Applied) reported by customer  Providing customer service and performing Cycle 1 & 2 collection services on credit cards for Barclays UK  Registering customer complaints and maintaining the escalation matrix  Issuing refunds as per the business procedure.  HNI Client account monitoring &maintenance  Member of Performance Management Team for transition team in probation Show less



Genpact

• United States
• Business Consulting and Services
• 700 & Above Employee

• Assistant Operations Manager

  • Apr 2010 - Feb 2012

   Running the PeopleSoft (US) OTC shop floor which comprises of Cash Application team and Credit Analyst team. The total number of FTE’s = 25 (15 Cash Applicants + 10 Credit Analyst).  Ensuring the SLA and SOX compliance of all the key metrics as part of the daily deliverables  Providing the approvals for Refunds/Tax Write Off on the invoices as per the permissible limits  Participating in the Bi-Monthly executive meeting with the AR committee comprising of the AR Global Head and… Show more  Running the PeopleSoft (US) OTC shop floor which comprises of Cash Application team and Credit Analyst team. The total number of FTE’s = 25 (15 Cash Applicants + 10 Credit Analyst).  Ensuring the SLA and SOX compliance of all the key metrics as part of the daily deliverables  Providing the approvals for Refunds/Tax Write Off on the invoices as per the permissible limits  Participating in the Bi-Monthly executive meeting with the AR committee comprising of the AR Global Head and various stakeholders to discuss the process metrics and performance of the India team  Verifying the process Daily/Weekly Dashboards before publishing the same to the client. Coordinating and facilitating the quality team and the training team with Operations to ensure that each team member in the process are LTO certified, Lean certified (as per the Xcelerate program of Genpact)  Driving process improvement scope in discussion with the Team Leads and SME’s and initiating VSM (Value Stream Mapping) for key process metrics  Ensuring that the charge codes are entered correctly for various sub-processes before billing the customer on a monthly basis  Monitoring the quarterly PDP assessment conducted by the AM’s / TL’ s and conducting the Annual Performance Review for the team members and providing performance ratings. Participating in the hiring process in the AR shop floor Show less



Capgemini

• France
• IT Services and IT Consulting
• 700 & Above Employee

• Team Lead

  • Jan 2007 - Mar 2010

   Managing all the CapGemini vendor invoices (including Hewitt) in GPS and also the offshore invoices. Administering all the charge codes for billing purposes (both for Onshore / Offshore).  Designing all organizational charts / process flows in MS Visio and publishing the same in both the Onshore/Offshore Team Room. Remapping the process flows as per client requirement.  Through extensive research activities and regular interactions with the Financial Controllers / Project Managers of… Show more  Managing all the CapGemini vendor invoices (including Hewitt) in GPS and also the offshore invoices. Administering all the charge codes for billing purposes (both for Onshore / Offshore).  Designing all organizational charts / process flows in MS Visio and publishing the same in both the Onshore/Offshore Team Room. Remapping the process flows as per client requirement.  Through extensive research activities and regular interactions with the Financial Controllers / Project Managers of NAAC / TXU Energy to finalize on submission of hassle free and error free budget proposal notes to be submitted for creating / amending new and existing Budgets pertaining to various small/medium projects of CapGemini North America.  Ensuring Zero Error probability in processing PMFs / Project Closure Requests received from the Financial Controllers and also proper TAT is maintained as per the SLA during processing of proposal notes for Budget creation in Clarity / CRTS / Oracle  Regular interactions with the Account Managers and the Relationship Managers in the business to ensure that the client expectations are met in the B2B transactions  To ensure that the Cash Target forecasted by the Finance Team at CapGemini North America is met on a monthly basis  To prepare, maintain and update various Financial Reports (Cash Shortfall Report, Anticipated Cash Report, Controllers Report, Toads and Toffee) to be submitted to the Financial Controllers on a daily/weekly basis  To brief the Financial Controllers about the current debt situation of individual accounts (if any) and the efforts made in order to reduce/clear the debt by highlighting the action points  Monitoring the quarterly PDP assessment conducted by the AM’s / TL’ s and conducting the Annual Performance Review for the team members and providing performance ratings. Participating in the hiring process in the AR shop floor . Show less