Open to opportunities

Aarti Pendse

@aartipendse

I improve sales operations through Salesforce, deal desk analysis, financial reporting, and cross-functional project delivery.

United States

Message

What I'm looking for

I'm looking for a business operations role where I can improve sales processes, deliver Salesforce and system enhancements, analyze financial and operational data, and partner across teams to create efficient, compliant solutions.

At Five9, I supported Sales Operations as a Business Analyst and Deal Desk Analyst, partnering with Salesforce IT, sales, legal, accounting, and management to improve quote-to-order operations.

I managed the implementation of multi-currency quoting from start to finish, performed extensive Salesforce Sandbox UAT, supported DocuSign CLM users, and gathered business requirements for operational improvements.

Across Stanley Healthcare Solutions and banking operations roles, I've delivered Salesforce reporting, KPI analysis, compliance support, financial analysis, process improvements, auditing, budgeting, and team training.

Experience

Work history, roles, and key accomplishments

Business Analyst (Sales Operations)

Five9

Jul 2019 - Oct 2024 (5 years 3 months)

Liaised with internal Salesforce IT development team for continuous enhancements to the Salesforce instance. Managed projects to deliver operational efficiencies for the deal desk team and implemented multi-currency quoting.

Salesforce User Acceptance Testing DocuSign CLM Project Management Business Analysis

Deal Desk Analyst (Sales Operations)

Five9

Oct 2018 - Jul 2019 (9 months)

Reviewed and verified incoming deals for accuracy, including contract terms, pricing, and business policies. Collaborated with management, legal, and accounting to ensure deals align with company policies.

Sales Operations Contract Review Pricing Compliance Escalation Management Salesforce

Salesforce Business Analyst (Sales Operations)

Stanley Healthcare Solutions

Oct 2015 - Oct 2017 (2 years)

Determined, implemented, and evaluated business metrics to meet organizational and customer needs. Provided Salesforce.com end-user support including documentation, reporting, data analysis, and training.

Salesforce Business Analysis Data Analysis Reporting KPI Management end user support

Sales Operations Analyst (Sales Operations)

Stanley Healthcare Solutions

Apr 2013 - Oct 2015 (2 years 6 months)

Provided support for global sales teams with complex maintenance contract calculations and quotations. Managed IT tickets and analyzed complex reports to ensure data accuracy.

Sales Operations Quotations IT Ticketing Data Analysis

Sales Operations Coordinator (Sales Operations)

Stanley Healthcare Solutions

Sep 2011 - Apr 2013 (1 year 7 months)

Managed the email box for processing complex sales orders and provided support for global sales teams. Supported finance in making changes in Salesforce.com for account profiles.

Sales Operations Order Processing Salesforce Finance Support Account Management

Financial Services Representative

KeyPoint Credit Union

Oct 2009 - Sep 2011 (1 year 11 months)

Managed supplies and expenses according to branch budget while providing excellent customer service and minimizing fraud and losses. Coached and trained new employees on procedures.

Customer Service Compliance Management Cash Management Fraud Prevention Training

Lead Teller

Wells Fargo Bank

Mar 2009 - Oct 2009 (7 months)

Provided superior customer service and handled bank operations and compliance, minimizing financial losses. Followed procedures to prevent losses and fraud and handled substantial amounts of cash.

Customer Service Banking Operations Compliance Fraud Prevention Cash Handling

Branch Manager

First Northern Bank

Jan 2007 - Jul 2008 (1 year 6 months)

Created procedures to minimize operational losses and prevent fraudulent activities. Managed budgeting, financial analysis, and internal auditing, and was responsible for hiring and staff development.

Branch Management Budgeting Financial Analysis Internal Auditing Staff Development Fraud Prevention

Assistant Branch Manager

Bank of America

May 2006 - Jan 2007 (8 months)

Responsible for minimizing operational losses and fraudulent activities. Led business operations, financial planning and analysis, internal auditing, and compliance management.

Operations Management Financial Planning Internal Auditing Compliance Project Management

Service Manager

Wells Fargo Bank

Jul 2004 - May 2006 (1 year 10 months)

Coached and trained employees in fraud and loss prevention procedures. Handled project management, financial analysis, internal auditing, cash management, and supply forecasting.

Coaching Training Fraud Prevention Project Management Financial Analysis Cash Management