Open to opportunities

Harleen Seera

@harleenseera

Message

Data-driven Revenue Operations and CRM manager improving B2B sales, retention, and pipeline performance.

India

Message

What I'm looking for

I’m looking to drive measurable revenue growth through CRM analytics and pipeline optimization—aligning GTM teams, reducing churn, and improving funnel conversion with fast, data-backed operational improvements.

I’m an analytically driven MBA professional with 3+ years of experience using data to improve B2B revenue operations, SaaS user journeys, and CRM-driven workflows. I engineer and monitor enterprise revenue pipelines, analyze funnel performance, and translate customer insights into operational wins.

In Revenue Operations, I track win rates, funnel velocity, and key operational metrics to reduce friction across the customer journey. I use CRM analytics to stop churn, boost revenue, and increase outbound targeting efficiency, while aligning sales, marketing, and product teams around shared GTM goals and consistent customer service.

Previously, I owned end-to-end acquisition and client lifecycles for high-value US accounts, using consultative selling and communication-log analysis to fix funnel friction and refine automated workflows. I’ve also built structured outreach processes to generate and qualify leads, manage early-stage funnel operations, and improve conversion outcomes through data-backed reporting and rapid adjustments.

Experience

Work history, roles, and key accomplishments

Current

Account Growth Consultant

Current

Revvlocity

Jul 2025 - Present (11 months)

Managed B2B enterprise revenue pipelines by analyzing funnel performance and win-rate metrics to improve account planning. Used CRM analytics to identify churn risk, boost revenue, and align sales, marketing, and product teams around shared GTM goals.

CRM Analytics Funnel Analysis Win Rate Account Planning Stakeholder Management

Customer Success Executive

TaskUs

Nov 2024 - Jun 2025 (7 months)

Handled end-to-end B2C acquisition and client lifecycles for US accounts through email, chat, and cold outreach. Analyzed communication logs and engagement drop-offs to refine workflows and drive improvements in conversions, cross-sells, and upsells.

& Customer Success Chat Support Cold Outreach Workflow Automation Conversion Optimization

Customer Relationship Executive

Teleperformance Pvt. Ltd.

Nov 2022 - Mar 2024 (1 year 4 months)

Connected customer insights with product health by evaluating usage patterns and recommending upgrades. Maintained CRM data hygiene and monitored account health, churn risk, and user satisfaction to reduce operational risks across active accounts.

CRM Analytics Salesforce Account Health Monitoring Product Adoption Data Hygiene Customer Insights

Business Development Executive

Learning Routes Pvt. Ltd.

Jun 2022 - Aug 2022 (2 months)

Built structured outreach processes to generate and qualify inbound leads and support early-stage sales funnel operations. Partnered with marketing to track lead conversion metrics, optimize partner channel performance, and apply KPIs to improve results.

Business Development Lead Generation Funnel Optimization Outreach Process Design KPI Tracking Data Analysis MS Excel Google Analytics

Sales Associate Intern

Bajaj Finance

Jun 2021 - Jul 2021 (1 month)

Supported new customer onboarding and general sales operations, gaining hands-on experience in core revenue processes. Assisted with day-to-day sales activities to help move leads through early stages of the customer journey.

Sales Operations Customer Onboarding Lead Support Sales Support Customer Service Administrative Coordination