# Prerna Gupta

Prerna Gupta is a remote worker on Himalayas, Sales Operations Lead at CAI Software, based in India.

Source: https://himalayas.app/@prernagupta3

```text
Sales Operations Lead at CAI Software, harmonising Salesforce and HubSpot across three business segments.
```

| Detail | Value |
| --- | --- |
| Availability | Looking for a job |
| Location | India |
| Authorized to work in | India |
| Salary expectations | 3477k+ INR |
| Job categories | Revenue Operations, Revenue Operations Manager, Sales Operations Manager, Salesforce Administrator |
| Skills | Revenue Operations, Sales Operations, GTM Operations, Revenue Reporting, Forecasting, Pipeline Management, Sales Performance, Compensation Governance, CRM Strategy, CRM Data Governance, Post Merger Integration, Pricing Governance, Deal Desk, Business Process Design, Sales Technology Optimization |
| LinkedIn | https://linkedin.com/in/prerna-gupta-7a410938 |

## About

```text
At CAI Software, I lead Sales Operations workstreams for the One CAI transition across three business segments. I’m aligning Salesforce and HubSpot pipeline stages, forecast categories, and revenue fields to support consistent processes and consolidated reporting.

I build executive reporting across CRM, ERP, and business platforms, including LMV, OffsetARR, NetLMV, and ACVe. I also manage Universal Pricing Tool updates and identified regional pricing misalignments, resolving EMEA undercharging.

Earlier, at ProductSquads Technolabs, I led Salesforce implementation activities for 3E Company, including configuration, automation, and security model design. At iBASEt India Software, I partnered with Sales Operations on Deal Desk activities, territory strategy, pipeline management, and revenue reporting.
```

## Experience

### Sales Operations Lead (current)

CAI Software. Nov 2024 - Present

```text
Lead and coordinate Sales Operations workstreams across three global business segments in the One CAI transition, partnering with Sales leadership, Finance, IT, Product and Marketing. Drive CRM harmonisation across Salesforce and HubSpot, and support system enhancement programmes including commission release logic and UPT-to-Salesforce migration.
```

Skills: Salesforce, HubSpot, NetSuite, Gong, SalesLoft, DemandBase, ZoomInfo, Cognism, Marketo, CRM-Strategy, Data-Governance, Deal-Desk, Executive-Reporting, Process-Design, Change-Management

### Lead Salesforce Administrator

ProductSquads Technolabs. Apr 2024 - Oct 2024

```text
Led Salesforce implementation activities including configuration, process automation, approval processes and security model design, aligned with client business requirements. Designed and delivered user onboarding and training, and developed reports, dashboards, data governance controls and operational documentation.
```

Skills: Salesforce, Configuration, Process-Automation, Approval-Processes, Security-Model, User-Training, Reports, Dashboarding, Data-Governance

### Senior Sales Operations Specialist

[iBASEt India Software Pvt. Ltd.](https://himalayas.app/companies/ibase-t). Jan 2017 - Mar 2024

```text
Partnered with the VP of Sales Operations on Deal Desk activities, territory strategy, pipeline management and revenue reporting, supporting Sales and BDR teams across a distributed organisation. Served as CRM Champion and internal trainer, delivering recurring Salesforce enablement and reinforcing consistent platform use and sales process execution.
```

Skills: Salesforce, Deal-Desk, Territory-Management, Pipeline-Management, Revenue-Reporting, Sales-Enablement, Training, GTM-Technology, Lead-To-Close-Workflow, Reports, Dashboarding

### Sales Support Analyst

[S&P Global Market Intelligence](https://himalayas.app/companies/s-p-global). Aug 2013 - Dec 2016

```text
Maintained Salesforce data quality across multi-million-record datasets, identifying and resolving gaps in Lead, Contact, Account and Opportunity records to support marketing campaigns and sales outreach. Supported CRM process improvement and quality control initiatives, trained new team members and maintained process documentation.
```

Skills: Salesforce, Data-Quality, CRM, Process-Improvement, Training, Documentation

### Quality Analyst

[Vodafone West Ltd.](https://himalayas.app/companies/vodafone). May 2008 - Aug 2013

```text
Audited customer and agent interactions, reported quality performance and delivered structured coaching to improve team performance and customer experience. Conducted root-cause and gap analysis, supported process improvements and designed certification training for customer-facing associates.
```

Skills: Quality-Assurance, Audit, Coaching, Root-Cause-Analysis, Process-Improvement, Training

## Education

### L.J. Commerce College, Gujarat University

Bachelor of Commerce, Commerce

```text
Bachelor of Commerce degree from L.J. Commerce College, Gujarat University, completed in 2011.
```

### Salesforce

Salesforce Administration Essentials for New Admins (ADM 201), Salesforce Administration

```text
Salesforce Administration Essentials for New Admins (ADM 201) certification.
```

### Gong.io

Gong.io Program Manager Launch Certification, Program Management

```text
Gong.io Program Manager Launch Certification.
```

### Demandbase

Demandbase One Foundations, Demandbase

```text
Demandbase One Foundations certification.
```

### Salesforce Trailhead

Business Administration Specialist, Business Administration

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Business Administration Specialist certification from Salesforce Trailhead.
```

### AMA (American Management Association)

Project Management Certification, Project Management

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Project Management Certification from AMA, Ahmedabad.
```

## Tech stack

- Jira
- HubSpot
- Microsoft Excel
- Demandbase
- Marketo
- ZoomInfo
- NetSuite
- SalesLoft
- Cognism
- Power BI
- Microsoft 365

To contact Prerna, message them from this profile with a Himalayas employer account: [Hire on Himalayas](https://himalayas.app/hire).

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