Saloni Surve
@salonisurve
Revenue Operations Analyst specializing in GTM strategy, CRM automation, and market intelligence to drive institutional sales growth.
What I'm looking for
I’m a Revenue Operations Analyst with 2+ years of experience across GTM Strategy, CRM Automation, and Market Intelligence. I focus on building scalable sales infrastructure that helps teams prospect faster, qualify smarter, and communicate value clearly to institutional buyers.
At Causaility.ai, I designed and implemented scalable sales operations for an early-stage B2B AI startup targeting institutional investors. I architected CRM workflows and automated lead qualification systems in Apollo, significantly reducing manual prospecting effort, while partnering with founders to align GTM strategy with institutional buyer psychology and product positioning.
Previously, I supported RevOps and operations work through end-to-end process optimization and ATS compatibility improvements at Data Engineer Academy, along with client networking strategies to connect candidates with leading recruiters. I also co-founded Ornate Global Tech Solutions, where I designed and launched promotional websites and applications and led technical marketing strategies to keep product launches aligned with client business objectives.
Earlier in my career, I strengthened my analytical foundation through corporate development and finance work at Accenture (CDTS) and audit/compliance support at Dhiraj Shah & Associates. I bring advanced financial modeling, risk-aware market insights, and disciplined data hygiene into RevOps so go-to-market execution stays accurate, measurable, and deal-ready.
Experience
Work history, roles, and key accomplishments
Sales Ops Analyst
Causaility.ai
Sep 2024 - Present (1 year 9 months)
Designed and implemented scalable sales operations for an early-stage B2B AI startup targeting institutional investors. Built Apollo CRM workflows and automated lead qualification to reduce manual prospecting effort and aligned GTM strategy with institutional buyer psychology.
Operations Analyst
Data Engineer Academy
Jan 2024 - Aug 2024 (7 months)
Streamlined end-to-end application processes and optimized candidate profiles for ATS compatibility. Developed networking strategies to connect clients with industry-leading recruiters and professionals.
Co-Founder
Ornate Global Tech Solutions
May 2022 - Dec 2023 (1 year 7 months)
Designed and launched promotional websites and applications, managing the full lifecycle from development to market entry. Led technical marketing strategies for tech products while ensuring alignment with client business objectives.
Supported sales teams by tailoring pricing strategies to client needs using advanced financial modeling. Provided market-specific risk insights to improve deal-making precision for global clients.
Accountant & Audit Assistant
Dhiraj Shah & Associates
Apr 2018 - Jun 2019 (1 year 2 months)
Managed financial compliance and audit reporting while ensuring high data hygiene across diverse client portfolios. Analyzed financial risks to support accurate reporting and adherence to local tax regulations.
Education
Degrees, certifications, and relevant coursework
Institute of Management Development and Research, Pune
Post Graduate Diploma in Management, Finance & Marketing
2019 - 2021
Grade: 68.13%
Completed a Post Graduate Diploma in Management with a focus on Finance & Marketing, achieving 68.13%.
Vivekanand College, Kolhapur
Bachelor of Commerce, Commerce
2015 - 2018
Grade: 53.50%
Completed a Bachelor of Commerce, achieving 53.50%.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
Skills
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