Open to opportunities

Uttam Kumar

@uttamkumar4

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MBA Finance & Marketing Analytics graduate turning CRM data into scalable marketing automation and predictive insights.

India

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What I'm looking for

I’m looking for a role where I can build and optimize CRM/marketing automation with data-driven analytics—turning campaign performance and predictive insights into measurable pipeline growth, dashboards, and scalable customer journeys.

I’m an MBA Finance & Marketing Analytics graduate who turns CRM and marketing data into actionable, scalable automation and predictive insights. I’m especially strong at optimizing customer journeys, improving lead quality, and building reporting that stakeholders can actually use.

As a Senior Consultant at Forvis Mazars Group (US - Remote), I manage CRM accounts, contacts, opportunities, campaigns, leads, and ABM initiatives while partnering across US and EMEA stakeholders to translate business objectives into customer-centric automation. I optimized end-to-end campaigns to increase lead generation and improve lead management, leveraging platforms like Marketo and HubSpot Automation, and tracking performance using data-driven metrics (MQLs, SQLs, conversion rate). I also handle data extraction, cleansing, and uploads into CRM using tools like FetchXML/XRM.

Previously, as a Lead CRM Analyst at Sutherland Global, I worked with stakeholders to capture requirements across multiple projects and sectors, and built predictive intelligence using Salesforce Data Cloud and external data to support next-best actions and HCP/message strategies. Before that, I supported email marketing and automation at PwC Global (Salesforce Marketing Cloud), created dashboards and workflows using DataLoader, and contributed to financial analysis and reporting—along with SOX/GDPR-style compliance awareness. My foundation is reinforced by certifications including Salesforce Administrator and Power BI Desktop, plus Lean Six Sigma and data analysis training.

Experience

Work history, roles, and key accomplishments

Current

Senior CRM Consultant

Current

Forvis Mazars Group US

Nov 2024 - Present (1 year 7 months)

Manage CRM accounts, contacts, opportunities, and ABM/campaign initiatives with US and EMEA stakeholders, translating business objectives into customer-centric automation. Optimized end-to-end campaigns to improve lead generation and lead management quality using tools like Marketo, HubSpot, and Google Ads.

Salesforce CRM CRM Account Management Marketing Automation Marketo HubSpot Google Ads SEO Optimization FetchXML

Lead CRM Analyst

Sutherland Global

Mar 2024 - Mar 2026 (2 years)

Gathered and analyzed business requirements while supporting multiple client projects across healthcare, life sciences, financial services, and FMCG sectors. Built and monitored predictive intelligence using Salesforce Data Cloud and embedded AI predictions into workflows, dashboards, and sales/marketing processes.

Salesforce Data Cloud Predictive Analytics CRM Analytics AI Workflow Automation Data Modeling Power BI Data Extraction

Associate Analyst - IFS

PwC Global

Jul 2022 - Mar 2024 (1 year 8 months)

Managed Salesforce Marketing Cloud email marketing and automation programs, creating workflows and extracting/uploading data to optimize campaigns. Produced reports and dashboards in Salesforce and Power BI and supported financial reporting analysis, including consolidated statements and quarterly indicators.

Salesforce Marketing Cloud Email Marketing Automation Salesforce Sales Cloud Power BI Reports And Dashboards Financial Statement Analysis RFP Support ETL Tools

Process Associate

Capgemini

Feb 2022 - Jun 2022 (4 months)

Consolidated and analyzed financial data for UK and US clients, processing PO and non-PO invoices while resolving vendor queries under SOX compliance for AP/AR. Created CRM-related visualizations using Microsoft Dynamics 365 and Tableau and supported project planning and implementation.

SOX Compliance Microsoft Dynamics 365 Tableau financial data analysis Process Improvement Data Visualization Project Support

Accounts Executive

Urmila International Services Pvt. Ltd.

Mar 2020 - Jan 2022 (1 year 10 months)

Analyzed financial data to identify trends and produced dashboards and dashboards/insights for departments. Managed finance record databases, performed weekly and monthly bank reconciliations, supported internal audit, and handled payroll processing plus PF/ESIC and TDS.