Palak Gupta

• Built the presales function from scratch, setting up lead-management, qualification and performance-tracking workflows. • Cut reporting turnaround from about 20 hours to 2 hours per cycle by consolidating data from several sources in SQL and Power BI. • Standardised reporting across lead sources (LinkedIn outreach, cold calling, data extraction) to improve pipeline visibility and conversion tracking. • Run KPI governance and executive reporting cycles that turn performance data into clear action plans. •

• Managed client interaction workflows and consultation coordination for domestic and international markets. • Collaborated with cross-functional teams to ensure seamless scheduling, follow-ups, and service delivery. • Maintained CRM accuracy, pipeline tracking, and reporting processes to support operational efficiency. • Supported customer engagement initiatives while ensuring timely communication and resolution handling.

•Managed inbound and outbound leads for domestic & international customers. (India & US-Canada) •Qualified prospects and scheduled demos •Coordinated with sales and academic teams •Maintained CRM data and performance tracking

• Supported B2B client coordination and lead management activities in a target-driven environment. • Maintained reporting accuracy, CRM records, and lead tracking processes to ensure workflow efficiency. • Coordinated with internal teams for smooth lead transition and follow-up management. • Contributed to operational consistency through timely communication and process adherence.