Experience

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  Genpact

  Jun 2008 - Oct 2012

  Process developer(medical underwriter)

  Process: Max Bupa Healthcare (July’12 to Oct’12)*Worked as a medical underwriter at the client site (MaxBupa-Healthcare Insurance) and as a SME successfully transitioned the underwriting process to Genpact, remote knowledge transfer & successful establishment of process set-up & continued service delivery.*As a Process Developer had handled a team of 10 underwriters and providing them valuable timely feedback in terms of quality.*Calculation, Creation & Upload of VIC (Variable Incentive Component) for the entire process.*Monitoring the Time-Off’s and maintaining the leave tracker.Process:Genworth Financial U.S. Long Term Care Insurance( June ’08 to June’12)*As a Medical Summarizer had handled a team of 30 summarizers. Responsible for summarizing the medical records by noting the important, relevant and highlights of the records and reports; anything significant pre-existing, sustained on the date of loss or subsequent to date of loss.*Provide offshore support to the underwriters for Long Term Care (LTC).*Reviewing & summarizing of 2-900 pages of attending physicians’ records, labs, progress notes, various diagnostic reports in a web based form.*These summaries form the input for the underwriter in US for the purpose of risk assessment & decision making for LTC health check of the cases.*Providing consistent & constructive feedback to the team members as a QA’er.*Monitoring new hire performance, giving timely feedback and identifying their training/development needs and take appropriate action steps.*Maintaining the NPN & MMR trackers for the NIGO data.*Handling the responsibility of IT Spoc for the entire LTC by raising Service Request for new systems or filling Onboarding/Deboarding forms for access for new hires ensuring that they are raised on time and till the time of successful closure/implementation.*Calculation, Creation & Upload of VIC (Variable Incentive Component) for the entire process. Show less

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  Adobe

  Nov 2012 - Mar 2023

  Responsible for retention & renewal base of Digital Marketing (SaaS) subscription revenue, alongside managing data accuracy for an assigned portfolio of customers from AMERICAS region.Worked directly with Sales and its Management to provide timely sales analytics including weekly pipeline analysis, forecasting, Deal Tracker, SaaS Revenue Tracking, and sales results by Dashboard, reports, and ad-hoc analytics requests in Salesforce.Worked with sales Directors to plan and execute sales contests for eliminating risks and retain customers upside & cross-Sales.Guide & engage with regional Renewal Sales Specialists during the entire renewal sales cycle and gather forecast on renewal performance for current + next quarter to mitigate risk.Partnered with Corp Finance, Accounting & Sales management to establish & develop Business KPIs & reporting to drive business insights to ensure accurate monthly forecasts, Subscriptions, Revenue/ACV & Data hygiene for reports, Pipeline Clean-up and Account-Clean-up.Responsible to review all legal compliance regarding contracts, renewals, price protections, splits, discounts, etc and ensure the same is reflected correctly in SFDC.Making administrative updates in SFDC and communicating these updates to the respective team. Show less *Manages renewals process for a defined territory of small to mid-sized customers assuring that all renewals are completed prior to expiration.*Analyzing, validating and quoting the customers install base information, reviewing the RBOB and then accordingly set up the renewal service contracts.*Reviewing/Validating the install base records and service contracts of the customer.*Quoting out the install base contracts to be renewed under Enterprise License Agreements (ELA), as per quoting and renewal policies.*Setting up the ELA contracts in the Salesforece.com, to match the (ELA) order booked.*Work closely with the sales, deal desk team and other business partners like corporate systems ops ,Performance Management, Order Management and finance, to ensure accurate quotes and contracts quoted in the RBOB are booked in Salesforce.com *Ensure timely support renewals for small to medium-sized customers in assigned territory.*Provides management with performance feedback.*First-line management contact for customer escalations.*Assists in key indicator reporting and trend analysis.*Manages exceptions for customers with issues that may delay or inhibit renewals.*Creating MIS/Dashboard reports, data analysis and presenting it to the individual stake holder to create performance reports and analyzing them from company prospect design reporting formats to provide accurate information.*Representation of weekly renewal status reports to the different renewal stake holders. Show less

  • Retention Sales Operation Manager

    Jun 2022 - Mar 2023

  • Lead- Subscription Renewal Data Operations

    Nov 2012 - Aug 2022
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  Freelance

  Oct 2023 - now

  Project manager

  As a Project Manager, I successfully implemented Zoho One to streamline the Canadian Immigration process for a client in Canada. By automating procedures and managing a remote team, I ensured the project's success.