Sakshi Take — CEO

I am a Business Analyst with over 4 years of experience helping global clients grow through CRM optimization, data analytics, campaign performance, and marketing automation. My journey started in a startup where I built everything from the ground up — from creating dashboards to automating workflows. Since then, I’ve worked with over 100 clients across the US, UAE, India, and the Philippines, delivering real, measurable business outcomes. Core Skills: • Business Analysis and Strategic Planning • CRM Implementation (Zoho CRM, Salesforce, Bitrix24, HubSpot) • Data Visualization (Power BI, Zoho Analytics, Excel, Looker Studio) • Campaign Management (Meta Ads, Google Ads, LinkedIn Ads, Snapchat Ads) • Marketing Automation (Zoho Campaigns, Mailchimp, WhatsApp, Webhooks) • SQL (basic), Python (beginner) • Process Optimization and KPI Reporting • Team Management and Client Communication • Funnel Analysis and Market Research • Project Tools (JIRA, Zoho Projects, Darwinbox) Selected Achievements: • Increased revenue by 20x for a US entertainment client through targeted ad strategies • Delivered ₹50 lakh+ in revenue for an Indian fintech firm with just ₹50K in campaign budget • Built HR dashboards for a Philippine bank to track team productivity across branches • Scaled company client acquisition from 2–3/year to 2–3/month using internal CRM and analytics As a Zoho Certified Partner and delivery lead, I bridge the gap between data, strategy, and execution. I’m passionate about solving real-world problems through meaningful insights, automation, and user-first thinking. I’m now open to opportunities in: • Business Analytics • Data Analysis • Product Analysis • CRM Strategy & Automation Let’s connect to discuss growth, innovation, and impact.

Stackforce AI infers this person is a Business Analyst specializing in CRM and Data Analytics within the SaaS industry.

Location: Pune, Maharashtra, India

Experience: 3 yrs 8 mos

Skills

Business Analysis
Crm Implementation
Campaign Management
Customer Lifecycle Management
Data Analytics

Career Highlights

Increased revenue by 20x for a US client.
Delivered ₹50 lakh+ revenue from a ₹50K budget.
Built HR dashboards for a Philippine bank.

Work Experience

Redwood Algorithms

Delivery & Analyst Head (3 yrs)

Performance Manager (8 mos)

Data Science Manager (2 mos)

Technical Lead (3 mos)

Data Analyst (1 mo)

General Management Associate (1 mo)

Education

MBA at Sinhgad College of Engineering

BCA at College of management and computer science, Yavatmal

Business Analytics Certification Course at Internshala Trainings

Sakshi Take

CEO

Pune, Maharashtra, India3 yrs 8 mos experience

Most Likely To SwitchAI Enabled

Key Highlights

Increased revenue by 20x for a US client.
Delivered ₹50 lakh+ revenue from a ₹50K budget.
Built HR dashboards for a Philippine bank.

Stackforce AI infers this person is a Business Analyst specializing in CRM and Data Analytics within the SaaS industry.

Contact

Skills

Core Skills

Business AnalysisCrm ImplementationCampaign ManagementCustomer Lifecycle ManagementData Analytics

Other Skills

Account ManagementAcquisition MarketingAnalytical SkillsAnalyticsArtificial Intelligence (AI)Attention to DetailB2BBankingBitrix24Business AnalyticsBusiness ConsultingBusiness InsightsBusiness Process ImprovementBusiness RequirementsBusiness Workflows

About

Experience

3 yrs 8 mos

Total Experience

3 yrs 8 mos

Average Tenure

3 yrs 8 mos

Current Experience

Redwood algorithms

6 roles

Delivery & Analyst Head

Promoted

Jun 2023 – Present · 3 yrs · Bengaluru, Karnataka, India · Remote

Lead delivery and analytics for 100+ clients across India, the US, UAE, and the Philippines. Oversee CRM setups, campaign performance, data strategy, and cross-functional teams.
Designed CRM systems using Zoho CRM, Salesforce, and Bitrix24
Built marketing funnels and automated workflows for WhatsApp, Email, and SMS
Developed performance dashboards using Power BI, Excel, and Zoho Analytics
Led cross-functional teams of analysts, writers, and designers (15+ members)
Acted as escalation and reporting lead for clients and internal stakeholders
Key Achievements:
Increased revenue 20x for a US entertainment client using seasonal ad strategy
Delivered ₹50 lakh+ revenue from a ₹50K budget for an Indian fintech client
Built HR dashboards for a Philippine bank to monitor performance across branches
Improved monthly client onboarding rate from 2–3/year to 2–3/month

CRM ImplementationData StrategyPerformance DashboardsCross-functional Team LeadershipBusiness Analysis

Performance Manager

Sep 2022 – May 2023 · 8 mos · Bengaluru, Karnataka, India · Remote

Managed cross-channel campaign performance and lifecycle marketing strategies for B2B and B2C clients.
Designed and executed targeted campaigns via WhatsApp, Email, and SMS
Built CRM workflows and automated follow-ups using Zoho Campaigns and Mailchimp
Coordinated with content and technical teams to align on strategy and delivery
Conducted performance analysis to identify optimization opportunities
Managed campaign timelines and ensured client satisfaction through proactive communication

Campaign ManagementLifecycle MarketingPerformance AnalysisClient CommunicationCustomer Lifecycle Management

Data Science Manager

Jul 2022 – Sep 2022 · 2 mos · Bengaluru, Karnataka, India · Remote

Oversaw campaign reporting and analytics projects focused on marketing funnels and HR performance metrics.
Created dashboards using Power BI, Zoho Analytics, and Excel
Conducted conversion rate, engagement, and drop-off analysis across all client campaigns
Delivered campaign performance reports and presented findings to internal and external stakeholders
Provided insights to optimize marketing and HR strategies using real-time data

Dashboard CreationPerformance ReportingData AnalysisData AnalyticsBusiness Analysis

Technical Lead

Promoted

Apr 2022 – Jul 2022 · 3 mos · Bengaluru, Karnataka, India · Remote

Led CRM implementation projects and campaign automation for clients in fintech, retail, and services industries.
Implemented CRM setups across Zoho CRM, Bitrix24, and Salesforce
Built lead scoring models, pipeline stages, and automation workflows
Integrated third-party APIs and tools via webhooks for process efficiency
Created SOPs and technical documentation to support internal delivery teams
Trained junior team members on CRM logic and campaign execution

CRM ImplementationLead Scoring ModelsTechnical DocumentationBusiness Analysis

Data Analyst

Feb 2022 – Mar 2022 · 1 mo · Bengaluru, Karnataka, India · Remote

Supported the analytics and marketing team with real-time reporting and campaign performance analysis.
Tracked lead journeys and conversion metrics across ad platforms and landing pages
Built weekly dashboards using Power BI and Excel to evaluate campaign performance
Identified trends in click-through rates, lead quality, and source attribution
Provided actionable insights to improve ad targeting and creative performance

Real-time ReportingCampaign Performance AnalysisData AnalyticsBusiness Analysis

General Management Associate

Dec 2021 – Jan 2022 · 1 mo · Bengaluru, Karnataka, India · Remote

Started in a generalist support role while learning core CRM, campaign, and analytics concepts.
Conducted basic CRM entries and handled early-stage campaign data
Supported social media posting, research tasks, and content scheduling
Gained exposure to CRM platforms, campaign logic, and performance review practices
Assisted the delivery team with documentation and team coordination

Campaign Data HandlingSocial Media Posting