Aug 2025 – Jan 2026 · 5 mos · Jaipur, Rajasthan, India · On-site

Mar 2022 – Aug 2025 · 3 yrs 5 mos · Kota, Rajasthan, India · On-site

• Led end-to-end product and business analysis across CRM (Salesforce), ERP, LMS, and mobile/web platforms, delivering integrated solutions that enhanced operational efficiency and user experience.
• Salesforce CRM & ERP Integration
• Designed custom Salesforce solutions (custom objects, workflows, validations) to enhance CRM workflows.
• Managed data migration using Data Loader, ensuring accuracy and integrity.
• Spearheaded integrations with ERP, Slack, WABA, and CTI tools as SPOC.
• Facilitated UAT, defect resolution, and user training for successful rollouts.
• LMS Product Ownership
• Conducted market research, defined PRDs/user stories, and led sprints with engineering and UX teams.
• Boosted active users by 30% through usability testing and analytics-driven design improvements.
• Partnered with academics to digitize curriculum, reducing content development time by 40%.
• ERP System Coordination
• Oversaw ERP implementation and master data management, roles/permissions, and process automation.
• Created documentation, process flows, and sprint plans aligned with business goals.
• Product Development & Gamification
• Owned the TALLENTEX gamification project, delivering engaging flashcard and quiz features.
• Enhanced UI/UX in collaboration with mobile/web teams using analytics and stakeholder feedback.
• Mobile App Design (Mentora)
• Designed wireframes, prototypes, and user journeys for a portfolio management app using Figma.
• Authored BRDs, PRDs, and TFDs while aligning with dev teams through all SDLC phases.
• Cross-functional Contributions
• Analyzed RFP/RFI requirements and supported proposal development.
• Supported QA/UAT efforts with testing feedback and training material creation.
• Tech Stack: Salesforce Lightning, HubSpot, SQL, Excel (VBA), Power BI, Looker Studio, JIRA, Figma, Slack, API Integrations, SDLC, Agile, UAT.

Jul 2021 – Mar 2022 · 8 mos · Kota, Rajasthan, India · On-site

• As a Business Analyst in the EdTech space, I worked at the intersection of academics, technology, and operations to enhance digital learning systems, optimize student lifecycle workflows, and improve the end-user experience. My role involved translating educational needs into scalable technical solutions across CRM, LMS, ERP, and mobile/web platforms.
• Key Responsibilities:
• Collaborated with academic, marketing, and engineering teams to gather and define functional and non-functional requirements for learning and admissions platforms.
• Led process discovery and created detailed documentation including BRDs, PRDs, user flows, and data mapping for new features and system integrations.
• Worked with product and design teams to improve UX/UI across mobile and web-based learning tools, using feedback from student interviews, A/B testing, and usage data.
• Conducted UAT, regression testing, and stakeholder sign-off for feature releases across LMS, ERP, and student support systems.
• Partnered with developers and QA to ensure timely sprint delivery while aligning backlog priorities with academic cycles.
• Project Highlights:
• Spearheaded the rollout of a Learning Management System used by 3000+ students, contributing to a 30% increase in active usage through feature enhancements and onboarding improvements.
• Defined and delivered integrations between CRM, ERP, and communication tools (e.g., email/SMS, WhatsApp, Slack), streamlining lead management and student support processes.
• Developed dashboards and student performance reports using SQL and BI tools, enabling academic teams to take timely intervention decisions.
• Coordinated gamification features (quizzes, flashcards) to boost engagement in exam preparation modules.
• Tools & Technologies:
• Salesforce CRM, HubSpot, SQL, Excel (PivotTables, VBA), Power BI, Google Looker Studio, Figma, JIRA, Confluence, Google Analytics, REST APIs, Agile/Scrum.

Mar 2021 – Jul 2021 · 4 mos · Jaipur, Rajasthan, India · On-site

• Product & Business Analysis | Fintech | Mobile Platforms
• Led product analysis and delivery for a mobile-first social investing platform. Collaborated with stakeholders to gather and document functional and non-functional requirements. Authored PRDs and user stories aligned with Agile methods. Designed wireframes and interactive prototypes using Figma, mapping core user journeys like content discovery and engagement. Conducted market research and competitor analysis to inform the product roadmap. Managed and prioritized backlog in JIRA using RICE and MoSCoW frameworks. Partnered with design, engineering, and QA to deliver MVP. Supported UAT, tracked KPIs such as DAUs, retention, and adoption, and implemented improvements based on feedback.
• Owned design and delivery of a responsive Lead Management System (LMS) tailored to NBFC/fintech lead workflows. Mapped lead lifecycle from capture to disbursal and documented PRDs, lead scoring logic, and commission structures. Integrated Google Lead Forms, WhatsApp/SMS APIs, and CRIF credit bureau APIs to automate credit checks. Designed custom workflows and user roles for compliance and efficiency. Led UAT with stakeholders, built Looker Studio dashboards to monitor lead aging, funnel metrics, and turnaround time. Ensured RBI and KYC compliance and developed training materials and SOPs for smooth adoption.
• Designed mobile-first workflows for NBFC property valuation by field agents, including geo-tagging, image capture, and dynamic forms. Collaborated with underwriting and operations to gather requirements and improve usability. Integrated with LOS platforms and implemented secure data sync APIs. Led UAT cycles and optimized UI based on feedback, reducing valuation time by 30%. Developed MIS dashboards and implemented audit logs and multi-level approvals to enhance transparency and meet quality standards.

Aug 2020 – Mar 2021 · 7 mos · Jaipur, Rajasthan, India · On-site

• Collaborated with Product Managers to gather and document functional and business requirements for a mobile-based lead capture application designed for field sales teams.
• Conducted stakeholder interviews with sales and business units to identify workflow pain points and optimize app functionality.
• Mapped end-to-end lead flow from mobile app to Loan Origination System (LOS) to ensure seamless integration and centralized tracking.
• Performed competitive benchmarking of lead capture tools and CRM platforms in the NBFC sector to identify standard features, UX trends, and enhancement opportunities.
• Presented market research insights to the product team to support roadmap planning and prioritization.
• Contributed to the creation of wireframes and user flows in Figma, focusing on intuitive UX tailored to field agent needs.
• Participated in usability reviews and prototype validations, offering feedback to improve user adoption.
• Engaged in Agile ceremonies including sprint planning, backlog grooming, and daily stand-ups to support iterative delivery cycles.
• Coordinated across product, engineering, and QA teams within a regulated NBFC environment to ensure timely and compliant releases.
• Conducted manual testing of the LMS, mobile app, and website; reported bugs and suggested improvements using JIRA.
• Validated QA test cases and collaborated on resolution tracking to maintain alignment with business requirements.
• Executed SQL queries via MySQL Workbench to extract lead and performance data for QA support and analytics.
• Analyzed lead intake patterns and contributed to process optimization, improving submission quality and reducing turnaround time.