Aashi Jain
Sr. Analyst, Sales Strategy & Operations @ Kaseya
About
Dynamic and detail-oriented Operation Analyst with a proven track record in data-driven strategic planning, process improvement, and project management. Holds an M.Sc. in Mathematics from The Maharaja Sayajirao University of Baroda, equipped with a strong analytical foundation and advanced proficiency in tools like Power BI, Tableau, and MS Office. Currently at Forage.ai, I leverage extensive datasets to provide strategic insights that drive business growth and enhance operational efficiency in the financial and EdTech sectors. My role involves transforming complex data into actionable insights, leading projects from conception to execution, and developing process improvements that have notably saved over 100 business days through automation. Previously, as a Sales Operations Analyst at BYJU's, I managed CRM systems and analyzed sales data to enhance productivity and effectiveness. I am passionate about using data strategically to solve complex challenges and am continually seeking opportunities to drive meaningful business outcomes through innovative operational strategies.
India
Surat
Computer Software
SAP ERP, Microsoft Excel, Salesforce.com, Microsoft Power Query, Data Maintenance, SQL, Data Analysis, Strategy Consulting, Analytical Skills, Stock Market, Trading, Report Writing, Customer Relationship Management (CRM), KPI Dashboards, Customer Service, Loan Servicing, Business Strategy, Sales Operations, Microsoft Office, Microsoft Power BI
Experience

Sr. Analyst, Sales Strategy & Operations
Bengaluru, Karnataka, India
1) Perform advanced statistical analyses and data mining to uncover trends and anomalies. 2) Develop and maintain relational data models for comprehensive compensation analysis. 3) Utilize Excel (including Power Query, Power Pivot) and Power BI for data analysis and visualization. 4) Generate regular and ad-hoc reports on key compensation metrics and present findings to senior leadership.

Senior Data Specialist
Bengaluru, Karnataka, India
As a Senior Data Specialist at Forage.ai, I am involved in providing strategic guidance and solutions to drive business requirements and improve operational efficiency. My responsibility includes: ➢ Data Modelling: ● Developed, QC'd, audited, and delivered datasets with complete accuracy. ● Assisted AI and RPA models by manually parsing data for insights and performing annotations to train ML models. ➢ Stakeholder Collaboration: ● Worked with stakeholders to identify and address process gaps, improving workflow efficiency. ● Interpreted client requirements and executed projects per defined rules. ➢ Team Leadership: ● Directed and monitored team performance and conducted process training sessions for new team members. ● Acted as a culture carrier, embodying core values of ownership, commitment, collaboration, agility, and innovation. ➢ User Requirement: ● Responded to client inquiries related to ongoing projects and ensured complex concepts shared by stakeholders were accurately documented. ➢ Project Management: ● Managed ETAs and deliverables, coordinating with remote teams. ● Assessed project proposals, provided time estimates, and documented time and accuracy. ● Assisted in planning and allocation of daily work queues. ➢ Process Improvement: ● Manage churn and expansion insights, publish regular reports, and facilitate a feedback loop for continuous improvement. ● Assisted in documenting and improving SOPs for internal workflows and prepared tools and reports to measure team accuracy and productivity. ➢ Risk and Change Management: ● Displayed excellent change management and risk management skills during task execution.

Data Operation Analyst
Bengaluru, Karnataka, India
As a Analyst at Forage.ai, I am involved in providing strategic guidance and solutions to drive business growth and improve operational efficiency. My responsibility includes: ○ Data Analysis and Insights: Analyze and Interpret large datasets for various financial clients from the Private Equity space, tackling datasets exceeding 10 million rows. Transforming unwieldly datasets into actionable insights, driving informed decision – making and strategic planning. ○ Process Improvement: Collaborating with cross – functional teams to identify areas for process improvement and implement strategies to streamline operations and enhance productivity. Notably, 2 Automation process improvement ideas saved 100+ business days. ○ Project Management: Led and managed 5 projects from initiation to completion, ensuring timely delivery and successful outcomes. Streamlined operations from scratch, catering to a diverse range of clients from financial to Edtech sector. ○ App Testing: Responsible for testing 2 in-house app along with the live demo for new clients, I have been involved in testing these apps from the start suggesting app improvement which resulted in decreasing TAT. ○ I am responsible for providing periodic project updates, including major successes/challenges to senior management, define project scopes, and ensure alignment with business objectives, fostering effective teamwork and project success. ○ Audited more than 70 documents per month for Evestment project with 100% accuracy and summarized findings and recommendations, facilitating clear communication with stakeholders and driving actionable outcomes. ○ Designed and implemented mechanism to improve operational excellence culture. For Ex: - Reduction of TAT for EV Project by identifying road blockers for the inhouse App.

Sales Operations Specialist
Bengaluru, Karnataka, India
○ Sales Data Analysis: Analyze sales data and performance metrics to identify trends, opportunities, and areas of improvement. Generate regular reports and dashboard for the sales team and management. ○ CRM Management: Manage and maintain our Customer Relationship Management (CRM) system, ensuring accurate and upto-date data entry, reporting and pipeline management. ○ Process Improvement: Collaborate with cross-functional teams to identify inefficiencies in the sales process and process solutions to enhance sales productivity and effectiveness. ○ Conducted detailed analysis of the business processes that support our marketing, sales development, and account executive organizations. ○ Sales Performance Tracking: Track sales team performance against key performance indicators (KPIs) and provide insights to the sales leadership roles. ○ Responsible for developing new strategies to improve accuracy and timeline of revenue management.

Project Intern
Miracles
Ahmedabad, Gujarat, India
Working on different trading strategies and Delta Hedging
Aashi Jain's Contact Information
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