Santhosh B.

- Leading the strategic redesign of GitLab's revenue systems architecture, aligning Zuora and Salesforce capabilities with enterprise revenue recognition requirements - Implementing advanced automation for complex subscription billing scenarios, reducing manual intervention by 45% and improving financial close time by 3 days - Developing comprehensive dashboards for revenue forecasting and compliance reporting, enabling data-driven financial decision-making - Managing a team of 7 system specialists, establishing best practices for system development and integration methodologies - Collaborating with Finance, Sales, and Product teams to streamline end-to-end processes from quoting through revenue recognition

- Spearheaded a major Zuora-Salesforce integration enhancement project, resulting in 35% faster sync times and eliminating data discrepancies - Designed and implemented custom revenue recognition workflows to support changing business models, ensuring compliance with ASC 606 standards - Created comprehensive system documentation and training materials, increasing team knowledge transfer by 40% - Led cross-functional workshops to identify process inefficiencies, resulting in standardized approval workflows that reduced quote-to-cash cycle time by 28% - Developed specialized reporting solutions for Finance leadership, improving visibility into cash flow and subscription metrics

• Actively engaged with business users to gather requirements, collect feedback, and propose optimal solutions utilizing both out-of-the-box features and customized development, resulting in a 20% increase in user satisfaction. • Addressed various issues and delivered necessary enhancements to existing Salesforce and Zuora functionalities, improving system performance by 30% and reducing user-reported issues by 40%. • Assumed ownership of projects, ensuring a seamless process from development to deployment and providing timely post-deployment support, resulting in a 25% reduction in post-deployment issues and a 95% customer satisfaction rating. • Worked in an agile methodology, actively participating in daily stand-up meetings, planning sessions, and proof-of-concept (POC) activities, resulting in a 15% improvement in project delivery time and a 10% increase in team collaboration. • Actively engaged in architecting the Quote to Cash process, optimizing the cycle time by 30% and reducing billing errors by 50%, leading to improved revenue recognition and a 25% increase in operational efficiency.

• Effectively collaborated with the Product, Sales Ops, Billing, and Finance teams to gather business requirements, identify system gaps, and propose process improvements. • Successfully migrated the Sales process from the legacy SFDC quoting process to Zuora CPQ with minimal disruption to business teams and processes. • Utilized both out-of-the-box Zuora capabilities and the Zuora Central Platform to architect technically sound solutions that addressed business challenges. • Managed environments in both Zuora and Salesforce ecosystems, planned regular sandbox refresh activities, and executed post-refresh tasks. • Migrated all legacy subscriptions from Salesforce financial cloud to Zuora while maintaining appropriate data model and structure. • Integrated Zuora with external systems such as NetSuite and Avalara using connectors and facilitated Engineering portal integration through Zuora APIs. • Developed Triggers, Controllers, Workflows, Process Builders, Validation Rules, and Advanced Approvals for seamless Zuora CPQ X implementation.

• Hands-on experience in Zuora, Z360, Zuora Object Model, Billing, and End-to-End Subscription lifecycle management for Ecommerce portal, Marketplace, and ZQuote route to markets. • Conducted root cause analysis (RCA), devised innovative solutions, and documented the resolutions for inclusion in the knowledge base. • Established the product catalog, accounts, subscriptions, bill-runs, payment-runs, payment gateways and hosted pages, and reporting across multi-currency and multi-entity environments. • Integrated Zuora and Salesforce with various external systems like SAP, Oracle and Netsuite. • Gathered business requirements, prepared Functional and Technical design documents, coordinated with different teams, provided project reports and insights on critical path impact, and participated in deployment activities, cutover tasks, and post-deployment support. • Developed and configured custom reports and various customizations using Zuora workflows

Zuora is the "Market Leader" SaaS-based Subscription Billing, Revenue & Relationship Management System with over 1000 live customers, including 100 public companies. • As a Lead Consultant, I've supported over 30 customers in 8 countries with a total of over $15 million in Annual Recurring Revenue. • I've hosted "Best Practice and Optimization" workshops with customers in Japan, Netherland and India resulting in churn-saves, contract renewals, customer endorsements, recommendations and over $2 million in upsells. • As a Technical Consultant, I have presented workshops about Zuora's APIs and Data Model and best practices. • I've hosted on-site training workshops, created a proof of concept solutions and performed deep-dive integrations with customers using Workflows and Collection Window apps. • If an Account Manager or Sales Executive needs and Consultant for an on-site meeting, I'm that Technical Consultant.

As a Technical Consultant, I have initiated projects and authored TDD and FDD for Continuum, Softbank, Diamond, Seiko Epson, Honeywell, Thomson Reuters, Maserati, Brothers, and more. These projects involved integrating with Salesforce, CyberSource Payment Gateway, Stripe, GoCardless, Avalara, and Vertex Tax Engines. • Extensive hands-on experience in Zuora for Salesforce Quotes and Zuora for Salesforce 360. • Delivered Enterprise CPQ solutions using Z-Quotes and Z360 modules, leveraging Z-Quote, Z-Subscription, and Amendment Objects. • Extensive hands-on experience in Zuora Component registration and Zuora Component plugin. • Extensive hands-on experience in setting up Invoice Templates, Communication Profiles, and Payment Pages. • Proficient in programming with Zuora Order Builder apex methods. • Extensive hands-on experience in ZOQL queries. • Proficient knowledge of Zuora modules: Z-Billing, Z-Payments, Z-Finance, Z-Commerce, and Z-Reporting. • Proficient understanding of Zuora API object relationship and core data types. • Experience in Zuora Administration, including roles, user creation, security policies, and tenant profile management. • Experience in Zuora Settings, such as HPM pages, payment gateways, real-time and scheduled Z360 sync, email and invoice templates, and custom fields. • Familiarity with Zuora data sources and exports. • Ability to set up Zuora product catalog for small and medium-scale consumers. • Ability to schedule Bill Runs and Payment Runs. • Basic knowledge of Z-Tax and Vertex tax modules. • Brief understanding of Zuora Connect, including workflows and event notifications.

1. Delivered CRM and API integrations for global automotive clients (Nissan, Mitsubishi). 2. Developed Salesforce and Siebel-based solutions, enhancing customer experience. 3. Contributed to AI/NLP innovation projects, improving omnichannel engagement. 4 Collaborated with cross-functional teams to deliver enterprise-scale digital solutions.

Underwent Infosys Foundation Program imparted into three segments: 1. Generic Training(Part 1)(Subdivided into 3 modules) Object Oriented Programming using Python clubbed with Operating Systems as Module 1. Relational Database Model using Oracle as Module 2 Software Engineering with Project as Module 3 2. Stream Training - Oracle Siebel CRM (Part 2)(Subdivided into 4 modules) 3. Learning and Development (Part 3)(1 Module) Soft Skills Training, Writing Skills,Business Etiquette.