Ash Verma
Los Angeles,CA
Summary
Client onboarding and implementation leader with 10+ years of experience guiding customers from post-sale handoff through launch, training, and early adoption. Experienced translating practice and business workflows into configured SaaS/ERP solutions, coordinating integrations and migrations, and delivering engaging enablement sessions that drive time-to-value. Known for cross-functional collaboration, clear stakeholder communication, and a hands-on approach to troubleshooting and escalation management.
Overview
15
15
years of professional experience
Work History
AI & Data Business Analyst (Freelance Technical Consultant)
Upwork
Remote, USA
10.2025 - Current
- Owned onboarding and implementation for SMB clients adopting workflow, CRM, and marketing automation solutions; built tailored onboarding plans, milestones, and success criteria.
- Led discovery to understand processes, stakeholders, and data requirements; translated needs into configurations and integration designs using Airtable, Zapier, Make, and API-based workflows.
- Delivered live training sessions and onboarding documentation; advised on role-based participation and adoption best practices to achieve early wins.
- Coordinated technical setup (permissions, data migration, website embeds/integrations) and proactively removed roadblocks impacting timelines or readiness.
ERP Manager / Business Data Analyst
UNE AME
Los Angeles, CA
01.2022 - 09.2025
- Led post-sale implementation and onboarding for NetSuite ERP (Finance, Inventory, CRM), aligning stakeholders on scope, timeline, resources, and deployment milestones.
- Facilitated training workshops and change-management support for finance and operations teams; produced SOPs and role-based enablement materials to accelerate adoption.
- Partnered with IT, vendors, and internal technical teams on integrations, data migration, UAT, and go-live support; escalated issues and drove resolution to protect timelines.
- Monitored utilization with SuiteAnalytics dashboards and operational reporting; identified adoption gaps and prioritized improvements to improve time-to-value.
ERP Business Analyst & Data Analyst
Brightpearl by Sage
Austin, TX
06.2021 - 04.2022
- Supported onboarding and implementation for high-value SaaS customers, coordinating with implementation and account teams to plan timelines, prerequisites, and training sessions.
- Conducted workflow discovery across accounting, inventory, and order management; configured the platform and documented best-practice processes for end users.
- Led data migrations and partner integrations, validating data quality during cutover and troubleshooting issues impacting activation.
- Reduced client order processing time by 40% through configuration and integration improvements aligned with customer success benchmarks.
Business Analyst – ERP System Deployment
Prophet ERP
Los Angeles, CA
04.2018 - 09.2020
- Managed end-to-end customer onboarding across multiple implementations: scoping, onboarding planning, solution configuration, UAT, and go-live support.
- Delivered customer training and enablement programs; ensured teams could execute key workflows independently and confidently.
- Troubleshoot issues across configurations, integrations, and reporting; partnered with technical support to resolve escalations and maintain SLAs.
- Built operational reports and SQL datasets to track product usage, throughput, and customer performance post-launch.
Sr. System Analyst (Zoho CRM)
City Global
Los Angeles, CA
02.2017 - 03.2018
- Led CRM onboarding and optimization, working with sales and service teams to map customer-facing workflows and adoption goals.
- Designed configurations and integrations connecting CRM to internal systems, improving pipeline visibility and client onboarding readiness.
Analyst (Contractor)
GE Healthcare
Los Angeles, CA
09.2015 - 12.2016
- Facilitated Agile/Scrum sessions and requirements workshops with product and engineering teams for SaaS solutions in a regulated healthcare environment.
- Translated stakeholder needs into structured user stories and technical/analytics requirements, supporting product features and integration delivery.
Business Operations Analyst / ERP
Ed Hardy Fashion
Los Angeles, CA
10.2010 - 12.2014
- Supported ERP integrations across merchandising, eCommerce, and warehouse systems, focusing on data flows, reconciliation, and operational reporting.
- Partnered with operations and finance teams to identify pain points and improve workflows, streamlining supply and forecasting processes.
Education
Bachelor's - Business
Skills
- Client Onboarding & Implementation
- Sales Handoff & Scoping
- Onboarding Plans & Milestones
- Training & Enablement
- Technical Coordination
- Configuration & Integrations
- Time-to-Value / Activation
- Stakeholder Communication
- Cross-Functional Collaboration
- Troubleshooting & Escalation
- Integrations & Web: REST APIs, webhooks, Zapier, Make, website embeds
- Data & Reporting: Advanced SQL, Power BI, Tableau, KPI dashboards
- Collaboration & Delivery: Jira, Confluence, Miro, Slack, MS Teams, Agile/Scrum
- Platforms: NetSuite ERP/CRM, Zoho CRM, SaaS configuration & migrations
Websites
HIGHLIGHTS
- 10+ years of experience across implementations, onboarding, and customer-facing delivery.
- Comfortable translating technical concepts into clear workflows and training for end users.
Timeline
AI & Data Business Analyst (Freelance Technical Consultant)
Upwork
10.2025 - Current
ERP Manager / Business Data Analyst
UNE AME
01.2022 - 09.2025
ERP Business Analyst & Data Analyst
Brightpearl by Sage
06.2021 - 04.2022
Business Analyst – ERP System Deployment
Prophet ERP
04.2018 - 09.2020
Sr. System Analyst (Zoho CRM)
City Global
02.2017 - 03.2018
Analyst (Contractor)
GE Healthcare
09.2015 - 12.2016
Business Operations Analyst / ERP
Ed Hardy Fashion
10.2010 - 12.2014