Puneet Bedi
Spanish Fork,UT
Summary
With a proven track record at Teleperformance USA, I excel in leveraging marketing automation tools like HubSpot and Salesforce to enhance campaign strategies and execution. My expertise in CRM integration and data analytics, combined with strong cross-functional collaboration, has significantly improved conversion rates and pipeline velocity.
Overview
23
23
years of professional experience
Work History
Director – Client Solutions
Teleperformance USA
05.2021 - 12.2023
- Managed and optimized the marketing technology stack, including HubSpot and Salesforce (SFDC), to ensure seamless integration and operation of marketing campaigns
- Architected, built, and continuously optimized workflow automations, ensuring flawless business continuity and accurate CRM data synchronization between SFDC and HubSpot
- Streamlined and audited existing workflows to guarantee data sync between SFDC and HubSpot, enhancing efficiency and data accuracy
- Led the planning, configuration, and execution of timely and targeted marketing campaigns; owned and managed the email calendar to maintain consistent and impactful communication
- Developed and refined audience segmentation strategies to better target and engage prospects and customers, leading to improved conversion rates
- Spearheaded the development and optimization of automated, always-on nurture programs and lead scoring models, increasing lead quality and pipeline velocity
- Collaborated closely with demand generation, digital marketing, and MDR teams to enhance the quality of inbound leads and ensure effective lead handoff
- Worked cross-functionally with sales operations and business systems teams to ensure smooth integration of marketing technology with sales and other departmental systems
- Provided actionable analytics and insights on database health and campaign performance, presenting findings to leadership for continuous optimization
- Evaluated and recommended new marketing technologies and tools to improve overall campaign effectiveness and efficiency
- Ensured full compliance with data privacy regulations (GDPR, CCPA), while maintaining the integrity of the customer experience across all touchpoints
- Reported regularly to the Executive Leadership Team and Go-To-Market teams on campaign performance, achievements, and progress toward pipeline creation goals
Sales Operations Support Manager
The Results Companies
Fort Lauderdale, USA
01.2014 - 07.2021
- Completes RFP responses for a wide range of product categories with the Sales Organization
- Responsible for creating accurate, well-written and properly formatted RFP responses through research, writing, interviewing, proofreading, editing and formatting
- Ensures all customer requirements are met and that RFP response complies with all internal guidelines
- Collaborates on appropriate RFP activities and communications, such as conference calls, meeting recaps, Project plans, item assignment, executive signatures, follow-up and follow-through
- Coordinates with various colleagues, executives and subject matter experts to obtain information needed to respond to RFPs (e.g
- Legal, sales, operations, pricing, IT, etc)
- Participates in quality check processes and peer reviews of all work products
- Ensures final response package is appropriately formatted and submitted to customer
- Assists in developing/updating RFP content for future/continued use
- Also, have been the Salesforce Administrator for the organization managing Reports, building Custom fields based on business need and making sure the data is up-to-date
- Also manage the Qvidian portal and make sure content is up-to-date
Manager Strategic Global Expansion
Sutherland Global Services
Rochester, USA
01.2007 - 01.2013
- Create and execute multi-channel demand generation strategies that are aligned to persona's, audiences, and our sales objectives to support pipeline and revenue goals
- Campaign Management: Help construct and bring to life marketing programs, and successfully create and roll out highly targeted and broad demand generation programs that engage and advance interest across the prospect and customer lifecycle
- Messaging: Be able to understand the minds of clients to create authentic conversations that move them through the funnel and help speed up sales velocity
- Track and optimize performance at each stage in the funnel; and create a predictable demand generation engine and continually optimize online and offline programs to ensure CAC is in line with ROI goals
- Stakeholder Management: collaborate with a variety of stakeholders (C-level sales, marketing, product, SME)
- Continuous Improvement: Responsible for strengthening best practices while evaluating the latest B2B marketing strategies and marketing technologies, experimenting and optimizing different tactics, and consistently meeting or exceeding sales pipeline and revenue goals
- Analysis: Analyze marketing program outcomes in detail, drawing insights and presenting results clearly to inform decision-making
- Lead Management; understand lead scoring and the enterprise B2B sales revenue lifecycle, including MQLs and SQLs; and have knowledge of marketing automation platforms (Pardot) and CRM systems (SFDC, Microsoft Dynamic)
- Management: lead, nurture, and develop a team of marketing program managers and SDRs
- Budget; be responsible for the budget and report on ROI
Team Leader - Operations
Aditya Birla Minacs
Mumbai, IN
01.2001 - 01.2007
- Worked for a verification process and handles a team of 12 agents
- Ensure AHT is met by every agent
- Every list assigned to the agents was to be completed by close of day with minimum errors
- Conduct team huddles on a daily basis and discuss about various challenges faced and find a solution for the same
- Also assisted the Vice President (Operations) with meeting with new clients an interacting with them as a Business Development Manager
Education
Hotel Management -
University Of Mumbai
01.1996
SSC -
St. Joseph’s High School
01.1994
Skills
- Marketing Automation (HubSpot, SFDC)
- Workflow Optimization & Automation
- CRM Systems & Data Integration
- Lead Nurturing & Lead Scoring Programs
- Campaign Strategy & Execution
- Audience Segmentation
- Data Analytics & Reporting
- Cross-functional Collaboration
- Privacy & Data Compliance (GDPR, CCPA)
- Marketing Technologies & Tools Evaluation
- Executive Reporting & Communication
- HubSpot
- Salesforce (SFDC)
- Marketing Automation Platforms
- Email Marketing & Campaign Management
- Data Analytics & Reporting Tools (eg, Google Analytics, Tableau)
- Audience Segmentation & Lead Scoring Models
- CRM Integration & Data Syncs
- GDPR & Data Compliance Best Practices
Timeline
Director – Client Solutions
Teleperformance USA
05.2021 - 12.2023
Sales Operations Support Manager
The Results Companies
01.2014 - 07.2021
Manager Strategic Global Expansion
Sutherland Global Services
01.2007 - 01.2013
Team Leader - Operations
Aditya Birla Minacs
01.2001 - 01.2007
Hotel Management -
University Of Mumbai
SSC -
St. Joseph’s High School
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