Uttam kumar
Gurugram, India
#OpenToWork
About
Organized and experienced MBA Finance and Marketing Analytics consultant, successful at managing multiple priorities with a positive attitude.
Highly skilled at Business Analytics tools, Automation and CRM.
What I'm looking for
Marketing Analytics role related to CRM such as Salesforce and MS Dynamics
Experience
Senior Associate 2
Forvis Mazars US
Mar 2026 – Present
•Manages CRM Account, Contacts, Opportunities, campaigns, Leads and ABM Initiatives, Case Management.
•Build & maintained strong relationship with key stakeholders of (US & Europe) and their decision makers.
•Translate business objectives into customer centric, scalable automation campaigns in close partnership with Marketing, Sales.
•Work closely with internal teams to develop customized proposals & BRDs for business requirement.
•Optimized end-to-end campaigns to increase lead generation, and enhance lead management processes & improved lead quality by 25%, volume, and the overall customer journey using Agile methodology.
•CRM Configuration and Optimization. Also used plug-ins for data integration.
•Extracting, Cleansing and uploading data into CRM and also exporting data using FetchXML XRM tool.
•Act as a point of contact for customer queries, case management and responding promptly to client inquiries and resolving issues promptly.
•Hands on experience with marketing automation tools (Marketo, HubSpot Automation, Pardot, Sales Navigator).
CRMMarketoFetchXML
Senior Consultant
Forvis Mazars India - Remote Work
Nov 2024 – Mar 2026
•Manages CRM Account, Contacts, Opportunities, campaigns, Leads and ABM Initiatives, Case Management.
•Build & maintained strong relationship with key stakeholders of (US & Europe) and their decision makers.
•Translate business objectives into customer centric, scalable automation campaigns in close partnership with Marketing, Sales.
•Work closely with internal teams to develop customized proposals & BRDs for business requirement.
•Optimized end-to-end campaigns to increase lead generation, and enhance lead management processes & improved lead quality by 25%, volume, and the overall customer journey using Agile methodology.
•CRM Configuration and Optimization. Also used plug-ins for data integration.
•Extracting, Cleansing and uploading data into CRM and also exporting data using FetchXML XRM tool.
•Act as a point of contact for customer queries, case management and responding promptly to client inquiries and resolving issues promptly.
•Hands on experience with marketing automation tools (Marketo, HubSpot Automation, Pardot, Sales Navigator).
•Implemented and configured Salesforce Data Cloud, including data ingestion, data modeling, Identity resolution, segmentation.
Salesforce Data CloudCRMMarketo
Lead CRM Analyst
Sutherland Global
Mar 2024 – Nov 2024
•Engaged with stakeholders to gather and analyse business requirements.
•Handling multiple projects and client interaction and solving their queries.
•Exposure to different sectors such as Healthcare, Life Science, Financial Services, FMCG.
•Using Data cloud Insights and external data to build predictive data model.
•Working with CRM & AI teams to embed predictions into workflows such as task suggestions, alerts and dashboard.
•Created predictive intelligence in LSC using data cloud and external data to support HCP and next best HCP and message.
•Creating Model and monitoring its performance and impact on business within standard compliance.
•Experience with marketing automation studio, email studio and workflows.
•Worked with Salesforce AI powered features such as Einstein, Agentforce and Data Cloud 360.
•Perform deliverables such as reports and dashboards in Salesforce Marketing Cloud and Power Bi.
Salesforce EinsteinPower Bi
Associate Analyst in IFS
PwC Service Delivery Center
Jul 2022 – Mar 2024
•Worked closely with Government and Banking sectors of Canada/US/UK including Consumer and Energy sector, BFSI.
•Managing regular operation of email marketing and automation programs, specifically salesforce marketing cloud, to optimize programs and Campaign.
•Creating workflows, extracting and uploading data using Data Loader.
•Perform deliverables such as reports and dashboards in Salesforce Sales and Marketing Cloud, Power Bi, other ETL Tools.
•Preparing RFP, Project model and Analyzing the SoW to keep track on progress of work.
•Summarize and Prepare quarterly earnings - consolidated balance sheets, income statement and Cash Flow statement of our clients to identify key financial indicators, industry trends and ROI.
•Monitor progress, manage risk and keeping key stakeholders informed about progress made on the projects.
•Manage and execute financial aspects of strategic planning and business analysis methods such as SWOT and GAP Analysis and provided support to ad-hoc strategic projects.
•Providing KT to new joiners .
Power BiData Loader
Process Associate
Capgemini (Third party payroll Sureminds)
Feb 2022 – Jun 2022
•Consolidating and analyzing financial data, taking into account companyʼs goals and financial standing.
•Reviewed and process Po & Non Po invoices along with providing the resolutions for the invoices and resolve all vendor queries within the agreed guidelines and SOX compliance in AP & AR.
•Analyzing the balance sheet, income and cash flow statement of our UK & US clients.
•Assisting in project planning and implementation.
•Working on CRM tools like Microsoft Dynamics 365 and Tableau to create visualization.
Microsoft Dynamics 365TableauSOX Compliance
Accounts Executive
Urmila International Services Pvt. Ltd.
Mar 2020 – Jan 2022
•Analyzing data, identifying trends and create insights.
•Preparing financial model and strategic plans for individual departments and the organization and also preparing dashboards.
•Managing database that contains financial records and statements.
•Preparation and handling of bank reconciliation statement weekly and monthly basis.
•Assisted in Internal Audit.
•Worked on Payroll processing of Beltron employees.
•Managed PF/ ESIC, TDS
Financial ModelingPayroll ProcessingBank Reconciliation
Intern
Indian Oil Corporation ltd.
Jun 2019 – Jul 2019
•Working Capital Management
Education
L.N. MISHRA INSTITUTE OF ECONOMIC DEVELOPMENT AND SOCIAL CHANGE , PATNA
MBA · FINANCE, Minor MARKETING Analytics
2018 – 2020
VANIJAYA MAHAVIDYALAYA, PATNA UNIVERSITY
B.COM · Accounting and Business Strategies
2014 – 2017
Certifications
IBM Data Analysis Course
IBM
Power Bi Desktop
PwC Switzerland
Lean Six Sigma Certified
Capgemini
Salesforce Administrator
Udemy
Skills
CRM AnalyticsGovernanceComplianceData PrivacyProduct ManagementData CleansingData ExtractionProject ManagementCPRAGDPRSOXGAAPData AnalyticsBusiness Analyst
Languages
English (Full professional proficiency)