BDMessenger 

Chief Operating Officer

Salesrobot

Sales:

I have strong sales expertise and consistently exceed targets by employing effective communication, strategic prospecting, relationship-building, and managing the entire sales cycle, including upselling.

Finance and Accounting:
Managed prompt client payments, utilizing Chargebee and invoicing tools for efficient billing.
Oversaw financial planning and forecasting for subscription-based revenue, conducting monthly churn analysis and implementing retention strategies.

Customer Success and Support:
Analyzed chat support performance and provided bi-monthly team training.
Developed support strategies, including support videos, FAQs, and case studies.
Conducted customer success reviews, managed G2 reviews, and created case studies.

Product Management and Development:
Led discussions with the Product team to align customer expectations with feature development.

Sales and Marketing:
Set lead generation targets for SDR team and designed list-building and outbound strategies.
Established inbound lead processes, maintaining communication via marketing campaigns.
Supported AEs in closing deals through follow-up calls and analyzed messaging trends.
Conducted weekly prospecting reviews, team training, and addressed gaps.
Collaborated with AEs on Win-Loss analysis, pricing models, and event hosting.
Actively engaged on LinkedIn for personal branding and lead generation.

Information Technology (IT):
Oversaw IT infrastructure and collaboration tools.

Data Analytics and Business Intelligence:
Monitored and reported on key SaaS metrics, including churn rate, profit growth, and revenue growth.

Hiring:
Coordinated hiring projections, managed incentives, and employee training.

Leadership:
Monitored individual and team growth, conducted one-on-one sessions with department heads, and implemented performance metrics.

I have strong sales expertise and consistently exceed targets by employing effective communication, strategic prospecting, relationship-building, and managing the entire sales cycle, including upselling.

Chats over LinkedIn with possible prospects
Book meetings and show them products demo
Setting goals and developing plans for the team of 30 working with me
Researching, planning, and implementing new target market initiatives
Researching prospective accounts in target markets
Pursuing leads and moving them through the sales cycle
Developing quotes and proposals for prospective clients
Setting goals for the business development team and developing strategies to meet those goals
Selecting resume from different platform for new hiring.
Conducting interviews of new candidate and hire if suitable
Training the whole team on product and market
Attending conferences and industry events
Helping clients with any issues in the product
Making sure that there is smooth transition of clients

Business Development Manager

BMonger Ventures Pvt. Ltd.

•	Developing growth strategies and plans
•	Managing and retaining relationships with existing clients
•	Increasing client base
•	Having an in-depth knowledge of business products and value proposition
•	Writing business proposals
•	Negotiating with stakeholders
•	Identifying and mapping business strengths and customer needs
•	Researching business opportunities and viable income streams
•	Following industry trends locally and internationally
•	Drafting and reviewing contracts
•	Reporting on successes and areas needing improvements
•	Research and identify new business opportunities - including new markets, growth areas, trends, customers, partnerships, products and services - or new ways of reaching existing markets
•	Seek out the appropriate contact in an organization
•	Generate leads and cold call prospective customers
•	Meet with customers/clients face to face or over the phone
•	Foster and develop relationships with customers/clients
•	Understand the needs of your customers and be able to respond effectively with a plan of how to meet these
•	Think strategically - seeing the bigger picture and setting aims and objectives in order to develop and improve the business
•	Work strategically - carrying out necessary planning in order to implement operational changes
•	Draw up client contracts - depending on the size of the company, this task may be completed by someone else or agreements may not be as formal
•	Have a good understanding of the business's products or services and be able to advise others about them
•	Ensure staff are on board throughout the organization and understand the need for change and what is required of them

Jumpin Heights

•	Contributed to marketing plan development on brand product and marketing of specialized areas including research
•	Assisted with of brand positioning brand architecture competitive assessments customer segmentation solution brands and building on brand equity or specialized area
•	Coordinated new product launch plans and roll out to customers as applicable.
•	Aligned Marketing function area needs (PR Direct to Customer Show Management web)
•	Developed and executed marketing tactics; analyzed marketing effectiveness versus objectives
•	Authored and maintained content and provided updates to client social media websites (Facebook , Twitter Instagram and blogs)
•	Attending seminars and Travel Trade fair.
•	Demonstrating and presenting products.
•	Maintain social media accounts for brands, products, or services.
•	Enters marketing data into spreadsheets and helps to create data and financial reports for marketing managers and directors.
•	Maintain excellent client relationships through superior customer service skills.
•	Helps to plan promotional events.

Assistant Marketing Manager

•	Increased sales by 10% via email marketing campaigns.
•	Lead marketing initiatives & implemented a centralized marketing strategy to build brand awareness.
•	Created and distributed valuable content to maintain customer communication and encourage feedback.
•	Maintained corporate identity using on-line and offline promotional techniques.
•	Implemented & Managed Global Marketing Calendar to include social media, travel tradeshows, email campaigns, press releases, and print advertising.

Senior Marketing Executive

•	Created advertising budgets
•	Facilitated contract negotiations for billboard and radio advertising
•	Assisted Senior Marketing Executive with contract negotiations
•	Build rapport with local TV and radio stations to get favorable marketing rates
•	Helped find sales talent

Marketing Executive

Concentrix

•	Creating Employee ID’s of the new joiners.
•	Forecasting the number of calls depending upon the data received from the backend.
•	Changing skills of the employees as and when required in the processes.
•	Prepares intraday reports on staff attendance.
•	Reconciles attendance daily with employee timesheets against schedule and time in/time out reporting.
•	Manages changes to scheduling to ensure adequate daily resource coverage.
•	Monitor attendance and schedule adherence.
•	Communicate with management and operations team to ensure compliance with company standards.

•	Taking 120 calls daily and granting their refunds after proper background check.
•	Achieved a high degree of communication between clients & personnel to ensure sufficient scheduling.
•	Recorded and maintained extensive account records regarding: billing information, scheduling, history, etc.
•	Accurately organized & compiled data for upper management to review.
•	Meticulously tracked daily activities and delegated tasks and responsibilities appropriately.
•	Successfully trained all new hires and monitored both efficiency and development of their procedural skills.
•	Proactively investigated and resolved wide range of customer issues, adapting to individual circumstances and applying both diplomacy and assertiveness to assure customer needs are met in a timely manner

Work Force Analyst

•	Taking 120 calls daily and granting their refunds after proper background check.
•	Achieved a high degree of communication between clients & personnel to ensure sufficient scheduling.
•	Recorded and maintained extensive account records regarding: billing information, scheduling, history, etc.
•	Accurately organized & compiled data for upper management to review.
•	Meticulously tracked daily activities and delegated tasks and responsibilities appropriately.
•	Successfully trained all new hires and monitored both efficiency and development of their procedural skills.
•	Proactively investigated and resolved wide range of customer issues, adapting to individual circumstances and applying both diplomacy and assertiveness to assure customer needs are met in a timely manner

Customer Service Specialist

Sales & Business Development Professional who is proactive, responsible, and goal-oriented with experience in Sales, Business Development, Market research, and Project Management for a wide range of client industries and focus on Saas and digital adoption.

Driven sales professional with a strong background in Digital market research and IT software solutions/sales. Demonstrated experience with over 5+ years of leading executive sales management roles and sales teams across India, ranging from Sales Analytics, Project Management, Sales leadership, and State-of-the-art Data Collection methodologies. 

Have always felt at ease working in a team setting environment along with cross-functional teams in a fast-paced international environment both in India and USA. Passionate about Technology and Data-driven.

Always looking to leverage a hands-on approach to navigate through challenging and complex business situations, exceeding expectations by providing the tools and resources to maximize potential and drive operational excellence.

I enjoy:
-Focus on customer engagement and retention, innovation and bottom-line
-Building and growing relationships (clients, partners, suppliers)
-Being exposed to non-traditional/out of the box technologies
-Negotiating and orchestrating business strategies

Pratiksha Sharma

Experior Financial Group

Senior Manager

CF Canada Financial

Financial Advisor

Recruiter and Trainer of Financial Advisors in Canada and USA

I’m sure at some point in your career you have told your clients “It is not what you make but what you keep”. As an advisor, we should also live by this standard. In the financial industry, everyone wants to run their own agency

That is where I come into play.

The three main models that we see are:

𝗖𝗮𝗿𝗲𝗲𝗿/ 𝗖𝗮𝗽𝘁𝗶𝘃𝗲 𝗠𝗼𝗱𝗲𝗹

✔️ The brand recognition of the name
✔️ Strong training is available
✔️ Very good support programs are in place

Weaknesses:

❌ Limited product offerings are available as we can offer their products mostly
❌ Limited expansion program as there are some territory restrictions and thus a limited growth
❌ Limited compensation for producers as we use their brand name and pay for it through expensive advertising


𝐁𝐫𝐨𝐤𝐞𝐫 𝐃𝐞𝐚𝐥𝐞𝐫 𝐌𝐨𝐝𝐞𝐥 

✔️ Access to many products and companies
✔️ Higher compensation for top-notch producers
✔️ You own your clients and book of business.

Weaknesses :

❌ Limited training for new agents as seniors have no incentive to share their expertise
❌ Limited agency ownership program and risk your agents leave once trained or being poached
❌ Compensation can be contingent on hitting quota


𝗡𝗲𝘁𝘄𝗼𝗿𝗸𝗶𝗻𝗴 𝗠𝗼𝗱𝗲𝗹

✔️ Have a system to expand agencies across North America
✔️ Proper system in place and marketing in a hot and warm market all the time
✔️ Builder model of this system is well proven

Weaknesses:

❌ Main focus is on constant recruiting, and with that comes Brand/image issues
❌ Compensation, bonuses and overrides tend to go to the big recruiters.
❌ Licensed people who write business are paid way less than other models with the hope they will join small elite group

We saw the opportunity to help advisors and took the best of all three models and left the weaknesses behind to come up with unique revolutionary Tribrid model which is designed to be competitive with the entire industry and offer :

🎯 Industry-leading ownership and legacy options for advisers, Build it once and get paid forever
🎯 Your own Agency – Retire and SELL IT, or Die and WILL IT
🎯 Agency over-ride structure rewarding those who train other advisors and/or build agencies
🎯 Ability to grow and build North America wide

With our unique Tribrid business model, we can achieve greater heights. We have to understand the power of compounding by changing single handed income to Multiple handed incomes. Which will result in security, freedom, and unlimited growth

If you're ready to rely on someone who can help, then I invite you to send me a message

taplio

The Battle

Pratiksha Sharma

Samantha Narang

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