Shailaja Patil

• Led the setup of pre-sales functions and processes at Pleo, improving efficiency and team alignment
• Improved customer satisfaction by designing and implementing tailored solution engineering strategies.
• Launched and managed successful paid POCs, guiding clients through technical evaluations and ensuring seamless integration with ERP systems.
• Designed and implemented customer-centric solution engineering strategies, improving customer satisfaction and solution adoption.
• Led pre-implementation reviews, ensuring alignment between client requirements and delivered solutions.
• Collaborated closely with Account Executives and cross-functional teams to drive sales success and technical closes.
• Experienced in delivering compelling product demonstrations and technical consulting to prospects, enhancing sales productivity.

Key Skills:

• API Integrations & ERP Systems Integration (SAP B1 and SAP HANA S4, NetSuite, Microsoft Business Central, Oracle, Xero, Sage, Travel Perk and 70+ such software solutions
• Pre-Sales Engagement & Customer Success
• Tailored Solution Design & Implementation
• Technical Demonstrations & Product Advocacy
• Cross-Functional Collaboration & Leadership
• C2 Native speaker in English - High professional fluency
• B1+ Conversational speaking fluency in German
• Conducted process improvement meetings to solicit, clarify and document business technical requirements.

• Maintained conversion rate of 110% from pre-sales to proposal stage
• Maximized sales opportunities,increased qualified lead to winning ratio
• Closing large enterprise deals of highest deal size every quarter
• Expert in functional and technical consulting for CXOs across sectors
• In-depth knowledge of the Travel and Expense domain as well as card stack
• Rewarded as Best Solutions Consultant Award of the year twice in row
• Set highest track record of going live with five large enterprises within two quarters
• Recommended by 'clients' for successful implementations
• Involves designing business requirement document, UAT, Go Live preparations, training, hyper care period
• Expert technical consultant for accounting integration and integrations with HRMS, CRM, VATIT, SSO, Budgeting and more software solutions
• Rewarded as best Implementation leader of the quarter
• Built a team of ten solutions consultants honing excellent information gathering skills and challenge solution approach
• Now delivering manifold revenue growth

• Proactively scope the customer requirements and pain points
• Conceptualize Solution that optimizes value for both parties
• Integrating with Product team and Top Management to secure inputs to finalize both technical and commercial aspects of the solution
• Demo/Presentation with Client Senior Management and CXO stakeholders
• Conversion rate of 99%
• Working closely with clients to drive business case presentations and solution demos/POC workshops
• Support global sales team in closing new business deals
• Creating Winning Commercial and functional Proposals basis SLA
• Worked closely with product owners to gather accurate data points and regularly update product related collaterals
• Proactive Knowledge transfer, product communication and training
• Lead partner management in ramping up of new partners
• Conducted competition analysis
• Built and managed a team of Business development experts

• Responsible for growth of Sifam Tinsley - Atlanta Georgia USA
• Responsible for providing technical solutions to new business entities
• Management of website - https://sifamtinsley.com/
• Order booking and MARCOM for USA zone
• Keeping track of all Pre-sales and Post-sales activities, releasing new price-list for Sifam to end customer USA
• Outgoing inspection (Final QA)

• A startup dealing in online study material and books includes a social cause
• Helped setting up the company from scratch
• Have won a deal of size 1.2 million Rupees as one of the first big wins for the company