Mehak Puri - Revenue Operations Manager, Equinix

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Work Background

EquinixManager, Revenue Operations - GTM Planning & Strategy

Jun. 2023Redwood City, California, United StatesA results-driven leader spearheading transformative Go-to-Market (GTM) initiatives and strategic operational improvements to drive customer adoption, revenue growth, and process optimization. Expertise in designing scalable workflows, enhancing forecasting accuracy, and aligning cross-functional teams for seamless execution. -Launched a targeted product marketing campaign, engaging 461 AMER accounts, achieving a $1.5M revenue upside by increasing use-case adoption and improving attach rates. -Developed reporting and analytics frameworks to measure outreach success, adoption trends, and conversion rates, linking revenue to customer accounts and optimizing campaign strategies. -Enabled over 200 Global Billing Accounts with self-serve capabilities, reducing support costs and improving customer invoicing clarity. -Integrate data-driven compensation decisions, aligning processes across Product, RevOps, and Support teams. -Delivered a multi-phase rollout, achieving operational efficiency and improving project delivery timelines -Designed and implemented scalable GTM frameworks and standardized QTC processes to enable seamless product offerings on Hyperscaler Marketplaces. -Addressed operational challenges across Legal, Billing, and Support teams, reducing process delays and eliminating manual dependencies. -Facilitated cross-functional alignment and implemented automated Salesforce workflows, improving forecasting accuracy and leadership visibility. -Created end-to-end customer ordering workflows with API integration, reducing operational costs and manual handoffs -Aligned 7+ cross-functional teams, standardizing processes to enhance customer experience and support seamless marketplace integration. -Delivered readiness checklists, mitigated risks, and resolved cross-functional dependencies to ensure the smooth rollout of strategic initiatives.

EquinixManager, Product Alignment - Global Operations and Strategy

Mar. 2022 - Jun. 2023Sunnyvale, California, United StatesAligning cross-functional initiatives for Digital Products and Services

EquinixSr. Business Analyst - Global Customer Success & Support -Product Alignment

Mar. 2020 - Mar. 2022Sunnyvale, California, United StatesAs part of Product Alignment Team for Global Customer Care & Experience (GCCX) - Collaborated with various global stakeholders to align product initiatives with customer needs and ensuring acceptable change management process (Global Support, Customer documentation, awareness etc.). - Assessed and drafted current cross-functional process/workflows to provide visibility and recommended improvements. - Partnered with global business stakeholders (Sales, Customer support group, Product), to drive better customer experience by capturing direct feedback, analyzing current problem/pain points and opportunity areas to drive growth. - Took-on multiple different initiatives for better operational efficiency and drove digital transformation by meeting the needs of both customers and the organization.

EquinixBusiness Systems Analyst - Trial and Subscription Platform

Apr. 2019 - Mar. 2020Sunnyvale, CaliforniaWorked closely with Product and Engineering teams to launch Trial and Subscriptions management portal for new and upcoming Digital Products and Networking Services. Developed and managed end to end project plans, flows, documentations (user stories, system design, process flows) to ensure on-time delivery of all product phases, Private and Public Beta, Limited and General Availability. Provided hands-on program management during different phases like analysis, design, development, testing, implementation, and post implementation. • Liaison between product and IT team for launching different product phases on the Customer facing Portal • Facilitated meetings to involve third party vendors, Product and IT in integration tasks • Planned sprints, managed product backlog, and communicated timelines. • Documented end-to-end process flows in Visio, created User Stories and Sub-Tasks, tracked team’s overall work effort using JIRA and other M.S. Office tools • Involved with IT to format JSON structure and documented field requirements for data mapping activities. • Documented test cases for Phase 1 product beta release and worked with Product team to execute the test cases and test plan. • Facilitated test iterations.

Bank of the WestSystems Analyst - Universal Customer Onboarding Platform

Nov. 2017 - Jan. 2019San Francisco Bay AreaImplemented a new business process management APPIAN solution to consolidate the account opening and loan application processes for eight on-boarding channels within three business lines ─ representing 8,000 users and 20,000 on-boarding events per month. Key Responsibilities: - Defined new business requirements and provided gap analysis - Created and refined preliminary design / mock-up of new functionality and develop flow charts, functional diagrams and descriptions to communicate application design specifications for new CRM application - Converted solutions into user stories along with acceptance criteria, wire-frame and additional support documents - Worked with the internal IT solutions delivery group to design, develop and implement solutions and actionable development plans. - Developed a deep understanding of the CRM technology, business systems, and process integral to business. - Created and owned product backlog in JIRA - Coordinated and manage QA efforts, User Acceptance Testing, Implementation, Training and Support Derived all CRM related project end-to-end from creative concept through final implementation and deployment.

Bank of the WestKYC Business Analyst- PMO Office

Jun. 2017 - Nov. 2017San Francisco Bay AreaImplemented enterprise wide customer relationship database and global onboarding platform ALIGNING to BSA/AML & KYC Compliance Policy Key Responsibilities: - Built relationships with 3 LOB leads and IT to define data mapping & migration strategies, system requirements, cross functional collaboration, implementation and release plans. - Documented use-cases for screening and risk rating before On-Boarding a client and for existing customer's recertification processes - Performed quantitative analysis on segment and risk level. - Coordinated with LOBs and compliance teams on use cases and documentation strategies. - Wrote logics for IT team to implement KYC (know your customer) screening, scoring, question rendering and monitoring services. - Planned UAT/testing strategies with central committee.

Wells FargoSFDC System Analyst - Onboarded Foreign Exchange team

Aug. 2016 - May. 2017San Francisco Bay AreaImplemented and customized Salesforce.com (SFDC) CRM system to onboard Foreign Exchange (FX) customers along with integrating in-house customer repository management system with SFDC to store ad publish data from SFDC to legacy system. The scope of the project was to meet the Living Will and Federal regulatory requirement for legal documentation and to make sure all the legal counterparty documents are searchable and digitalized across Foreign Exchange, WFS and Tax departments as well as common customer records are searchable between the teams. Key Responsibilities: - Worked in Agile and Waterfall software development methodologies - Gathered business requirements for implementing complex business rules using different Transformations. - Managed the product feature backlog for the end to end implementation - worked with business partners and SMEs to contribute to and effectively implement key asks into the release. - Delivered all key documentation for the above including Business Case, BRD, FRD, Use cases, Business Rules, & Process flows. - Documented business requirements according to standards and language that can be understood by business and technology partners and performed extensive requirement analysis including data analysis and GAP analysis - Worked as liaison between management and technical teams in order to communicate the business and system’s needs - Performed data analysis and data migration activities by identifying source and target tables (STM), defining data parameters and producing Data mapping documents as part of the application migration project deliverable. - Coordinated with different teams on Waterfall, Agile/Scrum methodologies. - Worked with automated testing tools such as HP Application Lifecycle Management (ALM)

Bank of America Merrill LynchGlobal Wealth Management Intern

Jun. 2015 - Sep. 2015Greater Chicago Area• Worked as an intern for wealth management team in the summer of 2015. • Performed a wide variety of tasks including but not limited to investment research, portfolio and asset allocation strategy, sales and marketing research, client and prospect contact along with numerous administrative and clerical tasks. • Learned various aspects of the financial planning process. • Organized client records and office archives. • Shadowed my mentor and diagnosed the daily activities within the corporation and examined the outcomes. • Witnessed the relationship between the financial advisors and potential investors/ existing clients. • Built and organized categorical databases of potential clients. • Made outgoing calls to the clients and prospects and helped the team to organize retirement planning seminars and client appreciation events.

La Sierra UniversityOffice Administrative Assistant

Jan. 2014 - Jun. 2015Riverside, CAWorked as Student Office Assistant at La Sierra University, managed and updated online student profiles to synchronize admissions, maintain and coordinate Student Files. Assist Supervisor with miscellaneous office activities and Updating data entries.

Trivani Media Consultancy Services - IndiaPublic Relation Coordinator/ Event Administrator

Jul. 2009 - May. 2011Chandigarh Area, India• Built contacts with business folks and volunteered in sponsorship opportunities for new and upcoming events in various universities. • Maintained Relationships with broad Clientele. • Hired and supervised creative heads of the company. • Made PowerPoint presentations for clients. • Promotion and branding of regional movies. • Planning and managing the PR conferences for movies and designer brands. • Making phone calls and sending invitation to media around the region for PR conference. • Promoting designer jewelry in specific areas by hosting sponsorship activities and big events.