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Gurleen Serah Email & Phone Number

Sr. Success Analyst, Client Solutions at Phreesia
Location: New Delhi, Delhi, India 6 work roles 2 schools
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Role
Sr. Success Analyst, Client Solutions
Location
New Delhi, Delhi, India

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Gurleen Serah is listed as Sr. Success Analyst, Client Solutions at Phreesia, based in New Delhi, Delhi, India. AeroLeads shows a matched LinkedIn profile for Gurleen Serah.

Gurleen Serah previously worked as Sr. Analyst, Market Research at Phreesia and Market Analyst at Amadeus. Gurleen Serah holds Master Of Business Administration - Mba, Finance, General from Institute Of Management Technology, Ghaziabad.

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Phreesia

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About Gurleen Serah

Aiming to work in an organization that gives me opportunities to learn through challenging assignments, where I can use my technical and interpersonal skills, acquired through my academic and professional experience to add value to the organization. Excellent analytical, problem solving, and investigation skills obtained through work experience of over 9 years. Ability to manage multiple tasks in a pressured environment. Improved quality and productivity of the team as well as the overall project by introducing innovative methods. Highly organized and attentive to details. Supportive and able to communicate effectively.Proven ability to identify business needs and develop valuable solutions to drive accuracy and process efficiency. Adapt with the industry structure and change the approach for the research depending upon the sector and the geography. Meaningful experience in handling various kinds of research projects, client servicing, data interpretation & insights generation. High level of competence with Microsoft Office suite (in particular, advanced Microsoft Excel and PowerPoint skills).Specialties: Client Success Specialist, Team Management, Customer Servicing, Regression & Co-relation Analysis, intellectually curious, Strategy Planning, Competitive Analysis, Data Analysis, Qualitative analysis, Statistical analysis, MIS reporting, Market Research, Requirement Gathering, Data Management.

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Phreesia
Phreesia
Sr. Success Analyst, Client Solutions
New Delhi, DL, IN
AeroLeads page
6 roles

Gurleen Serah work experience

A career timeline built from the work history available for this profile.

Sr. Success Analyst, Client Solutions

New Delhi, Dl, In

Sr. Success Analyst, Client Solutions

Pune, Maharashtra, India

Key Role Responsibilities:1. Master technical product functionality to provide expert consulting services in the areas of workflow analysis, application training and application build activities, go-live support, and post go-live optimization.2. Lead implementation tasks including technical application build, end user training, go-live support, and post go-live optimization.3. Support go-live activities, observing results, refining and driving continuous delivery… Show more Key Role Responsibilities:1. Master technical product functionality to provide expert consulting services in the areas of workflow analysis, application training and application build activities, go-live support, and post go-live optimization.2. Lead implementation tasks including technical application build, end user training, go-live support, and post go-live optimization.3. Support go-live activities, observing results, refining and driving continuous delivery improvement.4. Collaborate with different teams, including Support, Account Management, Product Management and Sales to address customer asks and concerns.5. Maintain complete understanding of contract deliverables to ensure project is delivered on time and within budget.6. Grow revenue by identifying clients that have the opportunity for add on/upsell products, demonstrate those products, then implement them.7. Handle client escalations and appropriately escalate to senior resources8. Work with senior consultants to develop & refine implementation tools and processes. 9. Proactively identify project risks and collaborate with team on mitigation steps.10. Perform gap analysis to identify implementation issues and consult on options to address issues.11. Maintain understanding of how the application is used and configured, including the ability to provide a product demonstration. Show less

Sr. Analyst, Market Research

Pune, Maharashtra, India

May 2021 - Jun 2022

Market Analyst

Delhi, India

Motivated and results-driven Analyst with proven track record in data analytics. Proven ability to identify business needs and develop valuable solutions to drive accuracy and process efficiency. 1. Created and presented real-time reports on current Market trends to upper management. Informed supervisors and company leaders on markets and regional sales needs to best meet customer needs and maximize revenue.2. Prepared comprehensive industry research reports on several… Show more Motivated and results-driven Analyst with proven track record in data analytics. Proven ability to identify business needs and develop valuable solutions to drive accuracy and process efficiency. 1. Created and presented real-time reports on current Market trends to upper management. Informed supervisors and company leaders on markets and regional sales needs to best meet customer needs and maximize revenue.2. Prepared comprehensive industry research reports on several verticals.3. Worked on all/ any aspect of research : research planning, primary research, secondary research, quality checking.4. Mentored and guided executive team during business development decision-making to optimize profitability5. Created Ad- hoc research and simulation exercise for the industry.6. Drive business effectiveness through making recommendations based on data findings. 7. Market Share Analysis and forecast performance of clients.8. UAT Testing.9. Weekly & Monthly reporting to the management along with CEO dashboard creation.10. Set monthly/ annual targets basis MOM & YOY performances.11. Monitoring the performance of all clients on monthly basis to reduce low producing assets.12. Provided market and competitive insights through presentations and reports to internal management teams to allow effective strategic and tactical decision-making and implementation.13. Profiles the global computing market and competitive environment, providing insights that support strategic decision-making and for use in internal presentations by senior leadership.14. Created and updated comprehensive industry, competitor and customer models including, but not limited to, market share, growth projections and trends, and market forces.15. Have Designed innovative analytic methods that improve the accuracy or efficiency of our analytic and reporting processes Show less

Mar 2018 - May 2021

Personal Banker

Delhi, India

1. Providing alternate banking solutions to the customers to make banking far easier.2. Provide customer service and product information.3. Worked with team of 15 Personal bankers.4. Cross sell of direct banking channels to walk-in customers to deepen relationships.5. Report Generation & filing.6. Customer acquisition through sales to walk in customer by dealing with customer queries and ensure appropriate resolution is offered.7. Deepening of existing Current… Show more 1. Providing alternate banking solutions to the customers to make banking far easier.2. Provide customer service and product information.3. Worked with team of 15 Personal bankers.4. Cross sell of direct banking channels to walk-in customers to deepen relationships.5. Report Generation & filing.6. Customer acquisition through sales to walk in customer by dealing with customer queries and ensure appropriate resolution is offered.7. Deepening of existing Current account & saving account relationships.8. Cross-Sell all products & services.9. Generation of referrals from internal database.10. Enhance value of existing accounts of Current account & saving account customers.11. Retention of accounts.12. Networked to increase client base and encourage existing clients to expand financial portfolios.13. Maximized revenue through improved sales techniques and branch productivity.14. Have identified potential loss situations promptly escalating to the relevant areas to minimize the risk to the business and the customer. Show less

Jul 2015 - Aug 2016

Project Manager

Delhi, India

Worked with Proton for 4 years as Project Manager with below responsibilities:1. Develop the deployment projects plan in line with business and clients requirements.2. Making MIS reports, presentation & reporting to the clients.3. Projects planning, scheduling, budgeting, monitoring and execution.4. Control and development of clients through regular meetings and process monitoring.5. Analysis of health of the project /program, costing, risk, etc.6. Managing a team… Show more Worked with Proton for 4 years as Project Manager with below responsibilities:1. Develop the deployment projects plan in line with business and clients requirements.2. Making MIS reports, presentation & reporting to the clients.3. Projects planning, scheduling, budgeting, monitoring and execution.4. Control and development of clients through regular meetings and process monitoring.5. Analysis of health of the project /program, costing, risk, etc.6. Managing a team size of 10 people.7. Insuring Proper Quality Work at the cell sites.8. Making MIS reports.9. Co-ordination with the field supervisors & collecting DPR (daily progress Reports).10. Maintaining data & presenting to the client.11. Defined project scope and deliverables that support business goals in collaboration with management.12. Issued status reports to the project team, analyze results, and troubleshoot problem areas.13. Developed and delivered progress reports, proposals, requirements documentation and presentations.14. Identified and manage project dependencies and critical path. Show less

Feb 2011 - Mar 2015
2 education records

Gurleen Serah education

FAQ

Frequently asked questions about Gurleen Serah

Quick answers generated from the profile data available on this page.

What company does Gurleen Serah work for?

Gurleen Serah works for Phreesia.

What is Gurleen Serah's role at Phreesia?

Gurleen Serah is listed as Sr. Success Analyst, Client Solutions at Phreesia.

Where is Gurleen Serah based?

Gurleen Serah is based in New Delhi, Delhi, India while working with Phreesia.

What companies has Gurleen Serah worked for?

Gurleen Serah has worked for Phreesia, Amadeus, Hdfc Bank, and Proton Infratel Private Limited.

How can I contact Gurleen Serah?

You can use AeroLeads to view verified contact signals for Gurleen Serah at Phreesia, including work email, phone, and LinkedIn data when available.

What schools did Gurleen Serah attend?

Gurleen Serah holds Master Of Business Administration - Mba, Finance, General from Institute Of Management Technology, Ghaziabad.

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