Swati Bali Email and Phone Number

1. Lead the stakeholder management process for US Sales Territory.2. Work on Salesforce CRM in managing leads, opportunities, account data, history, meetings, and activities.3. Support the sales team in account prioritization from the list of accounts provided.4. Develop tailor-made account research dockets to effectively position MongoDB in the market landscape.5. Find the decision-makers of the customer or prospect to maximize the hit rate and foster pipeline generation for the Sales function.6. Handle ad-hoc research projects, and connect with various stakeholders for the same.

1. Worked closely with the US Independence team to get the organization/affiliates structure of clients approved in the system by partners. 2. Coordinated with partners and internally within the team to update their organization structure in the EY internal tool.3. Reviewed, analyzed, and understand national and global requests for business relationship review, conflict, and independence research, and utilized internal and external databases.4. Analyzed research results by compiling and cross-referencing information against research requests.5. Drafted written communication to partners and engagement teams, which summarizes information, identified areas of concern, and provides recommended actions.6. Reviewed all the services provided to clients to analyze the type of client and apply required restrictions to minimize the chance of breach of independence.7. Preparing and maintaining the data in the global independence system by analyzing SEC filings, financial reports, company’s website, and through external databases.

1. Worked with finance and accounts department and my core responsibility was to take care of bills payable and payroll section of the company.2. Worked on SAP for administering and monitoring the data of the investors.3. Analyzing the vendor’s cash flows and business requirement.