Viplavi Sonalkar Email & Phone Number

Mountain View, California, United States

• Collaborate with sales team to drive renewal deal structuring, renewal quote creation and approvals, finalizing Statement of Work (SoW) for professional services and provide operational support for renewals and services deals.•Partner with internal stakeholders such as Product, Legal, Pricing and Finance teams to ensure revenue compliance and governance aligned with corporate strategy. • Support the Account Directors and Customer Success teams to collaborate with product teams for identifying upsell opportunities and securing renewal contracts prior to contract expiration. • Prepare margin calculators to analyze the deal and profitability of the contracts requested by the renewals team.• Assist and structure quoting scenarios including co-terms, feature upgrades, product model conversion with understanding of various product dependency rules and securing necessary leadership approvals.• Guide transactional best practices to ensure deals are represented accurately and in the best interest of all parties and make recommendations to sales leadership on deal approvals. • Analysis of customer usage data and trends to identify customer needs, new product and feature upsell potential and implement proactive retention strategies. • Develop, explain, and implement operational-level policies and procedures necessary for finalizing contracts or amendments to ensure operationalization in the SFDC CRM/CPQ and ensure accurate integration into NetSuite system for billing purposes. • Serves as a subject matter expert in building quotes in CPQ, pricing and discount and utilize CRM software (SFDC and Gainsight) to track renewal pipelines and assist with actionable insights to drive decision-making.

Mountain View, California, United States

•Served as Order Management Lead and primary point of contact to liaise between Sales, Deal Desk, Legal, Finance and Compliance for deal closure audit, monitoring process of Customer Account provisioning and record keeping in Salesforce.com (SFDC).• Audited signed customer contracts for subscription information and contract value to ensure bookings of the Company’s deals in SFDC are in line with the Corporate Bookings Recognition Policy and authorized approvals.•Monitored data accuracy and timely provisioning of customer resources as per Customer’s SaaS contracts to fulfill the control requirements under SOX Compliance and financial audit. •Ensured consolidation of all relevant customer Contracts like SaaS Orders, Master Subscription Agreements, Non-Disclosure Agreements in the Contracts Repository. •Proactively developed and implemented Standard Operating Procedures (SOPs) and deal closing checklist to strengthen Audit and Governance for functional efficiency. •Prepared and reviewed monthly and quarterly sales reports, performed data reconciliation and verification to support the sales compensation process. •Spearheaded system enhancement and automation with cross-functional collaboration to improve Order Management efficiency and effectiveness. •Partnered with Sales teams to enable them with Salesforce best practices for accurate bookings recognition and record keeping. •Collaborated with customer facing and technical teams on data integrity issues in Salesforce and developed solutions to overcome the shortcomings.

Handled high volumes of criminal casework that involved collection of data and documents, preparation of forms, analyzing and assembling/filing various documentations such as Immigration packets and Criminal History Records as per Court’s standards.Analyzed and processed legal documents like motions, orders, subpoenas, warrants, judgements, dismissals, affidavits, petitions and appeals - for accuracy, completeness, and conformity to established Court procedures.Assisted the public including Attorneys, Law Enforcement Agencies and Government Agencies at thefront counter and via telephone for locating information and with procedures for filing Court documents and calendaring hearings.Referred various Legislations using California Legislative Information, local rules, and city municipalcodes for legal research and their usage in the legal procedures of the case work.Worked on e-filing and calendaring of criminal cases which involved criminal case initiation using the Court’s case management system, calendering the hearings and further processing them as required by the Court procedures; Processed Arrest Warrants, Search Warrants and Ramey Warrants. Maintained Court case files and exercised caution in dealing with confidential documents.Prioritized and worked under tight deadlines and managed completion of assignments.Performed duties using Microsoft Office 365/Suite applications like Excel, Power Point, Word and Outlook, Google G Suite applications, Adobe Acrobat and operated a variety of office machines.

Mumbai Area, India

Handled corporate compliance for the Global Research and Analytics (GR&A) division of CRISIL having operations in USA, India, China, UK, Argentina and Poland. Reviewed and worked on client NDAs and managed regulatory and non regulatory compliance as per client requirements. Major areas covered during my tenure with CRISIL Compliance were General Data Protection Regulation (GDPR), Office of Foreign Assets Control (OFAC) regulations, Anti-bribery and Anti-corruption norms, conflict of interest management and regulations pertaining to Prohibition of Insider Trading.Monitored personal account transactions of employees of CRISIL GR&A division as per CRISIL’s and clients’ policies in conformity with the Prohibition of Insider Trading Policy. Conducted email surveillance of CRISIL GR&A employees to monitor sharing of sensitive client and company data. Conducted compliance breach reporting to senior management/ Board and client compliance teams.Streamlined CRISIL’s compliance policies with that of client compliance policies and implemented the same across all research centres of CRISIL GR&A in USA, Poland, Argentina, India and China.Managed conflict of interest scenarios of the employees of CRISIL GR&A using the iComply software.Worked on compliance policies framework of CRISIL and execution thereof in coordination with other teams of CRISIL.Imparted compliance trainings to on boarding employees across all regions and divisions of CRISIL. Prepared and maintained Excel data of Standard Operating Procedures (SOPs) for all the clients of CRISIL GR&A and maintained frequent electronic communication for updates on compliance policies.

Mumbai

Managed compliance of operational subsidiaries of Reliance Power as per Companies Act provisions, Stock Exchange Compliances, Reserve Bank of India disclosures, Securities and Exchange Board of India (SEBI) - Prohibition of Insider Trading Regulations.Maintained statutory records of the Company and its subsidiaries, prepared and filed statutory and regulatory forms, organized meetings of the Board, created and maintained minute books.Assisted in the preparation of Corporate Governance policy framework which included Code of Business Ethics, composition of the Board and its Committees, Prohibition of Insider Trading Policy, Vigil Mechanism, Policy for Preservation of the Documents. Conducted due diligence and sought compliance disclosures for regulatory reporting of investor (shareholder) grievances and redressal thereof.

Mumbai Area, India

Assisted partner and attorney of the firm in drafting and filing of paperwork with Bombay High Court, India and attended court hearings as a part of practical training.Organized client files and maintained chedcklists for pending tasks. Maintained and tracked schedules of court hearings and client meetings.

Handled customer shipments for Germany-North America trade in German-Exports Dept.E-mail communication in German language with German customers regarding container transport, vessel planning and timely shipment of cargo.Maintained customer shipping-contracts and provided services for type of containers, pricing of shipments and vessel-booking amendments.Dangerous Cargo shipments were carried out more diligently with respect to dangerous cargo approval and indexing.

Paralegal Studies Certificate, Law

Bachelor Of Laws (Llb), Banking, Corporate, Finance, And Securities Law

Activities and Societies: Inter-college debate Court visits to Bombay High Court and local district court as part of practical.

Company Secretary + Llb- Mumbai University , Bachelor Of Commerce (B.Com.), Banking, Corporate, Finance, And Securities Law, Distinction

Activities and Societies: Participation in inter-coll legal debatesPursued Company Secretary Degree of Institute of Company Secretaries.