
Harsha Verma
HubSpot CRM Specialist for Scalable Systems
Skills

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Werkervaring
Customer Success Consultant
Deutsche Bank • Fulltime
Jul 2024 - May 2025 • 10 mos
Funnel Engineering: Audited sales funnels and customer transaction patterns to identify high-potential leads, resulting in an 8–12% increase in lead-to-conversion efficiency. Operational Optimization: Redesigned and streamlined service workflows through cross-functional collaboration with Risk and Compliance, achieving a 12–18% reduction in service turnaround time (TAT). Revenue Strategy: Leveraged CRM behavior analysis to identify cross-sell and retention opportunities, contributing to 10–15% incremental revenue growth and an 8% boost in client retention. Stakeholder Reporting: Engineered analytical dashboards (AUM, product performance, engagement) to enable data-driven prioritization for leadership.