himani jain

• Managed full-cycle ERP sales from lead generation through deal closure for ERPNext solutions, consistently driving
revenue growth.
• Conducted structured requirement-gathering sessions and translated complex business processes into ERP workflows
using best-practice methodology.
• Delivered tailored product demonstrations for ERPNext and Odoo across manufacturing, trading, and service
industries, improving client conversion.
• Collaborated cross-functionally with technical teams on solution architecture, implementation planning, and
customisation scoping.
• Supported client onboarding, end-user training programmes, and post-go-live hypercare, ensuring high system
adoption rates.
• Worked across key ERP modules: Accounting (FI), Inventory Management (MM), CRM, and Manufacturing, building
deep functional expertise.
• Cultivated long-term client relationships, driving retention and upsell opportunities for additional module rollouts.

• Delivered ERP and CRM consulting for SMEs across diverse industry verticals, advising on module selection and
implementation approach.
• Supported pre-sales activities including discovery calls, requirements scoping, and product demonstrations,
contributing to pipeline development.
• Assisted in project module configuration and revenue workflow optimisation during client implementation phases.
• Engaged clients post-implementation for feedback collection, issue resolution, and adoption support activities.

• Identified, qualified, and converted leads through a consultative selling approach for financial advisory solutions.
• Supported customer acquisition campaigns, contributing to measurable growth in the client base.

• Performed data reconciliation, transaction verification, and record management in compliance with regulatory
standards.
• Assisted in daily banking operations, gaining foundational exposure to financial processes and compliance
frameworks.