Sreelakshmi Joshi

Administered CRM pipelines, standardizing lead capture, account records, and follow-up cadences. Compiled weekly and monthly dashboards, highlighting pipeline velocity, conversion trends, and priority actions. Prepared shipping documentation, ensured compliance checks, and tracked dispatch milestones with logistics partners. Maintained stock registers and reconciled movements, aligning distribution with sales and inventory systems. Updated hospital account profiles, recording sales activities and product placements across assigned facilities. Monitored regulatory expirations, coordinated renewals, and logged confirmations within formal compliance records. Coordinated procurement interactions, confirming availability, pricing, and documentation alignment before placement. Organized the regional manager’s schedule, meeting materials, and follow-ups to ensure timely communications. Consolidated weekly sales reports, verified figures, and flagged gaps requiring corrective action.

Managed international client calendars, prepared agendas, and documented outcomes to streamline follow-ups. Processed high-volume orders, validated details, and coordinated fulfillment timelines with production teams. Built vendor relationships and negotiated pricing, strengthening quotes and delivery commitments with suppliers. Created purchase orders and vendor bills in Odoo, aligning records with procurement controls. Coordinated with freight forwarders on schedules, rates, and paperwork, ensuring shipment readiness. Tracked opportunities and interactions in CRM, sustaining pipeline visibility and timely internal handoffs. Prepared management updates on orders, shipment progress, and dependencies across active engagements.

Directed daily workflows for twelve staff, assigning priorities and tracking progress against targets. Collected customer feedback, synthesized themes, and proposed service refinements to strengthen retention.