Summary
Skills
Work History
Education
Languages
Work Availability
Overview
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Shikha Patel

Shikha Patel

Summary

Result-driven Business Development and Sales professional with 5+ years of B2B experience across India and the UK. Proven expertise in full sales lifecycle, lead generation, CRM systems, and cross-functional team management. Strong background in using data and analytics to drive sales performance, improve funnel conversion, and guide strategic decision-making. Adept in customer engagement, reporting, target achievement, and sales team mentoring.

Skills

  • Strategic Account Management
  • Business development
  • Client satisfaction-driven
  • Customer Lifecycle Management
  • P&L Ownership
  • Upselling & Cross-selling
  • CRM Reporting (HubSpot, Salesforce, Canvas CRM)
  • Excel (Pivot Tables, Dashboards, Formulas)
  • Cross-functional Collaboration

Work History

Client Relationship Manager

GCP Facilities
01.2025 - 06.2025
  • Managed the end-to-end B2B sales cycle for facilities and property services, driving consistent quarterly revenue growth.
  • Identified high-potential clients using HubSpot CRM data, leveraging historical conversion trends and lead activity.
  • Created Excel-based dashboards to monitor weekly funnel progress, conversion rates, and deal size trends.
  • Conducted market segmentation and analysis to optimize targeting and improve pitch effectiveness.
  • Presented monthly reports with key funnel metrics and sales insights in review meetings.
  • Mentored junior reps in CRM usage, sales tracking, and data interpretation

Business Sales Manager

Livspace Interior Design
11.2022 - 12.2024
  • Closed over £500K in residential interior sales, consistently exceeding monthly targets by 10–20%.
  • Managed a team of interior designers, ensuring projects aligned with client expectations, brand standards, and delivery timelines.
  • Managed client pipelines in Canvas CRM, introducing lead scoring to prioritize high-conversion opportunities.
  • Developed Excel-based trackers with pivot tables to measure lead source ROI and monitor team KPIs.
  • Analyzed sales funnel metrics to refine follow-up strategies and improve conversion rates across stages.
  • Trained and onboarded new hires, with a focus on CRM reporting, lead management, and interpreting sales data.
  • Coordinated between sales and design teams, translating client needs into actionable briefs and streamlining handoffs for faster project turnaround.
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.


Account Manager- Sales

Design Cafe- Interiors and Architecture
04.2020 - 10.2022
  • Managed 150+ leads/month via Salesforce CRM; maintained 98% data hygiene compliance.
  • Segmented leads in Excel by budget and location to improve assignment logic.
  • Generated regular CRM reports to evaluate designer performance, client engagement, and sales funnel health.
  • Closed £250K+ in residential interior & architecture sales; surpassed monthly targets by 10-20%.
  • Built and maintained weekly dashboards tracking KPIs, revenue forecasts, and team milestones to support leadership visibility.
  • Led onboarding of new clients, guiding them through the project scope, signing process, and service expectations.
  • Oversaw contract finalization, ensuring legal accuracy, stakeholder approval, and timely execution.
  • Facilitated structured handovers to the operations team, including detailed project documentation and minutes of meeting (MoM).
  • Trained team members on analytics tools, CRM reporting, and best practices to improve adoption and data-driven decision-making.

Education

MBA - Management

ICFAI Business School
Ahmedabad India
03-2020

BBA - Commerce

Lucknow University
Lucknow India
04-2015

Languages

English
Hindi

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Overview

5
5
years of professional experience

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Shikha Patel