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SP
Shivansh Puri
Mid-level Sales Development & Engagement Analyst specializing in CRM-driven healthcare marketing
Chicago, ILEngagement Analyst4 years experienceMid-LevelHealthcareHealthcare ITPharmaceuticals
ScreenedIdentity Verified
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About
SDR from Knowledge Services who reports ~$800K influenced pipeline over the last 2–3 quarters, booking 10–15 qualified meetings per month with ~25% conversion. Uses an ICP-driven outbound process (account research, segmentation/ranking, cadence) and gap-focused discovery messaging to secure demos and pass qualified opportunities to AEs.
Experience
Engagement AnalystPrecisionAQ
Sales Development Representative (SDR)Knowledge Services
Financial AnalystCommercial Finance Consultants LLC
Education
University of Indianapolisbachelor, Finance (2020)
Key Strengths
- Generated ~$800K influenced pipeline as an SDR (last 2–3 quarters)
- Booked 10–15 qualified meetings per month
- Achieved ~25% conversion rate (last 2–3 quarters)
- Structured outbound approach using prior performance data and ICP-based account ranking
- Process/gap-focused discovery messaging to earn demos rather than product-led pitching
- Effective lead handoff to AE after discovery (example: program manager at Wisconsin)
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