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Shivansh Puri - Engagement Analyst in Chicago, IL

Shivansh Puri

Mid-level Sales Development & Engagement Analyst specializing in CRM-driven healthcare marketing

PrecisionAQUniversity of IndianapolisChicago, IL4 Years ExperienceMid Level

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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.

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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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Experience

Engagement AnalystPrecisionAQ · Dec 2023 – Jul 2025
Sales Development Representative (SDR)Knowledge Services · Feb 2022 – Dec 2022
Financial AnalystCommercial Finance Consultants LLC · Jan 2021 – Feb 2022

Education

University of Indianapolisbachelor, Finance (2020)

Awards

  • POP culture award winner for the quarter (PrecisionAQ, 11/24)

Skills

Problem SolvingMarket ResearchOperations ManagementCross-Functional CollaborationMicrosoft ExcelOutbound ProspectingLead QualificationSales StrategyMeetings BookedCRM FluencySales Tools ProficiencyProduct KnowledgeDatabase MarketingDiscovery ConversationsPresentation Skills

Languages

English

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Connect with Shivansh

Shivansh already has a relationship with Reval, so a warm intro from us gets a much better response than cold outreach.

Typically responds within 24 hours

Recommended

Already have an account?

Hire with Reval

Find your next great hire

Our AI agents source, screen, and vet candidates for your open roles. Get qualified candidates within 48 hours.

$250one-time kickoff
10%on successful hire
Post a Role90-day money-back guarantee
Shivansh PuriMid-level Sales Development & Engagement Analyst specializing in CRM-driven healthcare marketing