Ruchi Kasliwal

Finance & Operations Executive in SaaS I Product & GTM Strategy Advisor I Board Member & Advisor

Los Altos, CA

How does this work?

Highly accomplished, results driven finance, strategy & operations leader with experience in scaling entrepreneurial organizations in Software and SaaS industry. - Expertise in IPO readiness, preparation and filing. - Go to Market strategies & execution - Excellent knowledge of Subscription, Services, SaaS, Royalties and Media business - Operational effectiveness and streamlining to scale for growth. - M&A Integrations, FinOps, Q2C, P2P, Rev Rec (ASC 606) & Rev Ops, Sales Ops and Sales Comp. - Highly accomplished Rev Ops professional - Establishing financial infrastructure including ERP & CPQ implementations - Leading and building teams for success. - Solid leadership, communication and interpersonal skills.

Work experience

Feb 2020 - Present


Head of Revenue

- Recruited by the CFO to eliminate and resolve Material Weaknesses and lead & build the revenue team. - Hired and built the Revenue Team, including implementing new team structure. - Implemented and launched Deal Desk and NPI function - Expertise in Netsuite, SFDC & Open Air


Nov 2019 - Present


Product and GTM Strategy Advisor

- Advisor for Go To Market strategy. - Helping the company on Product Development and Product Enhancement.


Mar 2019 - Feb 2020


Sr. Director of Revenue

- Adoption and execution of ASC 606. Owner of the Global Revenue Policy. - Implementation of Netsuite ARM module & Salesforce CPQ - Shortening the order close cycle by implementing multiple automations - Go to market strategy for new products by collaborating with sales and product - Streamlined Deal Desk function and enhanced the contract review process


May 2017 - Feb 2019


Sr. Director, Revenue & Finance Operations

As the leader in finance I helped the company execute the massive revenue growth from $65M to over $250M over three years. My key responsibilities and milestones include: - Executed the M&A integration for all accounting & finance functions - Prepared materials for the S-1 IPO filing and management presentations to the company, board, and investors - Implemented offshore shared services to scale the organization. - Developed the financial & SOX infrastructure framework for Q2C, P2P and Sales Compensation - Developed framework and financial models to support new product GTM strategy and process


Dec 2015 - May 2017


Director Of Revenue

As a Director of Revenue my key responsibilities and accomplishments includes: - Built the revenue function of the company & established the rev rec rules & guidance - Launched the Deal Desk function to support sales - Implemented & executed the ASC 606 framework including implementation of NS ARM module - Led multiple cross functional projects ranging from KPI design & reporting to streamlining systems and processes - Managed global teams across multiple locations & functions

Nov 2010 - Dec 2015

Quotient Technology (Formerly

Director of Revenue and Finance Operations

Quotient Technologies is a provider of digital promotions, media, and shopper analytics. Progressively grew my role & responsibilities from Revenue Lead to the Director of Revenue over 5 years. As the Director of Revenue I was responsible for establishing and executing the revenue function for the company growing from 61M to over 200M in revenue. My key responsibilities & accomplishments include: - Led the company through the IPO process and S1 filing - Established & executed the revenue function including technical guidance and operations - Implemented multiple automations to reduce the close cycle for sales orders - Designed and developed the financial & SOX infrastructure for the company


Oct 2006 - Nov 2010


Revenue Lead & Business Process Manager


Jul 2003 - Oct 2006

Infineon Technologies

Business Process Analyst

Talk to Ruchi

@ Copyright 2020 OfficeHours Technologies Co.