
Rohit Lodhi
Upper Management / Consulting
About Rohit Lodhi:
Experienced Implementation Consultant with a strong background in SaaS product onboarding, API-based integrations, and client-facing solution delivery. Skilled in CRM (Salesforce, HubSpot), ERP (SAP, Oracle), and payment gateway integrations (Stripe, PayPal). Proficient in Python scripting, SQL, ETL workflows, and Power BI reporting for data-driven implementations. Adept at managing cross-functional projects, ensuring GDPR/CCPA compliance, and driving customer retention strategies using tools like RevRec and Brightback. Proven success in supporting global clients across the Middle East and South Asia regions.
Experience
Implementation Consultant, Chargebee
- Assisting clients with Chargebee implementation for billing & revenue management.
- Providing CRM consulting: Salesforce, HubSpot, Pipedrive, Zoho CRM.
- Advising on accounting tool integration: QuickBooks, Xero, NetSuite, Intacct.
- Facilitating payment gateway integration: Stripe, Braintree, Adyen, PayPal.
- Advising on customer retention strategies with Brightback and RevRec.
- Leveraging an API-based approach for custom integrations and helping automate data migration to the Chargebee platform.- Assisting clients with Chargebee implementation for billing & revenue management. - Providing CRM consulting: Salesforce, HubSpot, Pipedrive, Zoho CRM. - Advising on accounting tool integration: QuickBooks, Xero, NetSuite, Intacct. - Facilitating payment gateway integration: Stripe, Braintree, Adyen, PayPal. - Advising on customer retention strategies with Brightback and RevRec. - Leveraging an API-based approach for custom integrations and helping automate data migration to the Chargebee platform.
Implementation Consultant,SkyPoint Cloud
- Implemented pipelines to bring data from third-party sources to the Skypoint Data Vault.
- Conducted ETL operations for data cleansing, transparency, and utility.
- Developed various metric reports and visual representations on the Power BI Analytical Tool.
- Ensured GDPR and CCPA compliance by setting up privacy sections and attribute-based policies- Implemented pipelines to bring data from third-party sources to the Skypoint Data Vault. - Conducted ETL operations for data cleansing, transparency, and utility. - Developed various metric reports and visual representations on the Power BI Analytical Tool. - Ensured GDPR and CCPA compliance by setting up privacy sections and attribute-based policies
Implementation Manager & Integration-Happay
- Implemented the Happay expense and travel management platform for enterprise clients in the Middle East & South Asia.
- Integrated Happay Travel Management Platform with travel vendors like Yatra and MakeMyTrip.
- Conducted integrations using the RESTful API, SFTP, and FTP methods.
- Composed Python scripts to connect Happay with ERP systems like SAP and Oracle for accounting purposes.
- Delivered training to pre-sales and customer-facing account managers' teams.- Implemented the Happay expense and travel management platform for enterprise clients in the Middle East & South Asia. - Integrated Happay Travel Management Platform with travel vendors like Yatra and MakeMyTrip. - Conducted integrations using the RESTful API, SFTP, and FTP methods. - Composed Python scripts to connect Happay with ERP systems like SAP and Oracle for accounting purposes. - Delivered training to pre-sales and customer-facing account managers' teams.
Education
B.Tech in Mechanical and Automation Engineering from Amity University (2014–2018), with a CGPA of 7.5.
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