Salesforce, Postman Cloud
Aakash Bhatia
Senior Travel analyst
Gurgaon
Summary
- 13 + years of experience in Travel and Tourism Industry including AR-AP Finance, Salesforce. IATA Certified-Worked as senior reservations and Operations consultant in Travel and Tourism Industry in Carlson Wagonlit Travel.
- Secondment Trainer Role: Provided Trainings in AR (Account Receivable), ADM, Disputes, Account Reconciliation, Billing and settlement plan (BSP).
- Issue Management: ADM (Agency Debit Memos), Airline Disputes, Reconciliation, Financial Recovery and Risk Calculation. Identified root cause of ADM error and share ADM research and feedbacks to shareholders, ticketing and refund team to reduce the error to overcome the loss of the company.
- Marketing Strategies: Business Consultant for Vendors and Stakeholders for Price Negotiations and Business Dealing to upsold Premium Products and Services.
- Other Responsibilities :
Ø Resolving any Escalations/critical issue with shareholder o real time basis.
Ø Trained new and existing staff member in various financial and travel products to prepare for job requirements.
Ø Maintaining RA reports for BUR purpose.
- · Data Management and Reporting: Data Integration, Pivot, Data Analysis, Report Compilation.
- · Coordinated International and Domestic travel arrangements in compliance with corporate travel policies.
- Expertise in customer support and delivery as per customer’s expectation and a very good team player
Competencies:
· Tools Competence : Central Command, Concur Tool, Get There, BSP tool, ARC, Slack.
· Salesforce Technologies : Salesforce CRM, Workflow and Approvals. Custom Objects, Visual force pages, LWC.
· Technical Expertise: Sabre, Amadeus, Galileo, OPUS, Advance Excel, HTML, JavaScript, CSS, PowerPoint.
· Individual Competence: Leadership Skill, Problem Solver, Change Management, Proficient Business Leverage Relationship, Team Player.
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
- Certified Travel Consultant with extensive knowledge of the corporate travel world. Quick learner with an adventurous personality and commitment to negotiating the best prices for the best bookings.
- Efficient administrator eager to leverage knowledge in cloud-based database management systems. Skilled in database security, backup and recovery with good understanding of automation and containerization tools. Team-oriented with strong work ethic.
- Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
14
14
years of professional experience
3
3
years of post-secondary education
2
2
Certifications
2
2
Languages
Work History
Team Supervisor
Carlson Wagonlit Travel
- Established open and professional relationships with team members to achieve quick resolutions for various issues.
- Reduced employee turnover rate by fostering a supportive and positive work atmosphere.
- Streamlined office procedures for increased efficiency, saving time and resources.
- Learned and adapted quickly to new technology and software applications.
- Self-motivated, with a strong sense of personal responsibility.
- Excellent communication skills, both verbal and written.
- Managed time efficiently in order to complete all tasks within deadlines.
- Skilled at working independently and collaboratively in a team environment.
- Coordinated cross-functional teams to achieve project objectives within strict deadlines
- Interpreted work order information and specifications to plan, schedule and complete jobs precisely
- Optimized scheduling processes to ensure adequate staffing levels during peak business hours
- Monitored daily and weekly key performance indicators to maintain on-track status
Senior Travel Consultant
Uday Tours and Travel Pvt Ltd
08.2010 - 09.2011
- Improved cross-functional collaboration between departments through regular meetings focused on shared goals and objectives.
- Conducted comprehensive destination research to provide clients with up-to-date information and expert advice on travel options.
- Updated and maintained customer databases to increase customer retention.
- Supervised payments via credit and debit cards and handled sensitive information with professionalism and discreteness.
- Reduced customer complaints through proactive communication of potential scheduling conflicts and offering alternative solutions.
- Increased client satisfaction by providing personalized travel recommendations and itinerary planning.
- Maintained accurate records of all transactions, payments received or pending invoices while adhering to strict financial guidelines.
- Booked reservations for travel, hotels, rental cars and special events such as tours and excursions.
- Managed high-profile accounts, ensuring seamless coordination of complex international itineraries for VIP clientele.
- Generated travel-related reports for clients to facilitate decision-making.
- Provided useful travel materials such as guides, maps and event programs.
- Recommended travel insurance plans to customers to reduce uncertainty and risk of financial loss.
- Used [Software] to create and update client electronic records.
- Organized and detail-oriented with a strong work ethic.
- Maintained thorough knowledge of industry trends and developments to provide informed guidance to clients navigating a dynamic marketplace.
- Assisted in the implementation of new technologies aimed at improving operational efficiencies within the organization while maintaining a focus on enhancing customer experience.
- Developed process improvements and long-term business strategies through analysis of customer feedback.
Lead Travel Analyst
American Express
3 2019 - Current
- Queried databases for information needed for report processing.
- Reduced operational costs with thorough analysis of vendor performance metrics and contract negotiations.
- Conducted regular reviews of operations and identified areas for improvement.
- Developed effective improvement plans in alignment with goals and specifications.
- Identified issues, analyzed information and provided solutions to problems.
- Worked effectively in fast-paced environments.
- Conducted regular reviews of aged accounts receivable reports, ensuring timely follow-up on past due balances.
- Maintained organized filing system for financial records, enabling easy access during audits or other review processes.
- Improved invoice processing time by creating a standardized template for all departments to use when submitting expenses.
- Maintained records by imaging invoices, debits, and credits.
- Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
- Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
- Input financial data and produced reports using Salesforce.
- Maintained up-to-date knowledge of industry best practices, incorporating relevant techniques into daily tasks where applicable.
Salesforce Administrator
American Express
- Proactively identified opportunities for process improvement within the Salesforce environment by staying current on industry trends and best practices.
- Played a pivotal role in successful system integrations, working closely with IT and business stakeholders to ensure seamless data flow between platforms.
- Collaborated with cross-functional teams to gather requirements, design solutions, and deploy custom Salesforce features tailored to business objectives.
- Adhered to set schedules to test databases for flaws and reduce downtime.
- Set up and controlled user access levels across databases to protect important data.
- Passionate about learning and committed to continual improvement.
- Worked flexible hours across night, weekend, and holiday shifts.
Junior Salesforce Developer
American Express
- Tested troubleshooting methods and documented resolutions for inclusion in knowledge base for support team use.
- Documented software development methodologies in technical manuals to be used by IT personnel in future projects.
- Authored code fixes and enhancements for inclusion in future code releases and patches.
- Safeguarded sensitive information with appropriate user profiles, permission sets, sharing rules, and security settings in Salesforce.
- Contributed to project success by participating in daily stand-ups, sprint planning, and retrospective meetings as part of an Agile development team.
- Promoted adoption of best practices within the team by documenting development guidelines and maintaining a comprehensive knowledge base.
- Enhanced user experience by developing interactive Salesforce Lightning components.
- Increased team productivity by providing end-user training on Salesforce functionality and best practices.
- Fostered a culture of continuous improvement through participation in code reviews, architectural discussions, and peer mentoring sessions.
- Collaborated with cross-functional teams to gather requirements for Salesforce platform enhancements.
- Contributed ideas and suggestions in team meetings and delivered updates on deadlines, designs, and enhancements.
- Configured security settings and access controls within Salesforce orgs, safeguarding sensitive data from unauthorized access.
Education
MBA - Marketing
IMT Gaziabad
Gaziabad 04.2001 -
Bachelor of Arts - Travel And Tourism Management
Sri Venkateshwara College
Delhi 04.2005 - 03.2008
Salesforce Administrator Certified - Salesforce Admin
Cloud Fortune
United Kingdom 03.2023 - 03.2023
Pursuing Salesforce Developer - Salesforce Developer
Cloud Padhle Academy
Gurgaon 03.2024 - 05.2024
Digital Marketing - SEO, SEM, PPC, Email Marketing, Affiliate Market
Expert Training Institute
Delhi 07.2016 - 08.2016
Skills
Training and mentoring
Safety Procedures
Performance reporting
Inventory Management
Problem-solving abilities
Cost reduction and containment
SMART goals
Team building
Teamwork and Collaboration
Active Listening
Self Motivation
Critical Thinking
Certification
Salesforce Certified Administrator, 03/01/23, Cloud Fortune, UK
Accomplishments
- Yearly performance review Outstanding 91.3% (2015/16).
- Won Star performer award in American Express Pvt Ltd in 2021.
- Received GEM performer award for achieving G1 target in 2022 and 2023.
- Received Spotlight award in American Express Pvt Ltd in 2023.
Issue Management
ADM (Agency Debit Memos), Airline Disputes, Reconciliation, Financial Recovery and Risk Calculation. Identified root cause of ADM error and share ADM research and feedbacks to shareholders, ticketing and refund team to reduce the error to overcome the loss of the company.
Marketing Strategies
Business Consultant for Vendors and Stakeholders for Price Negotiations and Business Dealing to upsold Premium Products and Services.
Salesforce
Currently using Salesforce for merging data and removing duplicate entries for ARC reconciliation., Facilitating and updating different businesses data and transactions., Pull out reports using coding., Good Knowledge of Salesforce.com fields, Dashboards, Page Layouts, Record Types, Reports & Report Types, Email Services, Tasks And Events, Role Hierarchy, Chatter Configuration, Field Level Security, Data Mapping, Object Modelling, Configuring System Changes, Efficient in Validation Rules, Security Controls and Escalation rules, Assignment rules, Approval Process, Workflows for Automated Lead Routing, And Lead Escalation, Familiar with Data Migration tools such as Data Loader, DataLoader.io, and Workbench & Import Wizard, Good understanding of functional areas like Forecasting, Accounts, Contacts, Leads, Campaigns, Opportunities, Willing to work in a Challenging and cross – platform environment and learning new software and processes. Lightning platform development using standard features and custom code such as dynamic forms, visual flows etc. Enhancing developer skills in Salesforce from Cloud Padhle academy.
Other Responsibilities
- Resolving any Escalations/critical issue with shareholder
- Real time basis.
- Trained new and existing staff member in various financial and travel products to prepare for job requirements.
- Maintaining RA reports for BUR purpose.
Digital Marketing
SEO, SEM, PPC, email marketing, affiliate marketing and social marketing.
Data Management And Reporting
Data Integration, Pivot, Data Analysis, Report Compilation.
Coordinated Travel Arrangements
Coordinated International and Domestic travel arrangements in compliance with corporate travel policies.
Customer Support And Delivery
Expertise in customer support and delivery as per customer’s expectation and a very good team player.
Secondment Trainer Role
Provided Trainings in AR (Account Receivable), ADM, Disputes, Account Reconciliation, Billing and settlement plan (BSP).
Competencies
Central Command, Concur Tool, GetThere, BSP tool, ARC, Slack, Salesforce CRM, Workflow and Approvals, Custom Objects, Visual force pages, Sabre, Amadeus, Galileo, OPUS, Advance Excel, HTML, PowerPoint, Leadership Skill, Problem Solver, Change Management, Proficient Business Leverage Relationship, Team Player
Personal Information
- Date of Birth: 10/12/87
- Gender: Male
- Nationality: Indian
- Marital Status: Married
Projects
Exposure of Core/Domain Tester for Internal Sabre Tool (OPUS) and MOXIE., Domain Tester, The organization (Carlson Wagonlit Travel) assigned me for its new project on 21st January. The project was developing a product/Software which is named as ‘OPUS’ (Internal Sabre Tool) which automates and improves the process of PNR creation, online ticketing, Hotel, Car etc., Tested functionalities and facilities that system provides for the End User., Provided the domain related inputs to the Software development team., Tested the software with different inputs and conditions., Created a log file for request to change and request to add features, based on my observation. The development team does the necessary modifications in the system according to the Log File.
Software
Interests
Dancing
Meditation
Timeline
Pursuing Salesforce Developer - Salesforce Developer
Cloud Padhle Academy
03.2024 - 05.2024
Salesforce Certified Administrator, 03/01/23, Cloud Fortune, UK
03-2024
Salesforce Administrator Certified - Salesforce Admin
Cloud Fortune
03.2023 - 03.2023
Digital Marketing - SEO, SEM, PPC, Email Marketing, Affiliate Market
Expert Training Institute
07.2016 - 08.2016
Senior Travel Consultant
Uday Tours and Travel Pvt Ltd
08.2010 - 09.2011
Bachelor of Arts - Travel And Tourism Management
Sri Venkateshwara College
04.2005 - 03.2008
MBA - Marketing
IMT Gaziabad
04.2001 -
Team Supervisor
Carlson Wagonlit Travel
Lead Travel Analyst
American Express
3 2019 - Current
Salesforce Administrator
American Express
Junior Salesforce Developer
American Express
IATA Certification, 03/01/23, Kuoni Academy of travel
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