Overall 5+ years of experience in the IT industry with almost 2.5 years of experience as Salesforce and Product Account Management.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Salesforce Account Manager
360 Degree Cloud Pvt Ltd
06.2023 - Current
Managed multiple accounts simultaneously while meeting deadlines.
Played a key role in gathering and analyzing data and contributing to the final product as per the client and user.
Acted as main point of contact in matters relating to client concerns and needs. Presented product features and advantages to potential customers during sales meetings.
Gave presentations, demos and trainings to the client of the Product and created SOWs, while coordinating between the Accounts team, Sales team, CSM team and the Development team.
Worked with Senior Stakeholders closely to deliver advanced data, drove innovation to come up with new analytics providing new business strategies and ideas.
Created comprehensive reports on account performance and presented them to senior management.
Salesforce Account Manager
HMIT LABS
Bangalore
04.2021 - 03.2023
Communicated with customers, competitors and suppliers to stay abreast of industry or business trends.
Gathered requirements from stakeholders and translated into functional specifications. Contributing to the final product as per the client and user. Identified bottlenecks; recommended improvements accordingly.
Developed user stories, use cases, process flows, and other documents to support the design of Salesforce solutions.
Worked with senior stakeholders closely to deliver advanced data, drove innovation to come up with new
analytics providing new business strategies and ideas.
Run scrum ceremonies like daily huddles, backlog grooming, sprint planning and sprint retros to actively manage
risks and external dependencies.
Facilitating discussions, decision making conflict resolution, promote joint accountability for results and solving
productivity issues.
CSR I
HSBC
Bangalore
08.2019 - 03.2021
Prepared and evaluated CRM reports to identify problems and areas for improvement.
Managed multiple tasks simultaneously while providing excellent customer service experience.
Android Tech Consultant
ZTE
Bangalore
07.2017 - 05.2018
Set specific goals for projects to measure progress and evaluate end results.
Provided consultation and training support to clients regarding functional operation.
CRM Manager
Decathlon
Bangalore
03.2016 - 11.2016
Met with sales and design departments to determine project road maps and create unique products to drive profitability and champion brand.
Developed and implemented automated processes for customer data tracking and analysis.
Education
Bachelor of Engineering Technology - CSE
Vivekananda Institute of Technology
Bangalore
06-2016
Skills
Critical Thinking
Requirement Gathering
Stakeholder Management
Teamwork & Collaboration
Business process modeling
User acceptance test
Software Testing and Validation
Technical Writing
Operational Reporting
Quality Assurance
Affiliations
Reading
Solo traveling
Bike riding
Aquaescaping
Art & Craft
Certification
Salesforce Certified Administrator
Credential ID: 2762849
Dec 2022
<ul><li>Manage three separate teams for which their scope includes middle office support for the client relations community including known population remediations, complex reporting as well as a business manager team executing on efficiencies and development opportunities (eleven individuals both domestic and overseas contingent workers). 13 years of Institutional Relationship experience, 7 of those involving people management</li><li>Currently own and assist with facilitating the client relation pieces of various Management Action Plans (MAP) and internal audits within Revenue Credit Account (RCA) and Service Level Agreement (SLA) areas</li><li>In February 2024 released the first Salesforce Intake system at TIAA after five years of development and advocacy. This build has been noted as the blue print for all future case management intake systems within Salesforce at TIAA providing efficiency and ease for the user while reducing risk for the company</li><li>Worked on advancements and efficiencies within the Service Level Agreement process including salesforce automation. Implemented continuous improvement projects which reduced specific quarterly reporting tasks from days to minutes as well as the inception of a single budget code to pull penalties from rather than dozens of different budget codes</li><li>Through partnership with operations, updated the standard operating procedures for Client Service Managers concerning non bulk Lost Earning Calculations in 2021 to be submitted primary through plan focus unless through special exception. This reduced volumes for my team around lost earning calculations by 22% compared to the year prior while providing a more seamless and straight through process for the external clients</li><li>Continue working through obstacles, avoid duplication of efforts between client relations and other support team within different departments while creating synergy towards “working as one”</li><li>Advanced public speaking skills presenting both in person and virtually to groups as small as senior leadership to hundreds of employees on various forums</li></ul> at TIAA<ul><li>Manage three separate teams for which their scope includes middle office support for the client relations community including known population remediations, complex reporting as well as a business manager team executing on efficiencies and development opportunities (eleven individuals both domestic and overseas contingent workers). 13 years of Institutional Relationship experience, 7 of those involving people management</li><li>Currently own and assist with facilitating the client relation pieces of various Management Action Plans (MAP) and internal audits within Revenue Credit Account (RCA) and Service Level Agreement (SLA) areas</li><li>In February 2024 released the first Salesforce Intake system at TIAA after five years of development and advocacy. This build has been noted as the blue print for all future case management intake systems within Salesforce at TIAA providing efficiency and ease for the user while reducing risk for the company</li><li>Worked on advancements and efficiencies within the Service Level Agreement process including salesforce automation. Implemented continuous improvement projects which reduced specific quarterly reporting tasks from days to minutes as well as the inception of a single budget code to pull penalties from rather than dozens of different budget codes</li><li>Through partnership with operations, updated the standard operating procedures for Client Service Managers concerning non bulk Lost Earning Calculations in 2021 to be submitted primary through plan focus unless through special exception. This reduced volumes for my team around lost earning calculations by 22% compared to the year prior while providing a more seamless and straight through process for the external clients</li><li>Continue working through obstacles, avoid duplication of efforts between client relations and other support team within different departments while creating synergy towards “working as one”</li><li>Advanced public speaking skills presenting both in person and virtually to groups as small as senior leadership to hundreds of employees on various forums</li></ul> at TIAA