Maneet Singh Modi
New Delhi
Summary
Certified Salesforce Administrator with 13+ years of experience in CRM administration, business analysis, data governance, process optimization, and stakeholder management. Proven expertise in Salesforce implementation, data management, workflow automation, and reporting to drive efficiency and business growth. Adept at collaborating with cross-functional teams, analyzing business requirements, and optimizing CRM strategies. Looking to leverage my experience in Salesforce administration and business analysis in a dynamic, data-driven organization.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Salesforce Administrator
Elevate Services
11.2019 - Current
- Manage and maintain Salesforce CRM, ensuring data accuracy, integrity, and security
- Administer profiles, roles, workflows, approvals, and validation rules to streamline business processes
- Perform data cleansing, merging, deduplication, and validation to enhance CRM efficiency
- Utilize Demand Tools & Apex Data Loader for large-scale data migration and automation
- Collaborate with business leaders to identify and resolve CRM challenges
- Gather and analyze business requirements for CRM enhancements and process automation
- Develop custom reports & dashboards for sales, marketing, and leadership teams
- Conduct risk analysis for CRM changes, ensuring smooth implementation
- Create process documentation and training materials for end users
- Interacted with internal customers to understand business needs and translate into requirements and project scope.
- Implemented business intelligence solutions to increase operational efficiency.
- Provided technical support for troubleshooting analytics and reporting issues.
- Developed data mining algorithms to identify and classify patterns in data.
- Generated standard and custom reports to provide insights into business performance.
- Created dashboards to monitor and track key performance indicators.
- Generated ad-hoc reports to evaluate specific business requirements.
Senior Data Analyst
Cushman & Wakefield
08.2017 - 10.2019
- Led multiple CRM data management projects, tracking progress in Jira & Agile sprints
- Worked with top management to define CRM reporting and analytics needs
- Created custom dashboards and reports, improving data-driven decision-making
- Developed and maintained data governance policies to standardize CRM usage
- Collected, cleaned, and validated marketing and sales data before CRM upload
- Automated data workflows, reducing manual data entry and errors
- Enhanced territory distribution for sales teams, optimizing resource allocation
Senior Associate
Cvent India
03.2017 - 08.2017
- Managed pre-event and post-event CRM activities, optimizing customer engagement
- Automated lead processing workflows, improving data quality for sales teams
- Worked with CRM developers to design workflow triggers and rules for data automation
Specialist – Marketing & Communication Technologies
Protiviti
05.2013 - 03.2017
- Created and managed custom Salesforce reports and dashboards for client analytics
- Led account creation, campaign tagging, and data enrichment projects
- Used Excel (VLOOKUP, Pivot Tables, Macros) for data reconciliation and cleansing
- Provided data management consulting to clients, ensuring CRM best practices
Senior Analyst
EXL Services – GTSC India
03.2011 - 05.2013
- Provided Salesforce CRM support for fraud prevention teams
- Processed data migration and reconciliation requests to maintain CRM integrity
- Identified and implemented process automation to improve workflow efficiency
Education
Bachelor of Commerce -
Delhi University
New Delhi07.2014
Skills
- CRM Administration
- Business Analysis
- Reports & Dashboards
- Tableau/Power BI
- Stakeholder Management
- Project Management
- Data Migration
- Data Integration
- Advanced Excel
- Data Cleaning
- Data Management Tools
- Business process improvement
- Gap analysis
- Requirements gathering
Accomplishments
- Improved CRM data accuracy by 30% through governance policies and automation.
- Successfully led a Salesforce migration project, transferring 100,000+ records with zero data loss.
- Designed custom dashboards, improving reporting efficiency by 40%.
- Reduced manual data processing time by 50% through advanced automation techniques.
Personal Information
Title: Senior Salesforce Administrator | Business Analyst
Ats Keywords
- CRM Administration
- Business Analyst
- Salesforce
- Data Management
- Data Governance
- Workflow Automation
- Reports & Dashboards
- Jira
- Agile
- Process Improvement
- DemandTools
- Data Loader
- Vendor Management
Certification
- CBAP - Certified Business Analysis Professional - Simplilearn
Timeline
Salesforce Administrator
Elevate Services
11.2019 - Current
Senior Data Analyst
Cushman & Wakefield
08.2017 - 10.2019
Senior Associate
Cvent India
03.2017 - 08.2017
Specialist – Marketing & Communication Technologies
Protiviti
05.2013 - 03.2017
Senior Analyst
EXL Services – GTSC India
03.2011 - 05.2013
Bachelor of Commerce -
Delhi University
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