Summary
Overview
Work History
Education
Skills
Websites
Certification
Accomplishments
Internships
Publications
Timeline
Generic

Saita Das

Howrah

Summary

Project Manager & Functional Consultant with 3 years of experience delivering Salesforce-based CRM solutions across Financial Services, Non-Profit, and Manufacturing domains. Skilled in managing end-to-end project lifecycles—from stakeholder discovery and business requirement gathering to agile execution and cross-functional delivery. Certified in Salesforce Financial Services Cloud, with a strong track record in translating complex business needs into scalable, compliant solutions. Adept at BRD/SOW documentation, user story definition, and driving measurable business impact through technology-led transformation.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Salesforce Consultant

ABSYZ Software Consulting Pvt. Ltd.
Hyderabad
04.2023 - Current
  • Optimized B2B onboarding in Salesforce Financial Services Cloud by streamlining KYC workflows and automating compliance checks, achieving 25% faster onboarding, 30% fewer errors, and improved audit readiness.
  • Implemented AgentForce in Financial Services Cloud, using prompt template & generative AI to automate client interaction summaries & fee reversals, reducing manual effort by 40%, & boosting advisor productivity by 30%.
  • Executed 5+ pre-sales initiatives—stakeholder discovery, tailored demos, and SOW preparation—aligning feasibility with business objectives, achieving 70%+ proposal-to-deal conversion, & faster sales cycles.
  • Rolled out Salesforce NPSP for a non-profit organization with integrated Grants & Program Management modules, driving a 30% boost in reporting accuracy, 25% faster application processing, and a 20% rise in donor funding.
  • Led ABSYZ’s internal LMS migration, evaluating multiple vendors to select the best solution & ensuring a smooth rollout, achieving 90% employee adoption within 2 months.
  • Demonstrated expertise in crafting BRDs, SOWs, project roadmaps, RACI matrices, &detailed user stories with clear acceptance criteria; ensured end-to-end project traceability by maintaining all documentation & workflows in Jira.
  • Partnered with the design team to review Figma wireframes and prototypes, providing actionable feedback to drive intuitive user experiences and ensure alignment with product requirements, customer needs, and strategic goals.

Assistant System Engineer

Tata Consultancy Services
Kolkata
11.2020 - 06.2021
  • Developed comprehensive test case documentation to effectively distinguish requirements for various scenarios and line providers.
  • Conducted meticulous manual testing post-implementation to ensure zero defects upon deployment.
  • Presented User Acceptance Testing (UAT) results to stakeholders, demonstrating successful outcomes and adherence to requirements.
  • Maintained documentation for software applications and system processes.

Education

MBA -

Indian Institute of Management Visakhapatnam-IIM V
Visakhapatnam
03-2023

Bachelor of Technology - Electrical, Electronics And Communications Engineering

MCKV Institute of Engineering
Howrah, West Bengal
08-2020

Skills

  • Project Roadmapping & Resource Planning
  • BRD, FRD & Scope of Work Documentation
  • Risk Mitigation & Change Management
  • Project Life Cycle Management
  • Cross-Functional Collaboration
  • Requirement Gathering
  • Feature Prioritization
  • Sprint Planning
  • Jira
  • Salesforce CRM
  • SQL
  • MS Powerpoint

Websites

Certification

  • Salesforce Data Cloud Consultant - Dec,2024
  • Financial Services Cloud Accredited Professional - Feb,2024
  • Salesforce Certified Administrator - Sept,2023

Accomplishments

  • Offered full-time role at ABSYZ for exceptional summer internship performance during MBA(2022).
  • Honored for spearheading the implementation of the LMS tool within the organization (Annula Award).

Internships

Innovation Strategy Project | Tata Communications (Jun 2022 - Aug 2022)

  • Analyzed innovation frameworks of the top 15 B2B companies & method of integrating such frameworks with their business model & growth planning.
  • Developed courses on innovation frameworks, Cl tools & design thinking concepts & performed knowledge management for internal innovation programs.

Business Analyst Trainee | ABSYZ Software Consulting Pvt. Ltd. (Apr 2022 - Jun 2022)

  • Designed a B2B SaaS carbon accounting app; conducted emission analysis using Scope 1, 2, and 3 data benchmarks; defined MVP features, user stories, and GTM strategy aligned with regional regulatory standards and sustainability KPIs.
  • Proposed integration of IoT-enabled devices like smart meters and emission sensors to automate carbon data capture and improve tracking accuracy across emission categories, enhancing data-driven sustainability reporting.

Publications

  • Authored the paper “Application of Electronic Circuits for RF Energy Harvesting,” presented at IEEE SSCS Kolkata Chapter, July 30, 2020.

Timeline

Salesforce Consultant

ABSYZ Software Consulting Pvt. Ltd.
04.2023 - Current

Assistant System Engineer

Tata Consultancy Services
11.2020 - 06.2021

MBA -

Indian Institute of Management Visakhapatnam-IIM V

Bachelor of Technology - Electrical, Electronics And Communications Engineering

MCKV Institute of Engineering

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