Summary
Overview
Work History
Education
Skills
Personal Information
Timeline
Saloni Soni

Saloni Soni

Gurugram

Summary

Seasoned IT professional with 14+ years of experience in Application Support, Business Analysis, Project Management, Digital Transformation, and Automation in the NBFC and Housing Finance sectors. Proven expertise in managing end-to-end project lifecycles, stakeholder coordination, vendor management, and cross-functional team leadership. Strong background in LOS/LMS systems, RPA, CRM platforms (MS Dynamics & Salesforce), and Chatbot/Voicebot implementations.

Overview

15
15
years of professional experience

Work History

Head – Digital, Automation, End User Services, PMO & CAC Manager

Clix Capital
05.2023 - Current
  • Spearheading AI & RPA initiatives including QC automation, GL Reconciliation, BL Maker automation, and Co-lending workflows.
  • Leading CRM migration from MS Dynamics to Salesforce.
  • Collaborating with Yellow.ai for enterprise Chatbot & Voicebot implementations.
  • Heading PMO and Automation efforts to streamline internal processes and drive efficiency.

Sr. Manager – Technology & Automation

Fusion Microfinance
11.2021 - 04.2023
  • Implemented Ameyo (in collaboration with Exotel) for Customer Service.
  • Deployed Qapita for ESOP management.
  • Supported MSME Lending System (Dvara) and explored alternative LOS platforms.
  • Launched WhatsApp automation for Operations team.

Sr. Manager – Application Support

Aviom Housing Finance
09.2020 - 10.2021
  • Managed Qualtech Lending System and implemented Go Collect (Credility).
  • Revamped company website and provided LOS training PAN India.

Business Analyst – Lending Systems

Ummeed Housing Finance
02.2017 - 09.2020
  • Implemented Omnifin LOS, Encollect for collections, and led mobile-based LOS (Ensource).
  • Successfully executed PAN India moratorium project and revamped company website.
  • Managed vendor coordination, training, and project go-live end-to-end.

Application Support Manager

Bussan Auto Finance
09.2012 - 01.2017
  • Supported Finnone LOS & LMS systems, handled Change Management and BA functions.
  • Liaised with Customer Service, Ops, Banking, and Credit teams.

Java Developer (Intern to Full-time)

Salmon Software
10.2010 - 09.2012
  • Promoted within 6 months; worked with UK-based teams.
  • Contributed to 2 projects including BigFish & a Canadian E-commerce site.

Education

MCA - undefined

Jaipur National University
01.2010

B.Sc - undefined

Bikaner University
01.2007

12th & 10th - undefined

Sacred Heart Convent School (CBSE)
01.2004

Skills

  • Loan Origination & Management Systems (Finnone, Omnifin, Qualtech, Dvara)
  • CRM Platforms: Microsoft Dynamics, Salesforce (Migration)
  • RPA Tools: Orbit Techsol, Yellowai (Chat & Voice BOTs)
  • Project Management & PMO Leadership
  • Business Analysis & Requirement Gathering
  • End User Services & Digital Automation
  • Team Leadership & Cross-functional Collaboration
  • Vendor Management & Training Delivery

Personal Information

Marital Status: Married

Timeline

Head – Digital, Automation, End User Services, PMO & CAC Manager - Clix Capital
05.2023 - Current
Sr. Manager – Technology & Automation - Fusion Microfinance
11.2021 - 04.2023
Sr. Manager – Application Support - Aviom Housing Finance
09.2020 - 10.2021
Business Analyst – Lending Systems - Ummeed Housing Finance
02.2017 - 09.2020
Application Support Manager - Bussan Auto Finance
09.2012 - 01.2017
Java Developer (Intern to Full-time) - Salmon Software
10.2010 - 09.2012
Jaipur National University - MCA,
Bikaner University - B.Sc,
Sacred Heart Convent School (CBSE) - 12th & 10th,
Saloni Soni