Sayan Mondal

• Led end-to-end delivery of strategic business initiatives that enhanced product offerings and aligned policy changes with organisational goals.

• Coordinated with stakeholders across Sales, Credit, Operations, Risk and Product teams to gather requirements and prioritise enhancement requests, driving alignment on project objectives.

• Conducted requirement discussions and translated business needs into functional deliverables.

• Collaborated with Product Owners and Technology teams to ensure timely delivery of project milestones, contributing to overall project success.

• Managed project timelines, risks, dependencies and milestone tracking.

• Collaborated with business stakeholders to gather requirements, prepare BRDs, FRDs, User Stories, and translate them into scalable Salesforce solutions.
• Designed and deployed 50+ Record-Triggered and Screen Flows, reducing manual effort by 60% through process automation.
• Configured validation rules, approval processes, custom objects, record types, page layouts, formula fields, and other declarative customisations to enhance system functionality.
• Configured Case Management, Queues, and Email-to-Case to streamline customer support processes and improve case handling.
• Managed Salesforce security using Roles, Profiles, Permission Sets, Sharing Rules, Public Groups, reducing access-related issues by 40%.
• Administered and enhanced Sales Cloud and Service Cloud for 300+ business users, ensuring seamless CRM operations across business functions.
• Worked in a 6-member Agile team (Product Owner, BA, QA, and Developers), coordinating UAT, sprint planning, releases, and production deployments.
• Developed reports and dashboards for leadership, supported integrations with AWS S3, SMS Magic, LOS, and REST APIs, and provided production support and user training to ensure effective data utilisation.

• Utilised Salesforce for lead, opportunity, account, and customer relationship management, achieving data accuracy and compliance with established processes.
• Collaborated with cross-functional teams to enhance CRM adoption and streamline business processes, contributing to improved customer experience.
• Managed loan lifecycle using Salesforce CRM, overseeing lead generation, loan disbursement, and customer servicing to ensure seamless process execution.