Sumita Malhotra
Noida
Summary
Results-driven Salesforce Consultant with 5 certifications, specializing in Sales Cloud and Pardot. Led successful CRM implementations and complex projects, enhancing workforce management, applicant tracking, and marketing automation. Expertise in stakeholder management and solution design, delivering significant improvements in sales efficiency and data quality.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Salesforce Consultant
Salescentra
01.2025 - Current
- Led Salesforce consulting engagements for Sales Cloud and Pardot, aligning solutions with client needs
- Delivered end-to-end implementations, managing requirement gathering through deployment to ensure successful project completion
- Analyzed client requirements to design tailored Salesforce solutions.
- Configured Salesforce applications to enhance user experience and functionality.
- Developed training materials for end-users on Salesforce best practices.
Salesforce Consultant
Proso Al Technologies Ltd
01.2020 - 01.2025
- Designed scalable Salesforce architectures using custom objects, flows, and reporting frameworks
- Led Salesforce implementations for workforce management, recruitment systems, and marketing, enhancing client operational efficiency
- Managed project lifecycle from requirement gathering to execution, ensuring effective stakeholder communication and project alignment
- Collaborated with global clients to deliver customized CRM solutions that met specific business objectives
Project Manager + Salesforce Consultant
Proso Al Technologies
02.2023 - 11.2023
- Led project as Project Manager and Salesforce Consultant, ensuring alignment of objectives with client needs
- Managed delivery lifecycle, coordinated team efforts, and aligned stakeholders to meet project milestones
- Designed recruitment workflows and system architecture
- Streamlined hiring process, improving operational visibility and responsiveness to recruitment needs
Salesforce Consultant
Proso Al Technologies
08.2022 - 01.2023
- Designed Salesforce lead lifecycle and migrated data to ensure accurate tracking and reporting
- Implemented MEDDIC-based sales process
- Analyzed sales data to identify trends, resulting in targeted strategies for improving conversion rates
- Implemented marketing-to-sales workflow to streamline lead handoff and enhance sales team efficiency
Salesforce Consultant
Proso Al Technologies
05.2022 - 07.2022
- Redesigned automation and data handling processes to streamline operations
- Analyzed root causes of duplicate lead generation to enhance data integrity
- Result: Improved data quality and reduced inefficiencies
Salesforce Consultant
Proso Al Technologies
05.2020 - 04.2022
- Implemented MEDDIC-based sales process
- Implemented strategies that improved pipeline visibility and optimized marketing ROI
- Developed engagement dashboards and reporting to track performance metrics
- Redesigned Pardot instance for enhanced scoring, grading, and engagement programs
Education
MBA - Finance & Marketing
Delhi University
06-2003
B.Sc (Hons) - Food Technology
Guru Gobind Singh Indraprastha University
06-2001
High School - Science
Lady Irwin School
India03-1998
Skills
- Salesforce Sales Cloud
- Salesforce Pardot
- CRM Consulting
- Lead management
- Salesforce Flows
- Process Automation
- Salesforce Reporting
- Salesforce Dashboards
- Salesforce Lightning
- Data Migration
- Automation
- Project Management
- Stakeholder engagement
- Salesforce Platform
Certification
- Salesforce Certified Platform App Builder, 03/01/23
- Salesforce Certified Sales Cloud Consultant, 02/01/22
- Salesforce Certified Pardot Consultant, 01/01/22
- Salesforce Certified Administrator, 08/01/21
- Salesforce Certified Pardot Specialist, 03/01/21
Additional Information
5x Salesforce Certified Professional, Experience working with global clients (US/UK), Strong consulting, communication, and leadership skills, Proven ability to handle end-to-end Salesforce implementations, Well-suited for fast-paced consulting environments
Projects
- Bullhorn Workforce Management (Sirenum) Implementation & Customization, 02/01/23, 06/01/25, Led multi-client implementations of Bullhorn (Sirenum) within Salesforce. Configured managed package, custom data models, and automation using Flows. Built advanced Lightning reports and dashboards. Delivered compliance-focused features (rate cards, shift rules, wage configurations). Result: Improved workforce visibility, compliance, and scalability.
- Applicant Management System (Salesforce Sales Cloud), 02/01/23, 11/01/23, Led project as Project Manager + Salesforce Consultant. Managed delivery lifecycle, team coordination, and stakeholder alignment. Designed recruitment workflows and system architecture. Result: Streamlined hiring process and improved operational visibility.
- Pardot Implementation & Sales Process Setup, 08/01/22, 01/01/23, Implemented complete marketing-to-sales workflow. Built nurturing journeys, segmentation, and lead routing logic. Designed Salesforce lead lifecycle and performed data migration. Result: Improved conversion rates and sales-marketing alignment.
- Lead Deduplication Analysis & Solution Design, 05/01/22, 07/01/22, Conducted root-cause analysis of duplicate lead generation. Redesigned automation and data handling processes. Result: Improved data quality and reduced inefficiencies.
- Pardot & Sales Cloud Revamp (US Client), 05/01/20, 04/01/22, Redesigned Pardot instance (scoring, grading, engagement programs). Implemented MEDDIC-based sales process. Built engagement dashboards and reporting. Result: Enhanced pipeline visibility and marketing ROI.
Languages
English, Advanced
Personal Information
Title: Founder & Salesforce Consultant
Timeline
Salesforce Consultant
Salescentra
01.2025 - Current
Project Manager + Salesforce Consultant
Proso Al Technologies
02.2023 - 11.2023
Salesforce Consultant
Proso Al Technologies
08.2022 - 01.2023
Salesforce Consultant
Proso Al Technologies
05.2022 - 07.2022
Salesforce Consultant
Proso Al Technologies
05.2020 - 04.2022
Salesforce Consultant
Proso Al Technologies Ltd
01.2020 - 01.2025
MBA - Finance & Marketing
Delhi University
B.Sc (Hons) - Food Technology
Guru Gobind Singh Indraprastha University
High School - Science
Lady Irwin School