Vivek Kumar

Charles & Dean Finance, London, UK,

A leading asset and vehicle finance company based in Stamford and London.

(Sales Cloud, Service Cloud, Marketing Cloud, and Experience Cloud with Tableau)

Roles & Responsibilities:

· Designed and implemented custom Salesforce solutions to streamline the company's finance services for motor, commercial, and asset financing.,

· Integrated a Webhook system with Code weavers, enabling real-time synchronization of quote data from a third-party quote management tool directly into Salesforce.,

· Implemented a Partner Community Cloud with custom Lightning Web Components (LWCs) to facilitate the onboarding and management of the company's network of partners.,

· Designed a target management system to track the quarterly and annual performance of the company's brokers, enabling data-driven decision-making.,

· Integrated the Salesforce platform with vehicle data software through REST API, providing the team with real-time access to vehicle information.,

· Developed a custom LWC component to streamline the upload and management of loan agreements, enhancing the loan processing workflow.,

· Implemented a contract management system, integrating DocuSign for the electronic signing of contracts and agreements.,

· Built comprehensive quote and case management processes, improving the customer experience and ensuring timely resolution of queries.,

· Designed and deployed a service agent SLA (Service Level Agreement) system, enabling the operations team to process loan documents within defined timelines efficiently.,

· Collaborated closely with cross-functional teams, including business analysts, subject matter experts, and end-users, to understand requirements and deliver tailored Salesforce solutions.,

· Provided ongoing technical support, training, and guidance to ensure smooth adoption and utilization of the Salesforce platform.

Progressive Property Ltd., Peterborough, UK,

A leading property investment education provider in the UK.

(Sales Cloud, Service Cloud, Marketing Cloud, and Data Cloud with Tableau)

Roles & Responsibility:

· Served as the lead developer on the "Progressive Property" Salesforce implementation project.,

· Responsible for designing the overall solution architecture and leading the end-to-end delivery.,

· Conducted discovery sessions and participated in daily scrum calls to collaborate closely with the client and team.,

· Followed the waterfall methodology to complete the project on time and within scope.,

· Developed a dynamic integration with Stripe Payment Gateway to securely process customer payments and automatically deduct funds from credit cards.,

· Designed a dedicated, flexible commission management system to calculate commissions for sales agents, event agents, ambassadors, and trainers.,

· Implemented a real-time webhook integration with Stripe to capture all website transactions directly within Salesforce.,

· Created a 3-level hierarchy-based LWC component to manage payment processes such as adding cards, creating payment plans, and processing payments.,

· Designed a custom screen flow to handle the credit system for customer orders, Integrated PDF Butler to streamline the document signing process.,

· Collaborated with team cross-functionally to implement lead management, case management, and campaign management solutions.,

· Worked with the Marketing Cloud team to develop a robust data management strategy, maintaining data accuracy and handling duplicates.