Summary
Overview
Work History
Skills
Education Credentials Awards
Linkedin Profile
Professional Accomplishments Highlight
Timeline
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Atul Patil

Irvine,CA

Summary

Drive value-based business outcomes by evangelizing technology offerings. Recognize and maximize return on technology investments with focus on business-process improvement and automation opportunities.

Result oriented technology leader qualified with progressive experience of implementing large-scale technology solutions for financial industries. Directed enterprise technology teams over 12+ years to deliver strategic initiatives for complex business transformations, technology advancements, enterprise integrations, data-center migrations and merger-acquisitions. Demonstrated 10+ years of multi-disciplinary consulting experience in project management, business analysis, solution-architecture, full life-cycle software and product development. Proven expertise of designing enterprise CRM solutions for core business processes such as Sales, Marketing, Lead Generation and Contact Center Management. Trusted advisor to C-level stakeholders, adept at forming partnerships and managing conflicts. Certified Salesforce Cloud consultant passionate for application of Cloud computing and digital transformation.

Overview

24
24
years of professional experience

Work History

Director Advisory Services

Salesforce
08.2019 - Current

Vice President Enterprise Architecture

Celink
06.2018 - 07.2019

Director Consumer Technology

CIT Bank
07.2015 - 05.2018

Vice President Application Development

OneWest Bank
06.2008 - 07.2015

Client Manager

Cognizant Technology Solutions
12.1999 - 05.2008

Skills

  • CRM Platforms (Salesforcecom, Siebel)
  • Program Management (PMP, CSM)
  • Business Transformation
  • Enterprise Integrations & System Migrations
  • Waterfall & Agile (SDLC, SCRUM)
  • Technology Consulting
  • Business Intelligence & ETL tools
  • Architecture Design (TOGAF)
  • Process Improvement & Automation
  • Technology Strategy & Roadmap
  • M&A, Buy-Vs-Build Due-Diligence
  • Financial Services

Education Credentials Awards

  • Master of Science (e-Commence) - Birla Institute of Technology & Sciences, India
  • Bachelor of Engineering (Computer Science) - Walchand College of Engineering, India
  • Project Management Professional (PMP)
  • Certified Salesforce.com Consultant & a Trailblazer- Sales Cloud, Service Cloud, Advanced Administrator
  • Certified Scrum Master (CSM) - Scrum Alliance
  • Enterprise Architect - TOGAF 9.0 Foundation
  • Chairwomen's Team Award - CIT Bank

Linkedin Profile

http://www.linkedin.com/pub/atul-patil/4/537/1b1

Professional Accomplishments Highlight

  • Led multimillion dollar business-transformation program of 20 months' duration comprising 6 concurrent large projects with 100+ team members. Executed technology-integration roadmap for Buyer (Celink) and Seller (CIT Bank), migrated 300K loan portfolio.
  • Spearheaded 60% improvement in loan pipeline by automating loan-application business process. Eliminated legacy paper-file process by integrating wholesale web-portal with Salesforce platform. Advanced lead-conversion by 25%, improved data quality, achieved reduction in outbound calls by implementing Web-to-Lead, auto-response assignments/e-mails and AppExchange apps.
  • Provided 30% reduction in IT expenses by devising hybrid-cloud approach and migrating 90% systems, business services and infrastructure to Cloud. Drove adoption of Cloud and ServiceNow for 400+ users defining pilot, trainings and performance metrics.
  • Utilized Salesforce investment by architecting in-house enterprise app for business continuity planning (BCP). Designing 30+ custom objects, Lighting screens, implemented chatter for team collaboration and workflow approvals for time objectives(RTOs).
  • Managed full-life cycle consulting engagements such as CRM (Siebel) integration at IndyMac Bank, policy-approval automation at Mercury Insurance, online (B2B) ordering at Amerisource Bergen and dispatching pharmacies and specialist info at IMS Health.
  • Institutionalized mySalesforce, Google-Maps mashups providing efficiency gains to on-field reps. Reduced phone traffic by 22% using Case Management, dashboards effectively. Enabled collection and review of metrics like cost-per-call, first-call-resolution.
  • Achieved 25% cost reduction in business reporting by devising Microsoft-SQL based Data-Warehouse. Orchestrated business intelligence solution for 43 terabyte data and million data-points. Defined data-synchronization, restoration, replication processes.
  • Led technology-roadmap preparation and solution-architecture for mortgage business. Established business architecture, data architecture, application architecture, user experience to improve operational efficiencies and cost reduction on recurring basis.

Timeline

Director Advisory Services

Salesforce
08.2019 - Current

Vice President Enterprise Architecture

Celink
06.2018 - 07.2019

Director Consumer Technology

CIT Bank
07.2015 - 05.2018

Vice President Application Development

OneWest Bank
06.2008 - 07.2015

Client Manager

Cognizant Technology Solutions
12.1999 - 05.2008
Atul Patil