Chaitanya Kasani

• Led the development and launch of customer and agent portals to streamline Medicare and Medicaid plan enrollment during open enrollment periods.
• Designed automation processes to enhance lead assignment, track agent progress, and improve customer experience.
• Ensured scalability and compliance with healthcare and Salesforce platform requirements.
• Designed and implemented a comprehensive agent and customer portal for Medicare/Medicaid enrollment, enabling customer self-registration and agent-led application management.
• Automated lead assignment based on customer geographical location, ensuring leads are routed to the appropriate agents.
• Define the strategic vision and roadmap for web and mobile applications, focused on agent registration.
• Collaborate with stakeholders to define priorities, maintain a clear product backlog, and ensure that features align with business and technical goals.
• Worked with developers, designers, and QA to ensure timely, high-quality delivery, providing clear guidance throughout the sprint.
• Work with UX/UI designers to create intuitive, mobile-friendly experiences, optimized across platforms.
• Use analytics and KPIs to track performance, enhance engagement, and drive improvements.
• Utilize MoSCoW prioritization to align stakeholders, prevent scope creep, and ensure MVP delivery within tight timelines.
• Led UAT to validate functionality, ensure compliance, and address issues before production deployment.
• Conducted Scrum events (Sprint Planning, Stand-ups, Reviews, and Retrospectives) to track progress, resolve blockers, and maintain alignment.
• Gathered requirements, provided regular updates, and ensured alignment with business goals, and regulatory standards.
• Managed stakeholder expectations and communication, mitigating concerns, and maintaining project momentum.
• Ensured compliance with healthcare regulations and Salesforce requirements through audits and system integrity reviews.

Company Overview: Retail.

• Implemented a comprehensive strategy to build an automated online store for the LWT team, streamlining workflows, and improving efficiency by 30%, resulting in annual savings of $200K.
• Designed and tracked user stories through Agile methodologies, ensuring timely delivery and alignment with business goals.
• Introduced a cart-saving feature that increased cart-to-checkout conversions by 15%, driving a $500K increase in annual revenue.
• Collaborated with stakeholders to gather and define project requirements, ensuring alignment with business goals.
• Authored detailed documentation, including requirement specifications, user stories, and technical guides for development teams.
• Designed and launched an online store featuring product display, bundle creation, and discount code functionalities.
• Implemented advanced features, including prepopulated billing and shipping address storage, state and province-specific tax calculations (USA and Canada), and automated alerts for billing, shipping, order status, and promotions.
• Developed a customer-centric cart model, enabling progress saving and seamless checkout experiences.
• Implemented the CPQ, and document templates based on the country.
• Designed registration modules for customers and brokers, enhancing user engagement and operational efficiency.
• Built dashboards to provide actionable insights on abandoned carts and cart-to-checkout conversion ratios.
• Top-performing products, product families, and frequently used coupons.
• Managed the product backlog, defined deliverables, and coordinated with onsite and offshore teams to ensure timely and efficient project delivery.
• Leveraged data analytics to identify trends, drive product improvements, and support strategic decision-making.
• Partnered with senior management on high-impact initiatives, enhancing profitability, and ensuring competitive positioning.
• Retail

Company Overview: Manufacturing and Supply Chain.

• As Product Manager at Amcor, I led cross-functional teams in gathering requirements, developing strategic product roadmaps, and driving Salesforce enhancements.
• Managed a global Salesforce organization, transitioning processes to maximize system efficiency and improve user experience across multiple regions.
• Led cross-functional stakeholder engagement sessions to gather precise requirements, ensuring alignment with business objectives and stakeholder expectations across multiple business units.
• Developed and maintained strategic product roadmaps, incorporating Salesforce enhancements to support and drive overarching business goals.
• Directed end-to-end requirements-gathering processes, ensuring comprehensive input from various business units, resulting in well-aligned product outcomes.
• Created impactful prototypes to support Proof of Concept (POC) presentations, facilitating stakeholder understanding, and securing project buy-in.
• Transitioned processes from Workflow/Process Builder to Flows, ensuring a smooth adaptation to the latest Salesforce updates and maximizing system efficiency.
• Managed a global Salesforce organization with over 1,200 users, navigating complexities across multi-continental regions, and addressing diverse user needs.
• Optimized system performance by leveraging managed and unmanaged packages, expertly resolving complex user cases to enhance system efficiency and user satisfaction.
• Configured the CPQ for the retail online store.
• Contributed to API development and integration efforts, ensuring seamless data flow and an enhanced user experience between Salesforce and front-end applications.
• Collaborated with cross-functional teams to ensure alignment on product vision and strategy, supporting Amcor's broader organizational objectives.

• Company Overview: Banking and Financial Services.
• Led the requirement gathering, backlog management, and product execution for KeyBank’s digital banking initiatives, focusing on enhancing customer experience, automation, and compliance.
• Collaborated with cross-functional teams, stakeholders, and development teams to drive seamless product delivery, and ensure alignment with business objectives.
• I analyzed the existing CRM system, identified integration gaps, and proposed enhancements to optimize system performance.
• Reviewed and assessed database connections, automations, and scheduled jobs for improved operational efficiency.
• Managed large-scale data migrations and processing of stored products to ensure data accuracy and system reliability.
• Oversaw transaction management processes, ensuring seamless functionality across integrated systems.
• Monitored production systems, proactively addressing performance issues and minimizing downtime.
• Provided solutions to complex integration challenges, ensuring smooth data flow between Salesforce and web methods.
• Collaborated with cross-functional teams to align integration strategies with business goals.

Company Overview: Banking and Financial Services.

Worked as a Senior Business Analyst (Sr. BA) at a leading bank to define and implement strategies for approving personal and small business credit card applications.

• Focused on optimizing decision-making based on customer credit history, while ensuring seamless integration with external credit unions.
• Defined the overall strategy and framework for credit card application approvals based on credit history.
• Developed and maintained wireframes, process flow diagrams, and other project artifacts to ensure clarity and alignment.
• Facilitated requirement-gathering meetings with stakeholders, and translated business needs into actionable solutions.
• Collaborated with architects, developers, and testers to resolve integration hurdles with credit unions, and other teams.
• Prioritized features, managed the product backlog, and ensured the successful implementation of high-priority functionalities.
• Managed deadlines and release schedules to ensure timely delivery and deployment of solutions.
• Coordinated cross-functional team efforts and facilitated communication between various stakeholders, including developers, testers, and product owners.
• Hosted and conducted all four Scrum events: Sprint Planning, Daily Stand-ups, Sprint Reviews, and Retrospectives.
• Participated in Program Increment (PI) Planning to align team deliverables with organizational objectives.

• Company Overview: Energy & Utilities – GE Power.
• Led the end-to-end requirement gathering, backlog management, and user story documentation for GE Power’s digital transformation initiatives.
• Worked closely with cross-functional teams to ensure seamless agile execution, stakeholder alignment, and timely delivery of key product features.
• Conducted comprehensive requirement-gathering sessions with stakeholders to define clear, actionable user stories, and acceptance criteria.
• Captured, documented, and refined user stories while collaborating with product managers to prioritize backlog items based on business impact.
• Monitored development progress, proactively identifying and resolving roadblocks to ensure on-time feature delivery.
• Led sprint planning, backlog grooming, daily stand-ups, sprint reviews, and retrospectives, ensuring alignment with agile best practices.
• Assigned and tracked user stories, ensuring that development efforts aligned with business objectives and technical feasibility.
• Provided detailed status updates to leadership and stakeholders, improving transparency and alignment on product timelines.
• Managed product roadmaps and monitored project timelines, ensuring efficient execution and continuous value delivery.

• Company Overview: Corporate Services.
• Implementation and customization of Salesforce at Aramark, managing user profiles, roles, and permissions to ensure data security and compliance.
• Streamlined business operations by customizing Salesforce objects, workflows, and Visualforce pages, resulting in improved efficiency and data access controls across departments.
• Managed user profiles, roles, and permissions within Salesforce, ensuring proper access control and data security through secure token generation and validation rules.
• Conducted a comprehensive business analysis, collaborating with stakeholders to gather technical requirements, and ensuring Salesforce solutions aligned with business needs.
• Customized Salesforce.com (SFDC) objects, Visualforce pages, Force.com API, and web services to tailor the platform for specific business processes and requirements.
• Led the Salesforce application setup, tailoring the platform to meet functional requirements, and enhance business operations.
• Configured user accounts, public groups, and role hierarchies to facilitate appropriate sharing rules, and record-level permissions for secure access management.
• Developed custom search layouts and automated processes using workflow rules, improving user productivity and data accuracy.
• Organized and led brainstorming sessions with the development team to drive effective requirements analysis, ensuring seamless solution design and implementation.
• Collaborated closely with cross-functional teams to ensure system integration, data consistency, and alignment with business goals.

• Company Overview: Retail & E-Commerce
• Developed and executed a Go-to-Market (GTM) strategy at Shutterfly, streamlining order automation and lab integration for efficient photo printing and delivery
• Designed customer-facing features such as location-based services, scheduling tools, and incentives, resulting in a 25% reduction in manual processing time and a significant increase in customer retention and sales
• Successfully aligned cross-functional teams to achieve targeted financial goals and operational efficiencies
• Led product development initiatives that resulted in a 40% increase in revenue, leveraging data analysis and market-driven decision-making to refine product positioning
• Managed and led cross-functional teams to drive end-to-end product lifecycle management, ensuring alignment between technical and business objectives for cohesive product success
• Spearheaded the design and development of an automated order processing system, integrating with lab operations and optimizing the delivery workflow for printed photos
• Utilized data-driven requirement prioritization to develop a scalable architecture, enabling seamless data exchange for picture IDs, print specifications, and shipping addresses between the order management system and lab
• Designed and maintained a backlog management framework, ensuring high-impact features such as bundling of products, discounts, and customer data storage were prioritized to enhance sales and user experience
• Developed a customer portal that allowed users to view and order prints, integrating Google Maps to display nearby Macy’s locations offering photo printing services
• Designed a data-driven incentive model for photographers, incorporating travel time, distance, and tiered billing-based incentives for schools to improve engagement and retention
• Reduced manual order transfer efforts by 25%, streamlining workflows for order processing, shipping schedules, and cost calculations through automation
• Collaborated with cross-functional teams to define and execute a GTM strategy, leveraging data insights to align financial and operational targets
• Successfully implemented automation and data-driven solutions, resulting in higher customer adoption, improved satisfaction, and revenue growth
• Retail & E-Commerce

• Company Overview: Retail & SaaS
• Led the analysis and integration of PlayNetwork into Mood Media, streamlining customer account creation and data storage processes
• Designed and implemented scalable systems to ensure seamless merging of databases, enhancing customer experience and operational efficiency
• Developed a robust architecture for automation and reporting, contributing to improved customer retention and business growth
• Led the integration of PlayNetwork systems into Mood Media, ensuring seamless customer database consolidation and operational alignment post-merger
• Conducted in-depth requirement gathering with stakeholders, defining system integration needs and documenting functional specifications in FRD/BRD
• Designed an automated account creation system, reducing onboarding times by 25% through data-driven process optimization
• Managed and prioritized the integration backlog, ensuring a smooth transition with minimal business disruption
• Analyzed existing systems and implemented enhancements to support scalable growth, ensuring consistent operational performance post-merger
• Architected data structures and workflows for customer segmentation and personalized services, driving targeted engagement and retention
• Developed real-time reporting dashboards, enabling data-driven insights into customer retention, acquisition trends, and sales performance
• Monitored and mitigated scope deviations, ensuring key milestones were met within agreed timelines while managing stakeholder expectations
• Collaborated with cross-functional teams, including technical leads and data analysts, to optimize workflows and eliminate process inefficiencies
• Partnered with senior leadership to identify areas for strategic improvement, enhancing efficiency, automation, and customer satisfaction
• Ensured compliance with data privacy regulations during system migrations, maintaining trust and regulatory adherence
• Retail & SaaS

Company Overview: Insurance.

• Designed and implemented an automated licensing renewal portal for ITIC, enabling seamless document uploads, user management, and integration with DocuSign for agreement renewals.
• Partnered with cross-functional teams to streamline workflows, reducing operating costs by 20%, and driving profitability.
• Developed a strategic roadmap with a comprehensive risk assessment, ensuring timely delivery and product success in a competitive market.
• Spearheaded the design and development of a licensing renewal portal, streamlining compliance processes, and automating broker renewals.
• Collaborated with legal, compliance, SVP, and business teams to define requirements, ensuring alignment with regulatory standards and business goals.
• Integrated key features such as document upload capabilities for brokers to submit licenses and compliance-related documents.
• Internal user functionalities for registering, managing, and blocking users with expired licenses.
• Seamless integration with DocuSign to facilitate agreement renewals and electronic signatures.
• Designed detailed process flows, wireframes, and project roadmaps to guide development and testing teams through Agile methodologies.
• Conducted comprehensive risk assessments, identifying potential challenges, and implementing mitigation strategies to ensure project success.
• Partnered with senior management to automate key operations, reducing operational costs by 20%, and improving process efficiency.
• Guided competitive analysis and pricing strategy, leveraging data insights to enhance product positioning and market competitiveness.
• Coordinated efforts with internal teams, technical vendors (e.g., DocuSign), and stakeholders to ensure seamless implementation and user adoption.
• Using a complex SQL query to fetch data from the database.
• Oversaw project timelines, deliverables, and deadlines, ensuring consistent alignment with strategic objectives.
• Insurance