Karthik Kasala

Work History

FS Investment Solutions

Philadelphia, PA

Aug.2018 - Current

Administers Lightning Salesforce org with 300 users for a $20B+ AUM alternative investments firm.
Transitions many workflow rules and Process Builder flows to Lightning Flow to observe Salesforce best practices and maximize efficiency, especially pertaining to order of execution and governor limits.
Collaborates daily with sales operations and platform strategy teams to make sure end users are performing optimally.
Implements configuration/automation via case management so end users can minimize pain points and maximize productivity.
Creates and refines Email, Chatter, and Web to Case processes so various teams can manage tasks to perform well
Spearheaded efforts to transition organization from Classic to Lightning over eight month project for initially Sales and Distribution and Client Relations teams, before covering the entire firm.
Organizes articles into a collective Knowledge Base and provides training for end users to better utilize new Salesforce functionality.
Applies gathered knowledge in change management, Data Loader, Excel, Flow, SOQL, Lightning Web Components, and release updates to set up production environment for success.

CSS Tec

Media, PA

Feb.2018 - Jun.2018

Managed Salesforce consulting team that oversaw implementations, managed services, Lightning migrations, and org optimization for local, national, and international clients with orgs containing 10-100 users.
Worked with key stakeholders to understand business challenges, gather business requirements, and develop a roadmap to reach future state goals during projects.
Acted as Salesforce administrator for internal 100% Lightning-migrated organization, using Quip, Slack, and TaskRay for project management.
Managed user requests, dashboards, reports, forms, templates, page layouts, point and click automation, custom objects, standard and custom fields.

Linode

Haddonfield, NJ

Oct.2017 - Jan.2018

Worked within Client Support team to resolve client server and Linux application issues in a fast-paced environment.
Delivered both high level and detailed solutions to customers via support tickets, email, and phone calls while identifying and escalating backend issues to system and network engineers.

Windsor Circle

Durham, NC

Oct.2016 - Apr.2017

Worked closely with Director of Data Services to identify areas for improvement, implement automation, and increase reporting efficiencies for clients’ weekly, monthly, and requested ad hoc reporting.
Created reports showing impact of promotional/triggered email campaigns for brands of F500 client from data collected through SFMC.
Used Salesforce dashboards and reports to monitor Key Performance Indicators metrics.
Worked as the central hub within Salesforce for both client success & internal inquiries, ensuring proper routing, escalation of, and timely responses when addressing client issues for assigned client portfolio of over 120 clients.
Interacted with support engineers, client success managers, and development team members to troubleshoot and resolve at least 15 cases a week for e-commerce/email service provider endpoints (Magento, NetSuite, Shopify, Mail Chimp, SFMC), and other client inquiries, helping case average time to resolve (ATTR) to drop 60% within one quarter.

NC Office Of The State Auditor

Raleigh, NC

Jun.2014 - Nov.2014

Performed audits and assessments on functions, processes, and general controls for the NC Department of Transportation.
Utilized SAP, SQL Server, and Python to automate SQL queries in order to examine account/transaction balances and conduct statistical analysis to determine materiality.