Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Standalone Awards
Timeline
Generic

SANTHOSH PAANDIPATTI

Denton,Texas

Summary

  • Around 5 years of experience in assisting clients in the design, business architecture, process development, functional implementation, and support of Salesforce CRM Applications as a Salesforce Admin, Business Analyst, and a Proactive Monitoring Engineer. 9x certified salesforce professional.
  • Experience in presenting to clients and other decision-makers and sell ideas to various audiences (both technical and functional).
  • Chaired & facilitated meetings, workshops and brainstorming sessions with key stakeholders across internal, third party and client teams including Board Members, Executive Leaders Managed 5 Salesforce projects from inception to successful implementation.
  • In-depth experience with Sales Cloud, Service Cloud, Einstein Analytics, Predictive Modelling, and Business Intelligence. Developed dashboard for senior management using tools like Tableau CRM (Einstein Analytics).
  • Managed team of 15 senior member to enable design, build, testing, and deployment activities.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Proactive Monitoring Engineer

SALESFORCE
12.2021 - 01.2023
  • Collaborating with Clients, Technical Account Managers-TAM, IT team, 3rd Party vendor, Cross-functional leaders to collate & deliver complex and technical requirements into a coherent plan
  • Conducting analysis for critical PROM-related cases with a focus on severity one incidents, ensuring comprehensive communication of available services to customers
  • Performing quality audits, which involve verifying case descriptions, attached articles, and relevant additional information, while ensuring visibility on the self-service portal
  • Monitoring and reporting on the number of case closures, including adding initial comments, reviewing customer feedback, facilitating case reassignments for new issues, and aligning actions with established KPIs
  • Proactively validating both successful and unsuccessful deployments upon customer requests
  • Primary point of contact among The United States & Europe stakeholders including board members, executive leaders, architects & client managers for ATHR activities.

Sr. Salesforce Administrator, PMO [2x Promoted]

TCS
10.2019 - 12.2021

Client: JP Morgan

  • Customized Salesforce CPQ to configure and offer tailor-made trade finance products based on client needs and risk profiles
  • Integrated OCR technology and MuleSoft APIs to seamlessly capture and upload trade documents (e.g., invoices, bills of lading), eliminating manual data entry and reducing errors
  • Built custom Salesforce dashboards and reports to provide clients with real-time visibility into the status of their transactions, from initiation to settlement
  • Key approval processes and triggered notifications for critical milestones, streamlining workflows and enhancing transparency for clients
  • Analyzed the business process of client and then involved in the data modelling required for the project.
  • Conducted training sessions for the users to explain the new changes in the system and facilitating the feature adoption within the Organization.
  • Troubleshooted various automation tools such as workflows, approval process and flows, fixing production issues and managing support activities and ensuing timely escalation of the critical issues.

Development:

  • Involved in development and testing phase of the project and created Apex Classes, Test Classes and Triggers as per the given requirements. Worked on various custom Reports and Dashboards to display the data as per the business requirements.
  • Implemented record types, lookups, junction objects, master detail relationships, validation and formula fields to the custom objects.
  • Worked on Lightning Flows to implement the feedback process and Approval Process.
  • Involved in security levels and privileges by implementing Permission Sets, Sharing Rules and Field Level Security. Created public groups to implement the security using Sharing Rules.
  • Involved in periodic release deployments using Sandbox environment, created Change Sets and moved it between Sandboxes and Production environment.

Salesforce Developer

TCS
09.2018 - 10.2019

Client: Takeda Pharmaceuticals

  • Workflow with UML diagram, Prepare and provide input into business cases and use cases for bank swift payment app, gateway & website integration
  • Working with the Product Owner and senior management to understand and communicate the product vision
  • Involved in Salesforce.com Application Setup activities and customized the applications to match the functional needs of the organization
  • Used Visual flow and process builder for automating repetitive business processes
  • Worked on implementing field-level security and audit trail setup
  • Interacted with various business team members to gather and document the requirements
  • Experience in Integration, REST API, and Web Service
  • Created and managed User Roles, Profiles, and Role Hierarchies, Public Groups, Security Controls, and Shared Settings
  • Customized Applications, Page Layouts, Lookup Fields, Standard Related Lists, Tabs, and defined dependent Pick Lists
  • Defined Workflows and set up Workflow Rules, Tasks and Email Alerts and created Workflow Approvals
  • Customised Application setup, customization to match business needs, object relationships (lookup, master-detail), user roles and profiles, permission sets, security controls
  • Involved in Project Management & Documentation.

Education

Master of Science - Business Analytics

University of North Texas
Denton, TX
04.2024

Skills

Salesforce Platforms

Sales Cloud, Service Cloud, CPQ, Tableau CRM (Einstein Analytics), Data Cloud, and Marketing Cloud

Development

SOQL, SOSL, SAQL, Lightening (LWC), AURA

CI/CD

Gitlab, Docker, Copado, Changesets

SCRUM

Agile (Scrum), Sprint Planning, Sprint Retrospective, Sprint Review

ETL

Mulesoft, Data Loader

Business Analysis/RE

Requirement engineering(RE)/gathering, Elicitation, Scope Analysis, Prioritization, Ranking, Gap, Impact and Root Cause Analysis

Certification

  • Project Management Professional - PMP, Preparing
  • Salesforce Certified CPQ Specialist, 12/20/22
  • Salesforce Certified Business Analyst, 12/08/22
  • Salesforce Certified Sales Cloud Consultant, 08/04/22
  • Salesforce Certified Service Cloud Consultant, 08/08/22
  • Salesforce Certified Platform Developer 1, 02/02/22
  • Salesforce Certified Platform App Builder, 12/28/21
  • Salesforce Certified Administrator, 07/26/21
  • Salesforce Certified Advanced Administrator, 01/16/23
  • Salesforce Certified Marketing Cloud E-Mail Specialist, 01/29/23

Accomplishments

  • Awarded True Value Addition (2 times) for formulating and delivering B2C/B2B strategies that led customer acquisitions 65% QoQ
  • Won the bid and delivered an eCommerce site through a commerce cloud platform.
  • Reduction of manual efforts by 60% by eradicating anomalies in the process.
  • Uplifted the product sale by 35% by the introduction of new functionality
  • Effectively negotiated goals with the development team, which resulted in slashing delivery time by 40% in a single quarter
  • Created an impact in contributing 60% of the team's productivity, surpassing goals by 4X times and accelerating business growth to +45% YoY

Standalone Awards

  • On the spot’ award for actively initiating and volunteering the new needs for the project. (07-Mar-2021).
  • Best Team Award’ for an outstanding commitment and contribution to the organization. (30-Oct-2020).
  • Achieved ‘ILP Kudos Award’ for an outstanding contribution to the organization(15-Jan-2019).
  • Qualified in prelims round of 'IOT CHALLENGE 2016' conducted by 'i3-indya Technologies'.

Timeline

Proactive Monitoring Engineer

SALESFORCE
12.2021 - 01.2023

Sr. Salesforce Administrator, PMO [2x Promoted]

TCS
10.2019 - 12.2021

Salesforce Developer

TCS
09.2018 - 10.2019

Master of Science - Business Analytics

University of North Texas
SANTHOSH PAANDIPATTI