Sundharamoorthi Subramanian
Tysons,VA
Summary
Innovative and results-driven Salesforce Solution Architect with 10+ years of expertise in Financial Services Cloud, CRM transformations, and enterprise integrations. Adept at designing scalable, secure, and high-performance solutions, leveraging Apex, LWC, Aura, Visualforce, and third-party integrations to drive digital transformation and process automation across financial institutions. As a Triple Star Ranger and AI Innovator on Salesforce Trailhead, with 300 badges and 197,312 points, I bring cutting-edge expertise in AI-powered automation, predictive analytics, and intelligent workflow optimization. My commitment to continuous learning and innovation translates into high-impact solutions that improve efficiency, customer experience, and financial decision-making.
Overview
14
14
years of professional experience
Work History
Salesforce Solution Architect
HCL America Inc
Tysons Corner, VA
03.2024 - Current
- Company Overview: PenFed Credit Union, America’s second-largest federal credit union, serves 2.9 million members worldwide, with nearly $35 billion in assets.
- Elevated to Solution Architect, leading enterprise-level Salesforce transformations in Financial Services Cloud (Wealth and Customer Management).
- Designed and deployed high-impact CRM solutions, integrating Salesforce Data Cloud, MuleSoft APIs, and mainframe systems to enhance financial analytics and member engagement.
- Created detailed design documents that outlined system architecture, security measures, data models and integration points with other systems.
- Collaborated with project teams to ensure that all technical requirements were met during the software development life cycle.
- Collaborated with vendors and external partners to integrate third-party solutions.
- Participated in client meetings to discuss project requirements and provide feedback on potential solutions.
Salesforce Solution Architect
HCL America Inc
Irving, Texas
05.2023 - 02.2024
- Transformed financial data unification and analytics, integrating Salesforce Data Cloud with Snowflake, MuleSoft APIs, Amazon S3, and web/mobile SDKs, resulting in real-time customer insights and a 20% improvement in decision-making efficiency.
- Designed scalable Financial Services Cloud data models, enabling automated credit decision processes, and reducing loan approval time by 30%.
- Optimized authentication and security frameworks by implementing PING Identity-based authentication for Experience Cloud, enhancing secure customer login, and fraud prevention.
- Developed reusable Lightning Web Components (LWC) and Aura components, reducing front-end development time by 40% across multiple applications.
- Streamlined API security enhancements with PenFed’s security team, improving data protection, and compliance adherence across financial transactions.
- Automated customer segmentation and insights analysis, leveraging Salesforce Einstein Analytics, resulting in 15% more effective, targeted financial product recommendations.
Salesforce Technical Lead
HCL Technologies
Chennai, India
05.2022 - 05.2023
- Company Overview: Experian GCSS, integrated with Salesforce Sales and Service Cloud, enables data-driven solutions that enhance fraud detection, credit recovery, customer analytics, and global financial services.
- Spearheaded implementation of Salesforce solutions, boosting automation and system integrations.
- Achieved faster deployments and minimized errors by optimizing CI/CD pipelines with Jenkins and GitLab.
- Configured Salesforce Agile Accelerator apps, improving deployment efficiency, and reducing system downtime by 30%.
- Developed automated performance monitoring strategies, leading to a 20% increase in platform reliability and seamless user experiences.
Senior Salesforce Developer
HCL Technologies
Chennai, India
06.2019 - 05.2022
- Toyota Financial Services (TFS) utilizes Salesforce Service Cloud to streamline financial operations, customer engagement, and enterprise integrations across multiple platforms.
- Automated routine data delivery processes ensure 100% daily system availability before business hours, minimize manual interventions, and reduce processing errors by 40%.
- Led batch monitoring across multiple platform applications, enabling seamless financial data flow, and ensuring on-time customer interactions.
- Streamlined business process automation, reducing operational complexity, and improving agent productivity by 35% across financial services applications.
Senior Salesforce Developer
HCL Technologies
Chennai, India
06.2018 - 04.2019
- Company Overview: The Bank of Montreal (BMO), a leading multinational investment bank and financial services company.
- Leveraged Salesforce Sales Cloud to manage private banker/investor leads and profiles.
- Customized Salesforce Sales Cloud and Service Cloud using Apex, Visualforce, Flows, Process Builder, and Entitlement Management, improving customer case resolution speed by 30%.
- Boosted deployment efficiency by implementing CI/CD pipelines with the ANT Tool and Salesforce Changeset, reducing manual errors, and accelerating release cycles by 40%.
- Automated data migration and staging processes improve data accuracy and reduce manual reconciliation efforts by 35%.
- The Bank of Montreal (BMO), a leading multinational investment bank and financial services company.
Salesforce Developer
NTT DATA Services
Chennai, India
08.2016 - 06.2018
- Led the configuration and implementation of Salesforce Sales Cloud & Service Cloud to optimize Deal Pursuit Management (DPM) and Resource Management (RM) at Cisco.
- Implemented Financial Force PSA, streamlining deal lifecycle management and skill tracking, reducing manual processes by 40%.
- Optimized user story evaluation, ensuring accurate forecasting and prioritization, improving delivery timelines by 30%.
- Enhanced Territory Management automation, ensuring automatic opportunity assignments, increasing sales team efficiency by 25%.
Salesforce Developer
Tech Mahindra
Chennai, India
05.2014 - 06.2016
- Led Salesforce development initiatives across Bombardier Inc., Old Mutual Life Assurance, and Vodafone Dealership Management.
- Developed complex custom objects and fields in Salesforce to meet customer requirements.
- Customized Salesforce objects, fields, record types, and page layouts.
- Tuned database queries written in SOQL and SOSL for better performance optimization.
- Resolved customer issues by establishing workarounds and solutions to debug and create defect fixes.
- Implemented Salesforce Service Cloud automation, enhancing customer request handling and SLA compliance, and reducing case resolution time by 35%.
- Integrated Entitlement Management, improving customer service response accuracy, leading to a 25% increase in customer satisfaction scores.
Siebel Developer
HCL Technologies
Chennai, India
04.2011 - 05.2014
- Led the implementation and optimization of Oracle Siebel ePharma CRM for Merck Pharmaceuticals, enhancing customer relationship management, sales operations, and medical education event tracking.
- Implemented multilingual runtime events (Italian, Swedish), ensuring seamless regional adoption, and boosting user engagement by 35%.
- Optimized Siebel-based Activity Management, reducing call planning and reporting time by 40%, and increasing sales representatives' productivity.
Education
Master of Computer Applications (MCA) - Computer Applications Development
Anna University
Chennai, India05-2010
Skills
- Data cloud solutions expertise
- Skilled in Agentforce utilization
- Salesforce Lightning and Aura components
- Apex and Visualforce expertise
- Rest and SOAP API integration
- Web services architecture
- Version control for CICD pipelines
- Proficient in SOQL and SOSL
Core Expertise And Achievements
- Financial Services Cloud – Wealth Management Solutions: Engineered client onboarding, loan origination, risk analytics, and claims automation, streamlining financial service workflows.
- Salesforce-Powered Risk & Compliance Frameworks: Integrated KYC, AML, regulatory reporting, fraud detection, and financial data encryption to ensure compliance with industry standards.
- Wealth Management & Investment Tracking Solutions: Developed relationship mapping, product bundling, financial portfolio tracking, advisory tools, and real-time analytics dashboards for enhanced financial decision-making.
- Banking & Auto Loan Process Optimization: Automated underwriting approvals, Loan calculations, mortgage processing, and financial advisory workflows using Salesforce automation tools.
- Enterprise Integrations (Mainframe & MuleSoft): Engineered secure API connectivity between Salesforce, Hogan Cloud Mainframe, MuleSoft, and third-party banking systems, ensuring real-time financial data synchronization.
- Identity Provider & Access Management (Ping Identity): Designed SSO, role-based access controls, MFA, and identity federation, improving data security and authentication across integrated applications.
- Advanced Apex Development: Expertise in optimized Apex triggers, batch processing, scheduled jobs, and automated approval workflows, ensuring scalable financial operations.
- Lightning Web Components (LWC) & Aura Framework: Developed interactive UI components, improving customer engagement, personalized advisory experiences, and self-service capabilities.
- Experience Cloud Customization: Configured secure client portals, streamlined financial advisor collaboration, and optimized external banking integrations via Experience Cloud.
- Salesforce Marketing Cloud (SFMC) Automation: Engineered data-driven AMPscript-powered Email & SMS campaigns, supporting targeted financial marketing and customer outreach.
- Security & Governance Best Practices: Designed data encryption, access control models, secure API layers, ensuring high-security environments for financial applications.
- Salesforce DevOps (AutoRABIT) Implementation: Established CI/CD pipelines, automating code deployments, environment management, and quality assurance for financial organizations.
- Agile Development & Sprint Leadership: Led cross-functional teams, ensuring timely project execution, stakeholder alignment, and risk mitigation while delivering scalable solutions.
- Mentorship & Leadership: Trained junior developers, conducted Salesforce technical workshops, and championed continuous learning initiatives for team growth.
Trailhead
https://www.salesforce.com/trailblazer/ssundharamoorthi
Salesforce Certifications
- Salesforce Certified Data Cloud Consultant
- Salesforce Certified AI Specialist
- Salesforce Certified Platform Developer I & II
- Salesforce Certified Administrator
- Salesforce Certified JavaScript Developer I
- Salesforce Certified Omni Studio Developer
- Salesforce Certified AI Associate
- Salesforce Certified Platform App Builder
- Salesforce DevOps – AutoRABIT Certified ARM Core & ARM Onboarding Certificates
Profile Snapshot
Innovative and results-driven Salesforce Solution Architect with 10+ years of expertise in Financial Services Cloud, CRM transformations, and enterprise integrations. Adept at designing scalable, secure, and high-performance solutions, leveraging Apex, LWC, Aura, Visualforce, and third-party integrations to drive digital transformation and process automation across financial institutions. As a Triple Star Ranger and AI Innovator on Salesforce Trailhead, with 300 badges and 197,312 points, I bring cutting-edge expertise in AI-powered automation, predictive analytics, and intelligent workflow optimization. My commitment to continuous learning and innovation translates into high-impact solutions that improve efficiency, customer experience, and financial decision-making.
Timeline
Salesforce Solution Architect
HCL America Inc
03.2024 - Current
Salesforce Solution Architect
HCL America Inc
05.2023 - 02.2024
Salesforce Technical Lead
HCL Technologies
05.2022 - 05.2023
Senior Salesforce Developer
HCL Technologies
06.2019 - 05.2022
Senior Salesforce Developer
HCL Technologies
06.2018 - 04.2019
Salesforce Developer
NTT DATA Services
08.2016 - 06.2018
Salesforce Developer
Tech Mahindra
05.2014 - 06.2016
Siebel Developer
HCL Technologies
04.2011 - 05.2014
Master of Computer Applications (MCA) - Computer Applications Development
Anna University
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