Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Supriya Venkatesh

Milpitas,USA

Summary

Seasoned Salesforce Technical Architect/SME with a proven track record at various organizations, adept in Salesforce CPQ and Billing. Excelled in leading comprehensive CPQ/Billing implementations, enhancing user experiences, and driving efficiency improvements. Exhibits strong communication and project management skills, ensuring seamless integration, and robust solutions for complex business needs. Salesforce Solution Architect/developer with a comprehensive background in Salesforce CPQ and Billing (Revenue Lifecycle Management) development, and 11 years of deep expertise in Salesforce. Proficient in creating sophisticated solutions using CPQ, Billing,Apex, REST, and SOAP for integrations across Sales and Service Clouds. Applying DevOps methodologies for efficient deployments and enhanced user experiences. Known for a strong commitment to innovation, and a proven track record in achieving business excellence through technology.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Salesforce Technical Architect(Contractor)

Moz group
Milpitas, CA
03.2024 - 03.2025
  • Supervised and managed the full spectrum of Lead-to-Cash and CPQ implementation engagements, from client onboarding and planning phases through to UAT, deployment, and post-implementation support, while ensuring meticulous budget adherence, risk mitigation, and delivery of quality deliverables.
  • Provided advice on project costs, design concepts, and design changes.
  • Designed and developed custom workflows, triggers, and Apex classes in Service and Sales Cloud to automate business processes and improve efficiency, using Apex Data Loader to manage large data volumes.
  • Developed and maintained custom Apex classes and triggers for various business requirements, including roll-up triggers and batch Apex classes to manage large data volumes, utilizing SOQL and SOSL to retrieve and manipulate data.
  • Developed and implemented a version control strategy for a Salesforce development team, including best practices for branching, merging, and code review.
  • I did multiple integrations upon the salesforce platform like for MOZ group Integrated their orders to Stripe billing for Invoice and revenue generation, Slack integration for building an approvals for Quote, Also worked for multiple clients which are fortune 500 companies for their Data integration from salesforce to Netsuite and SAP and Oracle database systems, Process Integration like automating flows to triggering the update of records or billing process in an external system when particular event starts in salesforce platform, Virtual Integration around the CPQ quoting system built an external virtual site for viewing their 360* of their product in 3D version and retrieving the information from an ERP system.

Salesforce Developer (CPQ & Billing SME)

Spinnaker Support
San Francisco, California
07.2022 - 10.2023
  • Overseeing customer subscriptions, recurring billing processes, and ensuring accurate order fulfillment.
  • Preparing regular reports on billing, collections, financial performance, and assisting in month-end and year-end financial closing processes.
  • Handling contract approvals, invoice generation, delivery, and maintaining billing documentation for accuracy and compliance.
  • Leading the automation of invoicing processes, improving efficiency, and reducing manual errors.
  • Taking ownership of customer issues, troubleshooting billing problems, resolving disputes, and ensuring timely payments.
  • Collaborating with sales, legal, finance, and other internal departments to ensure smooth processing of sales orders and financial operations.
  • Training team members on the use of key financial and billing systems like Salesforce, Netsuite, Excel, and Stripe billing.
  • Conducted training sessions for end users on how to use different features of Salesforce effectively.
  • Participated actively in daily scrum meetings involving all team members discussing progress and impediments faced.
  • Developed complex custom objects and fields in Salesforce to meet customer requirements.
  • Implemented security measures such as sharing rules, profiles, permission sets to control data access within the organization.

Salesforce QTC Consultant

Originalshift.com
San Francisco
05.2019 - 03.2022
  • Integrated Salesforce with Slack for push notifications and smart approvals.
  • Designed and implemented custom data migration solutions from legacy systems to Salesforce, using the Salesforce Data Loader.
  • Utilized JIRA as a project management tool to streamline the software development lifecycle, from requirements gathering to deployment and maintenance, ensuring efficient collaboration and communication across cross-functional teams.
  • Developed and maintained technical documentation, including solution design, code comments, and user manuals, to ensure effective knowledge transfer and support.
  • Familiar with project management fundamentals and fulfilling the project management role on projects.
  • Partner with project managers to monitor project status and risk areas.
  • Team development: Mentor resources, take on leadership roles, and expand overall team capabilities.
  • Build CPQ quoting and product configuration, pricing.
  • Built the billing end-to-end integration to Stripe Billing.
  • Manage and maintain customer files, and supervise daily invoice batches.
  • Prepare adjustments, including voids, and credit memos, as necessary.
  • Manage disputes related to payments, invoices, and contract management.
  • Maintain and update billing documentation in accordance with department guidelines.
  • The customer has a large family of products with many dependent components, and they are adding products at the individual SKU level.
  • The ask was to improve the user experience, simplify the quoting process, and help the sales team with guided selling and product configuration.
  • Presented multiple product configuration options, and then built the selected configuration.
  • As there were many configurators, build an apex program to load the CPQ configurators.
  • Used the pricing rules to build the discounting logic and reduce the complexity of the existing process.
  • Used advanced approvals to simplify the approval process currently in use and migrated from the old standard approval logic to advanced approvals, reducing and eliminating the need for custom Apex logic.
  • Delivered front-end and back-end architecture and functionality by translating development.
  • Configure Products, Bundles, Dynamic Bundles, etc. (CPQ out-of-the-box features).
  • Worked with native Salesforce quote-to-cash functionality, such as Opportunities, Product configurations, Product rules, Price rules, Quotes, Orders, and contracts, as well as Lead-to-Cash business processes.
  • Reviewed and analyzed the effectiveness and efficiency of existing systems, and developed strategies for improving the application under test.

Salesforce CPQ Architect (Contractor)

Particle.io
San Francisco
02.2018 - 05.2019
  • Coordinated with Legal, Business Operations, Orders and Finance teams to execute customer engagements and process purchase orders.
  • Built and maintained dashboards focused on pipeline, bookings, risk, account performance and Sales Rep performance.
  • Provided Production support for Sales rep team.
  • Performing ongoing Sandbox refresh after monthly releases.
  • Provided day-to-day end user support and assist users with best practices to improve and increase Salesforce knowledge.
  • Utilized JIRA, to track assigned tickets and triage the bugs for monthly product releases.
  • Performed testing and customization of objects, fields, record types, page layouts, workflow and validation rules in salesforce.
  • Optimized end-to-end workflow efficiency related to Sales, Logistics and Finance transactions between Salesforce and integrated business applications.
  • Provided support to end users to resolve issues with salesforce and related applications & conducted weekly demos of new functionality for business stakeholders.
  • Analyzed key performance indicators to measure sales productivity and prepare reporting packages on monthly and quarterly results to executive management.
  • Reviewed internal systems and organized training plans to address areas in need of improvement.
  • Worked on Salesforce CPQ (Steel brick) pricing using list, cost/markup, percent total, block, price rules, calculator plugins, filter rules, system and user discounts.
  • Collaborated with cross-functional teams to develop and maintain Salesforce integrations with other systems, resulting in a 30% reduction in data errors and a 20% increase in data accuracy.
  • Developed and maintained Salesforce automation processes, including process builder, flows, and triggers, resulting in a 40% reduction in manual tasks and a 25% increase in team requirements.
  • Identified and supported business process requirements and development needs.
  • Tested functionality, performed debugging and carried out modifications to conduct quality checks.
  • Responsible for the design and development of 2 Salesforce CPQ Application.
  • Collaborate with the functional team, blueprint the technical design for the salesforce application considering all the functional, technical, non-functional and integration needs of the application.
  • Responsible for overall Solution Architecture and integration with other external applications.
  • Strong technical leadership skills with a fearlessness of rolling up your sleeves and getting your hands dirty.

Software Engineer

Salesforce.com
Bengaluru
11.2013 - 06.2017
  • Multiple sessions with Business, IT team of Confidential were conducted to gather business requirements and to create user stories.
  • I performed an extensive analysis of Confidential 's customer, product, customer hierarchy, orders, sales usage to understand fields requiring synchronization with Salesforce.
  • Functioned as an SME for the salesforce CPQ customization.
  • Worked with native Salesforce quote to cash functionality to design quotes, order management and billing for Back office operations.
  • Coordinated with Business Users and Pricing team to gather requirements for CPQ implementation.
  • Coordinated with Legal, Business Operations, Orders and Finance teams to execute customer agreements and process purchase orders.
  • Performed administrative tasks such as creating users, roles, profiles, sharing rules, email alerts and business processes.
  • Collected feedback from management and end users to determine business requirements for future releases.
  • Configured Pricing factors like variance pricing, volume-based pricing, attribute-based pricing.
  • Created Test Case, Test Plan Document for Project Modules Cases using JIRA.
  • Worked on integrating doc-u-sign with salesforce for emailing the envelopes to the members and configured doc-u-sign end-to-end.
  • Involved in Sales cloud Application setup activities and customized the apps to match the functional needs of the organization.
  • Performed business process modeling, user experience modeling and technical architecture diagramming.
  • Developed other supporting documentation such as source to target mapping documents, use cases, business logic flows, process flows and documenting training sessions.
  • Created relevant documentation such as UML diagrams - use cases, sequence diagrams, process flow charts, and prototypes, wireframes & closely worked with other consultants while implementing the solutions for the needs of organization.
  • Worked with software development and testing team members to design and develop robust solutions to meet client requirements for functionality, scalability and performance.
  • Reviewed project specifications and designed technology solutions that met or exceeded performance expectations.
  • Coordinated with other engineers to evaluate and improve software interfaces.
  • Designing, Development, Testing and Deploying Salesforce applications Expertise in Force.com, Apex classes, Apex triggers, Visualforce, LightningComponents, SOQL and SOSL Integration of Salesforce applications to other web services by consuming their WSDL and using remote site settings and Web Callout's using REST API.
  • Developed and tested different features around invoices, payments module with different gateways.
  • Wrote test cases so that the application could be tested in a legitimate environment.
  • Delivered user stories under a fast-paced environment practicing Agile methodologies.
  • Good experience on Continuous Integration with Repo and GIT/SVN Setup.
  • Quote-to-Cash (Salesforce CPQ & Billing) Product Design and development is being done using Agile Methodology.

Education

Bachelor of Science - Computer Engineering Technology

M S Ramaiah Institute of Technology
Bengaluru
06.2013

Skills

  • Strong Communication and Interpersonal Skills
  • Salesforce Development and Design
  • Apex Code
  • Time Management
  • Debugging and Troubleshooting
  • JIRA
  • Conga
  • Agile Methodology
  • Project Management
  • Data migration
  • Configuration management
  • Testing and Training and Deployment
  • Multitasking abilities
  • Salesforce CPQ (Steelbrick)
  • Expert in QTC Platform and Billing integrations
  • Apex
  • Visual Force
  • SOQL
  • Data loader
  • Prodly
  • JS Scripting
  • Salesforce Sales
  • Service cloud
  • Technical Architecture Design
  • Software Development Lifecycle
  • REST API Integration
  • Lightning Web components

Certification

  • Billing Specialist Superbadge
  • Advance Billing Specialist Superbadge
  • Salesforce Admin
  • Salesforce Advance Admin
  • Salesforce CPQ Specialist
  • Salesforce PD1
  • Salesforce Sales cloud
  • Salesforce App builder
  • SteelBrick Certified Admin

Timeline

Salesforce Technical Architect(Contractor)

Moz group
03.2024 - 03.2025

Salesforce Developer (CPQ & Billing SME)

Spinnaker Support
07.2022 - 10.2023

Salesforce QTC Consultant

Originalshift.com
05.2019 - 03.2022

Salesforce CPQ Architect (Contractor)

Particle.io
02.2018 - 05.2019

Software Engineer

Salesforce.com
11.2013 - 06.2017

Bachelor of Science - Computer Engineering Technology

M S Ramaiah Institute of Technology

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Supriya Venkatesh