Surya Karunanidhi

Agentforce & AI

• Driving 3 Agentforce/AI use cases across Sales and Quote-to-Cash for an enterprise organization with 2,000+ users, translating business processes into AI-powered experiences for sales and business teams.
• Designed a Deal Assistant Agent that synthesizes Clari transcripts and meeting recordings into a consolidated copilot experience, resulting in a 21% average increase in deal velocity and 22% improvement in user-customer engagement, while reducing deal complexity and returning time to sellers.
• Designed an AI-powered Morning Coffee experience for Account Executives, bringing together account and opportunity pipeline, weekly deal priorities, customer-specific deal focus, opportunity hygiene checks, and workflow actions; addressed 10K+ opportunity hygiene violations, improving data quality and pipeline visibility.
• Designed Guided Selling use cases using customer purchase history and other business parameters to support personalized product recommendations and improve seller decision-making.
• Helped improve Agentforce adoption from 48% to 87% by incorporating user feedback and partnering with business, product, engineering, and architecture teams to refine AI experiences and drive adoption.

Salesforce Product Transformation

• Lead discovery, process mapping, fit-gap analysis, functional design, and requirements definition for enterprise Salesforce transformations across Service Cloud, CPQ, Revenue Cloud, Experience Cloud, and Quote-to-Cash.
• Translate business requirements into user stories, acceptance criteria, functional specifications, and implementation priorities, aligning business, product, architecture, and engineering teams.
• Support solution strategy and transformation roadmaps by evaluating Salesforce capabilities, integrations, data dependencies, automation requirements, and delivery considerations.

• Led global Salesforce delivery, innovation, and governance initiatives and served as product and functional owner of the Salesforce ecosystem.
• Managed a $2M+ portfolio across 20+ resources and 15+ workstreams, introducing sprint capacity tracking, RCA frameworks, and performance feedback loops to improve delivery predictability and efficiency.
• Led Salesforce delivery across 40+ integration systems, coordinating business, engineering, architecture, integration, and vendor teams across complex dependencies.
• Led discovery activities including requirements gathering, fit-gap assessments, journey mapping, POCs, and transformation roadmap definition.
• Partnered with Salesforce and ERP integration teams to align roadmaps, manage dependencies, and develop solution strategies across business and technical stakeholders.
• Led onboarding and vendor transitions across 20+ resources and 15+ workstreams, strengthening delivery continuity and CI/CD processes.
• Drove AI-led innovation initiatives including Whitespace Analysis and Salesforce AI Assist, exploring opportunities to apply emerging Salesforce AI capabilities to business processes.
• Strengthened governance and delivery quality through executive reporting, regression testing, documentation standards, and operational processes.

Delivered Salesforce transformations for global clients across the US, Europe, and APAC, combining consulting, business analysis, solution design, product leadership, and delivery management across CRM, Quote-to-Cash, and partner ecosystems.

• Managed 20+ cross-functional team members across multiple time zones, driving Agile execution, prioritization, governance, delivery planning, and executive reporting.
• Led end-to-end Quote-to-Cash transformation for a leading cybersecurity enterprise spanning partner discounting, Service Cloud Voice, AWS provisioning, Data Cloud unification, and Salesforce org merge.
• Led Salesforce programs across Sales Cloud, CPQ, Billing, Service Cloud, Experience Cloud, and Data Cloud, translating business requirements into scalable platform solutions.
• Led discovery, as-is/to-be process mapping, gap analysis, functional design, user stories, acceptance criteria, UAT, training, and adoption across enterprise transformation programs.
• Designed and implemented CPQ Data Migration Automation, achieving an 80% productivity improvement through automation of manual migration activities.
• Automated AWS provisioning and billing integrations supporting Quote-to-Cash processes and downstream enterprise operations.
• Led Experience Cloud partner portal transformation enabling partner onboarding, rebates processing, fund allocation, approvals, and incentive management.
• Built internal Data Cloud expertise and contributed to Salesforce Center of Excellence initiatives, training, and reusable delivery practices.
• Led pre-sales engagements including customer discovery, RFP scoping, estimation, solution design, value articulation, and roadmap definition.

• Delivered Salesforce and enterprise technology solutions and implementations across requirements, solution design, development, integration, deployment, and client collaboration.
• Delivered Sales Cloud rollout, Salesforce org migration, and geolocation-based sales tracking for a multinational cement company for over 500+ users.
• Implemented CPQ optimization, approval workflows, and case-routing automation for a US-based automotive client.
• Delivered MS Dynamics API integration and Lightning migration, automating sales, order, and inventory management for a Singapore-based agricultural firm.
• Designed and implemented self-service banking applications deployed across nationwide ATM environments, supporting customer self-service adoption.
• Hands-on Salesforce configuration across objects, Flows, validation rules, and reporting.

GPA: 8.2/10

GPA: 7.9/10

GPA: 93.41%

GPA: 90%