Ujjwal Tuladhar
Melissa,TX
Summary
Experienced Salesforce Administrator with a strong track record of optimizing CRM systems to enhance business processes, data integrity, and security. Skilled in automation, custom reporting, and cross-functional collaboration with finance, healthcare, and operations teams. I excel in delivering tailored Salesforce solutions that improve efficiency, streamline workflows, and provide actionable insights. With a background in SQL development, I bring deep expertise in data integration and management. Currently, I'm pursuing the Salesforce Platform Developer I certification, demonstrating my commitment to continuous learning and growth in the Salesforce ecosystem.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Salesforce Administrator
Cigna Health
01.2022 - Current
- Streamlined CRM Operations: Managed and optimized Salesforce environment, ensuring data integrity, security settings, and smooth system performance, aligned with organizational and healthcare compliance needs like HIPAA
- Cross-Team Collaboration: Partnered with Finance, Operations, and Healthcare teams to gather requirements and deliver scalable, business-driven solutions using Salesforce automation tools like Flow and Process Builder
- Data-Driven Insights: Designed custom reports and dashboards for leadership, providing actionable insights on patient management, financial performance, and overall business metrics
- Proactive Data Audits: Conducted regular audits to maintain data quality and compliance, improving decision-making processes and reducing errors
- User Enablement & Support: Provided hands-on user training and support, empowering teams to optimize workflows for patient services, financial processes, and cross-functional operations
- System Integration & Enhancements: Integrated Salesforce with various SaaS applications and systems, improving business process automation and streamlining data flow across platforms
- Resolved technical issues promptly and effectively, providing exceptional support to Salesforce users across organization.
Salesforce Administrator
Caliber Home Loans, Inc
03.2021 - 01.2022
- Optimized Financial Operations: Administered Salesforce and FinancialForce PSA to automate and streamline finance and operations workflows, improving productivity and accuracy
- Data Migration Leadership: Led system-wide data migration efforts, ensuring data accuracy and integrity to support financial reporting and strategic decision-making
- Custom Reporting Solutions: Developed tailored reports and dashboards to provide insights into resource allocation, project management, and financial controls, driving better business outcomes
- Seamless System Integrations: Successfully integrated Salesforce with third-party tools, collaborating closely with IT to ensure smooth system performance and enhance user adoption across departments
- Efficient Issue Resolution: Delivered prompt user support and troubleshooting, resolving system issues swiftly to maintain operational continuity
SQL Developer
Mid America Mortgage
02.2020 - 03.2021
- Worked closely with Salesforce Admins to improve how data flowed between SQL databases and Salesforce, ensuring everything was accurate and up to date
- Automated key data processes, making reporting faster and more reliable while cutting down on manual tasks for finance teams
- Identified and fixed data issues quickly, making sure everything ran smoothly and data remained trustworthy
- Optimized complex SQL queries, speeding up data retrieval and making the system run more efficiently
- Took care to implement data security best practices, keeping everything secure and compliant with industry standards
Junior SQL Developer
Bank of America
01.2017 - 02.2020
- Partnered with teams across organization to integrate financial systems, ensuring that data was always accurate and available in Salesforce
- Worked with stakeholders to design SQL databases that made financial reporting faster and more insightful, empowering team to make quicker decisions
- Automated routine data tasks, freeing up time and reducing risk of human error
- Played a key role in optimizing databases, improving performance and making report generation quicker and smoother
- Provided support for database management, ensuring everything ran without a hitch and business operations stayed on track
Education
Bachelor of Science - Information Technology
Islington College
Kathmandu, NepalSkills
- Salesforce Customization
- User Administration
- Workflow Management
- Process Automation
- Salesforce Configuration
- Report building
- Lightning Experience
- Salesforce Analytics
- Service Cloud Management
- Sales Cloud Management
- CPQ Configuration
- Query Optimization
- Stored Procedures
Certification
- Salesforce Certified Administrator
- Salesforce Certified Platform App Builder
- Salesforce Platform Developer I Certification
(Planned Completion: December 2024)
Timeline
Salesforce Administrator
Cigna Health
01.2022 - Current
Salesforce Administrator
Caliber Home Loans, Inc
03.2021 - 01.2022
SQL Developer
Mid America Mortgage
02.2020 - 03.2021
Junior SQL Developer
Bank of America
01.2017 - 02.2020
Bachelor of Science - Information Technology
Islington College
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