Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

VENKATESH KURUVELLA

Somerville,NJ

Summary

Senior Salesforce & Data Cloud Architect with 13+ years of experience delivering enterprise-scale CRM and marketing technology solutions across Banking, Life Sciences, Telecom, Healthcare, Insurance, and Financial domains. Extensive expertise in Salesforce Data Cloud, Marketing Cloud, Sales Cloud, Service Cloud, and Experience Cloud with a strong focus on customer data unification, segmentation, and multi-channel activation strategies.

Hands-on experience designing and implementing Data Streams, Data Lake Objects (DLOs), Data Model Objects (DMOs), Identity Resolution rules, reconciliation logic, and harmonized customer profiles within Salesforce Data Cloud. Proven expertise in integrating Salesforce CRM, Marketing Cloud (Email & Mobile Studio), Personalization Studio, MuleSoft, Amazon S3, and SFTP to enable real-time data ingestion and targeted activations.

Over 6 years of experience in Salesforce Marketing Cloud, including Journey Builder, Automation Studio, Content Builder, AMPscript, SSJS, SQL, Mobile Connect, Cloud Pages, and complex audience segmentation. Strong background in architecting integrations between Marketing Cloud and Sales/Financial Services Cloud environments to deliver seamless customer engagement solutions.

Experienced in Salesforce Sales, Service, and Experience Cloud development and customization, including Lightning Web Components (LWC), Aura Components, Apex Classes, Triggers, Batch Apex, REST API integrations, Flows, Approval Processes, Validation Rules, and robust security models (roles, profiles, permission sets, and groups).

Skilled in CI/CD and deployment across multiple environments (Dev, QA, UAT, Production) using Change Sets, ANT, and Force.com IDE. Adept at building executive-level reports and dashboards for pipeline visibility, forecasting, user adoption, and data quality tracking.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Senior Salesforce Multi-Cloud Architect & Developer

Fifth Third Bank (Banking & Financial Services)
06.2024 - Current
  • Architected Financial Services Cloud (FSC) implementation for Fifth Third’s retail and commercial banking with financial account management, wealth management dashboards, mortgage lending workflows, relationship mapping, action plans, and Customer 360 views serving 200,000+ banking customers with real-time portfolio visibility and personalized financial recommendations.
  • Designed CPQ & Revenue Cloud for complex lending product configuration with dynamic pricing matrices, rate calculators, discount approval chains, subscription billing, Avalara integration, and Salesforce Billing with multi-currency support, tax engine integration, and automated invoicing processing $50M+ monthly with SOX-compliant revenue recognition.
  • Built OmniStudio-powered guided digital experiences with FlexCards, OmniScripts, Integration Procedures, DataRaptors, and Decision Matrices for streamlined loan origination, account opening, KYC verification, and customer onboarding reducing process time by 55%.
  • Developed complex Apex (Batch/Scheduled/Queueable), Platform Events, CDC for portfolio analysis, interest recalculations, AML screening, regulatory reporting, and compliance checks handling 500K+ records nightly with 95%+ test coverage and zero governor limit violations.
  • Built Lightning Web Components with reactive wire services, LMS (Lightning Message Service), imperative Apex for responsive banker workstation, relationship explorer, and customer self-service portal with Dynamic Forms and Dynamic Actions.
  • Engineered MuleSoft Anypoint (CloudHub 2.0, DataWeave) and AWS Lambda/S3/SQS/EventBridge integrations connecting Salesforce with core banking, payment gateways, credit bureaus (Equifax/Experian/TransUnion), Plaid, and Stripe processing 250K+ daily transactions with 99.9% reliability.
  • Configured Data Cloud (CDP) for unified customer profile, real-time segmentation, identity resolution, and Snowflake data lake integration with Einstein AI (Prediction Builder, Discovery, Einstein GPT) for predictive churn scoring, next-best-action, and AI-powered financial recommendations.
  • Implemented Salesforce Shield (Platform Encryption, Event Monitoring, Field Audit Trail), Data Mask, Transaction Security Policies achieving 100% SOX, PCI-DSS, GLBA regulatory compliance with real-time anomaly detection and automated audit trails.
  • Designed DevOps pipeline with Copado, Jenkins, GitHub Actions, SFDX with scratch orgs, automated Apex/Jest testing, PMD/SonarQube code quality gates, and branch-based deployment enabling zero-downtime releases across regulated banking environments.
  • Built Tableau CRM (CRM Analytics) dashboards for executive visibility into loan performance, customer engagement, portfolio risk, AML compliance, and Experience Cloud self-service portal with SSO/MFA achieving 85% adoption and 50% call volume reduction.
  • Project: Enterprise Financial Services Cloud, CPQ/Revenue Cloud & AI-Powered Banking Platform
  • Tech Stack: Salesforce Financial Services Cloud (FSC), Sales Cloud, Service Cloud, CPQ, Revenue Cloud, Billing, Data Cloud (CDP), OmniStudio (FlexCards, OmniScripts, DataRaptors), Einstein AI (Prediction Builder, Discovery, GPT), Apex, LWC, MuleSoft Anypoint, REST/SOAP APIs, AWS (Lambda, S3, SQS, Redshift, EventBridge), Salesforce Shield, Copado, Jenkins, GitHub Actions, SFDX, Tableau CRM

Salesforce Consultant & Multi-Cloud Specialist

Johnson & Johnson (Healthcare & Pharmaceutical)
01.2023 - 05.2024
  • Designed Salesforce Health Cloud patient services platform with Patient 360, care plans, care teams, gap identification, clinical timeline, member engagement automation, and OmniStudio (FlexCards, OmniScripts, DataRaptors) for guided clinical workflows supporting 500K+ patient records with HIPAA/HITECH compliance.
  • Implemented Marketing Cloud (Journey Builder, Email Studio, Automation Studio, Mobile Studio) for multi-channel healthcare campaigns targeting medical professionals, patients, and caregivers with personalized engagement journeys, A/B testing, predictive sent optimization, and compliance-aware content filtering for pharmaceutical marketing regulations.
  • Configured Service Cloud console for provider inquiries, pharmacist requests, and distributor cases with Omni-Channel routing, Skills-Based routing, Einstein Case Classification, and automated escalation across support tiers and global geographies serving 15,000+ monthly cases.
  • Developed complex Apex (Triggers, Batch, Scheduled, Queueable) for pharmaceutical order processing, drug adherence monitoring, patient assistance eligibility, territory management, and intelligent lead assignment with nightly AWS synchronization.
  • Built Lightning Web Components for field reps managing provider interactions, inventory updates, case submissions via mobile-optimized interfaces with offline capabilities, geolocation services, and real-time backend sync.
  • Engineered MuleSoft and AWS Health Lake (HL7 FHIR) integrations connecting Salesforce with Epic EHR, Cerner, pharmacy systems, and clinical trial platforms processing 500,000+ monthly transactions with HIPAA-compliant data interoperability.
  • Implemented HIPAA, HITECH, FDA 21 CFR Part 11, GxP compliance with Salesforce Shield, Platform Encryption, Event Monitoring, Field Audit Trail, Data Classification achieving 100% audit readiness with automated compliance monitoring.
  • Migrated legacy pharma CRM data using Informatica Cloud, MuleSoft Composer, Data Loader with deduplication, enrichment, validation, and master data management across 50+ data sources ensuring complete data lineage and governance.
  • Designed Einstein Analytics dashboards with Einstein Discovery for predictive patient adherence, medication effectiveness analysis, provider performance, and AI-powered resource optimization.
  • Managed CI/CD pipeline with Jenkins, Bitbucket, SFDX with scratch orgs, automated testing (95%+ coverage), PMD code quality gates, and Experience Cloud patient/provider portal with SSO and MFA for secure self-service.
  • Project: Multi-Cloud Health Cloud, Marketing Cloud & Pharma Compliance Platform
  • Tech Stack: Salesforce Health Cloud, Service Cloud, Marketing Cloud (Journey Builder, Email Studio, Automation Studio), Sales Cloud, Experience Cloud, OmniStudio (FlexCards, OmniScripts, DataRaptors), Apex, LWC, Visualforce, MuleSoft, REST/SOAP APIs, HL7 FHIR, AWS (Lambda, S3, HealthLake, CloudWatch), Informatica Cloud, Salesforce Shield, Einstein Analytics, Jenkins, Bitbucket, SFDX

Salesforce Developer

Verizon Communications (Telecommunications & Technology)
01.2020 - 12.2022
  • Designed enterprise multi-cloud Salesforce CRM supporting 100,000+ customer accounts with Sales Cloud for opportunity management, Service Cloud for case resolution with Omni-Channel, CPQ for complex telecom product bundling, and Billing for subscription management and automated invoicing.
  • Implemented Salesforce CPQ for Verizon’s complex product catalog with product bundling, guided selling, dynamic pricing rules, discount schedules, multi-dimensional quoting, and approval chains reducing quote generation time by 40% and improving pricing accuracy across B2B and B2C models.
  • Configured Field Service Lightning for Verizon’s field operations with work order management, intelligent scheduling, mobile workforce optimization, inventory tracking, and geolocation-based dispatch serving 5,000+ field technicians across national service operations.
  • Built and deployed Lightning Web Components powering high-traffic dashboards and service modules with Platform Events and CDC enabling real-time CRM data sync for customer lifecycle and transaction tracking.
  • Developed Apex (Triggers, Classes, Batch, Queueable) automating contract renewals, ticket escalations, service upgrades, SLA monitoring, and MuleSoft/REST/SOAP API integrations with billing and provisioning systems processing 300K+ daily transactions.
  • Managed large-scale data migration (20M+ records) using Data Loader, MuleSoft, Informatica with deduplication, validation, enrichment ensuring zero data loss from legacy CRMs.
  • Configured Salesforce Shield (Platform Encryption, Event Monitoring, Field Audit Trail) for SOX, PCI-DSS and telecommunications regulatory compliance with 2FA, role-based security, and comprehensive audit logging.
  • Built CI/CD pipelines with Jenkins, Bitbucket, SFDX with scratch orgs, automated testing, change set management across Dev/QA/UAT/Production.
  • Designed Experience Cloud portals for B2B partners and B2C customers with SSO (SAML 2.0), 2FA, self-service capabilities, and responsive design achieving 80% adoption.
  • Built Einstein Analytics dashboards for customer engagement, service performance, churn prediction, and executive KPI monitoring with 90%+ test coverage and peer code review standards.
  • Project: Enterprise Multi-Cloud CRM, CPQ/Billing & Real-Time Integration Platform
  • Tech Stack: Salesforce Sales Cloud, Service Cloud, CPQ, Billing, Experience Cloud, Field Service Lightning, Apex, LWC, Visualforce, Platform Events, CDC, MuleSoft, REST/SOAP APIs, AWS (EC2, Lambda, S3, CloudWatch), Salesforce Shield, Data Loader, Jenkins, Bitbucket, SFDX, Einstein Analytics

Salesforce Developer

Cognizant Technology Solutions (Client: Capital One — Banking & Financial Services)
06.2018 - 01.2020
  • Implemented Financial Services Cloud (FSC) for Capital One’s wealth management and lending operations with financial account management, relationship mapping, action plans, referral management, and Customer 360 views supporting 150,000+ banking customers with personalized financial advisory workflows.
  • Configured Salesforce CPQ for lending product configuration with dynamic pricing, rate calculations, discount approval chains, and quote-to-contract automation reducing quote generation time by 35% across personal loans, auto loans, and credit products.
  • Developed Apex classes, Triggers, Batch Apex for automated loan origination, credit decisioning workflows, AML/KYC screening, and portfolio risk calculations handling 200K+ records nightly with governor limit optimization.
  • Built Lightning Components and Visualforce pages for banker workstation providing unified customer financial profile with account aggregation, credit history, and lending recommendations.
  • Engineered REST API integrations connecting Salesforce with credit bureaus, core banking systems, and payment processors enabling real-time credit checks and SOX-compliant transaction processing.
  • Implemented Salesforce Shield and security architecture with Platform Encryption, Field Audit Trail, profiles, permission sets, sharing rules ensuring SOX, PCI-DSS, GLBA compliance for financial data protection.
  • Migrated legacy banking CRM data using Informatica Cloud and Data Loader with deduplication, validation, enrichment ensuring data integrity across customer, account, and transaction records.
  • Configured Process Builders, Flows, Approval Processes for loan approval chains, compliance review workflows, and SLA-driven case escalation with automated notifications.
  • Built dashboards and reports for lending performance, customer acquisition, portfolio risk, and regulatory compliance metrics with scheduled executive reporting.
  • Managed CI/CD with Jenkins and Change Sets across Dev/QA/UAT/Production with automated testing and code reviews in regulated banking environment.
  • Project: Financial Services Cloud, CPQ & Lending Automation Platform
  • Tech Stack: Salesforce Financial Services Cloud (FSC), Sales Cloud, Service Cloud, CPQ, Apex, Lightning Components, Visualforce, REST/SOAP APIs, AWS (S3, Lambda), Informatica Cloud, Data Loader, Salesforce Shield, Process Builder, Flows, Jenkins, Change Sets

Salesforce Developer

Cognizant Technology Solutions (Client: Anthem/Elevence Health — Healthcare & Insurance)
08.2017 - 05.2018
  • Developed Salesforce Service Cloud for Anthem’s member support handling 50,000+ monthly cases across enrollment, claims, benefits, and provider disputes with Omni-Channel routing, SLA-driven assignment, and automated escalation.
  • Implemented Marketing Cloud (Email Studio, Journey Builder) for member engagement campaigns including enrollment reminders, wellness program outreach, preventive care notifications, and personalized health journey automation across 2M+ health plan members.
  • Built Apex Triggers, Classes, Batch Apex for claims validation, member eligibility verification, enrollment processing, and provider credentialing workflows with bulk processing for healthcare datasets.
  • Developed Visualforce pages and Lightning Components for member service console with unified demographics, claims history, enrollment status, and authorization views.
  • Integrated Salesforce with claims adjudication and enrollment systems using REST/SOAP APIs and AWS S3 for secure document storage of member correspondence, EOBs, and regulatory documentation.
  • Configured Process Builders, Workflow Rules, Approval Processes for claims escalation, grievance tracking, appeal processing, and regulatory reporting with HIPAA-compliant workflows.
  • Implemented security architecture with Salesforce Shield, profiles, permission sets, sharing rules, and field-level security ensuring HIPAA compliance and PHI protection.
  • Migrated legacy member data using Data Loader and Workbench with validation, deduplication, and data quality checks across enrollment, claims, and provider systems.
  • Built dashboards and reports for claims performance, member satisfaction, SLA compliance, and marketing campaign effectiveness with automated scheduled delivery.
  • Participated in Agile ceremonies including sprint planning, daily standups, retrospectives, UAT coordination, and stakeholder demos for healthcare CRM features.
  • Project: Service Cloud, Marketing Cloud & Claims Automation Platform
  • Tech Stack: Salesforce Service Cloud, Sales Cloud, Marketing Cloud (Email Studio, Journey Builder), Apex, Visualforce, Lightning Components, REST/SOAP APIs, AWS (S3, Lambda), Data Loader, Workbench, Process Builder, Workflow Rules, Salesforce Shield, Change Sets

Junior Salesforce Developer

Cognizant Technology Solutions (Client: CVS Health — Healthcare & Retail Pharmacy)
06.2016 - 07.2017
  • Developed Salesforce Sales Cloud and Service Cloud for CVS’s pharmacy services supporting prescription management, patient inquiries, and pharmacy benefit coordination across 9,900+ retail locations.
  • Built Apex classes, Triggers, and Visualforce pages for prescription refill automation, patient notification workflows, insurance verification, pharmacy inventory integration, and controlled substance authorization.
  • Configured Workflow Rules, Process Builders, Approval Processes for prescription exception handling, pharmacist review workflows, and compliance reporting with automated regulatory documentation.
  • Integrated Salesforce with pharmacy management systems using REST APIs for real-time prescription tracking, drug interaction checking, insurance eligibility verification, and formulary validation.
  • Implemented security configuration with profiles, roles, permission sets, sharing rules, and field-level security ensuring HIPAA compliance and PHI protection for patient prescription and health data.
  • Configured Service Cloud case management for patient support handling prescription inquiries, insurance disputes, and pharmacy complaints with SLA tracking and auto-escalation.
  • Migrated legacy pharmacy CRM data using Data Loader and Workbench with validation, deduplication, and enrichment ensuring accurate patient and prescription records.
  • Built reports and dashboards for prescription volumes, patient engagement, pharmacy performance, and operational KPIs with scheduled reporting for management.
  • Configured Knowledge Management with pharmacy procedures, drug information articles, and compliance documentation enabling faster case resolution and consistent service quality.
  • Managed deployments using Change Sets across sandbox and production with testing validation, code reviews, and release documentation supporting post-deployment adoption.
  • Project: Salesforce CRM Foundation, Sales Cloud & Pharmacy Services Platform
  • Tech Stack: Salesforce Sales Cloud, Apex, Visualforce, Workflow Rules, Process Builder, REST APIs, Data Loader, Workbench, Reports & Dashboards, Change Sets, Profiles, Roles, Sharing Rules, Knowledge Management

Education

Master’s Degree - Business Analytics

Trine University
USA

Bachelor’s Degree - Computer Science

Mahamaya University
India

Skills

  • Multi-Cloud: Sales Cloud, Service Cloud, Health Cloud, Financial Services Cloud (FSC), CPQ, Revenue Cloud, Billing, Marketing Cloud, Experience Cloud, Data Cloud (CDP), OmniStudio, Field Service Lightning, Commerce Cloud (B2B/B2C), Salesforce Industries (Vlocity), Einstein AI, Tableau CRM
  • FSC & Revenue: Financial Account Mgmt, Wealth Mgmt, Mortgage/Lending, Insurance Policy Admin, CPQ Pricing Matrices, Subscription Billing, Revenue Scheduling, Usage-Based Pricing, Contract Lifecycle, Tax Engine, Multi-Currency, Automated Invoicing
  • OmniStudio: FlexCards, OmniScripts, Integration Procedures, DataRaptors, Business Rules Engine (BRE), Expression Sets, Decision Matrices, Guided Digital Experiences, Industries CPQ
  • Apex Development: Apex Classes, Triggers, Batch/Scheduled/Queueable/Future Apex, Platform Events, CDC, Custom Metadata, Apex REST/SOAP Services, Governor Limit Optimizations, 95% Test Coverage
  • LWC & UI: Lightning Web Components, Aura, Visualforce, FlexiPages, Dynamic Forms/Actions, Wire Service, Imperative Calls, LMS, SLDS, Custom Record Pages, App Builder
  • Integration: MuleSoft Anypoint (CloudHub 20, API Manager, DataWeave), REST/SOAP APIs, Named Credentials, External Services, Platform Events, Streaming API, Salesforce Connect, Heroku Connect, HL7 FHIR
  • AWS Cloud: Lambda, S3, SQS, SNS, API Gateway, EventBridge, Kinesis, Redshift, DynamoDB, CloudWatch, CloudFormation, HealthLake, IAM, VPC
  • Data & Analytics: Data Cloud (CDP), Einstein Analytics, Tableau CRM, CRM Analytics, Einstein AI (Prediction Builder, Discovery, Bots, GPT), Tableau, Snowflake, Informatica Cloud, Data Loader, Duplicate Mgmt, MDM
  • DevOps & CI/CD: SFDX, Scratch Orgs, 2GP, Copado, AutoRABIT, Gearset, Jenkins, GitHub Actions, Bitbucket Pipelines, Azure DevOps, Flosum, PMD, SonarQube, Clayton, Jest, Provar
  • Compliance: HIPAA, HITECH, SOX, PCI-DSS, GDPR, GLBA, CCPA, FDA 21 CFR Part 11, Salesforce Shield, Platform Encryption, Event Monitoring, Field Audit Trail, Data Mask, Data Classification, Transaction Security
  • Methodologies: Agile/Scrum/SAFe, DevOps, CI/CD, SDLC, UAT, Release Mgmt, Code Reviews, Jira, Confluence, Architecture Governance

Certification

  • Salesforce Certified Platform Administrator
  • Salesforce Certified Platform Developer
  • Salesforce Certified Agentforce Specialist

Timeline

Senior Salesforce Multi-Cloud Architect & Developer

Fifth Third Bank (Banking & Financial Services)
06.2024 - Current

Salesforce Consultant & Multi-Cloud Specialist

Johnson & Johnson (Healthcare & Pharmaceutical)
01.2023 - 05.2024

Salesforce Developer

Verizon Communications (Telecommunications & Technology)
01.2020 - 12.2022

Salesforce Developer

Cognizant Technology Solutions (Client: Capital One — Banking & Financial Services)
06.2018 - 01.2020

Salesforce Developer

Cognizant Technology Solutions (Client: Anthem/Elevence Health — Healthcare & Insurance)
08.2017 - 05.2018

Junior Salesforce Developer

Cognizant Technology Solutions (Client: CVS Health — Healthcare & Retail Pharmacy)
06.2016 - 07.2017

Bachelor’s Degree - Computer Science

Mahamaya University

Master’s Degree - Business Analytics

Trine University
VENKATESH KURUVELLA