Waqas Siddiqui
Salesforce Administrator
Herriman,Utah
Summary
Experienced Salesforce Administrator with a strong background in B2B, SaaS, Sales Operations, and Technology Services Distribution. I bring a detail-driven and innovative approach to solving complex business challenges, with a passion for streamlining processes, enhancing efficiency, and delivering impactful results.
I thrive in collaborative environments, working cross-functionally with diverse teams to leverage data and technology in building scalable, impactful solutions. Whether optimizing flow automation or driving adoption of Salesforce best practices, I’m committed to delivering strategic, data-driven results that support growth and operational excellence.
SFDC Technology - Flows, Process Builders, Approval Processes, Apex Triggers, Visualforce, Lightning Component, Security Controls, Connected/Lightning Apps, Permission Sets, Permission Set Groups, Sharing Rules, Escalation rules. Assignment rules, Validation rules, Record types, Custom Objects, Fields, Layouts & Dynamic Lightning Record Pages, Reports & Dashboards, Custom Tabs, Apex, SOQL/PL/SQL, etc.
Overview
15
15
years of professional experience
3
3
Salesforce Certifications
1
1
Salesforce Trialhead Expeditioner
4
4
Years of Post-Secondary Education
1
1
Year of Leadership Development Program Certification.
Work History
Salesforce Administrator
Cornerstone First Mortgage, LLC
San Diego, CA
08.2025 - Current
- Designed, configured, and implemented Salesforce Case Management for IT requests, new employee onboarding, and change management case tracking.
- Developed multiple flow automations to streamline user onboarding, email notifications, task creation, mass email campaigns, and change management processes.
- Performed end-to-end testing to identify gaps and inefficiencies in existing automation flows; implemented improvements to enhance performance, reliability, and scalability.
- Designed and deployed a Salesforce approval process flow for change management cases, enabling IT leadership to review and approve new project requests.
- Partnered with Loan Officers to design and launch mass email campaigns, improving client outreach efficiency and engagement tracking.
- Uploaded, maintained, and validated new Loan Officer databases to ensure ongoing data accuracy and consistency.
- Cleaned and standardized existing Loan Officer contact records by identifying and merging duplicates; optimized duplicate matching and assignment rules to improve data quality.
- Onboarded and configured new Salesforce users, including provisioning accounts and assigning appropriate profiles, roles, and permissions.
Salesforce Administrator
Telarus, LLC.
Sandy, UT
09.2019 - 05.2025
- Over seven years of experience administering Salesforce CRM for more than 600 users, consistently delivering timely issue resolutions to minimize downtime, and maximize user satisfaction.
- Hands-on experience building, configuring, and implementing out-of-the-box solutions in Salesforce Sales Cloud, Service Cloud, Experience Cloud and Marketing Cloud Account Engagement, in close collaboration with Salesforce architects to meet business needs.
- Skilled in Agile collaboration, including sprint planning, breaking down features into user stories, and partnering with project managers to ensure on-time, high-quality delivery.
• Designed and implemented 100+ flow automations and 50+ approval processes to optimize Sales, Marketing, and Operations workflows, reducing manual tasks by 40%, and improving overall process efficiency. - Diagnosed and resolved back-office integration issues in Salesforce, including lead-to-account conversion, quote-to-order processes, email to case process, and change management case automation by analyzing debug logs and collaborating with development teams to identify root causes, enabling efficient solution design and deployment.
- Designed and managed the Salesforce security model, including profiles, permission sets, and sharing rules, to ensure proper user access, data security, and compliance.
- Built dynamic lightning record pages (Desktop & Mobile) and customized objects, fields, and layouts using filters, visibility rules, and Lightning component configurations to enhance user experience and meet stakeholder needs across Sales, Marketing, and Operations teams.
- Extensive experience building, configuring, and maintaining Salesforce call centers, with integrations to platforms such as Talkdesk, RingCentral, and Vonage; developed flow automation to dynamically display and auto-populate fields based on call details, reducing call logging time for the sales team by 50%.
- Over three years of experience in DevOps and release management, with a strong focus on CI/CD automation using Gearset, and version control with GitHub. Skilled in managing and maintaining multiple Salesforce sandboxes and executing deployments across all stages of the development lifecycle. Assisted with creating documentation around system configurations and changes made over time.
- Designed and implemented dashboards and sales pipeline visualizations to track lead conversion, campaign performance, and engagement. Delivered KPI and Einstein Activity Capture reports to support data-driven decisions and adoption analysis.
- Partnered with cross-functional teams to enable seamless integrations across platforms, including Marketo, Jira, DocuSign, Outreach, HubSpot, ZoomInfo, Revenue Grid, Inbox, Gong, Pardot, UI-Path, PDF Butler, and Qualtrics.
- Performed weekly data migrations and bulk updates using the Salesforce Data Loader tool, managing datasets of over 5,000 records with a high degree of accuracy.
- Conducted training sessions for end users on the usage of Salesforce application features.
Salesforce Admin/IS Integration Specialist
EFileCabinet, Inc.
Lehi, UT
11.2017 - 08.2019
- Successfully completed data maintenance and cleanup across Salesforce, HubSpot and Outreach, archiving over 25,000 closed lost, hard bounce and duplicate leads resulting in a 15% price reduction in system cost.
- Provide day-to-day administration, front-line application support and configuration to enterprise applications that form the basis of eFileCabinet's operations - mainly Salesforce, Zuora, HubSpot, Outreach and Gong.
- Built multi-stage email marketing flows based on user behavior and lifecycle stage, increasing engagement by 40%.
- Collaborated with functional team to proactively define system requirements based on business processes, configured functionality, conducted appropriate levels of testing and manage release into production environment.
- Maintain security such as user accounts, sharing rules, user profiles and roles, field level security, content folder rights, groups, list view rights.
- Performed customization by creating Salesforce custom objects, page layouts, record types, fields, dependent pick-lists, validation rules, workflow rules, reports, and dashboards based on departmental needs.
- Created and maintained workflow and approval processes for automated alerts and email generation on field updates.
- Resolves technical issues through debugging, research and investigation.
- Ensure data integrity by merging duplicate Leads, Contacts, and Accounts.
- Responsible for ongoing system functionality, maintenance, accessibility and updates.
- Rebuilt reporting dashboards to improve data transparency for marketing and sales leadership.
- Good knowledge in migrating Salesforce Classic to Salesforce Lightning to support business processes.
Senior Computer Analyst/Functional Technology Developer
Idaho State University
Pocatello, ID
02.2015 - 11.2017
- Lead a team of 9 members and mentored them to achieve our goals and targets.
- Successfully implemented TouchNet Commerce Suite, including Student Bill+Payment, Business Office, Campus Merchant, and Marketplace modules, which increased campus revenue by over 15%.
- Developed and maintained custom student invoicing for foreign and domestic 3rd party agencies using SQL Developer, MS Access, and MS Excel; reduced invoicing time by 50% and recovered over 13 million in Student AR receivables.
- Wrote PL/SQL reports and designed aesthetically pleasing end user reports using Argos Report Writer; incorporated PL/SQL packages, procedures, functions, triggers, views, etc.
- Advanced knowledge on Banner ERP Student AR Module Oracle Database.
- Over 7 years of experience in handling sensitive student financial data regarding tuition and fees payments.
- Interact with Software Developers and vendors to resolve issues and determine root causes based on product specifications and requirements.
- Interact with vendors to manage licensing/maintenance agreements and resolve hardware/software issues.
- Responsible for administering, installing, configuring, training, and supporting all cashiering stations, and mobile POS devices on campus (Pocatello, Idaho Falls, and Meridian).
- Developed and maintained custom websites and multimedia interfaces using TouchNet, HTML, CSS, JavaScript, Dreamweaver CS5, and Terminal Four CMS.
Accountant/Analyst
Idaho State University
Pocatello, ID
04.2011 - 01.2015
- Worked with students resolving tuition billing problems, third-party agency billing problems and student account holds on the ERP Banner System.
- Produce regular weekly, monthly, quarterly, annual financial reports by accessing the database using SQL queries.
- Developed training and resources for departmental cashiering and online stores.
- Developed and maintained CASHNet eMarket online stores for various departments at ISU.
- Involved in developing and maintaining payment mobile app for ISU departments, including handing hardware and software security of the mobile devices.
- Involved in setting up CASHNet physical cashiering stations all over campus.
- Involved in planning, developing and maintaining PCI compliance and security for all departments at ISU.
- Developed and maintained Finance and Admin website using Dreamweaver CS5.
- Assembled and installed a wide array of computer systems, workstations, and peripheral hardware.
Education
Bachelor of Business Administration - Computer Information Systems
Idaho State University
Pocatello, ID 08.2004 - 05.2010
Skills
Salesforce Platforms: Salesforce CRM, Salesforce Marketing Cloud, Pardot, Sales Cloud, Service Cloud, Experience Cloud, Knowledge, Data Cloud)
Development & Integration: Gearset, GitHub, APIs (REST & SOAP), External Client Apps
Programming Languages: Apex, Visualforce, HTML, CSS
Data Management: CRM Analytics, Einstein Activity Capture, Data Modeling, Data Migration, SQL, SOQL, Dataloader, Workbench, FieldTrip, Data Cleansing
Reporting: Einstein Activity Capture (Inbox Users), Custom Report Building, Dashboard Creation, Event Monitoring
Project Management: Agile and SCRUM Methodologies, JIRA, Change Management, Cross-functional collaboration
Tools & Technologies: HubSpot, Marketo, SF Mobile, Inbox, Docusign, Adobe Sign, PDF Butler, Revenue Grid, ZoomInfo, Outreach, Gong, Talkdesk, RingCentral, Microsoft Excel
Certification
Salesforce Certified Platform App Builder Certification
- In Progress
Salesforce Certified AI Associate
Issued Sep 2023
Credential ID: 3664505
Salesforce Certified Administrator (SCA)
License Issued Feb 2019
Credential ID: 19860486
Salesforce Certified Advanced Administrator (SCAA)
Issued Nov 2022
Credential ID: 2717593
Trialhead Mountaineer
Issued Feb 2018
Leadership Development Program
Start Date: January 2013 End Date: December 2013
Idaho State University
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
The problem is not to find the answer; it’s to face the answer.
Terence McKenna
Work Preference
Work Type
Full TimePart TimeInternshipLocation Preference
RemoteImportant To Me
401k matchPaid sick leaveHealthcare benefitsWork from home optionPaid time offFlexible work hoursTools
- Dataloader
- Work Bench
- FieldTrip
- JIRA
- ZoomInfo
- Revenue Grid
- Marketo
- Gearset
- GitHub
- DMS: (Docusign, Adobe Sign, PDF Butler)
- RingCentral
- Talkdesk
- Slack
- Microsoft Excel
- SOQL & PL/SQL
- Apex
- Outreach
- Gong
Languages
Urdu
Native language
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Timeline
Salesforce Administrator
Cornerstone First Mortgage, LLC
08.2025 - Current
Salesforce Administrator
Telarus, LLC.
09.2019 - 05.2025
Salesforce Admin/IS Integration Specialist
EFileCabinet, Inc.
11.2017 - 08.2019
Senior Computer Analyst/Functional Technology Developer
Idaho State University
02.2015 - 11.2017
Accountant/Analyst
Idaho State University
04.2011 - 01.2015
Bachelor of Business Administration - Computer Information Systems
Idaho State University
08.2004 - 05.2010