Salesforce Product Owner & Commercial Reporting Manager

• May 2021 - Present

Salesforce Sales Cloud and ecosystem Pardot - Marketing Cloud Commercial Reporting Integration with various financial / billing systems User training and adoption Stakeholder engagement / management Team building Salesforce Sales Cloud and ecosystem Pardot - Marketing Cloud Commercial Reporting Integration with various financial / billing systems User training and adoption Stakeholder engagement / management Team building

CRM Systems Manager - Salesforce.com

• Jul 2015 - Dec 2021

• Implemented Sales cloud covering 700+ users and ensured continuous improvement, simplification and optimisation of the processes• Defined, developed & delivered Salesforce CRM & its eco-system roadmap (3 to 5 yrs)• Prepared project plans, provided project status reports, managed sprints / releases and delivered multiple Sales cloud related projects through agile development lifecycle• Fostered collaborative and effective relationships with Sr Management / stakeholders • Helped Sales teams to increase & improve efficiency & effectiveness of sales processes• Collaborated with senior business stakeholders across Sales, Strategy, Marketing, Finance, Products, Commercial, Services, Operations and with Architects / Developers etc• Managed RAID for Salesforce (and ecosystem) i.e. enhancement, bugs / issues, CRs• Developed and maintained functional / technical solution, process mappings, governance documentation and User guides for training• Implementation of Eloqua and Pardot Marketing Cloud and its integration with salesforce • led workshops with various stakeholders to clearly identify business requirements and built user stories, analysed complex requirements and presented in a simplistic format• Owned and managed Budget and Business case development for various projects• Integrated various apps/systems with Salesforce.com i.e. Cloud9 BI, Pardot, Yellowfin, Oracle, SharePoint, TAS Dealmaker, TAS Account Planner, RefEdge, Cust Survey app etc• Team management of 5+ (Nearshore-Romania & Offshore-Bangalore) • Recruitment, Training, Coaching, Mentoring, and supervision of technical team• Managed / built supplier relationship i.e. contract renewals, pricing negotiation etc.• Hands on configuration skills i.e. field, page layouts, record types, security settings, and good understanding about Validation rules, WF rules, Process Builders etc Show less

Salesforce CRM Consultant / Business Analyst

• Apr 2012 - Jun 2015

• Co-owned rollout of Salesforce.com CRM system globally • Workshops with various Business stakeholders to clearly identify business requirements• Used various methods i.e. work flow models, process models/diagrams, and user stories to define complex requirements, analysed and presented them in a simplistic format• Managed team of 3 (Salesforce Developers and Administrator) as well as worked with third party vendor’s teams• Translated business expectations, requirements, policies and structure effectively and ensured that system supports the business at its best• Managed project change requests i.e. enhancement, bugs• Designed & built multiple Reports, Pipeline funnel Reports & Dashboards to support Sr Management i.e. CXO, Regional Directors, Sales Managers, Services / Product Directors, Finance Controllers, Sales Operations• Completed multiple projects linked with CRM system i.e. Approvals automation, Risk profile embedded with Opportunities, automation of Sales commission, Cloud 9 (C9) reports, pipeline forecasting, supported Marketing team in the integration of Eloqua 10 with Salesforce• SalesForce.com training provided globally to existing staff & new joiners across the hierarchy i.e. Sales / Account Managers, PMs, Finance, Operations, off-shore teams etc.• Prepared process mappings, training material, including User Guides & Presentations• Carried out enhanced testing in both Dev and Prod environment• Pro-actively worked on Data Quality initiatives across all regions to ensure that processes are being followed and key information for management reports are accurate & available Show less

Sales Operations (Professional Services)

• Mar 2011 - Feb 2012

• Managed the timely and accurate production / analysis of MI reporting - (i.e. forecast, utilisation, project or product metrics, credit notes, expenses/cost, and capacity plans) • Facilitated monthly revenue forecast by gaining inputs from Project Managers & Consulting Managers & reviewed output with the regional management team prior to a global review. • Monitored the status of all Fixed Price projects, worked with the PM’s to assess the current financial position of projects and presented this information to regional management team. • Submitted monthly T&M Revenue Accruals reports to finance and ensured that all paid/prepaid invoices and accruals are correctly booked. • Worked closely with Global Cost Manager, identified over/under cost accruals, and ensured that correct monthly Cost accruals for Europe region is submitted and booked. • Worked closely with finance to ensure the revenue, provisions & costs are correctly booked. • Coordinated and delivered various ad-hoc MI & financial reporting requirements to Professional Services European management team. • Reviewed actuals versus forecast and investigated material variances with a view to providing meaningful analysis • Worked with Global Ops Manager and Consulting Managers for the preparation of Revenue Budget and Resource capacity planning & provided Headcount analysis. • Worked as a BA for the rollout of Cognos Reporting and Salesforce CRM, did requirement gatherings, worked with offshore technical teams to translate requirements, and did UAT Show less

Contract and Commercial Analyst / Consultant

• Mar 2010 - Feb 2011

• Compiled and analysed costs for various IT projects and assisted in month-end financial reporting requirements to Project Managers and Commercial Director • Prepared / consolidated various financial reports i.e. Forecast, Variance statements, Dashboard reports for various enterprise accounts; • Assisted Commercial Director and Private sector CFO in the preparation of Enterprise (M&R and Professional Services clients) market Budget involving more than 200 accounts. • Analysed more than 300 IT Contracts and ensured that contracts are managed to contracted commercial & financial terms – Inv & payments terms, cash collection etc; • Reviewed existing cliental contracts and identified opportunities and inconsistencies in the application of the various terms and conditions i.e. apply indexation on a timely basis etc • Assisted commercial director in the approval process of the various opportunities / new IT projects by identifying and raising various commercial and financial issues / opportunities • Identified financial irregularities and inconsistencies within the enterprise customer a/c and assisted in redressing those in liaison with various functions of the business and customers • Liaised with Program Office to ensure all work done has been correctly charged & invoiced; • Liaised with Treasury, credit control & business teams to ensure overdue debt remains lowest • Worked as Business Analyst to assist with the rollout of Clarity Forecasting and Reporting system, carried out enhanced Testing to ensure the newly built system supports the business Show less

Budget Analyst

• Jul 2008 - Dec 2008

Sales Operations / Finance Analyst

• Jun 2002 - Aug 2007