Experience
Senior Business Systems Consultant — Salesforce FSC
Oct 2023 — Present
Cetera Financial Group & Incedo Inc. · Chicago, IL
Leading CRM strategy for one of the US's largest independent broker-dealer networks ($350B+ client assets) — modernising Advisor Servicing on Salesforce Financial Services Cloud.
- Architecting Salesforce FSC solutions that unify advisor-client relationships, household data, and service workflows across the full broker-dealer network.
- Implementing Agentforce AI agents to automate advisor servicing workflows — reducing manual case handling and enabling intelligent next-best-action recommendations for wealth advisors.
- Leveraging Salesforce Data Cloud to build unified client data profiles, enabling real-time personalisation and AI-driven insights across the advisor experience.
- Partnering with compliance, operations, and product owners to deliver regulator-ready configurations and audit-proof data flows.
- Driving CRM modernisation roadmap under Incedo's delivery model — aligning Salesforce AI and automation capabilities to measurable business KPIs for wealth management clients.
Salesforce FSC
Agentforce
Data Cloud
Einstein AI
AI Agents
Advisor Servicing
CRM Strategy
Compliance Integration
Principal Solutions Consultant & Functional Manager
2018 — 2023
Happiest Minds Technologies · Chicago, IL & Bengaluru, India
Owned full lifecycle FinTech platform engagements across US and Australian markets while managing the DBS–CRM practice for the US region — pre-sales through delivery.
- Managed implementation teams and delivery governance for cloud-based lending platforms — overseeing scope, timelines, and client satisfaction across multi-country engagements.
- Led pre-sales strategy: RFP responses, executive-level demos, and solution presentations contributing to multi-million dollar deal closures in FinTech and WealthTech verticals.
- Designed end-to-end architecture covering Loan Origination, ACH/EFT Payment Processing, P2P Marketplace Lending, eID Verification, and Credit Bureau Reporting on Salesforce.
- Deployed Salesforce Einstein AI and Wave Analytics enabling real-time credit decisioning, predictive risk scoring, and AI-powered performance dashboards for lending clients.
- Pioneered early adoption of AI-driven automation in lending workflows — reducing underwriting turnaround time and improving decision accuracy through machine learning models.
- Grew and mentored cross-geography delivery teams; introduced delivery frameworks that reduced project overruns by ~25%.
Sales Cloud
Service Cloud
Einstein AI
Agentforce
Cloud Lending
Loan Origination
ACH / EFT
AI Automation
Pre-Sales
Team Management
Senior Solution Consultant — Loan Origination & Servicing
2018 — 2022
OppFi · Chicago, IL (NYSE Listed)
Built and owned fully automated consumer lending platforms on Salesforce — covering origination through collections — at a high-growth FinTech now publicly listed on NYSE.
- Configured Salesforce Sales/Service Cloud (Classic + Lightning) to support high-volume consumer lending operations with thousands of daily loan decisions.
- Integrated Credit Bureau reporting, Payment Consolidation, eID Verification, and ACH processing directly into the Salesforce ecosystem.
- Developed Force.com custom business logic and workflow automation, reducing manual intervention in loan servicing by over 40%.
Force.com
Lightning
Credit Bureau
Payment Processing
eID Verification
Workflow Automation
Business Analyst → Sr. Software Engineer, Salesforce CRM
2009 — 2015
Bank of America & Merrill Lynch · Chennai · London · New York · Mumbai
Delivered Salesforce CRM operations at global investment banking scale — coordinating platform rollouts across three continents for one of the world's largest financial institutions.
- Administered and enhanced the Sales application suite: Salesforce CRM, Campaign/Conference Management, CTI, Sales Performance Reporting, and Apex Scheduler across global markets.
- Coordinated CRM application rollout across Chennai, London, New York, and Mumbai — working directly with business and tech partners on integration design and change management.
Salesforce CRM
Apex
Data Loader
CTI Integration
Global Rollout
Early Career
Foundation: Software Engineering · 2006 – 2009
Software Engineer — .NET, C#, Oracle, Supply Chain
Mahindra Satyam (now Tech Mahindra) · Hyderabad & India
2006 – 2009
Built web and desktop applications in .NET/C#; led data migration to Oracle 9i; SME for Hamilton & Grant (UK) Recipe R&D platform. Applied CCPM-based project management for food retail/manufacturing supply chain clients. Engineering instincts that continue to underpin techno-functional leadership today.
Education
B.Tech — Electronics & Communications Engineering
Kerala University
Systems engineering foundation underpinning 18 years of enterprise technology leadership
Pre-Degree — Science
Kerala University
At a Glance
18+
Years Exp.
7×
SF Certified
3
Continents
$B+
AUM Platforms
Salesforce Certified 7×
Agentforce Specialist
Salesforce · AI Agents
Data Cloud Consultant
Salesforce
Financial Services Cloud
Salesforce
Sales Cloud Consultant
Salesforce
Service Cloud Consultant
Salesforce
Certified Force.com Developer
Salesforce · DEV 401
Certified Administrator
Salesforce
ITIL V3 Foundation
IT Service Management
Domain Depth
Skills
Salesforce
AI & Automation
FinTech & Wealth
Leadership