Summary
Overview
Work History
Education
Skills
Certification
Languages
Technical Skills
Industry Exposure
Functional Other Skills
Consulting Projects
References
Hobbies and Interests
Timeline
Generic

REHAN NAYYER

Toronto,ON

Summary

To become a strategist who helps organization/client grow exponentially streamlining their processes and systems using years of functional and technical experience with Salesforce across several industries. To be part of a result-oriented and challenging work environment where I can teach and learn at the same time contributing towards the success of my employer and myself.

Over 16+ years of techno-functional experience primarily with CRM and ERP solutions including 11 years of experience working on the Salesforce platform. Executed several end-to-end projects playing the role of Salesforce Manager/Architect. Architectural experience including design document, architecture blueprint, integration flows, process flows, vendor evaluation etc. Detailed exposure to methodologies such as SDLC and Agile. Salesforce Architecture lead role in implementation of Marketing Cloud for Digital Precious Metals at the Bank. Salesforce Architecture lead role for migration to Financial Service Cloud understanding the security, data model and gap analysis from current to future state. Experience of Salesforce administration, configuration, and development Using Apex triggers, Visualforce, Future methods, and Batch processes. Hands on experience of integrating Salesforce with tools including Zendesk, Delighted, Periscope etc. Using HTTP Callouts and Batch apex. Experience managing Salesforce resources and help with their career aspirations. Hands on experience with common app exchange addons such as InsideSales, ClearSlide, Cirrus Analytics, Zendesk, Docusign, Gong, Delighted, and SurveyPal. Project Lead experience with end-to-end projects including requirement analysis, design, development, testing, UAT, training and roll-out. Excellent communication skills with several years of client correspondence experience. Work with Enterprise stakeholders to define strategy following industry practices.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Salesforce Architect

TD
07.2018
  • Oversee all aspects of Capital Markets CRM org with business and vendor which is a product built on Salesforce platform particularly for Investment Banking and Equities
  • Playing Salesforce Manager/Architect role for migration to Financial Service Cloud understanding security, data model, gap analysis, and data migration requirements
  • Actively involved in extended sessions with Salesforce to discuss and define FSC product roadmap in relation to the investment banking at TD
  • Leading the Marketing Cloud implementation for Digital Precious Metals working with Business, Accenture and internal TD teams
  • Technically involved with Sender Authentication Package, RMM, API, FTP setups along with Business discussions on journeys and CASL compliance and FTP/API integration with IBM Ecommerce
  • Working with Business Analysts and IB Business Stakeholders to constantly look for process improvements in terms of business flow and user experience
  • Manage a team of Salesforce Developers
  • Sprint & Release Management with the team following agile principles.

Salesforce Admin & Developer

Clio
01.2016 - 06.2018
  • Implementing new SOPs and managing existing ones in salesforce for departments including Sales, Marketing, Partnership, Support, Migrations, and Customer Success
  • Lead the analysis, design, development, testing and rollout of all salesforce implementations using extensive use of workflows, validation rules, assignment rules, apex triggers, visualforce, and batch processes
  • Manage salesforce integrations with external systems such as Clio App, Zendesk, Delighted, and Periscope
  • Manage all Salesforce packages like InsideSales, Zendesk, SurveyPal, Cirrus, ClearSlide, and Gong
  • Develop and manage companywide performance metrics using Salesforce reports and dashboards
  • Offboarding and Onboarding users onto salesforce and other associated tools
  • Managing salesforce data and metadata backups
  • Maintain salesforce technical design document including all the technical components and their relationship with business requirements defined in JIRA
  • Salesforce release previews and rollout management
  • Support evaluation and discovery for new tools implemented companywide.

Salesforce Admin/Developer

Rogers Communications (EBU)
10.2014 - 12.2015
  • Security Management managing Users, Roles, and Profiles
  • Any automation requests by Sales, QA, or Marketing using workflows or triggers
  • Integration with partners using Salesforce to Salesforce and Informatica
  • Managing Echosign Agreement templates for digital signatures
  • Managing Reports and Dashboard including folder security
  • Managing the technical design document for the salesforce org
  • Deployment and integration planning and roll-out
  • Production and Sandbox sync
  • Salesforce metadata and data backups (weekly)
  • Managing Salesforce Spring/Winter/Summer release updates avoiding any possible issues in sandbox/Production.

Senior Salesforce Consultant

Sakonent (Now tectonic)
06.2012 - 09.2014
  • Requirement gathering sessions with the client
  • Mapping the Process flows of client to Salesforce standard functionalities
  • Prepare the business requirements specification document
  • Mapping out the functional and technical design in collaboration with Technical Architect
  • Preparation of Test Plan and Test Scripts
  • Managing the deployment plan
  • Lead the UAT
  • Managing the Data Migration and Integration roll outs
  • Compiling the training plan and training deck
  • Managing change request and impact analysis
  • Identify and escalate all the risks through the span of project
  • Virtually leading the project as the right hand of the project manager spearheading all communication with Project manager and client.

CRM Team Lead

Softronic Systems (Pvt.) Ltd.
06.2006 - 06.2012
  • Leading CRM team of 4 Software engineers as Project Lead
  • Application Analysis and Design
  • Documenting the System Requirement Specification document
  • Managing Project Plans and Resource Work Plans
  • Code Reviews for the developers
  • ASP.Net development for PharmaCRM, Suzuki CRM and other projects with SQL Server at backend
  • UAT and Implementation
  • Correspondence with QA and Clients
  • Change Request Management and impact analysis.

Education

Bachelors of Science (Computing) -

University of Portsmouth

Advanced Diploma in Computer Studies -

Informatics

Diploma Computing -

APIIT

Skills

  • Apex Development
  • Sales Cloud Expertise
  • Visualforce Pages
  • Service Cloud Expertise
  • Territory Management
  • Data Modeling
  • API Development
  • Marketing Cloud Expertise
  • Data Migration

Certification

  • Salesforce.com Certified Platform Developer I
  • Salesforce.com Certified Administrator
  • Salesforce.com Platform App Builder
  • Salesforce.com Certified Advanced Administrator
  • Salesforce.com Certified Force.com Developer (Retired)

Languages

English
Urdu
Hindi

Technical Skills

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Industry Exposure

  • CRM
  • Banking
  • Telecom
  • Marketing
  • Legal Technology
  • Data Operations
  • Cable and Wires
  • Customer Support & Success
  • Home Decor Memberships

Functional Other Skills

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Consulting Projects

  • Enablon - US, 09/2012, 01/2013, Business Analyst at Sakonent, Salesforce Sales cloud implementation for Enablon which is an organization providing IT services and solutions related to risk management. Highlights were: - Leads, Accounts, and Opportunities - Product Catalogue implementation - Workflows & Triggers automation - Data Migration & Legacy Integration - Reports and Dashboards
  • DirectBuy– US and Canada, 02/2013, 06/2014, Business Analyst at Sakonent, Salesforce sales cloud implementation for DirectBuy, a home furnishing membership provider that allows customers considerable bargains with famous home decor brands: - Campaigns, Leads, Accounts & Contacts - Opportunities & Products - Events, Event Attendees Visualforce - Salesforce Flows for sales scripts - Workflows, Triggers, &Batch Processes
  • IEWC - US, Canada, and Mexico, 09/2012, 01/2013, Business Analyst at Sakonent, Salesforce sales and service cloud implementation for IEWC, a leading cable and wire supplier across North America, Europe and Asia. Major highlights of the project were: - Leads - Accounts, Contacts, and Opportunities - Suppliers and Products - Territory Management - Case Management - Reports & Dashboard - Salesforce for Outlook & Mobile - Integration with SAP through Dell Boomi
  • Pharma CRM ATCO Pharma– Pakistan, 02/2010, 12/2011, Project Lead at Softronic Systems, Pharma CRM was a custom specialized solution catering the Pharmaceutical industry. It is a web-based CRM solution developed on ASP.net framework with SQL Server 2008 R2 as back end.Project included: - Secondary Sales Management - Field Force Management - Doctors Academic Services - Work Plan Management - Competitor Analysis - Dashboard and KPIs - Legacy Integration-SQL Linked Server - SQL Jobs
  • Suzuki CRM - Pakistan, 01/2008, 01/2010, Solution Architect at Softronic Systems, Suzuki CRM was a custom solution for automating the Presales and Post sales of Pak-Suzuki, the leading automotive in Pakistan. It is a web-based solution developed on ASP.net with SQL Server 2005.Highlights were: - Leads, Accounts, and Opportunities - Follow-ups - Complaints & Feedbacks - Lease Management - Campaigns - Surveys - After Sales Service - Mass Emails & Greetings
  • Production ATCO Pharma - Pakistan, 03/2009, 09/2011, Solution Architect at Softronic Systems, Production planning system for ATCO Pharmaceuticals was a custom ASP.Net solution that was designed to automate the entire planning and production process having integration to all the relevant systems including Sales, Purchase, Inventory, Exports, Imports, and Machine Maintenance. System included: - Production Plan and Daily Schedule - Machine Maintenance Plan - Auto Indents & Material Forecasting - QC Plan - Daily Tracking Manufacturing & Packaging - Production Shift & Changeover Setup - Integration with all other ERP systems

References

Subject to Request

Hobbies and Interests

  • Soccer
  • Cricket
  • Music
  • Cards
  • Movies
  • Food & Soft Drinks

Timeline

Salesforce Architect

TD
07.2018

Salesforce Admin & Developer

Clio
01.2016 - 06.2018

Salesforce Admin/Developer

Rogers Communications (EBU)
10.2014 - 12.2015

Senior Salesforce Consultant

Sakonent (Now tectonic)
06.2012 - 09.2014

CRM Team Lead

Softronic Systems (Pvt.) Ltd.
06.2006 - 06.2012

Bachelors of Science (Computing) -

University of Portsmouth

Advanced Diploma in Computer Studies -

Informatics

Diploma Computing -

APIIT
REHAN NAYYER