Niti Khandelwal
Brampton,ON
Summary
Dynamic and results-oriented Salesforce consultant with over 11+ years of extensive experience in designing, implementing, and optimizing Salesforce solutions for diverse clients across various industries. Industries included Banking, finance, pharmaceutical, telecom and real estate. 6X Salesforce Certified and experienced in Salesforce end to end implementations and migration projects, from requirements gathering and solution design to user training and post-implementation support. Strong analytical and problem-solving skills, with the ability to translate complex requirements into technical solutions. Skilled in configuring Salesforce Sales Cloud, CPQ, Service Cloud, Financial Service Cloud,,Experience Cloud and Veeva CRM to align with clients' specific needs and objectives. Expert in Salesforce CPQ , strong experience in configurators, product rules, pricing rules, advanced approvals, option constraints. Strong communicator and team player with a passion for delivering exceptional client satisfaction and driving continuous improvement. Work with the business stakeholders and other programmers and analysts to develop a solution or enhance existing solution. Coordinate with various development teams to develop roadmap of new features. Plan , execute and manage projects enduring they are completed on time , within scope and budget. Technical Lead for delivering solutions using Agile framework. Scope, define & design solution offerings in CRM; driving end-to-end technical solutions. Groom and refine the Salesforce product backlog, in liaison with stakeholders on the project. Play lead in reviewing Epics/User-stories, convert functional requirements to technical requirements, estimate user stories, plan team capacity and work closely with Scrum Master to finalize Sprint scope. Conducting UAT and SIT testing along with business users . Passionate leader who likes to lead team to deliver robust , scalable solutions.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Senior Salesforce Business Analyst
SWIFT
Brussels, Belgium
04.2025 - 08.2025
- Conduct requirement gathering workshops with sales, pricing and finance teams to capture CPQ needs.
- Translate business requirements into functional specifications that developers and admins can configure in Conga CPQ.
- Document user stories , process flows and acceptance criteria in JIRA.
- Validate solutions by performing functional testing,
- Conducted user acceptance testing to validate new features and system changes.
- Identified process improvement opportunities through data analysis and stakeholder feedback.
- Managed project timelines and deliverables to ensure successful Salesforce deployments.
- Assisted users in troubleshooting issues related to Salesforce application usage and functionality.
- Develop knowledge articles for common CPQ issues , integrated with Agent force enabling users to self -serve and reduce incident volume.
- provide post-go-live hypercare and gather user feedback for continuous improvement.
Salesforce Senior Business Analyst
Zenosys
, India
06.2024 - 09.2024
- Align with key stakeholders to understand business objectives, priorities, and expectations.
- Document client business requirements and ensure all have been satisfied through the project implementation.
- Translate business requirements into well-architectured solutions that best leverage the Salesforce.com platform.
- Organizing workshops with stakeholders to close critical decisions and facilitate a common vision among different teams.
- Manage the product backlog and create User Story using JIRA tool and also prepare technical diagram with Figma board for displaying data flow within system.
- Worked with native Salesforce quote to cash functionality such as Opportunities, Product configurations, Product rules, Price rules, Quotes, Orders and contracts, Lead-to-Cash business processes.
- Maintain deep understanding of Salesforce CPQ, including staying informed of new Salesforce releases and how the releases can benefit new and existing clients.
- Coach, Align, collaborate and coordinate with implementation Teams to deliver seamless value to the business.
- Lead UAT (User Acceptance Testing) and troubleshoot CPQ-related issues.
- Provide user training and post Implementation support.
Product Owner
Ink Consulting
, Belgium
09.2022 - 03.2024
- Decommissioning of Legacy application and migration to Salesforce.
- Collaborate closely with stakeholders, development teams, and architects to define, prioritize, and deliver impactful product features and enhancements.
- Organizing workshops, meetings with Business & IT stakeholders to understand current situation, requirements, objectives and challenges.
- Conduct gap analysis and suggest improvements for the existing process.
- Craft comprehensive product strategies, translating them into a well-structured roadmap that aligns with business goals and customer needs.
- Worked on integrating doc-u-sign with salesforce for emailing the envelopes to the members and configured doc-u-sign end-to-end.
- Breaking down high-level Epics into actionable Capabilities, Features, and User Stories, ensuring a clear and concise product backlog.
- Developing strong relationships with key internal clients and perform application demos to internal customer teams.
- Implementation of Product Rules and Price Rules. Implementation of the Q2C process.
- Opportunity and Lead management process.
- Managing and conducting different Sprint ceremonies.
- Managing deployment by coordinating with various internal and external teams.
- Providing after care support Data migration using data loader, Salesforce Inspector.
- Creating Test cases.
- Conduct end-to-end testing, including integration testing with third-party.
- Creating documents on Confluence to capture the business requirement and technical solutions.
- Ensuring E2E smooth delivery of the project.
Salesforce Customer Journey Expert
ING Bank
, Belgium
08.2019 - 09.2022
- Gathering Requirement and conducting workshops Estimation Design and development of various module.
- Analysing and implementing Appointment booking solution using Salesforce Schedular.
- Estimate and manage the development of new functionality.
- Stakeholder management, Data migration using data loader Handling incidents and ensuring that the SLA's are met.
- Creating Test cases (happy & unhappy flows) Involved in Unit testing Identifying and reporting defects and collaborating with cross-functional teams to deliver high-quality solutions.
- Alignment with Salesforce for new features and roadmap of Lightning Scheduler.
- POC on Financial Service Cloud.
- Organizing Salesforce Admin forum to discuss technical challenges with all salesforce squads.
- Creating documents on Confluence to capture the business requirement and technical solutions.
- Creating rollout plans for different user group.
- Trainings to the end users Ensuring E2E smooth delivery of the project, Providing after care support.
Senior Salesforce Consultant
Infosys
, Belgium
09.2018 - 05.2019
- Working from onshore directly with the client.
- Estimation Design and development of various module.
- Involved in understanding and analyzing the business requirement. Worked closely with various stakeholders to gather requirements related to product structure, pricing models , new sales business and renewal Business process.
- Providing Technical solution to the requirement.
- Creating new products and configuring Price Rules.
- Quote to Cash design and development.
- Creating quotes through automation process using Conga CPQ functionalities.
- Branching Strategy/Version management Via Stash.
- Worked on Apex Classes, Batch Apex, Apex triggers.
- Bug Fixing and maintenance of the product.
- Coordinating with the other team working on the same project.
- Participating in daily basis status call.
- Involved in Knowledge Transfer session to the new resource.
- Involved in Unit testing.
- Ensuring smooth delivery of the project.
Salesforce Consultant
Infosys
, India
09.2017 - 08.2018
- Module lead for the Grid Solutions application.
- Estimation Design and development of various module.
- Analyzing business requirements and Impact Analysis.
- Developments of the requirements including customizations, configuration.
- Worked on Steelbrick CPQ pricing using list, cost/markup, percent total, block, price rules, calculator plugins, filter rules, system and user discounts.
- Deployment and Data Migration Activities.
- Involved in setting up the environment activities.
- Ensuring smooth delivery of the project.
Veeva and Salesforce Developer
Accenture
, India
02.2016 - 09.2017
- Successfully owned and managed the Salesforce Veeva platform, worked on Salesforce CRM , Veeva CRM and Veeva Vault application.
- Analysing and customization of existing Veeva CRM functionality.
- Analysed and implemented security model using Profiles, Roles , Sharing Rules and OWD.
- Involved in resolving the incidents and service requests.
- Getting involved with Veeva for support related activities.
- Developed custom functionalities using Apex Classes, Visualforce Pages, Apex triggers as part of the enhancement request.
- Data loading and data migration backup activities.
- Sandbox Refreshes.
- Generating reports for standard and custom objects and creating Dashboards.
Veeva Developer
Cognizant
, India
04.2013 - 02.2016
- Interacting with client for requirement gathering.
- Resolve Veeva and SFDC issues majorly L2 level support.
- Worked on Enhancement requests and Change requests.
- Created Reports and Dashboards for a complete detailed view.
- Experience in automating complex business processes using Salesforce out of the box features such as workflows, Record types, Email Services, Page layouts, Profiles, Roles , Sharing rules etc.
- Status and technical meetings with the clients to share the status of work.
Education
B.Tech - Information Technology
Government College of Engineering
Amravati07.2012
Skills
- CRM - Sales Cloud
- Service Cloud
- CPQ
- Financial Service Cloud
- Experience Cloud
- Veeva
- Testing
- Training
- Deployment
- Production Support
- Data Migration
- Data Loader
- Workbench
- Salesforce Inspector
- Forcecom workbench
- JIRA
- ServiceNow
- Microsoft Azure
- Microsoft Sharepoint
- Boxcom
- Visual Studio
- Scrum
- Agile
- Waterfall
- Configuration
- Customization
- Flows
- Process builders
- Reports
- Dashboards
- Apex
- Triggers
Certification
- Salesforce Certified Administrator
- Salesforce AI Associate
- Salesforce AI Specialist
- Salesforce Certified Associate
- Salesforce Service Cloud
- Salesforce Financial Service Cloud
- PSM Certified
- Veeva CRM Certification
- Negotiation Certificate by Vlerick Business School
Timeline
Senior Salesforce Business Analyst
SWIFT
04.2025 - 08.2025
Salesforce Senior Business Analyst
Zenosys
06.2024 - 09.2024
Product Owner
Ink Consulting
09.2022 - 03.2024
Salesforce Customer Journey Expert
ING Bank
08.2019 - 09.2022
Senior Salesforce Consultant
Infosys
09.2018 - 05.2019
Salesforce Consultant
Infosys
09.2017 - 08.2018
Veeva and Salesforce Developer
Accenture
02.2016 - 09.2017
Veeva Developer
Cognizant
04.2013 - 02.2016
B.Tech - Information Technology
Government College of Engineering