---
title: "Sandeep Saxena - Senior Implementation Consultant in Bengaluru | Tal"
description: "Meet Sandeep Saxena, Senior Implementation Consultant | SaaS CRM | Business Analysis | API Integrations | Agile | Stakeholder Management based in Bengaluru. AI stack includes claude, gemini, and ChatGPT."
image: "https://tal.club/meet/sandeep-saxena/share-image"
---

# Sandeep Saxena on Tal

## Headline

Senior Implementation Consultant \| SaaS CRM \| Business Analysis \| API Integrations \| Agile \| Stakeholder Management

## About

Senior Implementation Consultant with 4\+ years of experience in SaaS CRM implementations, Business Analysis, and Project Delivery, helping organizations streamline business processes and accelerate digital transformation\. Currently, I work with LeadSquared, where I lead end\-to\-end CRM implementations for enterprise clients across the Healthcare domain\. My experience spans the complete project lifecycle—from Requirement Gathering and Solution Design to Go\-Live, User Training, and Hypercare support\. Key Areas of Expertise: • Business Analysis & Requirement Gathering • BRD, FRD & User Stories • SaaS CRM Implementations • REST API & Third\-Party Integrations • Stakeholder Management • Agile & Scrum Methodologies • UAT & Go\-Live Management

## Location

Bengaluru

## AI stack

claude

gemini

ChatGPT

Microsoft Copilot

Otter\.ai

Zapier

## Work experience

Senior Implementation Consultant at LeadSquared, Apr 2025 \- Present · 1 yr 7 mos, Bengaluru, Karnataka, India, Led end\-to\-end SaaS CRM implementations for enterprise clients across Healthcare and Consumer domains, ensuring successful delivery from Requirement Gathering to Go\-Live and Hypercare\. Served as the primary Point of Contact \(POC\) for clients, managing stakeholder expectations and coordinating with business and technical teams throughout the project lifecycle\. Conducted Requirement Gathering workshops and prepared Business Requirement Documents \(BRD\), Functional Requirement Documents \(FRD\), User Stories, and Process Flows aligned with business objectives\. Designed and implemented CRM workflows, automations, lead management processes, and customized business solutions within the LeadSquared ecosystem\. Managed third\-party integrations using REST APIs, including Hospital Information Systems \(HIS\), Telephony platforms, websites, and external applications\. Collaborated with Product and Engineering teams for feature enhancements, customization requests, and issue resolution\. Planned and executed User Acceptance Testing \(UAT\), User Training sessions, Go\-Live activities, and Hypercare support to ensure seamless customer adoption\. Managed project timelines, deliverables, risks, and customer communications while following Agile methodologies\.

Executive Business Analyst at LeadSquared, Apr 2024 \- Apr 2025 · 1 yr 1 mo, On\-site, Configured LeadSquared CRM modules including lead management, workflows, automations, user roles, and business processes based on client requirements\. Coordinated with Product and Engineering teams for feature enhancements, custom developments, and defect resolution\. Managed third\-party integrations using REST APIs, including Hospital Information Systems \(HIS\), Telephony platforms, websites, and external applications\. Executed User Acceptance Testing \(UAT\), prepared test scenarios, tracked defects, and ensured smooth production deployments\. Conducted user training sessions and provided post Go\-Live Hypercare support to drive successful user adoption\. Collaborated with multiple stakeholders to manage timelines, deliverables, and ensure customer satisfaction throughout the implementation lifecycle\.

Business Analyst / Solution Consultant at Kapture CX, Aug 2023 \- Apr 2024 · 9 mos, Bengaluru, Karnataka, India, Led end\-to\-end implementation projects across diverse domains including Healthcare, Ticketing, Field Service, Robotics Automation, and Cruise Line industries\. Conducted Requirement Gathering sessions with business stakeholders and translated business requirements into BRDs, FRDs, User Stories, and Functional Specifications\. Performed AS\-IS and TO\-BE analysis to identify process gaps and recommend scalable business solutions aligned with customer objectives\. Collaborated closely with the COO, Founder, Product, and Engineering teams on strategic initiatives, customization requirements, and product enhancements\. Created detailed Jira stories and functional pointers for the Product Team, ensuring clear communication of business requirements and expected outcomes\. Facilitated stakeholder discussions, obtained sign\-offs on requirements and solutions, and ensured alignment throughout the project lifecycle\. Coordinated User Acceptance Testing \(UAT\), tracked defects, and supported successful production deployments\. Managed multiple projects simultaneously while adhering to Agile methodologies and ensuring timely delivery\.

Business Analyst at ConsultAdd Inc, Jan 2022 \- Aug 2023 · 1 yr 8 mos, Pune City, Maharashtra, India, Gathered and analyzed business requirements for Greenfield enhancement projects, ensuring alignment between business objectives and technical solutions\. Conducted Requirement Gathering workshops through interviews, brainstorming sessions, document analysis, questionnaires, and stakeholder discussions\. Prepared comprehensive Business Requirement Documents \(BRD\), Functional Requirement Documents \(FRD\), Software Requirement Specifications \(SRS\), and User Stories\. Performed AS\-IS and TO\-BE analysis to identify process gaps and proposed optimized business workflows and change strategies\. Collaborated with cross\-functional teams including Marketing, Recruitment, Finance, and Legal departments to understand business processes and translate requirements into actionable solutions\. Created business process models, workflow diagrams, and functional specifications to support development and implementation teams\. Assisted in User Acceptance Testing \(UAT\), defect tracking, and validation of business requirements before production deployment\. Coordinated with stakeholders throughout the SDLC to ensure timely project delivery and successful implementation\.

## Education

Bachelor of Technology \- BTech, Mechatronics, Robotics, and Automation Engineering, CHANDIGARH UNIVERSITY

Non\- Medical, Alpine public school

[View the original profile](https://tal.club/meet/sandeep-saxena)

```json
{
  "@context": "https://schema.org",
  "@graph": [
    {
      "@type": "Person",
      "@id": "https://tal.club/meet/sandeep-saxena#person",
      "name": "Sandeep Saxena",
      "url": "https://tal.club/meet/sandeep-saxena",
      "image": "https://tal.club/meet/sandeep-saxena/profile-photo.jpg",
      "description": "Meet Sandeep Saxena, Senior Implementation Consultant | SaaS CRM | Business Analysis | API Integrations | Agile | Stakeholder Management based in Bengaluru. AI stack includes claude, gemini, and ChatGPT.",
      "jobTitle": "Senior Implementation Consultant",
      "worksFor": {
        "@type": "Organization",
        "name": "LeadSquared"
      },
      "hasOccupation": {
        "@type": "Occupation",
        "name": "Senior Implementation Consultant"
      },
      "homeLocation": {
        "@type": "Place",
        "name": "Bengaluru"
      },
      "alumniOf": [
        {
          "@type": "EducationalOrganization",
          "name": "CHANDIGARH UNIVERSITY"
        },
        {
          "@type": "EducationalOrganization",
          "name": "Alpine public school"
        }
      ],
      "knowsAbout": [
        "claude",
        "gemini",
        "ChatGPT",
        "Microsoft Copilot",
        "Otter.ai",
        "Zapier"
      ],
      "mainEntityOfPage": {
        "@id": "https://tal.club/meet/sandeep-saxena#webpage"
      }
    },
    {
      "@type": "ProfilePage",
      "@id": "https://tal.club/meet/sandeep-saxena#webpage",
      "url": "https://tal.club/meet/sandeep-saxena",
      "name": "Sandeep Saxena on Tal",
      "description": "Meet Sandeep Saxena, Senior Implementation Consultant | SaaS CRM | Business Analysis | API Integrations | Agile | Stakeholder Management based in Bengaluru. AI stack includes claude, gemini, and ChatGPT.",
      "dateModified": "2026-10-19T14:55:35.989Z",
      "isPartOf": {
        "@id": "https://tal.club/#website"
      },
      "mainEntity": {
        "@id": "https://tal.club/meet/sandeep-saxena#person"
      },
      "primaryImageOfPage": {
        "@type": "ImageObject",
        "url": "https://tal.club/meet/sandeep-saxena/profile-photo.jpg",
        "contentUrl": "https://tal.club/meet/sandeep-saxena/profile-photo.jpg",
        "caption": "Sandeep Saxena profile photo on Tal"
      },
      "inLanguage": "en-IN"
    }
  ]
}
```