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Tanmay Sahai

Salesforce & QTC Leader | Solution Architect & Product Owner | Vlocity & CPQ/CLM/Billing Expert | 13+ Years in IT | Driving Digital Transformation & Agile Delivery

Bengaluru

13+ years of work experience

Tech Mahindra
May 20197 yrs 1 moPresent

Noida, Uttar Pradesh, India

Capgemini
Sep 20187 mosMar 2019

Bangalore

Leading a Project for Salesforce and Apttus CPQ implementation and enhancement with SOGETI.
Apttus
Mar 20171 yr 7 mosSep 2018

Ahmedabad, Gujarat, India

Part of Global Delivery Excellence Team, I am working as Consultant & Remedial Engineer for our Global Clients. Responsibilities: Requirement gathering Consultation on Apttus CPQ/CLM Best Practices and usability Building Salesforce and Apttus solutions for clients. Creation of Custom Objects & Fields to fulfil enhancement requests. Writing Business logics such as Workflow Rules, Process builder and Approvals Conducted mass data migration, manipulation, analysis and cleansing using Data Loader. Customer interaction to understand their issues and troubleshooting them. Owning both Single and Multiple Accounts for transition and work upon the standard package features and out of the box functionalities. Provide training sessions on the Best Practices of Salesforce CRM|CPQ|CLM to Stakeholders and in-house teams and sharing release updates. Creating Support Articles and Technical Documents. Worked on packaging of Apps and helped in launching the Apps on Appexchange. Worked on X-Author Word/Excel to create templates and reporting solutions.
HCL Technologies
Dec 20142 yrs 2 mosJan 2017

Noida, Uttar Pradesh, India

This production support project primarily dealt in handling the Premier and Standard Salesforce customers (American Geography) to meet their business requirements. Responsibilities: Provide hands on configuration and troubleshooting, feature explanation, and best practice guidance to assist Customer who use Salesforce as their platform. Handling cases related to all functional aspects of Salesforce. Mentoring the Tier 1 team & Handling training for new joiners. Integration of Salesforce with different third-party application and Managing Tasks and Events
ERA INFRA ENGINEERING LIMITED
Jun 20122 yrs 4 mosSep 2014

Noida, Uttar Pradesh, India

As a Techno-Functional consultant & Data Analyst, I was responsible for the migration and end to end implementation of the Salesforce CRM for the company. Responsibilities: Followed the Agile Methodology to implement the project. Understanding the Business Logic of Infrastructure and implementing it at project level. Coordination with onsite coordinator for requirements study and analysis. Implemented the Business requirements on Salesforce.com platform using the Business Analysis techniques. Created Solution design and Mapping document. Created Jira user stories and tasks as per the requirement document. End to end Implementation of all the functional requirements. Involved in Salesforce.com Application Setup activities and customized the apps to match the functional needs of organization Developed various Custom Objects, Tabs, validation rules on the Fields Created page layouts, search layouts to organize fields, custom links, related lists, and other components on a record detail and edit pages. Created workflow rules and defined related tasks, email alerts, field updates to implement business logic. Involved in review process of documents like issues, Bugs, Test cases using JIRA Keeping abreast with new Salesforce.com features and functionalities (Releases) and providing recommendations for process improvements. Lead, Account, Contact, Opportunity Management, and Lead Conversion process, Email-to-Case, Web-to-Lead implementations. Configuration of Salesforce.Com Data Model using Objects, Fields Rollup, Lookup, Master Detail, Record Types and View through Page layouts. Roles and profile creation. Salesforce.com Security Controls (Org-wide defaults, Sharing rules and Role Hierarchy). Data Migration (Using Apex Data Loader/Import Wizard/DataLoader.io) and mass delete. Creating and customizing the Reports and dashboards as per the requirements. Keep track of the UAT and production implementation.

Education

Delhi public school

Delhi public school

High School, English, Hindi, Maths, Science, Social Studies and Computers

Seth M.R. Jaipuria School

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Headline

Salesforce & QTC Leader | Solution Architect & Product Owner | Vlocity & CPQ/CLM/Billing Expert | 13+ Years in IT | Driving Digital Transformation & Agile Delivery

About

With over 13 years in the IT industry and a decade of hands-on Salesforce experience, I specialize in designing and delivering scalable CRM and Quote-to-Cash solutions. My expertise spans CPQ, CLM, Billing, and Agile project delivery—helping global clients streamline operations and accelerate growth. I’ve led cross-functional teams across geographies, implemented enterprise-grade Salesforce solutions, and driven digital transformation initiatives that improved delivery speed, reduced costs, and enhanced user adoption. My approach blends technical depth with strategic thinking, ensuring business goals are met with precision. Beyond the tech, I’m a mentor, problem-solver, and lifelong learner. I thrive in dynamic environments and enjoy collaborating with stakeholders to turn complex challenges into elegant solutions. I’m currently exploring leadership roles in Product Management, Project Delivery, and Technical Strategy.

Location

Bengaluru

Work experience

Solutions Architect at Tech Mahindra, May 2019 - Present · 7 yrs 1 mo, Noida, Uttar Pradesh, India

Senior Consultant/Project Lead at Capgemini, Sep 2018 - Mar 2019 · 7 mos, Bangalore, Leading a Project for Salesforce and Apttus CPQ implementation and enhancement with SOGETI.

Senior Engineer at Apttus, Mar 2017 - Sep 2018 · 1 yr 7 mos, Ahmedabad, Gujarat, India, Part of Global Delivery Excellence Team, I am working as Consultant & Remedial Engineer for our Global Clients. Responsibilities: Requirement gathering Consultation on Apttus CPQ/CLM Best Practices and usability Building Salesforce and Apttus solutions for clients. Creation of Custom Objects & Fields to fulfil enhancement requests. Writing Business logics such as Workflow Rules, Process builder and Approvals Conducted mass data migration, manipulation, analysis and cleansing using Data Loader. Customer interaction to understand their issues and troubleshooting them. Owning both Single and Multiple Accounts for transition and work upon the standard package features and out of the box functionalities. Provide training sessions on the Best Practices of Salesforce CRM|CPQ|CLM to Stakeholders and in-house teams and sharing release updates. Creating Support Articles and Technical Documents. Worked on packaging of Apps and helped in launching the Apps on Appexchange. Worked on X-Author Word/Excel to create templates and reporting solutions.

Salesforce Consultant and Advanced Administrator at HCL Technologies, Dec 2014 - Jan 2017 · 2 yrs 2 mos, Noida, Uttar Pradesh, India, This production support project primarily dealt in handling the Premier and Standard Salesforce customers (American Geography) to meet their business requirements. Responsibilities: Provide hands on configuration and troubleshooting, feature explanation, and best practice guidance to assist Customer who use Salesforce as their platform. Handling cases related to all functional aspects of Salesforce. Mentoring the Tier 1 team & Handling training for new joiners. Integration of Salesforce with different third-party application and Managing Tasks and Events

Project Co-ordinator|Functional Consultant:CRM-Salesforce at ERA INFRA ENGINEERING LIMITED, Jun 2012 - Sep 2014 · 2 yrs 4 mos, Noida, Uttar Pradesh, India, As a Techno-Functional consultant & Data Analyst, I was responsible for the migration and end to end implementation of the Salesforce CRM for the company. Responsibilities: Followed the Agile Methodology to implement the project. Understanding the Business Logic of Infrastructure and implementing it at project level. Coordination with onsite coordinator for requirements study and analysis. Implemented the Business requirements on Salesforce.com platform using the Business Analysis techniques. Created Solution design and Mapping document. Created Jira user stories and tasks as per the requirement document. End to end Implementation of all the functional requirements. Involved in Salesforce.com Application Setup activities and customized the apps to match the functional needs of organization Developed various Custom Objects, Tabs, validation rules on the Fields Created page layouts, search layouts to organize fields, custom links, related lists, and other components on a record detail and edit pages. Created workflow rules and defined related tasks, email alerts, field updates to implement business logic. Involved in review process of documents like issues, Bugs, Test cases using JIRA Keeping abreast with new Salesforce.com features and functionalities (Releases) and providing recommendations for process improvements. Lead, Account, Contact, Opportunity Management, and Lead Conversion process, Email-to-Case, Web-to-Lead implementations. Configuration of Salesforce.Com Data Model using Objects, Fields Rollup, Lookup, Master Detail, Record Types and View through Page layouts. Roles and profile creation. Salesforce.com Security Controls (Org-wide defaults, Sharing rules and Role Hierarchy). Data Migration (Using Apex Data Loader/Import Wizard/DataLoader.io) and mass delete. Creating and customizing the Reports and dashboards as per the requirements. Keep track of the UAT and production implementation.

Education

Delhi public school

High School, English, Hindi, Maths, Science, Social Studies and Computers, Seth M.R. Jaipuria School