Financial Services Marketing Cloud

Sruthi ******.**********@*****.***

Salesforce Developer Phone No +1-847-***-****

Professional summary:

Extensive 10+ year’s experience in the administration, configuration, implementation, and support of Salesforce CRM, utilizing Apex, Visualforce, Lightning Web Components (LWC), and the Force.com platform to deliver customized solutions. Adept at aligning business needs with Salesforce capabilities to enhance automation, optimize workflows, and improve overall system efficiency.

Expertise in building scalable solutions within Salesforce ecosystem, integrating CDP to enhance customer data unification and personalized experiences.

Proven success in implementing Marketing Cloud journeys powered by CDP to improve campaign effectiveness and ROI.

Delivered end-to-end banking solutions by customizing nCino within Salesforce to align with client business processes.

Experienced in customizing solutions with Salesforce development to optimize CRM functionality across diverse business domains.

Designed scalable solutions with nCino configuration, Apex, and Lightning Web Components to streamline loan operations.

Delivered personalized customer journeys using Marketing Cloud Journey Builder and automation tools.

Proficient with designing and implementing complex workflows in ServiceNow to streamline enterprise service delivery.

Delivered scalable, secure solutions through Apex, LWC, and Process Builder, backed by deep Salesforce Financial Services Cloud experience.

Skilled in integrating third-party systems with ServiceNow via REST, SOAP, MID Server, and custom APIs.

Experience developing custom Apex and Lightning Components that consume CDP data for real-time personalization across multiple channels.

Strategic utilization of CDP with Marketing Cloud to orchestrate targeted campaigns using unified customer profiles.

Proven ability to enhance Salesforce Lightning components through advanced usage of Web Technologies like HTML5, CSS3, and JavaScript.

Proficient in Apex, Visualforce, and Lightning components through hands-on Salesforce development across multiple full-cycle implementations.

Enhanced commercial lending efficiency through nCino integration and complex workflow automation in Salesforce.

Engineered scalable integrations between CRM and Marketing Cloud for seamless data synchronization.

Integrated third-party financial tools and services seamlessly with existing systems, utilizing Salesforce Financial Services Cloud experience.

Adept at customizing ServiceNow forms, client scripts, business rules, and UI policies to enhance user experience.

Implemented dynamic content and AMPscript to personalize emails through Marketing Cloud solutions.

Strong understanding of data modeling, CMDB structuring, and service mapping within ServiceNow.

Experienced Salesforce Administrator with hands-on expertise in release management using Copado for streamlined deployment processes.

Deep understanding of CDP schema design and data ingestion pipelines for optimizing customer segmentation strategies.

Implemented best practices in change management and DevOps while working on nCino financial services cloud modules.

Applied extensive knowledge of Salesforce RLM to architect end-to-end revenue lifecycle automation for enterprise clients.

Customized Household and Relationship Group data models efficiently by applying Salesforce Financial Services Cloud experience.

Developed custom objects, triggers, and flows to extend nCino capabilities across multiple business verticals.

Improved system performance through code optimization techniques governed by Development Standards.

Skilled in integration strategies where Salesforce development supported seamless data exchange with external systems via REST and SOAP APIs.

Created dynamic approval processes by tailoring nCino workflow templates to meet credit policy guidelines.

Streamlined campaign automation by utilizing Automation Studio within Marketing Cloud.

Migrated legacy systems to modern platforms by applying Salesforce Financial Services Cloud experience and integration best practices.

Expertise in scripting languages used in ServiceNow including JavaScript, Glide API, and asynchronous processing.

Extensive experience in Salesforce Commerce Cloud (SFCC) development, delivering scalable backend solutions using object-oriented programming principles.

Specialized in building custom cartridges, modular APIs, and middleware services in SFCC using Java, NodeJS, and TypeScript for optimized performance.

Developed reusable microservice-integrated components for real-time inventory, pricing, promotions, and payment orchestration within SFRA storefronts.

Proficient in customizing ISML templates and React-based storefronts, improving UI interactivity and enabling headless commerce capabilities.

Designed and implemented scalable solutions using Salesforce RLM to streamline revenue recognition and billing processes.

Customized data extensions and relational data models to support Marketing Cloud targeting capabilities.

Transformed legacy banking applications through seamless migration to nCino using Salesforce APIs and tools.

Delivered data-rich dashboards and reports for advisors and executives using Salesforce Financial Services Cloud experience.

Extensive experience in Agile environments to deliver value incrementally through ServiceNow implementations.

Skilled in managing complex Salesforce environments where Copado ensures version control and continuous delivery.

Designed enterprise-level campaign strategies using Marketing Cloud’s interaction and event models.

Developed CI/CD pipelines tailored for Salesforce deployments including nCino-managed packages.

Integrated multiple business systems with Salesforce RLM to ensure seamless quote-to-revenue workflows.

Strong background in integrating Salesforce with third-party platforms using REST/SOAP APIs and middleware tools such as Mulesoft, Informatica, and Dell Boomi.

Hands-on expertise in CTI integrations, including AWS Connect, to drive intelligent call routing, real-time analytics, and seamless agent experiences in Salesforce Service Cloud.

Provided ongoing enhancements and maintenance for existing nCino functionalities within Salesforce orgs.

Supported digital banking transformation initiatives using nCino configuration and Apex customizations.

Designed and implemented Salesforce data models, automation flows, and Apex logic to streamline business workflows and improve data accuracy.

Developed strategic roadmaps using Salesforce RLM to support global compliance with ASC 606 and IFRS 15 standards.

Created reusable email templates and modular content blocks for scalable use in Marketing Cloud.

Familiar with utilizing ServiceNow reporting, performance analytics, and dashboards for data-driven decisions.

Expertise in deploying RESTful and SOAP APIs within Salesforce and connecting them through Web Technologies for better interoperability.

Adept at user management, data security, and automation tasks while integrating Copado into deployment workflows.

Delivered end-to-end support in configuring and deploying financial services data models through extensive Salesforce Financial Services Cloud experience.

Optimized client onboarding and KYC workflows with automation enabled by Salesforce Financial Services Cloud experience.

Participated in design sessions to optimize front-end and back-end architecture for nCino loan origination solutions.

Deep knowledge of Salesforce security architecture, including roles, profiles, permission sets, and field-level security for regulatory compliance (GDPR, HIPAA, SOC 2).

Delivered high-performance enterprise solutions through Salesforce RLM while maintaining alignment with business KPIs.

Deep knowledge in tailoring ITSM processes on ServiceNow to meet unique business requirements.

Improved user adoption through training and documentation centered around nCino lending processes.

Strengthened code quality and compliance using checklists and reviews driven by Development Standards.

Passionate about solving real-world business challenges by applying advanced Salesforce development techniques.

Ensured regulatory compliance by implementing Marketing Cloud data privacy and permissioning features.

Conducted stakeholder workshops to align technical solutions with business needs using Salesforce Financial Services Cloud experience.

Optimized data model and security structure to meet compliance standards using nCino in Salesforce.

Integrated third-party services such as DocuSign and Experian within the nCino framework for seamless operations.

Technical Skills:

CRM Tools

Salesforce.com, Siebel CRM

Salesforce Tech

Apex, SOQL, SOSL, Visualforce, Triggers, Web Services, Workflows, Approvals, Dashboards, Reports, Data Security, UI Customization, Lightning Experience

Salesforce Clouds

Sales, Service, Marketing, Community Cloud, Pardot

Salesforce Tools

Data Loader, Workbench, Change Sets, Import Wizard, Mulesoft, SLDS, Conga, S-Docs

Languages

Apex, Java, C++, JavaScript, HTML, CSS, XML, JSON, PHP, Shell Scripting

Databases

Force.com DB, MySQL, Oracle, SQL Server, DB2, NoSQL

Web Tech

HTML, CSS, JSP, JavaScript, AngularJS, Bootstrap, AJAX, Aura, API

Frameworks

Spring, Hibernate, Lightning Component Framework

Web Services

REST API, SOAP API, Custom Integrations

Data migrations

REST/SOAP APIs, Integration Middleware (Mulesoft, Dell Boomi), CI/CD Pipelines (Git, Jenkins, Copado)

IDEs

Salesforce IDE, Eclipse, IntelliJ, JBoss, Visual Studio, SQL Developer, Putty

Analytics

Salesforce Wave, Siebel Analytics

Mobile

Salesforce 1, iOS SDK, Mobile Templates

Other Tools

Adobe Photoshop, Dreamweaver, SharePoint, ServiceNow, MS Office

Education Details:

Bachelors in Electronics and Communication from Vignan University, 2011.

Masters in Information Technology from Northern Illinois University, 2013.

Certification Details:

Salesforce Pardot Specialist

Salesforce Pardot Consultant

Salesforce Certified Marketing Cloud Developer.

Salesforce Business Analyst

Professional Experience:

Carelon, IL Dec 2023 – Present

Senior Salesforce Developer

Responsibilities:

Developed Apex classes, triggers, and Lightning components to support complex business logic and streamline user workflows.

Integrated Salesforce CRM with Marketing Cloud to align sales and marketing data flows.

Customized Salesforce workflows and validation rules to align with nCino loan lifecycle stages.

Integrated ERP and CRM platforms with Salesforce RLM to create a unified financial ecosystem.

Built custom Visualforce pages and Lightning pages to enhance user interface and operational efficiency.

Engineered secure REST and SOAP API integrations with SAP and other systems for real-time data synchronization.

Developed Apex classes, triggers, and LWC components grounded in Salesforce Financial Services Cloud experience.

Implemented Lightning Web Components (LWC) as part of Salesforce UI enhancements with code hosted on Bitbucket.

Participated in CAB and change advisory processes with change tracking handled through ServiceNow.

Built Apex classes and triggers to support advanced nCino lending automation.

Applied Apex and Lightning coding techniques in alignment with organizational Development Standards.

Designed scalable Apex classes and triggers as part of Salesforce development to meet custom business logic requirements.

Built dynamic, data-driven email content with AMPscript and Marketing Cloud scripting tools.

Configured financial accounts, assets, liabilities, and goals features using Salesforce Financial Services Cloud experience.

Configured triggered sends and transactional email workflows via Marketing Cloud capabilities.

Created and modified Lightning components to enhance nCino user interface experiences.

Collaborated with business analysts and stakeholders to refine nCino configurations for improved efficiency.

Administered Salesforce environments and deployed metadata changes through Copado.

Developed Marketing Cloud automation using Journey Builder, triggered by behavioral segments sourced from CDP datasets.

Supported HRSD, CSM, and custom applications built on the ServiceNow platform to extend digital workflows.

Implemented client onboarding journeys with data compliance checks, supported by Salesforce Financial Services Cloud experience.

Integrated CDP audience segments into Salesforce Marketing Cloud for hyper-targeted email, SMS, and push campaigns.

Built automated alerts and insights mechanisms tailored to client behavior via Salesforce Financial Services Cloud experience.

Built custom data extensions in Marketing Cloud that dynamically reference real-time insights from CDP.

Engineered end-to-end ETL pipelines to feed offline and online customer data into CDP for unified profile creation.

Created data mappings and integration patterns with core banking systems through Salesforce Financial Services Cloud experience.

Architected enterprise-grade revenue solutions where Salesforce RCA was integrated with ERP and CRM systems.

Designed scalable campaign automation processes inside Marketing Cloud’s Automation Studio.

Executed data migration plans for onboarding legacy banking data into nCino modules.

Created and maintained Lightning Web Components (LWC) to enhance UI performance within Salesforce development projects.

Documented development processes, custom code, and architecture diagrams for all ServiceNow solutions.

Designed reusable Lightning components for Service Console to enhance agent workflows and UI flexibility.

Executed complex workflows and process automation leveraging Flow and Process Builder in Salesforce development scenarios.

Defined scalable revenue recognition models within Salesforce RLM for recurring, usage-based, and milestone billing.

Defined access control strategies, leveraging role-based sharing models through Salesforce Financial Services Cloud experience.

Implemented CTI integration with AWS Connect to enable screen pops, click-to-dial, and contextual CRM insights.

Developed Visualforce pages for complex UI requirements not met by standard nCino layouts.

Created and maintained field mapping files to streamline Apex Data Loader import processes across sandbox and production.

Built Email-to-Lead and Web-to-Lead automations using Flow and Process Builder to increase lead capture efficiency.

Delivered client segmentation and targeting strategies using deep knowledge of Salesforce Financial Services Cloud experience.

Implemented third-party integrations with Salesforce using APIs and Web Technologies to ensure seamless data flow.

Documented Marketing Cloud best practices and trained cross-functional teams on platform usage.

Troubleshot production issues and resolved incidents through root cause analysis within ServiceNow.

Translated complex revenue recognition requirements into technical solutions that leverage Salesforce RCA.

Developed robust SFCC middleware using Node.js and TypeScript to support real-time third-party integrations.

Provided technical consultation for wealth management use cases through Salesforce Financial Services Cloud experience.

Designed data models and revenue flow mappings in which Salesforce RCA captured the full lifecycle of transactions.

Participated in regular sprint planning and retrospectives focusing on nCino feature delivery.

Maintained feature branches for parallel development efforts stored and tracked in Bitbucket.

Configured external data sources and prepared CSV files to execute Apex Data Loader operations for custom objects.

Executed audience segmentation and targeting strategies using filters and queries in Marketing Cloud.

Created documentation and technical design artifacts in projects driven by Salesforce Financial Services Cloud experience.

Conducted code reviews and mentored junior team members on ServiceNow scripting standards.

Collaborated with finance and compliance teams to ensure that Salesforce RCA adhered to ASC 606 and IFRS 15 standards.

Established governance, compliance, and audit controls using Salesforce RLM to ensure accurate financial reporting.

Facilitated workshops and stakeholder sessions where Salesforce RCA provided a roadmap for financial transformation.

Built modular design patterns within Salesforce RLM to support future enhancements and business growth.

Architected revenue lifecycle frameworks by leveraging Salesforce RLM to meet dynamic business needs.

Configured and maintained pipelines across multiple orgs using Copado.

Customized revenue milestones and rules engines where Salesforce RCA automated forecasting and allocation logic.

Worked with stakeholders to refine business requirements and translate them into Marketing Cloud solutions.

Assisted business analysts in refining user stories with considerations from Salesforce Financial Services Cloud experience.

Collaborated with QA teams to create test cases tailored to configurations made using Salesforce Financial Services Cloud experience.

Delivered end-user training and documentation to drive adoption and maximize ROI from ServiceNow.

Managed deployment activities and sandbox refresh cycles for environments using nCino.

Managed deployments using Change Sets and DevOps tools to streamline Salesforce development across multiple environments.

Coordinated with QA and release managers to ensure tested builds were promoted via Bitbucket CI/CD flow.

Facilitated technical design sessions for revenue automation using Salesforce RLM best practices.

Participated in Agile delivery cycles by converting user stories into scalable Salesforce implementations.

Partnered with finance and IT teams to operationalize revenue policies directly through Salesforce RLM.

Supported release management through coordinated sprints, stakeholder alignment, and defect resolution.

Designed Salesforce Commerce Cloud custom jobs and scripts for backend process automation.

Caterpillar Inc, IL Dec 2022 – Nov 2023

Salesforce Lightning Developer

Responsibilities:

Designed and built modern Enterprise Lightning Applications using Lightning Design System, App Builder, and Components to enhance UX and performance.

Developed mobile-responsive templates in Salesforce Commerce Cloud using React, adhering to accessibility standards and modern UI practices.

Customized workflows, UI policies, and client scripts within ServiceNow to address dynamic business processes.

Maintained scalable integrations with Mulesoft and APIs aligned to Salesforce Financial Services Cloud experience.

Implemented Flow automations in Salesforce to reduce manual processes in nCino workflows.

Created and managed environment records and credentials securely through Copado.

Built and optimized Salesforce Commerce Cloud integrations using NodeJS, enabling scalable order management and advanced fulfillment logic.

Developed Lightning Web Components that consume CDP data to personalize user experiences across commerce touchpoints.

Defined implementation blueprints leveraging Salesforce RLM to accelerate time-to-value for revenue teams.

Ensured compliance with CAN-SPAM and GDPR by configuring data permissions in Marketing Cloud.

Coordinated with QA teams to manage test data setup using Apex Data Loader prior to UAT and deployment.

Managed lifecycle and governance of ITIL processes using ServiceNow as the core platform.

Created batch and scheduled Apex jobs to handle background tasks in nCino environments.

Built custom dashboards and reports while incorporating Web Technologies for visual enhancements and dynamic filters.

Collaborated with cross-functional teams to translate business needs into functional solutions via Salesforce development.

Enhanced productivity tools for advisors and service teams via Salesforce Financial Services Cloud experience.

Supported cross-platform analytics by embedding tracking codes and using Marketing Cloud’s reports.

Defined integration patterns with middleware and third-party systems where Salesforce RCA maintained data fidelity.

Documented technical designs, test cases, and user guides specific to nCino customizations.

Implemented Marketing Cloud Connect to sync Sales and Service Cloud data with CDP for enhanced customer journey insights.

Implemented unit testing frameworks that validate adherence to Development Standards.

Worked with business stakeholders to define use cases that leverage CDP for advanced segmentation and campaign triggers.

Troubleshot and resolved production issues involving nCino components and integrations.

Developed APIs to enrich Marketing Cloud personalization tokens with attributes derived from CDP intelligence.

Supported Einstein Analytics dashboards implementation within the scope of Salesforce Financial Services Cloud experience.

Reviewed technical specifications and ensured that Salesforce RCA addressed both functional and non-functional requirements.

Automated repetitive tasks such as back promotions and commits via Copado templates.

Monitored deployment progress and resolved errors using Copado validation tools.

Documented architecture and data lineage for all integrations involving Marketing Cloud, core Salesforce, and CDP.

Developed automation routines within ServiceNow using Flow Designer, business rules, and scheduled jobs.

Delivered code walkthroughs and knowledge-sharing sessions for enhancements recorded in Bitbucket history.

Coordinated with QA teams to ensure full test coverage for nCino-related stories.

Supported Agile development by participating in sprint planning, backlog grooming, and peer code reviews to drive continuous improvement.

Enhanced Salesforce Service Cloud workflows for case lifecycle automation, SLA tracking, and support channel optimization.

Migrated legacy marketing platforms to Salesforce Marketing Cloud for centralized campaign management.

Participated in cross-functional data mapping sessions and executed agreed mappings through Apex Data Loader workflows.

Troubleshot and resolved defects in customizations driven by Salesforce Financial Services Cloud experience.

Supported platform upgrades and patches by validating compatibility of customizations in ServiceNow.

Implemented telephony integrations using Apex and LWCs, enabling real-time voice/chat interactions via AWS Connect within the Service Console.

Streamlined contract lifecycle management by aligning legal and billing processes inside Salesforce RLM.

Migrated Salesforce Classic apps to Lightning Experience, improving UI, navigation, and responsiveness across platforms.

Documented technical specifications and system configurations as part of structured Salesforce development practices.

Mentored delivery teams to scale capabilities as Salesforce RCA evolved with product and business needs.

Applied versioning controls and deployment strategies to manage iterative releases in Salesforce RLM.

Provided support for deployments, hotfixes, and rollbacks using Copado tracking.

Supported user acceptance testing efforts for all changes impacting nCino functionality.

Engineered Lightning Components and Visualforce pages for dynamic rendering of external API data, improving application interactivity.

Administered user roles, groups, ACLs, and data policies to ensure security within ServiceNow instances.

Customized SFRA and Business Manager jobs with a focus on performance—implementing lazy loading, script optimization, and asset compression.

Built Lightning Process Builder Flows, Chatter actions, and Quick Actions to automate business processes across Service and Sales Clouds.

Integrated external APIs for credit checks and document management within the nCino ecosystem.

Trained junior developers to understand and follow Salesforce Development Standards in all phases of development.

Monitored performance and optimized queries within nCino-related Apex code.

Enhanced billing dispute resolution and credit memo workflows through automation in Salesforce RLM.

Chevron, CA Sep 2020 – Nov 2022

Salesforce Support Engineer

Responsibilities

Designed and developed Apex Triggers, Apex Classes, and Visualforce pages to implement complex business logic while ensuring optimal performance, maintainability, and adherence to Salesforce best practices for scalable solutions.

Developed and scheduled batch jobs and bulk data processing using Apex Scheduler and Queueable Apex, enabling efficient handling of large data sets while maintaining system performance and governor limits compliance.

Documented development processes, custom code, and architecture diagrams for all ServiceNow solutions.

Customized reports and dashboards to support data-driven decisions within the scope of Salesforce development.

Conducted architecture assessments and optimizations where Salesforce RCA improved system resilience and compliance.

Implemented multilingual and region-specific campaign setups using Marketing Cloud tools.

Participated in sprint planning and grooming sessions providing technical input based on Salesforce Financial Services Cloud experience.

Conducted code reviews and enforced standards on all Apex and Lightning components used in nCino.

Maintained secure handling of sensitive customer data during Apex Data Loader sessions in compliance with data policies.

Performed detailed impact and gap analysis between existing systems and future-state architecture in Salesforce RLM.

Performed impact analysis and dependency checks with tools integrated into Copado.

Integrated Salesforce with multiple third-party applications such as Marketo, Fieldtrip, Domo, Alteryx, DBAmp, eMaps, Five9 CTI Integration, Showpad, Cloudingo, and Ringlead, enhancing system interoperability and automating critical business processes.

Built and maintained Web-to-Lead and Force.com sites, ensuring seamless data capture from external sources into Salesforce while implementing validation rules, workflows, and automation to improve lead management efficiency.

Supported QA and UAT phases by debugging issues related to UI components developed using Web Technologies.

Facilitated end-user training and adoption programs derived from features available through Salesforce Financial Services Cloud experience.

Implemented Web-to-Case and Email-to-Case automation, streamlining the process of case creation by capturing customer inquiries through online forms and email communications, improving case tracking and resolution timelines.

Established rollback and recovery strategies to ensure data integrity during major Salesforce RLM deployments.

Collaborated with developers and QA teams on sprint planning with Copado boards.

Managed Salesforce.com case management and product management functions, optimizing service workflows, automating customer communications, and ensuring efficient tracking of product-related issues for enhanced customer satisfaction.

Configured and optimized Salesforce Service Cloud to provide a comprehensive customer service solution, ensuring proper case routing, automated responses, and effective integration with knowledge management and omnichannel support.

Ensured compliance with banking regulations via secure and audit-ready nCino solutions.

Developed and maintained Sales Cloud configurations, customizing lead conversion processes, opportunity tracking, and sales pipeline management to maximize sales team productivity and improve forecasting accuracy.

Monitored platform performance and resolved issues related to Marketing Cloud data flows.

Integrated third-party tax engines and payment gateways to extend the functionality of Salesforce RLM.

Delivered post-go-live support and optimization sprints to fine-tune performance of Salesforce RLM modules.

Implemented Salesforce Platform Encryption, configuring key management and key rotation processes while securing PHI and other sensitive data to meet compliance requirements such as HIPAA and GDPR.

Managed Salesforce user access control by configuring roles, profiles, and permission sets, ensuring appropriate security settings while implementing territory management strategies to align with business sales structures.

Maintained version control and deployment integrity for all nCino components using Git and CI/CD tools.

Provided post-implementation support for new features introduced in nCino upgrades.

Implemented access control and user roles aligned with security settings in Copado.

Created, customized, and automated reports and dashboards to provide real-time visibility into key business metrics, enabling leadership teams to make data-driven decisions and track performance trends effectively.

Configured Salesforce objects, page layouts, related lists, tabs, validation rules, workflow rules, sharing rules, exception rules, approval processes, and outbound/inbound messages to automate and optimize business operations.

Coordinated with QA teams to develop reusable test scripts and automation suites for Salesforce RLM workflows.

Conducted lead gap analysis to assess and refine sales strategies, identifying data inconsistencies, optimizing lead qualification criteria, and enhancing data integrity to improve conversion rates and sales efficiency.

Designed, developed, and optimized Salesforce Flows and Process Builder automations to eliminate manual tasks, streamline business processes, and improve user efficiency through intelligent decision-based automation.

Implemented custom metadata types to drive configurable behavior within nCino applications.

Streamlined sandbox management and data seeding through Copado capabilities.

Created and managed email templates, including standard and Visualforce email templates, to ensure professional, consistent, and dynamic communication across various business operations, including customer engagement and support.

Debugged and optimized Apex code using Debug Logs, Test Classes, and System

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