Technical Project Manager - Salesforce Expert and Product Owner

HARISHA KODALI

Plainfield, IL ***** 405-***-**** ************@*****.*** LinkedIn/in/harisha-kodali/

Technical Project Manager in Salesforce

Aligning Scalable Solutions Through Business Analysis & Agile Execution

Strategic agile IT professional with proven ability to translate stakeholder needs to enhance user adoption, improve operational efficiency, and drive client satisfaction. Offering diverse experience delivering end-to-end CRM solutions in dynamic, customer-facing environments by combining Project Management and Product Owner responsibilities. Adept at leading cross-functional teams to implement and optimize Salesforce platforms—including Sales, Experience, Service Cloud, and Marketing Cloud.

Known for driving impactful projects from conception to completion and aligning technical solutions with business objectives. Committed to continuous improvement in fast-paced, diverse environments (Banking, Insurance, Non-profit), including startups and small-scale companies.

Competencies & Expertise

CRM Sales Cloud Project Management Agile Delivery & Collaboration Business Analysis Service Cloud

Experience Cloud Apex Triggers/Classes Data Loader/Workbench Stakeholder Engagement

Reports & Dashboards UAT Test Planning Lightning Framework Visualforce Analytical & Problem-Solving Skills

User Support (Custom Objects, Roles, Profiles) Mentoring & Developing Teams Client Management

End-to-End Test Strategy

PROFESSIONAL EXPERIENCE

CME GROUP – Chicago, IL 2023 – 2025

Salesforce Senior Product Owner (2024 – 2025)

As a Salesforce Product Owner, involved in the strategic prioritization of Sales, Marketing and Service Projects with Product Managers and the executive Stakeholders.

●Led PI planning sessions with development team including architects, Scrum Master, Product Managers.

●Led Product Backlog Grooming sessions making sure that the user stories are sprint ready for the upcoming sprints.

●Documented the business needs, user requirements as User stories and maintained the project documentation.

●Involved in all areas of project execution including UAT coordination with the subset of end power users from Sales and Marketing.

●Worked closely with Marketing and Sales teams making sure to streamline the Product MQL process in coordination with teams including Data Science, CRM, ETL teams.

●Worked closely for the POC of Data Cloud initiatives considering the use cases for Sales and Marketing teams.

●Involved in Einstein GPT to utilize AI in transcribing the call summaries for Sales reps which further drives the MQL process to which effectively increases rep efficiencies.

●Involved in the POC for Agentforce and attended workshops working on Prompt Builders.

●Been an active contributor for WIT (Women In Technology) at CME Group and involved in organizing cultural and technology programs, Attended SWE Conference at Chicago.

●Acted as a voice of the end users, understanding and proactively seeking customer feedback ensuring needs and requirements are clearly defined.

●Optimized flow of value by setting priorities and KPI’s for solutions related to cross functional teams.

●Implemented strategies in optimizing team efficiency by utilizing Agile methodologies and streamlining existing processes by following rep shadowing sessions and driving continuous improvement.

Salesforce Project Manager 2023 – 2024

As a Salesforce leader, led multiple implementation projects and offshore teams in Sales, Marketing, and Service Cloud, ensuring alignment with business goals and compliance requirements.

●Handled 15+ cross-priority projects in collaboration with senior leaders while providing technical support to ~100 users. Managed stakeholders to ensure alignment, transparency, and successful project outcomes.

●Increased team productivity by 25% using Agile methodologies to manage project and product roadmaps, developing workflows, prioritizing a backlog, and partnering with a scrum team.

●Enhanced productivity by mentoring new technology consultants while providing documentation, guidance, and support to colleagues.

●Delivered regular updates to stakeholders including progress reports and executive briefing to communicate project milestones and challenges.

●Ensured successful Salesforce customizations and enhancements by collaborating with teams to define and ensure delivery on project requirements.

●Acted as a scrum master facilitating scrum meetings including standups, retro, grooming sessions making sure that the status of the stories are updated and the metrics are tracked.

●Been an active contributor in the Agile methodologies and coordinated Tech Corner Sessions with the Technical Architects.

●Managed cross-functional teams and data-driven projects, including Data Science, CRMA and ETL.

●Maintained transparency, managed priorities, and resolved issues proactively by facilitating regular team meetings.

GROUPON – Chicago, IL 2021 – 2023

Responsible for prioritizing requests for the global CRM team working closely with the project and product managers particularly within Sales Cloud and Service Cloud. Managed and collaborated with onsite and offshore teams of 6 individuals and stakeholders globally, including Dublin, Argentina, and India.

Salesforce Program Manager

●Enhanced sales and service rep productivity by overseeing Salesforce projects for in-house and offshore teams.

●Partnered with senior TPM’s, Product Managers and stakeholders within the Salesforce team and business functions across enterprises on execution of integration programs related to GTM capabilities.

●Participated in the decision making to support AI initiatives with Salesforce Account Manager by purchasing Next Best Action and High Velocity Sales products.

●Worked closely with Salesforce Account Managers and Architects to assess the Health check for the Salesforce Org to effectively utilize the team velocity for the tech debt items.

●Worked with Product Managers to determine the prioritization for the CRM projects related to Global Sales and Service Teams.

●Acted as an interim Product Manager working closely with executive Sales and Service Leaders for about an year during the Organization restructure.

●Ensured higher user adoption rates of Salesforce applications by conducting user training and working closely with sales reps.

●Worked closely with cross functional teams including but not limited to Data Management, ETL, Java developers making sure to coordinate the project delivery.

●Ensured data-driven decision-making by developing reports and dashboards both in Salesforce and in CRMA.

●Facilitated program meetings, track action items and help ensure clear follow up and accountability.

●Communicated program status, updates and key decisions to stakeholders on a regular basis. Contributed to continuous improvement of program delivery through process refinement and knowledge sharing.

●Boosted operational efficiency by optimizing workflows and automation.

●Involved in UAT sessions assisting the sales reps at all stages before the release of any new features. Provided support post deployment and involved in Smoke testing.

●Utilized Jira for project management and writing user stories that are sprint ready before the beginning of the sprint.

HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION (HFMA) – Westchester, IL 2017 – 2021

With increased responsibility and authority, became owner of Salesforce CRM including interface with senior leaders. Managed cross-functional teams, vendor relationships (including negotiations and optimizing IT spend) and diverse cross-team stakeholders including finance, chapter relations, and legal. Oversaw five offshore and on-site developers and administrators, including Data Quality (Power BI, ETL), Dot Net and Salesforce.

Senior IT Business Analyst (Salesforce) (2019 – 2021)

●Closely worked with Fonteva and Salesforce Account executives in negotiating the Salesforce Licenses required for HFMA.

●Involved in the decision making for purchasing the LMS system. Worked closely in the migration to the new LMS system (Thought Industries) from the legacy system.

●Worked with the Data Architect and the Software Leads making sure that the legacy certification data and the user registration data is migrated to the Thought Industries platform. Acted as an interim Data Architect involved in the data migration from legacy system to the new platform.

●Worked closely with the VP of IT, Sales, Chapter leaders, Accounting, Certification teams in identifying the priorities for the IT teams.

●Worked closely with Accounting teams in generating the reports for analyzing the P&L statements.

●Closely associated with Education teams making sure that the certification requirements are all validated and associated in the right way post migration to Thought Industries Platform.

●Acted as a Project Manager coordinating the new website launch with Dot Net Developers, Salesforce development teams, Data team (including ETL developers and Power BI), AEM developers and Cold Fusion Developers.

●Closely worked with the Data team and Marketing team in making sure that the marketing emails are scheduled and journeys are maintained in the AEM marketing cloud.

Business Systems Analyst (Salesforce) 2018 – 2019

●As a Business systems analyst, involved in the requirements gathering from diverse stakeholders not limited to Sales and Marketing but also Chapters, Accounting teams.

●Worked closely with Fonteva development teams in making sure that all the enhancement decisions are not disrupting the existing functionality.

●Compliance requirements are taken care of including maintenance of Salesforce Org by updating to the latest releases of both Salesforce and Fonteva (Member Nation).

●Worked with Salesforce and Fonteva teams making sure that the purchase/membership subscriptions are effectively gone through payment processing platforms and Salesforce communities (Experience Cloud).

●Involved in the deployment of a new Membership Model which effectively increased revenue over 10%.

Salesforce Administrator 2017 – 2018

●As a Sole Salesforce Administrator, owned the entire Salesforce org working closely with Fonteva as the Salesforce org had a managed package of Member Nation.

●Supported over 100 internal salesforce users and over 100 K Portal Users (Community Users) .

●Enhanced the self service platform of Communities setup for the users purchasing the HFMA Memberships and updating the profile information.

●Acted as an architect and SME supporting Junior developers including Dot Net, ETL developers.

●Developed custom solutions not limited to custom objects, fields but also apex classes, triggers,visualforce pages and lightning web components.

●Partnered with business leaders to translate operational needs into system solutions driving efficiency, visibility.

●Supported system governance ensuring adherence to change management best practices.

●Deployed apex classes ensuring that the code coverage is above 85%.

SIGNATURE IT SOLUTIONS, LLC – New York, NY and Wilmington, DE 2015 – 2017

Customer-facing role serving different clients across U.S. industries, including Banking and Auto Insurance. Managed an organization of 2,000 active Salesforce users worldwide.

Salesforce Administrator/Developer 2016 – 2017

●As a Salesforce administrator/developer, worked closely with global teams at banking and Insurance clients including American Express.Worked in a fast paced agile methodology with a sprint cycle of 10 days.

●Coordinated with Project Managers and cross functional teams across the globe including offshore teams in India. Worked with Devops tools including Flosum and Copado.

●Oversaw user roles, permissions, profiles and license allocation to ensure system integrity and scalability.

●Demonstrated ability to work autonomously,managing competing priorities and leading complex initiatives.

●Closely associated with the Business Team Product Owners in converting the business requirements into technical requirements.

●Worked with dupe blocker tool for avoiding duplicate records and to merge records based on certain criteria.

●Worked as a RTE for most of the deployments. Also worked closely with Developers/Product owners for each deployment. Given support for post install validation.

●Familiar with the configuration and Salesforce standard functionalities like workflow rules, field updates and all the custom and standard object functionalities.

●Worked with Dreamfactory tools (Snapshot, cascade, monarch) for metadata migration from sandbox to production with code, profiles, objects. Used Cascade for continuous integration.

●Worked with Github for code repository purposes. Also Used Snapshot for organization data backup.

●Worked closely with the data management teams for data uploading activities when needed for updating the Historical data and for batch classes.

●Familiar with writing SOQL queries and worked on custom meta-data and custom settings of Salesforce instead of hard-coding the existing functionalities.

●Enhanced various existing integrations like changing custom settings to custom metadata type, removing custom settings from test class as we don’t need test data for custom settings.

●Worked on various requirements like Portfolio alignment/realignment/account ownership transfer upon PRM Requests. used salesforce mass transfer standard functionality for changing ownership of accounts for all inactive users.

●Worked with a code scanner tool for identifying bugs, measuring code quality and to increase code maintainability.

●Utilized Map anything functionality and involved in all stages of development lifecycle to utilize map information for field agents to reach out to organizations quickly.

Program Analyst 2015 – 2016

●Served as the sole on-site Administrator/Developer supporting 400 Salesforce users.

●Provided Proof of Concept for Salesforce Shield functionalities, such as event monitoring and platform encryption. Implemented Salesforce Platform Encryption for PII data protection in auto-insurance quotes.

●Ensured compliance with change management protocols. Provided post-release support.

●Associated closely with the QA team, Project Managers and Java developers in the onsite-offshore model to make sure that the requirements are translated in an effective manner and the deliverables are met.

●Worked on Salesforce Native Encryption Project which uses the Platform Encryption which is a Symmetric key Encryption.

●Worked with Visualforce Pages, Custom Controllers, Extension Controllers, Apex Coding, Apex Classes, Apex Triggers.

●Experience with developing custom Lightning Components. Developed apex REST web services classes for external applications accessing salesforce.com data with restricted access. Created test scenarios on Sandbox environment and used Force.com Component.

●Deployment Wizard for migrating data between Force.com IDE and Sandbox environment.

●Created various Reports (summary reports, matrix reports, pie charts, dashboards and graphics) and Report Folders to assist managers to better utilize Salesforce as a sales tool and configured various Reports for different user profiles based on the organization’s need.

●Used Force.com IDE for creating, modifying, testing, and deploying Force.com Application.

●Implemented Encryption for six different fields on different objects with a main aim of Encrypting Data at Rest.

●Apex triggers are written for generating a HASH key for the search operations as Encrypted fields cannot be used for Search.

EDUCATION

Master’s Degree, Electrical and Computer Engineering - 2015

Oklahoma State University, Stillwater, OK

Bachelor’s Degree, Electronics and Communication Engineering - 2012

JNTU, Hyderabad, INDIA

CERTIFICATIONS

Certified Scrum Product Owner

Salesforce Certified Administrator

Salesforce Certified Platform Developer

Salesforce Certified Advanced Administrator

Salesforce Certified Platform App Builder

Fonteva Events Power User

Fonteva Platform Power User

Flosum Certified Professional

HONORS & REWARDS

Employee Recognition Award (HFMA)

Automation for Certification Excellence (HFMA)

Merit for Academic Excellence (JNTU)

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