Lijo George

Experience

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  Integreon Managed Solutions

  Jul 2004 - Apr 2010

  Shift Lead

  Led team of seven to support Client Sales and Client Finance & Accounting Teams in matters relating to Salesforce.com for key client, Interlinks. Integral to initial Pilot Team of three and promoted to lead upon completion of project. Took responsibility for requirement analysis, issue resolution, training, and documentation of new features. Regularly reported on productivity, quality, and efficiency of team members to upper management.• Client Sales Team: Assisted Sales Managers in New York by analysing, creating specifications, documenting, and implementing clients’ requests for new features; maintained and updated SFDC; carried out market research on Merger & Acquisition opportunities using Mergermarket.com.• Client Finance & Accounting Team: created Billing Models for various clients. Show less

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  Diamond Management & Technology Consultants

  Apr 2010 - Jun 2012

  My role is to support Marketing & Sales team in Chicago with Social Media Strategy and maintain data quality in CRM (Interaction) database. Working independently and reporting to:1) Director M&S Business Development in US2) Sr. Associate M&S (Social Media Strategy) in USDesignation: Marketing Associate (April 2011 – June 2012) Work with Sector Client Driver's to capture contact's digital footprint Maintain list of contacts on organization Twitter handle Perform data quality check on firm's CRM data Collaborate with Priority Account CD's in gathering data intelligence for database around clients digital presence on social media web (Twitter, Facebook, LinkedIn, Blogs… etc) Analyze data and provided feedback on effective social medium best suited for particular sector.Designation: SalesForce Data Associate (April 2010 - April 2011) Ownership of all data contained in the Salesforce.com (SFDC) Regularly perform database de-duping and cleanup procedures Build marketing campaigns and manage member lists Develop reports, dashboards and processes to continuously monitor data quality and integrity Provide ongoing data support for SFDC users. Show less Working independently in remote location, reporting to Marketing & Sales Business Development Director.1) Design and perform monthly data quality check on firm's SFDC data2) Build marketing campaigns and manage member lists3) Design custom and standardized reports4) Point of contact for data entry support for Diamond SFDC users (US, UK & India Partners). Including create/edit company, contact, opportunity, campaign info etc. 5) Create Profile Books for an upcoming event which includes briefing about Companies and Contacts attending the event. It is used by Partners to refer their prospective clients in the event. Show less

  • Marketing Associate

    Apr 2011 - Jun 2012

  • Salesforce Data Manager

    Apr 2010 - Apr 2011
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  Merck Specialities Pvt Ltd

  Jul 2012 - Mar 2015

  SFDC – Admin & Trainer Lab Asia

   Implemented Global Corporate Salesforce.com strategies within the local organization. Increase User Adoption of SF Platform. Effective communication, resolving queries and timely feedback. Monthly meeting with Key Stakeholders. Key member of Salesforce Rollout in three verticals in four countries (India, China, Japan, and Taiwan) Co-ordinate with Development Team on testing the enhancements, preparing users for change. Analyses of SF Data generated based on the requirement of Sales Organization. Prepare KPI for the Management. Delegated Administrator, for all types of queries directly from users. Scope out the Enhancement request from users and forward to Governance Team for prioritization. Work with Business Heads & Representatives on their experience, expectations, and request for enhancements, data quality, best practices and analysis. Involves coordinating with Sales / Marketing Teams. Creating Reports & Dashboard, Pricebook & Products. Work with Global Data Quality Team on data maintenance using DemandTools, Dataloader. Training – Onsite & Offsite (Within India and have visited Shanghai, Tokyo) Show less

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  Lodha Group

  Oct 2015 - Aug 2016

  Deputy Manager – Sales (Automation)

   Setting the process and performance framework for business transformation for a CRM implementation i.e. business and process analysis and then designing the CRM application so it meets the business requirements of the organization. Building Relationships with Portfolio stakeholders. Evaluating and prioritizing CRM initiatives based on discussions with above. Planning, Release Scheduling: Roll Outs to different divisions, departments, etc. Point person of Sales organization for Salesforce related queries. Managing 2-member team, helping them do their daily administrative activities. Sprint 3 - There was a major loophole with respect to the clarity and documentation on the requirement between the stakeholder and IT. Working with stakeholders I have been able to put together process, requirement, test cases, data framework for 3 pain points (Online SVF / Online Allocation / Incorporating Consumer Offer within Booking process) within Sprint 3. Organized Admin Training for Team Members to be better Salesforce asset to the organization. Show less

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  Ozone Group

  Aug 2016 - Apr 2018

  Sr. Manager – System Automation & Strategy

   Draft and maintain business requirements and align them with functional and technical requirements. Provide input into developing and modifying systems to meet client needs and develop business specifications to support these modifications. Liaise between business and technical personnel to ensure a mutual understanding of processes and applications. Build relationships with key stakeholders at all locations (Bangalore/Chennai/Mumbai) which includes Marketing/Presales/Sales/Post Sales departments. To improve user adoption, strategy implemented was to have 1. Updated Inventory, Generate Quotes, Complete Booking process based on regional requirements.2. Automated Reports sent out to respective teams to improve performance and productive rather than wait for collating information.3. Training new/existing users. Update changes requested in timely manner. Post Sales process was done in excel, worked with our consultant to map business requirement as system process. Below are few highlights.1. Currently Booking form is a hard copy (Manual), created online version such that information flows at real time.2. Incorporated various check list, templates for post sales use (Demand Letters/Receipts/Intimation letters/Notifications to internal teams & customers at required intervals, etc.)3. SMS workflow for Presales and Sales team implemented. Co-ordinate with marketing vendors for seamless data flow. Co-ordinate with business for requirement gathering and work with consultant to enhance processes. Show less

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  Stetig Consulting Private Limited

  May 2018 - Jun 2019

  Business Process Analyst – Salesforce CRM

   Consultant with client to understand business requirement. (Shapoorji Pallonji) Document requirement and provide inputs in scoping out system processes. Mediate between business and technical personnel to finalize BRD. Build relationships with key stakeholders to improve user adoptions Ensure client risks is mitigated, be transparent in setting expectation with business, better client experience.

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  MIST IT SERVICES PRIVATE LIMITED

  Jun 2019 - Mar 2021

  Sr. Manager Operations in Shapoorji Pallonji (SPRE) - On 3rd party payroll MIST

  1. Manage/Maintain/Debug/Enhance capabilities of Salesforce CRM (Sales Cloud).2. Did pilot Datorama implementation for Marketing and Presales Team.4. Co-ordinate with Marketing agencies for creating/mapping campaigns and testing of lead generation channels5. Document requirements and provide inputs in scoping out system processes.6. Mediate between business and technical personnel (3 member - Stetig) to finalize BRD/Testing out development and rolling out new functions for business7. Build relationships with key stakeholders to improve user adoptions Show less

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  Solitaire

  Mar 2021 - now

  AGM - Technology and Digital Transformation

  ▪ Ownership of Digital Transformation project of Marketing, Pre-Sales, Sales, Post Sales functions in related platforms.▪ Managing team of Business Process Analyst and Salesforce Developer, Scoping BRD, Identifying and Onboarding Partner for Project Implementation.▪ Build relationships with key stakeholders to improve user adoptions.▪ Manage Salesforce Platform.Key Highlights: Campaign Mgmt., Introduce CTI platform for Presales / Post Sales Team, DMS Mgmt., Booking Portal.