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Saurabh Mehta

Saurabh Mehta

Customer Service Team Lead

Followers of Saurabh Mehta3000 followers
location of Saurabh MehtaMumbai, Maharashtra, India

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  • Timeline

  • Skills

    Business analysis
    Crm
    Pre sales
    Business development
    Cloud computing
    Salesforce.com
    Management
    Solution architecture
    Saas
    Lead generation
    Requirements gathering
    Financial services
    Strategic financial planning
    Microsoft sql server
    Investments
    Asset managment
    Erp
    Call center
    Asset management
    Call centers
    Requirements analysis

  • About me

    A Customer Focused Professional, who believes in "Customer is King" attitude and have an unique knack of creating & building TRUST quickly Over 14+ years of experience involving customer facing roles spanning across Customer Success, Customer Experience, Customer Engagement, Relationship Management, Practice Development, Business Analysis and Pre Sales. Looking for a fulfilling leadership position wherein I can exhibit and leverage my proven abilities such as strong communication and people skills, strategic and thought leadership coupled with intensive customer focused approach Visas: US, Canada, UK, Europe, Australia, Dubai

  • Education

    • G.N. Khalsa College

      2001 - 2003
      Bachelor of Science (B.Sc.) Computer Science Distinction

      Activities and Societies: Active organiser of the cultural fests in college and secondary school. Position held: Treasurer and Event leader – Mumbai Top Ranker throughout the courseOther Activities just after completing my Bachelor degree:•IT Education Consultant in Mumbai Degree CollegesCoached and mentored students for their studies and careerDeveloped & managed the production, distribution and marketing of computer science study material – 2003/2004 •Advised and supported US customers with their credit card payment at an American based call centre in Mumbai – 2003•Corporate Customer Relationship… Show more Top Ranker throughout the courseOther Activities just after completing my Bachelor degree:•IT Education Consultant in Mumbai Degree CollegesCoached and mentored students for their studies and careerDeveloped & managed the production, distribution and marketing of computer science study material – 2003/2004 •Advised and supported US customers with their credit card payment at an American based call centre in Mumbai – 2003•Corporate Customer Relationship Management Certification – 2003 – City & Guilds – Mumbai Show less

    • Middlesex University

      2004 - 2006
      MSc Business IT 2:1

      Activities and Societies: British Computer Society (BCS) Awarded Regional Scholarship for my higher studies in UK Selected amongst top 10 students in India for excellent academics in Bachelors degree for the Middlesex University half fee waiver awardOther Activities while studying:•Freelance Research Consultant with Fhios Limited – User Research & Design Company based in London, UK. Part of a focus group with usability testing process for improving website functionality & accessibility•Student Administrator at Middlesex… Show more Awarded Regional Scholarship for my higher studies in UK Selected amongst top 10 students in India for excellent academics in Bachelors degree for the Middlesex University half fee waiver awardOther Activities while studying:•Freelance Research Consultant with Fhios Limited – User Research & Design Company based in London, UK. Part of a focus group with usability testing process for improving website functionality & accessibility•Student Administrator at Middlesex University London, UKWorked closely with the Data Administrator to fix the gaps in the student records through extensive data analysis and modelling the data as required. Conducted and managed orientation and induction programme for international students•Class Representative Post responsible to act as a liaison between students and university management – London Show less

  • Experience

    • Anexsys Ltd

      Jan 2006 - Aug 2007
      Customer Service Team Lead

      Munich, Germany (Six Months Project)•Delivered fast spaced digital solutions for highly confidential documents in tight deadlines & extremely secure environment to attorneys of Debevoise & Plimpton LLP (NYC) at Siemens Headquarters in Munich. •Synergized the coordination of processes between clients Siemens AG (Munich), Debevoise, First Advantage (US) and Deloitte (Europe) with regards to data delivery.•Led and trained a diversified team of people from Germany, Iran, London, Morocco, Tunisia, South Africa and Australia.London, UK•Served document management, imaging, electronic disclosure (including text extraction & metadata capture) & litigation support services to various clients.•Performed quality assurance activities to ensure data integrity and achieve higher quality document retrieval according to client specification. •Coordinated with offshore supplier Cenza Technologies in Chennai with various project deliverables on litigation coding Show less

    • Pioneer Informatics (I) Pvt. Ltd

      Dec 2007 - May 2009
      Business Analyst / Business Pre Sales - ERP

      •Domain: Manufacturing, Trading and Service industry (SME)•Product: ERP, Manufacturing Lite, CRM Sales N Support, Trading Lite for National & International Clients•Pre-Sales activities involving Business Development covering lead generation to product presentations to order confirmation•Responsible for Client Engagement, Requirements Gathering, Business Process Analysis and preparing SRS document using UML tool•Managing the implementation, user-training and post-sales support activities. •Preparing Implementation Tool – Questionnaires, Phased Implementation, Project schedule and Master Data Templates•Handling IT Consultation process and other products and services including DMS and Workflow management•Active role in preparing product and process documentation and conducting training for local partners and new candidates Show less

    • ICICI Prudential Life Insurance Company Limited

      May 2009 - Nov 2011
      Agency Manager - Priority Circle

      •Demonstrated product presentation to HNI – understanding and mapping requirements, designing solutions, competitor product comparison, NAV analysis•Handled relationship management of my set of financial advisors, strategising their business plan and aligning them to the organization goals•Part of new product development team involving strategising and positioning the product in market•Responsible for all training and development of the advisors•Detailed understanding of Organisation Sales Force Automation, Projects, Compliance and Process flows Show less

    • Bodhtree

      Nov 2011 - Apr 2014
      Regional Head - Salesforce CRM

      •Single point of contact for all the presales activities in western & southern India•Ability to handle customer, sales and delivery ensuring all are equally satisfied•Was instrumental in winning big names in Pharma, Financial Services, Travel and Media sector – product demo, understanding and mapping requirement, solution architecture, business and technical presentations, proposal build up and effort estimation•Responsible for smooth hand holding of project into delivery and acting as a Consultant to the delivery team•Implemented and delivered small projects in Mumbai – Salesforce CRM product stacks•Cloud Computing and Mobility solutions through Force.com platform Show less

    • Tech Mahindra

      Apr 2014 - Mar 2020
      Global Salesforce Practice Lead and Global Presales Head for Enterprise Business

      Played multiple global roles in 6 year tenure at Tech M covering the 360 degree cycle of developing a Salesforce Practice - Sales, Presales, Delivery, Alliances, Engagement• Leading the Pre-Sales for Strategic and Enterprise Accounts across the globe by collaborating with multiple stakeholders and competency teams• Playing customer success/experience management roles for key accounts from delivery perspective• Briefly managed the Global Salesforce Alliances• Driving, motivating and enabling the team to work independently and holding accountability towards their work• Liaising with Salesforce key stakeholders in arranging workshops for the new functionalities launched in Salesforce and also conducting Salesforce Day with them as a part of strategic initiatives• Salesforce Technology Stack Exposure – Sales, Service, Marketing, Force.com, Communities, Mobile, Wave Analytics, Financial Services Cloud Show less

    • Salesforce

      Mar 2020 - now

      ‘I am on the Salesforce Accelerate Aspiring Leader Journey’ #Salesforce Accelerate Program

      • Senior Principal Success Manager

        Aug 2021 - now

      • Principal Success Manager

        Mar 2020 - Jul 2021

  • Licenses & Certifications

    • Salesforce Certified Administrator - ADM 201

      Salesforce
      Oct 2014
      View certificate certificate

    • Quick Start: Lightning Components Badge

      Salesforce Trailhead

  • Volunteer Experience

    • Academic Tutor

      Issued by Sydenham College of Commerce and Economics on Feb 2009
      Sydenham College of Commerce and EconomicsAssociated with Saurabh Mehta