
Saad Azad
Senior Sales Engineer

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About me
AVP - Technology Solutions | CRM Functional Consultant - Financial Services | CRM Business Analyst | SugarCRM Expert
Education

K.C. College, Churchgate, University of Mumbai
-XII Science
St. Mary's High School
-
St. Peters School
-
Nagpur University
-B.E. Electronics and Tele-Communication
Experience

ThinkLABS Technosolutions Pvt. Ltd.
Aug 2007 - Oct 2008Senior Sales Engineer• Managing Sales, Delivery & Set-up of Robotic Labs and Innovation Centers in Engineering colleges across India• Organizing Robotics Workshops in Engineering colleges & Technical Festivals

Robosoft Systems
Nov 2008 - Sept 2010Business Development Manager• Introducing and Organizing Robotic workshops in premium Schools and leading Engineering Institutes• Conducting SWARM Robotics – using basic electronics and C programming to make autonomous robots for IIT Bombay TECHFEST 2010-2011 across India

Aquasail
Oct 2010 - Apr 2011Relationship Manager• Corporate Team Building Programs and Leisure Sailing events management and operations• Email marketing campaigns and newsletters• Rough and ready Sailing Instructor

Bhea Technologies Pte Ltd
May 2011 - Jul 2016• Business requirements gathering, Designing, Customizing, Configuring, Implementation, Testing, Delivery, Training, Account management & Support on CRM solutions for wide range of Industries• Managed customer-centric interactions, analyzing intricate business requirements, and delivering demos, PoC, and tailored solutions.• Assumed diverse roles such as Customer Advocate, Success Agent, and Business & Solution Analyst.• Provided effort estimates, SoWs, and fostered collaboration among teams and stakeholders.• Developed and customized with low code implementations and inbuilt configuration tools.• Implemented SugarCRM solutions, managed client accounts, and provided ongoing support.• Conducted thorough business requirement analysis and process mapping for CRM implementation. 收起
Business Development Manager
Sept 2013 - Jul 2016Business Analyst
May 2011 - Jul 2016

Avendus
Aug 2016 - now• Designed and implemented CRM solutions for Investment Banking and Wealth Management using SugarCRM and MS Dynamics 365. • Executed CRM strategies aligned with business goals, including KPI definition and performance measurement. • Led system configurations and customizations to improve UX and boost performance and user engagement. • Drove process improvements and data quality initiatives for consistent enterprise-wide practices. • Managed data migration and automated data capture for seamless integration. • Generated complex reports with SugarCRM’s reporting tools and ad-hoc reports with advance MS Excel skills. • Collaborated with Business, Marketing, IT, DMS, Infra, BI, Risk, and Compliance teams to enhance data security and compliance. • Created and delivered user and admin training, including materials and documentation. • Provided Level 1 & 2 support for system bugs and operational issues, ensuring resolution within SLAs. 收起
Associate Vice President - Technology Solutions
Aug 2016 - nowManager
Aug 2016 - Jun 2022
Licenses & Certifications
- View certificate

Introduction to Microsoft Dynamics 365
MicrosoftMar 2025 - View certificate

Basic Mountaineering Course
Nehru Institute of Mountaineering, UttarkashiMay 2015 - View certificate

AI Productivity Hacks to Reimagine Your Workday and Career
LinkedInMar 2025 
Dinghy Sailing Instructor
Yachting Association Of IndiaFeb 2023
Certified Sugar Sales Specialist
SugarCRMJun 2015
First Aid
Life Saving Society of IndiaMar 2023- View certificate

Certified Sugar Administration Specialist
SugarCRMApr 2015
Honors & Awards
- Awarded to Saad AzadExcellence in Sales and Business Analyst Role - 2014年 Awarded Certificate of Recognition as dependable resource for Sales and Business Analyst Role for 2014
Volunteer Experience
Core Member
Issued by Outdoor Adventure Management on Sept 2009
Associated with Saad AzadCadet Instructor Petty Officer
Issued by Sea Cadet Corps - T.S. Jawahar - Mumbai on Sept 1993
Associated with Saad Azad
Languages
- enEnglish
- hiHindi
- urUrdu
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