Certified Salesforce Sales Consultant and Administrator with over four years Salesforce experience in the investment management sector.
Sales Operations @ From August 2015 to Present (5 months) Functional Consultant - Salesforce CRM @ Key Projects Include:
Project Management of Matrix Financial Clarity data integration
CPD Certificate automation via SF
Event Feedback recording in SF
Implementing a Contact Scoring Model in SF From May 2014 to August 2015 (1 year 4 months) Global CRM Specialist @ Part of the global Salesforce team responsible for system configuration and data migration; business process enhancements; creating reports and dashboards; user engagement/ training; and data security.
Project Lead/ Business Analyst on:
Single Sign-on
LinkPoint roll-out
Lead Scoring
Email and Web to Case
Certificates for IFAs via Salesforce
CAZ data migration project post acquisition From January 2012 to April 2014 (2 years 4 months) London, United KingdomSalesforce Analyst @ Worked on the CloudSense Orchestrator and updating visual force pages in Salesforce for O2. From October 2011 to January 2012 (4 months) Salesforce Analyst @ – Project management of the migration from the SLX CRM system to Salesforce in the EMEA Region
– Communicating the project schedules and providing status updates to the senior management
– Part of a team which designed the lay-out of Salesforce by liaising with all business divisions in EMEA
– Requirement gathering; documenting; and liaising with the Systems Architects and Developers
– Data mapping from SLX to Salesforce
– Coordinating data migration from SLX to Salesforce
– Working with the strategy team to understand reporting requirements and building them in Salesforce
– Regional Salesforce Administrator for EMEA, post go-live, supporting 100 Salesforce users in London, Paris, Amsterdam, Milan and Johannesburg
– Salesforce Trainer for the EMEA Region
– Requirement gathering and change management post go-live of Salesforce
– Working with individual users to understand reporting requirements and then building reports and dashboards in Salesforce
– Managing a forum of business unit heads to discuss change management requests and any implications to the system as a result or any process changes
– Working with senior management to increase user adoption in EMEA
– Attending Salesforce training programmes including the “Salesforce Administrator” Course by Salesforce
– Networking with other Salesforce Administrators via Linked in for trouble shooting and best practices From February 2010 to September 2011 (1 year 8 months) London, United KingdomBusiness Analyst @ Stax is a US-based strategy consultancy firm.
In-depth research and analysis of information for market sizing, forecasting, industry analysis, and competitor analysis, to conduct due-diligence on target companies on behalf of private equity clients
Assisted in; devising new business strategies, identifying adjacent markets to penetrate, and screening potential acquisition targets on behalf of the corporate clients
Managed and trained a team of 5 on a weekly "Management Change" report for a large hedge fund, and "Client Tracker" for our internal sales team
Successfully managed a team of three on a monthly report analysing key economic data in US
Attended training programmes in New York, Boston and Singapore
Selected Projects and Proposals I was Involved in:
An acquisition screening and market sizing for a large industrial safety product manufacturer
Due diligence project analysing the portable lighting industry for a full-spectrum lighting manufacturer
Developed a financial model on the long-term benefits of hybrid taxis in NYC for the Taxi and Limousine Commission of New York
Analysed demographics and market size of the unbanked and underbanked markets, and the payday lending industry in the U.S
Key achievements
As account manager for a recurring project called "Management Change" successfully reduced the time undertaken to complete the project from 54 hours per week to 40.
Negotiated a price increase for the Management Change project whilst offering an exceptional service to the client.
Developed a tool to monitor client and competitor research
INTERESTS: Cricket; Salsa; Trading From October 2005 to November 2007 (2 years 2 months)
BA (Hons) 1st Class, Business Economics, 1st class @ University of Hertfordshire From 2002 to 2004 Heshan Weerasekera is skilled in: Salesforce.com, CRM, Competitive Analysis, New Business Development, Project Management, Market Research, Strategy, Requirements Gathering, Business Analysis, Analysis, Change Management, Business Intelligence, Business Planning, Financial Modeling, Management