Phani Joshi
Sydney
Summary
- 20+ years of IT experience in CRM, management, Staff management, budget management, RFP and developing key relationships across organization, Strategy, Product roadmap, documentation, development, testing, deployment and maintenance of Application software.
- Designed Application architecture for 7 large scale projects integrated with legacy systems, boosting business growth on average by 60%.
- Designed a cloud migration strategy including Salesforce and Google Cloud that reduced maintenance cost by 250K and increased security by 80% YoY.
- Managed multiple instances of Unlimited Edition Salesforce to support Sales and Marketing, Back Office and Customer Service across business units within the organization.
- Lead initiative to transition development team and internal customers from waterfall to agile methodology.
- Implemented a Salesforce feature prioritization process by introducing a steering committee with stakeholders representing several areas of the business, as well as a request scoring system based on defined criteria.
- Documented business need and converted functional requirements to Salesforce technical requirements.
- Hands on Salesforce Administration and Development experience and managed data integrations with external systems.
- Lead the innovation sprint activities for 8 scrum teams.
- Lead initiative to migrate business from Siebel CRM to Salesforce and SAP CRM to Salesforce.
- Lead collaboration with cross functional team to build enterprise wise solutions and provided Business Case estimation.
- Successful delivery of the projects right from conceptual phase to the final product.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Senior Salesforce Architecture Manager
OFX
Sydney
12.2025 - Current
- Led team to develop operational strategies enhancing financial technology solutions.
- Oversaw regulatory compliance and adherence to internal policies in operations.
- Analyzed market trends to inform strategic decision-making and product development initiatives.
- Mentored junior staff, fostering professional development and promoting a collaborative culture.
- Established processes that improved workflow efficiency across the organization.
Solution Architect -Master
NCino
08.2021 - 11.2025
- Advised financial institutions on nCino implementation as a solution architect in professional services.
- Work with system integrators(partners) to make sure they follow the right solutioning and architecture of nCino gold standards
- Collaborated with product and R&D teams in the US to enhance product features based on regional needs.
- Designed new solutions as SME in nCino implementation for diverse client engagements.
- Maintained current knowledge of Salesforce, FSC, and force.com offerings to ensure correct implementations.
ANZ Platform Head-Salesforce
Equifax
04.2018 - 08.2021
- Lead the evaluation of business and technical requirements; review and guide project vision and direction, implementation approach and key artifacts; direct early solution evaluation around gaps/risks, including the proactive management of issues and effective engagement with Executives, the Account Team, Engineering and Product Management
- Perform gap analysis of requirements, develop overall solution design and recommendations, conduct design review meetings and lead the technical design and architecture
- Write comprehensive functional, technical and database design specifications along with approach to integrating SFDC with multiple external systems
- Coordinate and negotiate solutions for complex, cross-functional enterprise systems with multiple parties and interests
- Managed databases using MS-SQL Server to ensure data integrity and availability.
- Web Technologies: Visual force, ASP.Net, HTML, SLDS, LWC
- Scripting: XML, XML Schemas, XSD, XSLT, ADT, JavaScript
- Databases: SQL, Apex data loader.
- CRM: Salesforce
- Tools: SFDX, VS Code, IntelliJ, Sublime Text, SFDX, GIT Hub, JIRA, BitBucket
- Develop high-level effort estimates and distribute development tasks to team members and mentor developers towards solution development and successful delivery of project engagement
- Help set technical standards and guidelines for Salesforce, and coach developers on reusability, best practices etc
Technical Practice Lead
UST Global
08.2015 - 11.2018
- Discover, Plan and Analyze the Macquarie existing subscription model.
- Requirement gathering and finalizing the user stories with the business analysts.
- Design the system and customizations in Salesforce. Plan for configurations.
- Leading the detailed design effort.
- Involved in recruiting and training the offshore development team.
- Involved in the development and testing on Force.com environment. (Apex, Triggers, Workflows and configurations)
- Managing the offshore development team and doing code review, knowledge transfer and maintaining the quality of the code.
- Devising strategy for integration with, Salesforce LiveChat
- Implemented integration on Salesforce.com using SOAP and REST APIs
- Dealing with large data volumes of the order of million accounts.
- Worked with Salesforce communities for Knowledge Base and FAQs.
- Data import/export. Mapping external to Salesforce id.
Senior Technical Lead
MoldTek Technologies
12.2014 - 08.2015
- Designed the architecture of the tool
- Used Angular JS as front-end framework
- Wrote customized schedulable classes to read data from standard/custom objects and transform and insert into another objects
- Deployment of code through SourceTree and Bamboo
- Worked on Design and Technical Documents and involved in preparing Test Scripts.
- Client: YOUR SL GmbH
Senior Lead Developer
CA Technologies
01.2011 - 02.2015
Software Analyst
Verizon Data Services
07.2007 - 12.2010
Education
Bachelor of Engineering -
CBIT
Hyderabad05-2007
Skills
- LWC/LWR
- SOQL
- HTML
- JavaScript
- AWS
- NET
- G-Suite
- Anthropic Claude
- ASPNET
- JIRA
- Salesforce
- GitHub
- ETL
- Python
- APEX
- C#Net
- Solution architecture
- Salesforce integration
Certification
• Salesforce Certified Application Architect
• Salesforce Certified System Architect
• Salesforce Certified B2B Solution Architect
• Salesforce Certified Data Cloud Consultant
• Salesforce Certified Agentforce Specialist
• Salesforce Certified System Architect
• Salesforce Certified B2B Solution Architect
• Salesforce Certified Data Cloud Consultant
• Salesforce Certified Agentforce Specialist
Accomplishments
• Able to translate C‑suite P&L and ROI priorities into clear, actionable guidance for development teams with offshore mix, ensuring technical execution aligns with business value.
• Still hands on developer and instrumental in using latest cutting-edge tech stack in Data management and CI/CD space.
• Designed Application architecture for 7 large scale projects integrated with legacy systems, boosting business growth on average by 60%.
• Designed a cloud migration strategy including Salesforce and Google Cloud that reduced maintenance cost by 250K and increased security by 80% YoY.
• Still hands on developer and instrumental in using latest cutting-edge tech stack in Data management and CI/CD space.
• Designed Application architecture for 7 large scale projects integrated with legacy systems, boosting business growth on average by 60%.
• Designed a cloud migration strategy including Salesforce and Google Cloud that reduced maintenance cost by 250K and increased security by 80% YoY.
Timeline
Senior Salesforce Architecture Manager
OFX
12.2025 - Current
Solution Architect -Master
NCino
08.2021 - 11.2025
ANZ Platform Head-Salesforce
Equifax
04.2018 - 08.2021
Technical Practice Lead
UST Global
08.2015 - 11.2018
Senior Technical Lead
MoldTek Technologies
12.2014 - 08.2015
Senior Lead Developer
CA Technologies
01.2011 - 02.2015
Software Analyst
Verizon Data Services
07.2007 - 12.2010
Bachelor of Engineering -
CBIT