Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
Generic

Shashank Bhargava

Melbourne, Australia,VIC

Summary

Passionate about driving business transformation through Salesforce solutions, I am a seasoned Senior Engagement Delivery Consultant with a proven track record of delivering exceptional results. With extensive experience in Salesforce implementation and optimisation, I specialise in orchestrating seamless transitions from strategy to execution. My role encompasses guiding clients through the entire project lifecycle, ensuring alignment with their goals, and maximising the value of their Salesforce investments. Leveraging my expertise in project management, client relationship building, and team leadership, I am committed to delivering innovative solutions that empower organisations to thrive in today's competitive landscape.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Senior Engagement Delivery Consultant

Salesforce
01.2023 - Current
  • Successfully led 6 complex Salesforce implementation projects of AUD 250 K - 1.5 million, exceeding client expectations and delivering measurable ROI.
  • Orchestrated cross-functional teams of 12 members - Onshore & offshore, ensuring alignment with project goals and milestones.
  • Established and maintained long-term client relationships, serving as a trusted advisor for Salesforce strategy and innovation.
  • Proven track record in driving user adoption and change management initiatives, maximizing the value of Salesforce investments.
  • Discusses areas of scope creep and need for Change Order with Project Team, including with Client.
  • Sends regular reports to Clients for active projects.
  • Communicate with clients regarding changes to project team or timeline.
  • Successfully establish a governance structure for clients which improve user adoption
  • Successfully led key projects which resulted in Customer Satisfaction Surveys scores of 5 out of 5


Engagement Delivery Manager

Salesforce
05.2022 - 01.2023

Managed two Marketing Cloud – Abandoned Cart Journey & Interactive Studio projects and also successfully delivered a migration from Classic to Lightening project which also involved working on quick gains and adding new features for better end user acceptance and adoption.


  • Deliver the project on-time, within scope and budget
  • Create project plans with detailed task distribution and execute project work using Agile methodology to ensure project is delivered on time and beyond customer expectation
  • Develop project management documentation including project charters, schedules, WBS, user documentation, milestone charts, budget reports, roadmaps, risk & change management plans, communication plans and responsibility matrix
  • Facilitate Agile/Scrum meetings to address customer needs and project requirements in a quick turnaround time
  • Manage sprint backlog items and tasks
  • Build credibility, establish rapport, and maintain communication with stakeholders at multiple levels
  • Organise review meets & provide weekly status reports to PO and PM
  • Identify, track, and resolve project interdependencies and related execution issues/risks


Associate Engagement Delivery Manager

Salesforce
01.2022 - 04.2022

As an Associate Engagement Delivery Consultant, I supported a work stream in complex enterprise engagements. Within my role, I was responsible for assisting the Project Manager to manage the phase two of the project for a leading bank. In the nine weeks period, beside preparing for my Salesforce Administrator Certification under a Virtual Boot Camp, I was also actively involved in the following -

  • Managing the delivery of In-app Guidance and Walkthrough feature
  • Planning of sprints and conducting sprint retrospective
  • Managing two sprints of two weeks each delivering thirteen stories
  • Arranging & conducting the Solution and UX design meeting for the future backlogs
  • Arranging for the demo and testing walkthroughs
  • Managing & partnering with key stakeholders and product owners to win their trust and keep them happy


Project Officer

BVC EServices Pvt. Ltd.
11.2020 - 04.2021
  • Acted as liaison between Business, Sales and IT teams to refine the product and incorporate features based on market demands.
  • Worked with PM to organize workshops and project meetings that involved progress reviews and future planning to ensure every team member is on same page.
  • Helped the PM in preparation of project charter and project initiation document.
  • Distributed information and provided regular communication support to all stakeholders
  • Provided the necessary support in preparing project performance reports, presentations, and Agile visual
  • Updated and maintained project documentation, schedules and controlled registers for issues, risks and changes in scope

Branch Manager

Westpac
06.2017 - 10.2020
  • Manage branch as a profit centre
  • Provided leadership and direction for branch daily operations & meeting Statutory compliance.
  • Planned business strategies for business development by Customer Acquisition, Relationship Management with existing & prospective customers
  • Customer Retention
  • Handling customer complaints and ensuring prompt settlement of all customer grievances.

Personal Banker Specialist

Westpac
11.2015 - 06.2017

Branch Manager

HDFC Bank Ltd
07.2004 - 04.2015
  • Managing the Branch financial book.
  • Compliance with Customer Service Standards and maintaining Branch Profitability.
  • Ensuring achievement of branch targets
  • Providing quality services to convert prospects into clients as well as to retain the existing client
  • Handling customer complaints and ensuring prompt settlement of all customer grievances.
  • Supervising entire Branch Operations, encompassing monetary dealing at cash counter & processing of customers instructions,

Education

Managing Project Salesforce Way - 4-day Training

Salesforce Professional Services
Online
08.2023

Diploma in Project Management - Project Management

National Training
Online
02.2021

MBA - Business

ICFAI Business School
New Delhi, India
05.1998

Bachelor of Commerce - Commerce

Nagpur University
Nagpur, India
05.1996

Skills

  • Salesforce Implementation & Optimization
  • Project & Program Management
  • Client Relationship Management
  • Cross-functional Team Leadership
  • Agile Methodologies & Scrum Framework
  • Change Management & Adoption Strategies
  • Identify client needs and goals
  • Customer engagement strategies
  • Teamwork / Collaboration

Certification

  • Salesforce Certified Administrator
  • Prince 2 Agile Practitioner
  • Certified Scrum Master
  • SAFe 6 Agilist
  • Certified AI Associate
  • Trailblazer Ranger


Timeline

Senior Engagement Delivery Consultant

Salesforce
01.2023 - Current

Engagement Delivery Manager

Salesforce
05.2022 - 01.2023

Associate Engagement Delivery Manager

Salesforce
01.2022 - 04.2022

Project Officer

BVC EServices Pvt. Ltd.
11.2020 - 04.2021

Branch Manager

Westpac
06.2017 - 10.2020

Personal Banker Specialist

Westpac
11.2015 - 06.2017

Branch Manager

HDFC Bank Ltd
07.2004 - 04.2015

Managing Project Salesforce Way - 4-day Training

Salesforce Professional Services

Diploma in Project Management - Project Management

National Training

MBA - Business

ICFAI Business School

Bachelor of Commerce - Commerce

Nagpur University
Shashank Bhargava