Pushpendra Singh Email & Phone Number

Trenton, Nj, Us

Trenton, Nj, Us

Newark, New Jersey, United States

Newark, New Jersey, United States

Newark

Denver, Colorado

Supporting Charles Schwab Investment Management (CSIM) sales, marketing and product group to streamline and automate processes by implementing new technology solutions and enhancing existing tools and apps.

Greater New York City Area

Platform Design: Designed new campaign administration tool to support modular campaign development. Objective is to reduce campaign development cycle time by building reusable campaign modules. New platform supports Outbound call, Email and Direct Mail campaigns.Business/System Analysis: Analysed and reverse engineered legacy campaign code to documents business requirements for migrating campaigns to target state. Developed a baseline template to document requirements, data gaps and process gaps and translated it in user stories to manage projects using agile framework. Managed and participated in daily scrum calls.Training: Trained business users, developers, business and system analysts to drive adaptation of new platform and process.

Greater New York City Area

Managed existing CRM platform• Setup routines with business users to review project status, prioritize project pipeline and discuss project estimates, dependencies and blockers•Met with compliance, Finance and tech infrastructure teams to keep them in loop for their approval on every project•Managed relationship with current CRM vendor for support, platform enhancement and upgrades•Adhoc data pull and analysis for business users•Production support and trainingCRM Target State recommendation and platform selection•Current state analysis and detailed documentation of all the CRM modules and processes integrated with the CRM platform•Setup and led Voice of customer sessions to interview users to identify pain points•Downstream and upstream System dependency analysis to estimate the impact and cost of replacing current application with a new one•Designed streamline workflow to integrate various CRM modules for efficiency and user adaptation•Proposed consolidated 360 degree client data view to help users reduce time to gather relevant data/information with one click•Defined objectives of CRM platform for different groups•Proposed removing non-crm functionality out of CRM platform•Identify and propose relevant attributes for each module (opportunity, Activity, Tasks, Service, email) to make the screen less crowded •Proposed integration of outlook with CRM application•Enable use of CRM application on mobile devices•Proposed ideal CRM platforms(MS Dynamic and Salesforce) that will address all the user needs, meet compliance requirements and less resource intensive to maintain, enhance and upgrade•Made recommendation to implement Operational Data Store as the data provisioning point for all systems including CRM•Proposed building CRM data mart for reporting and analysis

Greater New York City Area

Managed CRM Solutions (Siebel and Salesforce.com), operations & infrastructure team catering to all LOB within Global Wealth Management servicing millions clients. Used Business/Data Analysis, data modeling, SQL development, Business Process Modeling, Project Management and Relationship Management skills to succeed in this role.•Coordinated with LOB relationship managers and managed collaborative relationship with tech team that helped and allowed smooth Project execution.•Managed a team of 4 campaign admins and 5 development resources to support Marketing operations and CRM platfform.•Designed and implemented marketing data mart to build Email and Outbound call campaign platforms. Automated more then 200 campaign data processes to be delivered through campaign platforms.•Implemented salesforce.com for Wealth Management Banking Group as a solution to manage campaigns and opportunities.•Collaborated with cross-functional teams to implement data quality framework. Participated as data steward and Business Analyst to define and document data validation and dependencies between upstream and downstream jobs.•Assisted business development and strategy group to monitor effectiveness of client acquisition channels by providing periodic reports on new account and revenue velocity.•Coordinated with data vendors such as IXI and Acxiom to purchase client demographic and financial data required for implementing campaigns oriented towards client asset consolidation. This data was also used for developing various metrics such as share of wallet, client attrition, client segmentation etc. •Conducted various studies to improve revenue generation and client retention focusing on client attrition, opportunity conversion and cross sell efforts. •Worked with marketing team to define and identify client segments and creating appropriate treatment streams for each segment.

Master Of Business Administration (Mba), Management Information Systems, General

High School