Puneet Khanna

About Puneet Khanna

Salesforce Solution Architect with 10+ years of SFDC implementation & Product Management experience with IT, Financial Services, Manufacturing, Pharma & Life sciences, Alcobev, and Retail & CPG clients. Extensive experience of working on large scale Greenfield projects, migration of CRM applications, Loyalty Programs, Analytics, BI, AI, Custom Mobile app development, enhancements in large scale enterprises, setting up CRM for niche startups across locations. As a Salesforce Techno-Functional Consultant cum Product Manager, responsible for gathering business requirements by understanding the AS-IS business processes, implement industry best practices, documentation, design wireframes for mobile app, liaise with developers, vendors, perform testing, UAT, train sales & business users and follow agile approach for SDLC, including BI & Reporting. As part of Salesforce Business Analysis team of CRISIL for 4 years, worked on Salesforce implementation and was responsible for running CRM strategy projects. Worked closely with the Global Head of Sales & leadership team to ensure that the business KPIs are tracked on SFDC and closely monitor by reporting out progress to the leadership team via Salesforce. Responsible for driving sales excellence for US, UK and APAC regions. Prior to this, worked as Sales Enablement Lead with Tech Mahindra for 2 years, set-up Inside Sales team and responsible for Market Research, Pre-sales activities, executing Sales & Marketing campaigns, M&A research and helped the company grow organically as well as inorganically. Strong experience in end-to-end Salesforce consulting, implementation, process re-engineering and testing. Specialties include translating functional requirements into technical specifications, perform different types of testings, training users, strategizing, consulting, business analysis, BI, AI, competitors analysis, M&A, pre-sales, inside sales, sales operations & sales enablement. Being a SME for Salesforce, completed multiple SFDC implementations and solved real-life problems of sales and delivery teams. Worked on number of projects, re-engineered number of processes and automated plenty of manual tasks on Salesforce with deep understanding of business requirements and domain knowledge of SFDC. 7x Salesforce Certified in \'Salesforce Data Cloud\',\'Sales Cloud Consultant\',\'CRM Analytics\',\'Business Analysis\',\'Agentforce\',\'FRM\' and completed MBA in Finance and B.Tech in Computer Science.

Experience

1. Customer Success Manager

   Salesforce

   Sep 2025 — Present

   Help signature customers in meeting their business objectives and get the maximum value out of their Salesforce investments. Build long-term relationships with customers to ensure they achieve their desired goals using SFDC products Onboard new clients, drive product adoption, monitor customer health, proactively resolve issues using deep SFDC clouds knowledge Work on opportunities for renewal and growth (upsell/cross-sell) Provide strategic guidance by conducting regular meetings, like QBRs to review results, and ensure customer is maximizing their investment Work with cross-functional teams like sales, product development, architect and support to ensure a seamless customer experience

Education

• Symbiosis Institute of Business Management (SIBM) Bengaluru

  Master of Business Administration (MBA), Finance

  2012 — 2014

• Chitkara University

  Bachelor of Technology (B.Tech.), Computer Science

  2008 — 2012

Skills

• Microsoft Office
• Sales
• Equity Derivatives
• Business Analysis
• Management
• Financial Analysis
• Public Speaking
• Social Networking
• Analysis
• Mergers & Acquisitions
• Entrepreneurship
• Data Analysis
• Smartwork
• Investment Banking
• Inside Sales
• Requirements Analysis
• Analytical Skills
• Pl/Sql
• Analytics
• Business Strategy
• Project Planning
• Leadership
• Social Media
• Social Entrepreneurship
• Microsoft Excel
• Powerpoint
• Marketing
• Equity Research
• Strategy
• Portfolio Management
• Competitive Analysis
• Merger & Acquisition
• Market Research
• Strategic Planning
• Research
• Pre-Sales
• Teamwork
• Team Management
• Sales Operations
• Spss