Jagdish Sharma
Martech Decisioning & Data Science @Phoenix Group
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WORK HISTORY
Martech Decisioning & Data Science @Phoenix Group
Subject Matter Expert for multi-channel campaign management and analytics, overseeing end-to-end solutions that connect CRM + Marketing Cloud + Data Cloud, journey development, and process automation for Pension and Life products. API integration and testing as well.• Architected and implemented sophisticated marketing campaigns and customer journeys, ensuring adherence to compliance and enhancing customer engagement across various life stages.• Managed data enablement and migrations, including complex transformations from on-prem Oracle/SQL to Azure Data Bricks and onward integration with Salesforce/Xponent, optimizing data flow and accessibility.• Led process automation initiatives, achieving billions of pounds in extra revenue and significant FTE savings by streamlining campaign execution and data processes.
EDUCATION
PGDM
PGDM, MM
MSc
MSc-Statistics
SKILLS
ABOUT JAGDISH SHARMA
Professional SummarySalesforce Certified Platform Administrator and Agentforce Specialist with 23+ years of experience architecting and developing omni‑channel marketing, analytics, and automation ecosystems. A seasoned MarTech and Campaign Intelligence leader with deep cross‑cloud capability spanning Salesforce Admin, Data Cloud, Marketing Cloud, Journey Management, Flow Automation, and Agentforce AI implementation. Recognized for transforming complex data into actionable customer strategies across Pensions, Life Insurance, Retail, and Banking. Adept at designing next‑best‑action (NBA) frameworks, personalization engines, and high‑scale automation that consistently deliver measurable revenue uplift, operational efficiency, and regulatory‑aligned outcomes. A strong communicator who excels at stakeholder engagement, executive‑ready storytelling, and translating technical depth into clear, strategic insights. Proven ability to bridge business, data, and technology to deliver scalable, future‑ready customer engagement architectures. Core Strengths Salesforce & MarTech Expertise Salesforce Data Cloud/360 (CDP), Marketing Cloud (Journey Builder, Automation Studio, Contact Builder, Email Studio, CloudPages – AMPscript, SSJS, HTML/CSS), Agentforce AI setup across salesforce ecosystem, and intelligent workflow building.End‑to‑end campaign management, journey design, segmentation, personalization, and multi‑channel delivery.Flow automation, API integration/testing, and content management.HCL Unica (Campaign, Interact, Journey Builder), Acoustic, Adobe Campaign, Xponent.Skilled in triggers, macros, JSON, Postman, and scripting (VB, Shell, Batch, Jython) for seamless on‑prem and cloud data movement. Data, Analytics & Insights Azure Databricks, SQL (Oracle, MS SQL, DB2, Teradata), Adobe Analytics, Google Analytics, Python, Tableau, Power BI, SAS/SPSS, Advanced Excel Macros.Expertise in ROI modelling, funnel and conversion analytics, A/B testing, behavioral insights, and digital marketing KPIs. Leadership & Awards Strong stakeholder management, Agile/Scrum delivery, continuous improvement, and regulatory compliance.Awarded 4 Diamond, 4 Platinum, 6 Gold, 10 Silver, 50 Bronze, and multiple Star Team Leader recognitions.Salesforce Certified Platform Administrator, Salesforce Certified Agentforce Specialist, Six Sigma Green Belt, SAS Certified.
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