Umair

About Umair

I’ve spent the last 12 years working in enterprise tech, but my path has been a bit unique. After spending 4 years mastering Salesforce, I realized that the best customer experiences don\'t happen in a silo they happen when Sales talks to Support. That’s why I spent the last 4 years diving deep into ServiceNow.Now, as a Certified System Administrator (CSA), I sit right at the intersection of these two massive platforms. I don’t just gather requirements; I help companies design workflows that actually make sense for the people using them whether they are logging a deal in Sales Cloud or resolving an incident in ITSM.What I actually do:Process Design: I map out the messy \'As Is\' processes and turn them into clean, automated \'To Be\' workflows for Incident, Change, and Customer Service Management.Technical Translation: I speak \'Developer.\' I can translate vague business goals into precise requirements for Flow Designer, Service Portal, and integrations.Making Data Useful: I love building dashboards (Power BI, Performance Analytics) that don\'t just look pretty but actually help leaders make decisions recently cutting reporting time by 30%.I’m passionate about fixing broken processes and helping businesses get real value out of their software.\"

Experience

1. Associate Principal Consultant

   Jade Global

   Jul 2024 — Present · Kolkata, IN

Education

• Trailhead by Salesforce

  Salesforce Service Cloud , Salesforce

• Faculty of Management Studies and Research, Aligarh Muslim University

  Master of Finance and Control (Finance), Finance and Financial Management Services

  2007 — 2009

• DAV Centenary Public School - India

  Secondary

  1990 — 2000

• Trailhead by Salesforce

  Salesforce Administrator, Salesforce

• Senior Secondary School

  B.S.E.B, Mathematics and Computer Science

  2000 — 2002

• Aligarh Muslim University, Aligarh

  Bachelor's degree, Mathematics, Physics

  2003 — 2006

• ServiceNow University

  Certified System Administrator (CSA)

Skills

• Credit Risk
• Securities
• Business Analysis
• Equity Research
• Finance
• Equities
• Capital Markets
• Banking
• Mutual Funds
• Financial Reporting
• Risk Management
• Financial Risk
• Corporate Finance
• Investment Banking
• Financial Analysis
• Valuation
• Investments
• Fixed Income
• Analysis
• Bloomberg Terminal
• Portfolio Management
• Bloomberg
• Management Information Systems (Mis)
• Financial Modeling
• Mis