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Pratik Mistry

@pratikmistry

Pratik is a successful Salesforce implementation consultant, agile project manager and scrum master with more than 30 CRM implementations focusing on Service Cloud, Sales Cloud, Experience Cloud and Einstein.

With more than 10 years of Agile practitioner and 6 years of expertise in Salesforce implementation in Commercial and federal orgs, his focus is driving project development and process management to resolve complex issues. He specializes in solution implementation across different clouds integrating data from multiple data streams.

ABOUT ME

Pratik is a successful Salesforce implementation consultant, agile project manager and scrum master with more than 30 CRM implementations focusing on Service Cloud, Sales Cloud, Experience Cloud and Einstein. 

With more than 10 years of Agile practitioner and 6 years of expertise in Salesforce implementation in Commercial and federal orgs, his focus is driving project development and process management to resolve complex issues. He specializes in solution implementation across different clouds integrating data from multiple data streams.

As a Successful project manager, has been fortunate to work with cross functional teams, on-shore and off-shore leading to improved time and team management skills. Pratik excels in bridging the gap between complex technical requirements and business goals, leveraging his deep understanding of Salesforce to deliver tailored solutions that drive efficiency, enhancing customer engagement. His strategic approach to project management, combined with a hands-on leadership style, ensures projects not only meet but exceed stakeholder expectations, fostering innovation and continuous improvement within teams.

EXPERIENCE

2020- Present

PROJECT MANAGER

CORESPHERE

As a seasoned project manager, I’ve led transformative initiatives across multiple industries, specializing in Salesforce CRM implementation and optimization. From spearheading end-to-end implementations to orchestrating seamless integrations with analytics tools like Tableau and leveraging AI techniques, I ensure projects exceed objectives. With a hands-on approach, I foster collaborative environments, mentor teams, and drive Agile methodologies to deliver tailored solutions that drive business growth and client satisfaction.

2020-2020

INTEGRATION ANALYST

LIFEMATTERS

As an Integration Analyst, I excel in requirements gathering and product management, collaborating closely with stakeholders to define clear objectives. I spearhead Salesforce integrations with external systems, enhancing data management and driving business insights through Agile methodologies and Salesforce Einstein Analytics.

2019-2020

PRODUCT OWNER

OPTUM

As a Product Owner, I led Salesforce implementation initiatives for healthcare clients across multiple states. By spearheading Agile practices, I ensured comprehensive requirement gathering, seamless project progression, and efficient development team collaboration, driving innovative solutions guided by sound architecture.

2017-2019

Salesforce Operations Support Specialist

DC PUBLIC WORKS

As a Salesforce Operations Support Specialist, I played a crucial role in DC’s Department of Public Works, focusing on managing data from Solid Waste Management and Parking Enforcement. By integrating Salesforce with Tableau and databases, I provided real-time analytic insights, enhancing decision-making in public service operations.

2014-2017

OPERATIONS ANALYST

TE CONNECTIVITY

As an Operations Analyst in the Subsea Communication Division, I provided vital support for ship transit and operations. By managing and analyzing data, I optimized maritime logistics through data-driven insights, leading to enhanced operational efficiency and resource allocation.

EDUCATION

Dec 2015

Master’s in Business Information Systems

University of Maryland- Robert Smith School of Business

Aug 2014

Masters in Technology Management

NMIMS University- Mumbai University

Aug 2013

Bachelors in Information Technology

NMIMS University- Mumbai University

SKILLS

Salesforce Clouds

Sales cloud, Service cloud, Gov cloud, Education cloud, Commerce, Field Service Lightning, Health Cloud, CPQ, Experience cloud, Non-Profit cloud

Product Owner

Product Backlog Management, Agile Practitioner, Team development, Sprint Ceremonies.

Salesforce 360

Lightning and Classic, Sandbox, Lighting Component, Data Cloud Integration.

Team Lead

Empower stewardship, Tailor solutions, self-organizing agile environment.

Business Analyst

Requirements Gathering, Elicitations, UAT, Integration and Regression QA testing.

Data Integration

ETL, DocuSign, NetSuite, Shopify, Zapier, MuleSoft, Azure, Support Custom API Integration.

Certifications

Field Service Cloud Consultant

Feb 2024

Salesforce Associate

Jan 2024

Salesforce AI Associate

Sept 2023

Project Management Professional

Aug 2023

Salesforce Certified Business Analyst

Feb 2023

Salesforce Service Cloud Consultant

Aug 2022

Salesforce Sales Cloud Consultant

Dec 2021

Salesforce Platform App Builder

May 2020

Salesforce Administrator

Aug 2019

Pratik Mistry

@pratikmistry

Pratik is a successful Salesforce implementation consultant, agile project manager and scrum master with more than 30 CRM implementations focusing on Service Cloud, Sales Cloud, Experience Cloud and Einstein.

With more than 10 years of Agile practitioner and 6 years of expertise in Salesforce implementation in Commercial and federal orgs, his focus is driving project development and process management to resolve complex issues. He specializes in solution implementation across different clouds integrating data from multiple data streams.

ABOUT ME

Pratik is a successful Salesforce implementation consultant, agile project manager and scrum master with more than 30 CRM implementations focusing on Service Cloud, Sales Cloud, Experience Cloud and Einstein. 

With more than 10 years of Agile practitioner and 6 years of expertise in Salesforce implementation in Commercial and federal orgs, his focus is driving project development and process management to resolve complex issues. He specializes in solution implementation across different clouds integrating data from multiple data streams.

As a Successful project manager, has been fortunate to work with cross functional teams, on-shore and off-shore leading to improved time and team management skills. Pratik excels in bridging the gap between complex technical requirements and business goals, leveraging his deep understanding of Salesforce to deliver tailored solutions that drive efficiency, enhancing customer engagement. His strategic approach to project management, combined with a hands-on leadership style, ensures projects not only meet but exceed stakeholder expectations, fostering innovation and continuous improvement within teams.

EXPERIENCE

2020- Present

PROJECT MANAGER

CORESPHERE

As a seasoned project manager, I’ve led transformative initiatives across multiple industries, specializing in Salesforce CRM implementation and optimization. From spearheading end-to-end implementations to orchestrating seamless integrations with analytics tools like Tableau and leveraging AI techniques, I ensure projects exceed objectives. With a hands-on approach, I foster collaborative environments, mentor teams, and drive Agile methodologies to deliver tailored solutions that drive business growth and client satisfaction.

2020-2020

INTEGRATION ANALYST

LIFEMATTERS

As an Integration Analyst, I excel in requirements gathering and product management, collaborating closely with stakeholders to define clear objectives. I spearhead Salesforce integrations with external systems, enhancing data management and driving business insights through Agile methodologies and Salesforce Einstein Analytics.

2019-2020

PRODUCT OWNER

OPTUM

As a Product Owner, I led Salesforce implementation initiatives for healthcare clients across multiple states. By spearheading Agile practices, I ensured comprehensive requirement gathering, seamless project progression, and efficient development team collaboration, driving innovative solutions guided by sound architecture.

2017-2019

Salesforce Operations Support Specialist

DC PUBLIC WORKS

As a Salesforce Operations Support Specialist, I played a crucial role in DC’s Department of Public Works, focusing on managing data from Solid Waste Management and Parking Enforcement. By integrating Salesforce with Tableau and databases, I provided real-time analytic insights, enhancing decision-making in public service operations.

2014-2017

OPERATIONS ANALYST

TE CONNECTIVITY

As an Operations Analyst in the Subsea Communication Division, I provided vital support for ship transit and operations. By managing and analyzing data, I optimized maritime logistics through data-driven insights, leading to enhanced operational efficiency and resource allocation.

EDUCATION

Dec 2015

Master’s in Business Information Systems

University of Maryland- Robert Smith School of Business

Aug 2014

Masters in Technology Management

NMIMS University- Mumbai University

Aug 2013

Bachelors in Information Technology

NMIMS University- Mumbai University

SKILLS

Salesforce Clouds

Sales cloud, Service cloud, Gov cloud, Education cloud, Commerce, Field Service Lightning, Health Cloud, CPQ, Experience cloud, Non-Profit cloud

Product Owner

Product Backlog Management, Agile Practitioner, Team development, Sprint Ceremonies.

Salesforce 360

Lightning and Classic, Sandbox, Lighting Component, Data Cloud Integration.

Team Lead

Empower stewardship, Tailor solutions, self-organizing agile environment.

Business Analyst

Requirements Gathering, Elicitations, UAT, Integration and Regression QA testing.

Data Integration

ETL, DocuSign, NetSuite, Shopify, Zapier, MuleSoft, Azure, Support Custom API Integration.

Certifications

Field Service Cloud Consultant

Feb 2024

Salesforce Associate

Jan 2024

Salesforce AI Associate

Sept 2023

Project Management Professional

Aug 2023

Salesforce Certified Business Analyst

Feb 2023

Salesforce Service Cloud Consultant

Aug 2022

Salesforce Sales Cloud Consultant

Dec 2021

Salesforce Platform App Builder

May 2020

Salesforce Administrator

Aug 2019