Vishnu Nair , CSM ©

Business Development Executive

Bengaluru, Karnataka, India5 yrs 2 mos experience

Key Highlights

Expert in Salesforce CRM optimization and process automation.
Proven track record in delivering actionable business insights.
Strong stakeholder collaboration and requirement gathering skills.

Stackforce AI infers this person is a Salesforce Business Analyst specializing in CRM and process optimization within the Fintech sector.

Contact

Skills

Core Skills

Business AnalysisStakeholder ManagementProject ManagementSalesforce ReportingSalesforce Business AnalysisBusiness Operations

Other Skills

Analytical SkillsFRDProject EngineeringUser StoriesProfessional SkillsInformation SystemsStrategy to ExecutionCompetitive AnalysisScrum masterJiraMicrosoft SQL ServerMicrosoft ProjectProject DeliveryBankingProcess Automation

About

🚀 Salesforce Business Analyst | CRM & Process Optimization | Driving Business Insights As a Salesforce Business Analyst, I specialize in optimizing CRM processes, streamlining workflows, and delivering data-driven insights to enhance business efficiency. My expertise lies in requirement gathering, stakeholder collaboration, process automation, and Salesforce reporting to help organizations make smarter decisions. 🔹 What I Do: ✔ Translate business needs into Salesforce solutions ✔ Optimize workflows using Flows, Process Builder, and Automation ✔ Design custom reports & dashboards for actionable insights ✔ Collaborate with cross-functional teams to enhance user adoption ✔ Ensure seamless Salesforce implementation & process improvement 🔹 Current Project: Working on a Loan Management System project, implementing custom objects, validation rules, automation flows, and dashboards to improve loan processing efficiency. 💡 Passionate about leveraging Salesforce to drive digital transformation and improve business operations. 📩 Let’s Connect! Open to discussing opportunities in Salesforce Business Analysis, CRM Strategy, and Process Improvement.

Experience

5 yrs 2 mos

Total Experience

1 yr 6 mos

Average Tenure

6 mos

Current Experience

Polus solutions

Senior Business Analyst

Nov 2025 – Present · 6 mos · Trivandrum, Kerala, India · On-site

I work as a Senior Business Analyst at Polus Solutions, where I support business and product teams by driving structured analysis and solution design. My key responsibilities include:
Performing competitor and market analysis to understand trends, positioning, and opportunities
Conducting fit–gap analysis to align business requirements with existing and proposed solutions
Gathering and analyzing functional requirements through stakeholder discussions and workshops
Creating and maintaining clear functional documentation (BRDs, FRDs, user stories, process flows)
Facilitating effective stakeholder communication and acting as a bridge between business and delivery teams
Supporting solution implementation by clarifying requirements and ensuring alignment with business objectives

Analytical SkillsFRDBusiness AnalysisStakeholder Management

Mpower financing

3 roles

Associate Specialist

Aug 2024 – Nov 2025 · 1 yr 3 mos

Project EngineeringUser StoriesProject Management

Analyst - Salesforce

Apr 2024 – Jul 2024 · 3 mos

As a analyst I'm responsible for creating and modifying the Salesforce report and dashboard
Working closely with credit and underwriting team to facilitate loan decisioning.

Professional SkillsInformation SystemsSalesforce Reporting

Business Ops Associate - Salesforce

Feb 2023 – May 2024 · 1 yr 3 mos

I'm working at Mpower as an analyst on the Salesforce platform. I have experience in sales/service/B2C uw cloud in Salesforce

Professional SkillsInformation SystemsSalesforce Business Analysis

Better

Business Analyst

Sep 2021 – Dec 2022 · 1 yr 3 mos · Gurugram, Haryana, India

Better is a family of companies. Better Mortgage Corporation provides home loans; Better Real Estate, LLC and Better Real Estate California Inc License # 02164055 provides real estate services; Better Cover, LLC provides homeowners insurance policies; and Better Settlement Services provides title insurance services; Better Connect, LLC dba Better Attorney Match provides real estate attorney connection services; and Better Inspect, LLC provides home inspection services. All rights reserved.
Home lending products offered by Better Mortgage Corporation. Better Mortgage Corporation is a direct lender. NMLS #330511. 3 World Trade Center, 175 Greenwich Street, 57th Floor, New York, NY 10007. Loans made or arranged pursuant to a California Finance Lenders Law License. Not available in all states. Equal Housing Lender. NMLS Consumer Access
WEBSITE : better.com

Professional SkillsStrategy to ExecutionBusiness Analysis