Harishkumar Moorthy

Results-driven Salesforce CRM Analytics Consultant with around 5 years of hands-on experience designing, building, and optimizing Tableau CRM / Einstein Analytics solutions for global enterprises in BFSI, telecom, and manufacturing sectors. Deep expertise in the full analytics lifecycle from ETL pipeline design using Dataflows and Recipes, to advanced SAQL dashboard development, data integration, and deployment automation via Copado. Proven track record of delivering 360-degree customer intelligence dashboards, reducing manual effort through AI-driven automation, and bridging business requirements into scalable analytics architectures.

Holds the Salesforce Certified Tableau CRM & Einstein Discovery Consultant credential.

Master Thesis Researcher — Salesforce Automation & BI at Carl Zeiss Vision International GmbH (2024-11 – 2025-08)

• Integrated Salesforce Data Cloud with Power BI to unify multi-source CRM datasets, delivering self-updating marketing and sales dashboards for leadership decision-making.
• Designed AI-powered automation workflows using Salesforce Flow and Copado to automate lead assignment, case management, and data validation — reducing manual data entry by 70%.
• Leveraged Einstein Analytics for predictive performance insights and AI-based decision support in customer experience management.
• Prototyped Agentforce-style smart CRM assistants for marketing campaign tracking and data governance.

Working Student — Salesforce Automation & QA at Carl Zeiss Vision International GmbH (2024-05 – 2025-10)

• Developed and tested custom Flows and Copado Robot Testing scripts to streamline agent workflows across CRM modules.
• Supported deployment of Agentforce-inspired automation components in Service Cloud, including AI-driven triggers and customer notifications.
• Built data models and API connections to support autonomous CRM agent operations in collaboration with cross-functional teams.

Salesforce Consultant at Capgemini (2022-10 – 2023-09)

• Led delivery of executive-facing CRM Analytics dashboards using Tableau CRM and Einstein Analytics for EMEA clients, enabling real-time pipeline conversion and customer segmentation insights.
• Built SQL-based data models tracking lead quality, pipeline conversion, and customer segmentation across Sales and Service Cloud.
• Ingested Salesforce CRM data from AWS S3 connector into Analytics Studio to power Service Cloud reporting dashboards.
• Integrated Salesforce CRM with Google BigQuery, SAP, and Excel using MuleSoft for cross-platform analytics alignment.
• Led end-to-end Salesforce Service Cloud implementations for global clients, applying data governance best practices and UAT.
• Managed CI/CD of dashboards across sandboxes and production using Bitbucket, supporting structured deployment pipelines.

System Engineer — Salesforce CRM Analytics at Tata Consultancy Services (TCS) (2020-08 – 2022-10)

• Designed and delivered a 360-degree portfolio intelligence dashboard for Bankers and Sales Leaders, providing real-time visibility into customer and opportunity data using Salesforce CRM Analytics.
• Built and optimized ETL pipelines using Dataflows and Recipes (CRMA), leveraging Informatica for data cleansing and transformation to ensure reliable analytics data.
• Developed advanced SAQL queries, lenses, and widgets to build interactive dashboards meeting complex business KPI requirements.
• Automated campaign performance tracking and built predictive models to surface customer churn insights for marketing stakeholders.
• Managed cross-sandbox deployments using change sets and Copado; participated in Agile sprint planning and JIRA-based requirement management.

MBA in International Business Management – Carl Zeiss Vision International GmbH (2023-10 – 2025-05)

Bachelor of Engineering in Mechanical Engineering (2016-08 – 2020-09)