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Sameeksha ShahSS
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Sameeksha Shah

@sameekshashah

Business Analyst at Miles Education who delivered an organisation-wide Salesforce CRM implementation from requirements through migration and UAT.

India
Message

What I'm looking for

A fully remote role from Bengaluru, India (open to US/UK/EU time zones and US shift hours) in business analysis, Salesforce/CRM, data or operations. I enjoy turning messy requirements and data into clear documentation, clean records and working processes. Available immediately; open to full-time or contract.

At Miles Education, I delivered an organisation-wide Salesforce CRM implementation, translating requirements across the sales process into system design and workflows.

I authored the BRD, PRD, and SRS, and led the migration from legacy systems into Salesforce by mapping processes, planning the move, and validating migrated records. I worked directly with the CIO and external stakeholders to gather requirements, prioritise changes, and secure sign-offs.

I used AI tools including Claude Code to develop features and plan and run user acceptance testing. At S&P Global Market Intelligence, I extracted information from primary sources and monitored corporate disclosures, sustaining 96% accuracy and 92% productivity.

As an AMFI-registered Mutual Fund Distributor at HCRM, I build Excel models to compare funds and support client recommendations. I also bring options trading experience from Paralapse Capital, where I achieved a 70% win rate at a 1.5 risk-reward ratio.

Experience

Work history, roles, and key accomplishments

HC
Current

Mutual Fund Distributor

HCRM

Mar 2023 - Present (3 years 7 months)

Built Excel models comparing funds on historical performance, risk ratios and asset allocation to support client recommendations.

ME

Business Analyst

Miles Education

Feb 2026 - Jun 2026 (4 months)

Owned business analysis for an organisation-wide Salesforce CRM implementation, turning day-to-day requirements from the entire sales process into system design and workflows. Led the migration from legacy systems into Salesforce, mapping data and processes, planning the move and validating migrated records.

S&P Global logoSG

Data Analyst, People Data

Sep 2024 - Dec 2025 (1 year 3 months)

Researched and maintained executive profiles (board, C-suite, senior management) for global public and private companies on S&P Capital IQ Pro, using SEC filings (8-K, 10-K, DEF 14A), press releases and company websites. Published leadership changes within 24-48 hours. Sustained 96% accuracy and 92% productivity.

PC

Options Trader

Paralapse Capital

Aug 2021 - Jan 2023 (1 year 5 months)

Achieved a 70% win rate at a 1.5 risk-reward ratio, applying disciplined risk management to every trade.

Education

Degrees, certifications, and relevant coursework

Udemy logoUD

Udemy

The Complete Web Development Bootcamp, Web Development

2022 - 2022

Completed The Complete Web Development Bootcamp on Udemy in 2022.

IH

IIMC College, Hyderabad

Bachelor of Commerce (Honours), Commerce

2018 - 2021

Bachelor of Commerce (Honours) from IIMC College, Hyderabad, completed in 2021.

NISM logoNI

NISM

NISM Series V-A: Mutual Fund Distribution, Mutual Fund Distribution

NISM Series V-A: Mutual Fund Distribution certification, valid to May 2027.

Tech stack

Software and tools used professionally

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