Shivi Bhatnagar - PM
@shivibhatnagar-pm
I streamline Salesforce onboarding, reporting, and workflow automation.
IndiaWhat I'm looking for
At Renegade Insurance, I administer Salesforce provisioning, user access, and CRM data updates for new agents while coordinating with IT, Salesforce, and Billing teams. I'm developing a Power Automate and Salesforce Lists onboarding workflow to replace up to eight manual coordination emails per agent.
Previously at Allied Boston Consulting, I coordinated more than 20 projects across 10+ consultants daily and centralized data into five dashboards and six trackers, reducing reporting time by 75%. I also standardized project-management SOPs and communication templates, cutting client onboarding time by 40%.
At American Info Source, I built dashboards, automated reporting sheets, and led daily account-update calls to reduce duplicate work and improve workflow visibility. I bring a Statistics background, Trailhead Salesforce Administrator training, and hands-on experience turning operational processes into clearer, more reliable systems.
Experience
Work history, roles, and key accomplishments
Salesforce Administrator
Renegade Insurance
Jan 2026 - Present (7 months)
Administer Salesforce account provisioning, user access, and CRM data updates for new agents. Developing an automated onboarding workflow using Power Automate and Salesforce Lists.
Project Coordinator
Allied Boston Consulting
May 2025 - Jan 2026 (8 months)
Coordinated and tracked over 20 ongoing projects across 10+ consultants daily. Centralized data into 5 dashboards and 6 trackers to improve project visibility, reducing reporting time by 75%.
Data Analyst
American Info Source
Nov 2024 - May 2025 (6 months)
Implemented automated reporting sheets using unique project IDs, reducing redundant work and eliminating double-entry errors by 50%. Led daily team calls to review account updates.
Education
Degrees, certifications, and relevant coursework
St. Xavier's College, Ahmedabad
Bachelor of Science, Statistics
2021 - 2024
Pursued a Bachelor of Science in Statistics, developing strong analytical and data interpretation skills.
Dynasty International School
High School Diploma, General Studies
2020 - 2021
Completed Class XII, building foundational knowledge in core subjects.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Job categories
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