Manjot Ladhar — Operations Portfolio

Experience

Four Engagements.
Zero Failed Go-Lives.

End-to-end ownership across CRM implementation, ERP operations, system integration, and UAT leadership across financial services, distribution, pharma, and food service.

Delivered 10+ Salesforce implementations across Experience Cloud, FSC, Sales Cloud, and Service Cloud for enterprise financial services clients. Anchored a 3-year Pentegra engagement representing 15%+ of Zennify's total revenue. Led full project lifecycle from discovery through go-live including UAT, QA, and end-user training.

Authored 300+ user stories and 15+ UI components; drove 20% lift in user satisfaction and 35% fewer post-launch support tickets

Led 12 UAT cycles and Train-the-Trainer sessions for 200+ end-users; identified 50+ pre-production defects with zero critical post-go-live failures

Executed HubSpot-to-Salesforce migration of 10,000+ records at 99.9% accuracy; managed 5-year historical PensionPro data migration

Integrated 5 external systems into unified Client 360 for AmeriCU; implemented DocuSign cutting document turnaround by 40%

Supported $457K Velocity CU pre-sales deal — conducted 5 discovery sessions, surfaced 10+ requirements, reduced scope ambiguity by 24%

Salesforce FSCExperience CloudSales CloudService CloudDocuSignUATData MigrationHubSpot APIPre-Sales

Sole engagement lead across 6 simultaneous SMB ERP implementations spanning industrial distribution, food service, pharmaceutical redistribution, fragrance, disability services, and government contracting. Full lifecycle ownership with no team support.

Delivered 2 full production go-lives in under 5 months, zero critical defects; compressed discovery-to-go-live by ~40% vs. standard benchmarks

Consolidated 3–5 disconnected tools per client into unified Odoo suite across Inventory, Purchasing, Sales, Accounting, CRM, and Manufacturing

Eliminated 15–20 hrs of manual weekly work per client via automated procurement, invoicing, and inventory workflows; improved inventory accuracy from ~70% to 95%+

Reduced monthly invoicing errors by 80%+, cut PO turnaround by 50%, and enabled real-time inventory visibility preventing $10K–$30K annual overstock costs per client

Odoo ERPInventoryProcurementAccountingCRMManufacturingWorkflow AutomationGenAI

Wore two hats — selling into new accounts while acting as the internal Salesforce subject matter expert. Rebuilt the CRM reporting architecture from scratch to restore data integrity and give leadership actionable pipeline visibility.

Rebuilt Salesforce pipeline dashboards and reporting architecture; uncovered $15K+ in missed upsell opportunities and surfaced $75K+ in actionable revenue

Implemented Salesforce workflow automation reducing manual data entry by ~30%; deployed Excel-based proposal templates cutting turnaround by ~25%

Acted as sole CRM SME; advised leadership on configuration improvements and drove process optimization across the sales org

SalesforcePipeline ReportingSQLExcelWorkflow AutomationRevenue Ops

Co-founded a restaurant and built the entire technology stack from scratch. Architected a full CRM and operations infrastructure handling daily transactional volume with no outside technical help.

Configured Square POS and built a custom online order portal via Square API; integrated real-time order data into Salesforce CRM via REST webhooks

Designed automated customer rewards program syncing order data to Salesforce and triggering targeted Mailchimp campaigns; drove 35% customer return rate

Built Tableau dashboards tracking daily sales, promotions, and customer behavior; used Google Sheets + AppScript for segmentation and data cleaning

Square POSSquare APISalesforce CRMREST WebhooksMailchimpTableauAppScript

Zennify Inc. · 2021–2023

Client Delivery Record

Four enterprise financial services clients. Ten-plus Salesforce implementations. Every single one went live on schedule.

Pentegra Retirement Services

Financial Services · 3-Year Engagement

Implemented a multi-year Salesforce roadmap representing 15%+ of Zennify's total revenue. Led Experience Cloud and FSC deployments, a full PensionPro data migration, and DocuSign integration across retirement plan administration workflows.

✓Managed 10,000+ record PensionPro migration with 5 years of historical plan data; validated accuracy across all records

✓Implemented DocuSign integration cutting document turnaround by 40%

✓Designed in-portal chat and self-service flows reducing manual service requests

✓Authored 300+ user stories; led QA, UAT, and Train-the-Trainer throughout a 3-year roadmap

Experience CloudFSCDocuSignData MigrationUAT

AmeriCU Credit Union

Financial Services · Jan–May 2022

AmeriCU operated across five disconnected systems with no central member data view. Delivered bidirectional integration connecting all five platforms into a unified Salesforce Client 360 and configured Sales and Service Cloud for member-facing operations.

✓Integrated 5 external systems via bidirectional API connections into a single unified member profile

✓Configured Service Cloud case management; reduced service request turnaround by 25%

✓Documented process flows, org charts, data models, and Requirements Traceability Matrix

Sales CloudService CloudSystem IntegrationAPI

BayPort Credit Union

Financial Services · May–Oct 2023

Brought in as the dedicated QA/UAT resource for BayPort's Sales Cloud implementation. Owned all quality assurance, end-user training, and UAT coordination from start to go-live for a 200+ user deployment.

✓Managed QA across 200+ user story tickets; logged every defect through to resolution

✓Created 50+ bugs in UAT sandbox; ensured all critical issues resolved before go-live

✓Coordinated 12 Train-the-Trainer sessions equipping 200+ users to support end-user inquiries independently

Sales CloudUATQA LeadTrain-the-Trainer

Velocity Credit Union

Financial Services · Aug–Oct 2023

Engaged as Pre-Sales Consultant on a $457,000 Salesforce modernization initiative. Validated that the proposed solution matched the credit union's actual operational needs before the contract was signed.

✓Conducted 5 discovery sessions with Sales, Service, and SME stakeholders; surfaced 10+ system requirements

✓Reduced scope ambiguity by 24%; helped secure the $457K deal through tight pre-sales alignment

✓Demonstrated immediate and long-term ROI of the proposed Salesforce solution to stakeholders

Pre-SalesDiscoverySales CloudService Cloud

Odoo · Oct 2025–Present

Six Clients. One Person.
Full Lifecycle Ownership.

Managing pre-sales, discovery, configuration, QA, and go-live across six concurrent SMB implementations simultaneously, solo.

Consolidated 4 disconnected tools into a single Odoo environment covering Inventory, Purchasing, Sales, and Accounting. Built a custom functional design blueprint covering all modules and business processes from scratch.

Improved inventory accuracy from ~70% to 95%+ for a client managing 500–2,000+ active SKUs

Automated procurement and inventory replenishment workflows; eliminated 15–20 hrs of manual weekly work

Cut purchase order turnaround by 50% and reduced invoicing errors by 80%+

InventoryPurchasingAccountingSalesWorkflow Automation

Complex redistribution environment with high SKU volume and strict compliance needs. Built end-to-end inventory and invoicing workflows replacing a patchwork of manual spreadsheet processes.

Enabled real-time inventory visibility preventing an estimated $10K–$30K in annual overstock costs

Reduced monthly invoicing errors by 80%+ and cut PO turnaround by 50%

Delivered measurable ROI within 60–90 days post-go-live

InventoryInvoicingPurchasingCompliance

Managing four concurrent implementations across diverse sectors, each with unique compliance requirements and operational models. All running simultaneously under a strict 1:1 engagement model.

Custom functional design blueprint built from scratch for each client before any configuration begins

Consolidated 3–5 legacy tools per client into unified Odoo suite; cut operational overhead by 20–25%

Compressed discovery-to-go-live by ~40% vs. standard Odoo benchmarks through process efficiency

Food ServiceGovernmentDisability ServicesFragranceManufacturing

Hands-On Builds

Systems Designed,
Configured, and Owned

Not implementations managed from a distance. These are systems Manjot personally architected, configured, and put into production.

Virasat Indian Cuisine · 2023–Present

Restaurant CRM & Order Operations Stack

Built the entire technology infrastructure for a live restaurant operation from point-of-sale through customer loyalty through operational reporting, with no outside technical help.

→Square POS — configured for order management and daily sales tracking

→Square API + REST Webhooks — real-time order data flowing into Salesforce on every transaction

→Salesforce CRM — customer database, loyalty program automation, and marketing workflow triggers

→Mailchimp — segmented campaigns driven by purchase behavior data from Salesforce

→Google Sheets + AppScript — automated data ingestion, cleaning, and customer segmentation

→Tableau — dashboards tracking daily sales, promotions, and customer return metrics

35%Customer Return Rate

1,000+Loyalty Members

Dataflow Business Systems · 2025

Salesforce Pipeline & Revenue Ops Rebuild

Inherited a Salesforce environment with poor data hygiene and no reliable pipeline visibility. Rebuilt the reporting architecture from scratch and deployed automation to reduce manual burden on the sales team.

→Salesforce Dashboards — full pipeline reporting architecture rebuilt; restored data hygiene across the org

→Salesforce Flows — workflow automation deployed reducing manual data entry by ~30%

→SQL + Excel Models — integrated revenue ops dashboards tracking demo-to-deal conversions and funnel velocity

→Dynamic Proposal Templates — Excel-based with nested formulas and data validation; cut turnaround by ~25%

$75K+Revenue Surfaced

30%Manual Entry Reduced

Candidate Profile

Certifications, Skills
& Contact

Certifications

Salesforce Certified Administrator

Salesforce Sales Cloud Consultant

Odoo v18 Functional Certification

Odoo v19 Functional Certification

Professional Scrum Master

Tableau Desktop Specialist

Microsoft Career Essentials in Business Analysis

Core Skills

Salesforce (Admin + Consulting)

Expert

UAT & QA Leadership

Expert

ERP Implementation (Odoo)

Expert

Requirements & User Stories

Expert

System Integration / APIs

Advanced

SQL / Tableau / Power BI

Advanced

Workflow Automation / GenAI

Advanced

Contact

ladharm96@gmail.com

Phone

(408) 406-8957

Location

San Jose, CA

linkedin.com/in/manjot-ladhar-628798159

Four Engagements.Zero Failed Go-Lives.

Client Delivery Record

Six Clients. One Person.Full Lifecycle Ownership.

Systems Designed,Configured, and Owned

Restaurant CRM & Order Operations Stack

Salesforce Pipeline & Revenue Ops Rebuild

Certifications, Skills& Contact

Four Engagements.
Zero Failed Go-Lives.

Six Clients. One Person.
Full Lifecycle Ownership.

Systems Designed,
Configured, and Owned

Certifications, Skills
& Contact