Summary
Overview
Work history
Education
Skills
Certification
Timeline
Generic

PALLAVI KUMAR

Preston,Lancashire

Summary

Experienced CRM Professional and Senior Microsoft Dynamics CE Functional Consultant with a strong track record of delivering high-value, multimillion-pound CRM projects across diverse industries. Skilled in bridging technical and non-technical perspectives with clear communication and a solutions-oriented approach. Known for effectively identifying organizational challenges, gathering critical requirements, and optimizing CRM performance. Dedicated to continuous learning and building strategic, long-term client relationships.

Overview

24
24
years of professional experience
3
3
years of post-secondary education
1
1
Certification

Work history

Team Lead and Senior Microsoft Dynamics CE Consultant

HCLTech Microsoft Business Applications Practice
07.2022 - 10.2024

Project Leadership & Delivery

  • Led a Power Apps Plan for Success phase for a global healthcare organization, conducting discovery workshops, collaborating with Solution Architects, and preparing documentation and backlog approvals.
  • Project Manager and Lead Consultant for a rapid end to end deployment of Customer Insights Journeys for a European financial client, managing configuration, UAT, production deployment, and user training on Real-Time Marketing.
  • Assumed the role of UAT Test Governance Lead, overseeing high-stakes F&O project testing and ensuring seamless team coordination and progress visibility.
  • Project Managed and led the Power BI work-stream for a Higher Education client successfully turning a poorly performing work stream into a successful implementation in tight timescale.

Client & Stakeholder Engagement

  • Managed client relationships by gathering requirements, providing progress updates, and conducting strategic presentations to illustrate Dynamics 365's value, securing client buy-in.
  • Oversaw high-stakes UAT bug resolution in Azure DevOps for an F&O project with an airline client, ensuring clear communication across client leadership, consultants, developers, and deployment teams.
  • Actively contributed to pre-sales activities, including RFP responses, solution demos, and strategic presentations.

Technical Expertise & Best Practices

  • Advised clients on development and integration best practices, optimizing configurations and data migrations across Customer Insights Journeys, Power BI reports, Outbound Marketing, and Sales.
  • Spearheaded high-impact Dynamics 365 projects in Wealth Management, Airline, and Education sectors, migrating clients from Salesforce to Dynamics CRM, replace legacy systems and lead the rapid implementation of Dynamics CRM .
  • Evaluated and implemented best-fit Dynamics 365 configurations, translating client needs into actionable solutions that boosted productivity and achieved project goals.

Team Leadership & Collaboration

  • Line management of a small team of consultants
  • Directed a cross-functional team of consultants, solution architects, QA testers, and release managers, fostering a collaborative environment through sprints, sprint planning, and retrospectives.
  • Provided regular project updates to HCL senior management, maintaining oversight of day-to-day team activities and project deliverables.

Training & Mentorship

  • Created and delivered comprehensive training materials to facilitate user transitions to new CRM systems.
  • Engaged in HCL's CoE, supporting knowledge-sharing and mentoring team members to foster innovation and continuous learning across projects.

Junior Cloud Developer

IN4.0 Group
09.2021 - 12.2021

Amazon Re/Start Program
Comprehensive training in Cloud (AWS), Python, Linux, Networks, SQL, Web Development (HTML, CSS, JavaScript), Cybersecurity, and Machine Learning.

  • Technical Project Experience : Capstone Project : Developed a website using HTML, CSS, and JavaScript, contributing to the project repository on GitHub and creating the "Meet the Team" page.
    Machine Learning Project : Led a live commercial project with a major UK train wheel manufacturer, building a machine learning model to predict wheel wear. Oversaw client engagement, including requirements gathering, weekly meetings, and progress updates.
  • Data Analytics & Model Evaluation : Analyzed raw data for machine learning training, transforming it for predictive accuracy. Evaluated five machine learning algorithms (Decision Tree, Random Forest, Gradient Boost, Linear Regression, and Neural Networks) to determine the optimal model for accurate predictions.
  • Team Collaboration : Partnered with IN4.0 colleagues, including technical engineers and cloud developers, to support the project's technical development and delivery.

Business Development Manager

Lancashire Forensic Science Academy
09.2020 - 12.2020

Comprehensive market analysis for LFSA's Private Forensic Training in the UK, resulting in strategic growth recommendations and increased market visibility (2021-2022).

  • Market Analysis & Growth Strategy: Executed an in-depth market research project that assessed the UK Private Forensic Training market size and LFSA's market share, leading to actionable growth strategies and visibility enhancement initiatives.
  • Stakeholder Engagement: Proactively engaged with Police Constabularies and Forensic Networks to assess training demand, identify new course development opportunities, and establish partnerships to strengthen LFSA's industry profile and market reach.
  • Brand Visibility & Marketing Collaboration: Worked closely with marketing teams from Lancashire Constabulary and UCLan to highlight research insights, explore collaborative marketing strategies, and enhance LFSA's brand visibility.
  • Strategic Advisory & Leadership: Contributed as a core member of the Operational Management Group, advising senior managers from Lancashire Constabulary and UCLan on the research plan and LFSA's strategic direction, demonstrating expertise in providing strategic insights and collaborating with executive teams.

Regional Account Manager

Pearson
07.2012 - 05.2019

Consistently achieved a 5% year-on-year revenue increase in a challenging market, demonstrating strong growth and contract acquisition capabilities.

  • Revenue Growth: Successfully drove a 5% year-on-year revenue increase while managing a specific territory, showcasing my ability to secure contracts with new and existing customers despite market decline.
  • Stakeholder Engagement: Built strong relationships with key stakeholders, including delivery teams, Directors, and Managing Directors, highlighting my effective communication and relationship-building skills with decision-makers.
  • Requirements Gathering & Cross-Functional Collaboration: Proficient in gathering detailed customer requirements for product and service solutions. Collaborated with cross-functional teams to analyze these needs, identify solutions, and map out implementation processes, demonstrating my leadership in delivering end-to-end solutions.
  • Client Strategy Influence: Actively engaged in discussions with customers to influence their strategic growth plans. My guidance helped position our services as the preferred choice, reflecting my expertise in nurturing client relationships.
  • Training & User Adoption: Delivered comprehensive software training for customer engagement with Pearson, focusing on systems such as Learner Registration, ePortfolio, and eLearning. This training enhanced product utilization and customer satisfaction, showcasing my ability to facilitate user adoption.

Business Development Manager

EDI PLC
07.2010 - 07.2012

Marketing and Sales Manager

Ascentis
09.2006 - 06.2010

Marketing Manager

St John Ambulance
07.2004 - 08.2006

Marketing coordinator

AddisonMckee Ltd
07.2002 - 06.2004

Web/Multimedia Developer

The Bridge, Liverpool
04.2001 - 04.2002

Online Learning Developer

Myerscough College
07.2000 - 12.2000

Education

BA Public Relations and Media Studies -

UCLan
09.1997 - 07.2000

Skills

    Technical

    Microsoft Dynamics CRM

    Microsoft Power Platform

    Microsoft Power BI

    Microsoft Azure DevOps, JIRA

    Agile Scrum


    Non Technical

    Project Management

    Stakeholder Engagement

    Cross-Functional Collaboration

    Client Influence

    Team Leadership

Certification

Microsoft Certifications

Certified Microsoft Power Platform Solution Architect (PL-600)

Certified Microsoft Dynamics Customer Insights (Journeys) Functional Consultant (MB-220) Certified Microsoft Power Platform Functional Consultant (PL-200)

Certified Microsoft Power Platform App Maker Associate (PL-100)

Certified Microsoft Power Platform Fundamentals (PL-900)

Certified Microsoft Dynamics CRM Fundamentals (MB-910)

Microsoft Learn Training

Microsoft Power Platform Developer(PL-400)

Microsoft Dynamics Sales (MB-210)

AWS

AWS Certified Cloud Practitioner

Timeline

Team Lead and Senior Microsoft Dynamics CE Consultant

HCLTech Microsoft Business Applications Practice
07.2022 - 10.2024

Junior Cloud Developer

IN4.0 Group
09.2021 - 12.2021

Business Development Manager

Lancashire Forensic Science Academy
09.2020 - 12.2020

Regional Account Manager

Pearson
07.2012 - 05.2019

Business Development Manager

EDI PLC
07.2010 - 07.2012

Marketing and Sales Manager

Ascentis
09.2006 - 06.2010

Marketing Manager

St John Ambulance
07.2004 - 08.2006

Marketing coordinator

AddisonMckee Ltd
07.2002 - 06.2004

Web/Multimedia Developer

The Bridge, Liverpool
04.2001 - 04.2002

Online Learning Developer

Myerscough College
07.2000 - 12.2000

BA Public Relations and Media Studies -

UCLan
09.1997 - 07.2000
PALLAVI KUMAR