Narayana Challa
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Narayana Challa

CRM reporting & data analyst · SQL, dashboards, Salesforce

I'm a Salesforce administrator and developer with 4+ years of enterprise CRM experience supporting banking and financial services users. I configure workflows, dashboards and reports, run data migration and cleansing, and turn business requirements into CRM solutions that improve productivity and ROI.

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About

CRM admin, now aimed at data

My reporting work starts with the question behind the request. I gather the requirement from business users, build the dashboard or report, and check it with QA through UAT before anyone relies on it.

Data quality is the part I care about most: at HCL, migration and cleansing work reached 98% data accuracy. My personal projects, such as metricregistry, carry that habit into SQL, where each KPI has one versioned definition. That is the work I want to do full time as a data analyst.

Discipline
CRM administration, reporting & data
Current employer
JPMC (Remote)
Industry
Banking and financial services
Query languages
SQL, SOQL and SOSL
Experience

Where the work happened

JPMorgan Chase (JPMC)

Salesforce Administrator / Developer

Feb 2025 – PresentCurrent role

USA (Remote)

I administer and develop the CRM that supports internal banking workflows and compliance needs, working with business users, QA, IT teams and vendors.

  • Coordinate user and license management, including setup, deactivation, roles, profiles and permission access, for 300+ users
  • Configure workflows, custom fields, page layouts, record types, dashboards and reports, improving operational efficiency by 30%
  • Troubleshoot system issues, configuration errors and access problems, reducing CRM-related incidents by 35%
  • Partner with business users to gather requirements and design CRM solutions aligned with banking operations
  • Work with QA teams to validate fixes and support UAT cycles, and assist with sprint planning and JIRA tracking
  • Salesforce
  • Workflows
  • Dashboards
  • Reports
  • Record types
  • Page layouts
  • JIRA
  • Agile
  • UAT

HCL Technologies

Salesforce CRM Administrator

Mar 2019 – Jul 2022

India

I administered and enhanced enterprise CRM platforms for financial and enterprise clients.

  • Configured workflows, business rules, forms, views, dashboards and reports, increasing user adoption by 25%
  • Supported data migration and cleansing activities, achieving 98% data accuracy
  • Provided hands-on troubleshooting and root cause analysis for system and data issues
  • Designed and supported custom CRM solutions aligned with business and compliance requirements
  • Participated in Agile/Scrum delivery, supporting sprint reviews, testing and documentation
  • Salesforce
  • Workflows
  • Business rules
  • Dashboards
  • Reports
  • Data migration
  • Agile
  • Scrum
Projects

Analytics builds, drawn as blueprints

Six personal builds that show the analyst side of my work: SQL metric definitions, dashboards, forecasting and predictive models. Each card carries its architecture drawing and its GitHub repository. Four platform and data-engineering builds follow below.

Swipe sideways through the projects →

  • KPI governance

    metricregistry

    challanarayana410-arch/metricregistry

    A KPI registry in which each metric is stored as executable, versioned SQL with an owner, grain and tolerance. A divergence monitor compares definitions of the same subject and alerts when they drift apart.

    • Flags any pair whose gap exceeds the tighter of the two tolerances (default 0.5%)
    • Demo surfaces a 6.80% gap between marketing and registrar enrolment counts
    • 16 tests check definitions against independent ground-truth counts
    • Python
    • SQL
    • SQLite
    • unittest
    Source
  • Support analytics

    SupportIQ Analytics

    supportiq-analytics

    A customer support analytics dashboard that categorizes tickets, scores sentiment and forecasts ticket volume, so teams can plan staffing and track agent performance.

    • Forecasts ticket volume 7 days ahead
    • Sentiment scoring with VADER, plus sentiment trend charts
    • Customer health scores and an agent performance leaderboard
    • PostgreSQL
    • FastAPI
    • TypeScript
    • React 18
    • Node.js
    • Prisma
    Source
  • Healthcare analytics

    MedInsight Healthcare Analytics

    healthcare-analytics

    A predictive analytics dashboard that identifies patients at high risk of 30-day readmission before discharge. It includes risk stratification and population health views.

    • Random Forest model reaches 85.2% accuracy and 0.89 AUC-ROC
    • Model draws on 50+ features from demographics, clinical data and patient history
    • SHAP explainability for each risk score
    • Python
    • FastAPI
    • Next.js 14
    • PostgreSQL
    • TimescaleDB
    • scikit-learn
    Source
  • Restaurant analytics

    FlavorMetrics

    flavormetrics-restaurant-analytics

    A restaurant analytics platform that turns POS and operational data into menu engineering, demand forecasting, food cost tracking and customer segmentation.

    • Menu engineering matrix of profitability versus popularity
    • 7-day cover predictions and item-level demand forecasts
    • RFM segmentation and churn prediction for customers
    • Python
    • TypeScript
    • React
    • Node.js
    • Express
    Source
  • Fraud analytics

    FraudShield

    fraud-detection-system

    An e-commerce fraud detection system that scores transactions with an ML ensemble and a customizable rule engine. It includes an anomaly dashboard and case management for flagged transactions.

    • XGBoost classifier reaches 98.2% accuracy
    • Analyzes 100+ signals per transaction
    • Isolation Forest model for detecting new fraud patterns
    • TypeScript
    • React 18
    • Node.js
    • MongoDB
    • Redis
    • XGBoost
    Source
  • Recruitment analytics

    TalentFlow

    talentflow-recruitment

    A recruitment pipeline platform with resume parsing, semantic job matching, interview scheduling and funnel analytics for spotting hiring bottlenecks.

    • Pipeline analytics with stage conversion rates and average time per stage
    • Semantic candidate matching with sentence-transformer embeddings
    • Diversity metrics tracked by pipeline stage
    • PostgreSQL
    • React 18
    • TypeScript
    • Node.js
    • Redis
    • BullMQ
    SourceLive demo

More projects: platform and data-engineering builds

  • CRM & pipeline analytics

    Enterprise Customer Management Platform

    enterprise-customer-management-platform

    A B2B CRM covering accounts, contacts, interactions and a deal pipeline, with four-role access control. It runs on a Spring Boot REST API and a React SPA, and deploys to AWS ECS Fargate with Terraform.

    • Pipeline dashboard runs nine SQL aggregate statements behind a 60-second cache
    • Six composable filters each on contacts and accounts, with page size capped at 100
    • Two-level authorization across four roles, plus audit columns on every record
    • Java 21
    • Spring Boot 3.3
    • React 18
    • TypeScript
    • MySQL 8
    • Terraform
    Source
  • Streaming analytics

    Real-Time Fraud Detection Pipeline

    realtime-fraud-detection

    A streaming pipeline that scores transactions with a weighted multi-rule fraud engine on PySpark Structured Streaming. It dual-writes results to Cassandra for real-time lookups and to Redshift for analytics.

    • Five weighted rules: high amount, velocity, geo anomaly, card testing and time anomaly
    • 14 unit tests passed across 6 test suites
    • Dead letter queue for failed records, with Grafana fraud-rate monitoring
    • Python
    • Apache Kafka
    • PySpark
    • Cassandra
    • Redshift
    • Grafana
    Source
  • Portfolio analytics

    WealthWise Robo-Advisor

    wealthwise-robo-advisor

    A robo-advisor that builds portfolios from a risk assessment, then handles rebalancing, tax-loss harvesting and goal-based planning.

    • Monte Carlo retirement simulation across 10,000 market runs
    • Rebalancing triggers when allocations drift more than 5%
    • Efficient frontier and Sharpe ratio optimization
    • Next.js 14
    • TypeScript
    • REST API
    • WebSocket
    Source
  • Event-driven systems

    Cloud Order Processing System

    cloud-order-processing-system

    Event-driven order processing on AWS: Spring Boot microservices run a choreographed Kafka saga with transactional outbox, idempotent consumers, DynamoDB, and a Lambda read path.

    • Five services hold stock, capture payment and confirm, or compensate
    • Transactional outbox and idempotent consumers guard against lost or repeated events
    • Deployable with Terraform or SAM
    • Java 21
    • Spring Boot 3.3
    • Apache Kafka
    • DynamoDB
    • Lambda
    • Terraform
    Source
Skills

Toolkit, grouped by job

Data & Databases

  • SQL
  • SOQL
  • SOSL
  • Data Modeling
  • Data Migration
  • Data Cleansing
  • Data Loaders
  • Excel
  • Oracle
  • SQL Server
  • DB2

Salesforce Platform

  • Salesforce CRM
  • Sales Cloud
  • Service Cloud
  • Experience Cloud
  • Lightning
  • Visualforce
  • LWC
  • Aura Components
  • OmniStudio

Automation

  • Flow
  • Process Builder
  • Workflow Rules
  • Apex Triggers
  • Apex Classes

Languages

  • Apex
  • SQL
  • Java
  • JavaScript
  • HTML
  • CSS
  • Bash

Integration

  • RESTful APIs
  • SOAP
  • MuleSoft
  • Heroku
  • Zapier

Tools & Version Control

  • Salesforce DX
  • Git
  • GitHub
  • Jenkins
  • Flosum
  • JIRA
  • Workbench
  • Force.com IDE
  • Eclipse

Methods & platforms

  • Agile
  • Scrum
  • SDLC
  • Windows
  • macOS
  • Linux
Education & certification

Credentials

Education

Avila University

Master's, Computer Science and Management

Kansas City, MO

Certification

Salesforce Certified Administrator

Issued by Salesforce

Certification

Salesforce Certified Platform Developer I

Issued by Salesforce

In progress
Contact · Open to data analyst roles

Let's talk data

If you're hiring for data, reporting or CRM analytics work, or want to talk about a project, I'd be glad to hear from you.

challa.narayana410@gmail.com +1 (551-998-7735) github.com/challanarayana410-arch LinkedIn Download résumé