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Ayan Putatunda
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FDR Sales Data Transformation

production

Achieve (formerly Freedom Financial Network), 2022–2024

Salesforce CRM integrated into a BigQuery data lake serving 500K+ unified customer profiles, standardized for ML model inputs and KPI dashboards.

Google BigQueryGCPAirflowPythonSalesforceStreaming + batch

Problem

Sales data lived in Salesforce in a shape no data scientist could use. Batch and streaming feeds disagreed with each other, and every team kept its own copy of the truth.

Approach

  • Architected the data model integrating Salesforce into a governed BigQuery lake with one customer profile per person.
  • Built batch and streaming ETL frameworks that standardize financial data before it reaches model inputs or dashboards.

Impact

  • 500K+ unified customer profiles.
  • Data inconsistencies reduced by 60%.
  • Real-time KPI monitoring and personalized customer experiences for the Freedom Debt Relief business.