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Sales Quality Assurance

Location:
New York, NY, 10019
Posted:
March 09, 2010

Contact this candidate

Resume:

MELINA BIENER Tel: +1-917-***-****

E-mail: *******@***.***

th th

** **** ** ******, ***

New York, NY 10019

____________________________________________________________________________________________________

OBJECTIVE

Results-driven CRM Admin Certified professional with + 9 years of diversified experience in Financial Services,

Information Technology, Capital Markets, Corporate & Fixed Income, Funds Management Analysis, Sales,

Relational Databases, Data Warehouse, Quality Assurance and Project Management.

WORK EXPERIENCE

SALESFORCE.COM San Francisco, CA

Manager - Sales Alignment, Fields Operations QA 09/2009 – Present

• Analyze global data quality/integrity to directly influence the success of Sales, Planning &

Marketing.

• Audit existing data to identify gaps and inconsistencies utilizing CRM apps.

• Manage interaction with external data vendors to help enrich existing data and POC (Proof of

Concept).

• Work with Sales Management and Strategy Fields Operations Teams to resolve data related

issues.

• Manage day to day data quality and territory related tickets logged by sales among all regions

worldwide.

• Assist with Territory Management initiatives to ensure accuracy of accounts ownership and

carving.

• Coordinate all data Imports & Updates to ensure consistency and minimise duplication during

realignment and deployment phases.

• Manage ongoing de-duplication of existing data using Force.com reporting, Data Loader,

Business objects.

• Deploy reports and dashboards to help identify business/process issues based on Root Cause

Analysis.

WELLS FARGO FUNDS MANAGEMENT GROUP, LLC San Francisco, CA

Financial Consultant – Sales Reporting & Analysis 07/2008 – 09/2009

• Identified Sales Reporting business requirements within the Funds Management Group for the Retail and

Institutional Sales territories.

• Established management performance reporting infrastructure with valid metrics, standardizing sales

analytics, measuring progress against objectives and influencing data-based business management decisions .

• Analyzed AUM and Sales metrics on Long Term and Money Market Funds, and distribute findings to Sales,

Product, Accounting, Marketing and Portfolio Management teams.

• Calculated monthly commissions for Retail Sales team and analyze compensation Return on Investment using

financial models, Excel macros and advanced SQL queries.

• Provided senior management with monthly and quarterly portfolio metrics-based reports using Cognos

Impromptu, ORACLE, Business Objects and CRM applications.

• Identified and recommend potential industry-specific data sources for benchmark analysis of Equity, Asset

Allocations, Fixed income, and Separately Managed Account funds products .

• Recommended solutions to increase revenue, reducing expense, maximizing operational efficiency, quality

and compliance.

• Aligned with Information Technology group as a liaison responsible for translating business needs to

detailed requirements, as well as internal team subject matter expert on reporting tools and techniques.

• Prepared senior management reports providing analysis on new initiatives, requesting resource approvals such

as detail on financial performance, business trends and growth opportunities .

STANDARD AND POOR’S New York, NY

Associate Quality Assurance – Global Data Strategy & Operations 05/2006 – 06/2008

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MELINA BIENER Tel: +1-917-***-****

E-mail: *******@***.***

th th

19 West 55 Street, PH1

New York, NY 10019

____________________________________________________________________________________________________

• Managed and defined global Corporate & Government metrics requirements while acting as a liaison

among different business units understanding their current and future expectations on data quality.

• Created and analyzed market penetration reports used in the general ledger. Extracted data from

Thomson SDC using Excel Macros and Visual Basic scripts.

• Worked with data feeds, (reference data, market data, ratings and FX ), from different vendors like

Reuters, Bloomberg, CUSIP, Fitch, S&P CORE Ratings, Compustat, IMAKE, Capital IQ and Dealogic.

• Led and interacted with cross-functional teams consisting of content managers, IT professionals,

software developers, and clients in the creation and development of automated solutions for a previously

manual process.

• Managed QA monthly metrics based on accuracy, timeliness, and completeness attributes of CORE,

the organization internal rating database system, for US&NA, EMEA, LATAM, and APAC regions.

• Managed and trained new employees on best practices data quality, metrics processes

methodologies and financial content within the CMS at the CRISIL S&P local offices in Mumbai, India.

Supervised ongoing training of direct reports globally.

• Developed SDLC methodologies for metrics database. Created query reports using SQL, and OLAP

tools to report to Data Operations, Business Units and S&P Senior Management teams.

• Ran root cause analysis on metric results using six-sigma DMAIC concepts and statistical

methodologies to validate the quality of the data for stakeholders.

• Created quality control and quality assurance improvement plans towards specific areas within CMS

Business Units ensuring the necessary level of quality control checks were in place.

• Implemented newly emerging methodologies to CMS while making recommendations for adoption.

THOMSON FINANCIAL New York, NY

Analyst QA – Content & Operations 11/2004-01/2006

• Managed QA monthly and quarterly metrics based on accuracy, timeliness, freshness, and

completeness of financial data within Operations and Content Technology Groups.

• Defined and measured the drivers of quality, including human factors, process design,

implementation, and systems constraints.

• Implemented Ad-hoc financial analysis and statistical commentary on Fixed Income Securities, M&A

Deals, Private Equity, Derivatives, Estimates, Fund Researc h using Excel macros.

• Managed the System Development Life Cycle of state-of-the art database tools.

• Produced QA performance reports and implemented quality daemons suggesting refinements.

• Coded data verification routines, converted queries from their Sybase syntax to Oracle.

• Evaluated and provided financial and technical recommendations on business cases, including ROI in

terms of the “cost of quality”. Analyzed content production workflow to identify points for quality control

measurement.

• Collaborated with systems developers, QA managers and senior level product areas groups to deliver

systems initiatives toward QA improvement and financial performance.

• Managed the QA Log Defect tracking process, which includes prioritizing defects, assigning defects

to developers and monitoring the testing process. Developed test plans from the functional requirements and

design specifications.

• Wrote and executed SQL queries to insure data integrity and meet user high level requirements.

• Integrated and streamlined the Content Organization Group client support centers. Resolved

escalation reports content set-specific queries analyzing common threads of client feedback.

ALACRA INC. New York, NY

Senior Database Analyst 06/2000-11/2004

• Worked on a team responsible for quality control, maintenance, and programming of the firm’s

database products. Wrote programs in C and Perl scripts on UNIX to query the database to organize data.

2

MELINA BIENER Tel: +1-917-***-****

E-mail: *******@***.***

th th

19 West 55 Street, PH1

New York, NY 10019

____________________________________________________________________________________________________

• Performed database maintenance, utilizing an automated matching process and simplify data

transfers.

• Indexed web sites according to an in-house taxonomy, which allows users to search by geography,

business topic and industry.

• Maintained the company concordance file, which cross-references 38,000 companies issuing public

equity.

• Managed various market research database products, acting as a liaison among the content

providers, IT developers and senior product managers.

• Responsible for coverage of the members of 14 exchanges and a subset of more than 6,000

companies, both public and private. Ensured that the universe of companies covered is always current and

cross-referenced.

THOMSON FINANCIAL INVESTORS RELATIONS New York, NY

Data Analyst – First Call 01/2000-04/2000

• Updated Oracle database on leading financial institutions worldwide.

• Researched and analyzed financial information on a group of market cap companies detailing assets,

liabilities and capital to prepare reports.

• Verified data for many international institutions by telephone, where knowledge of Spanish and French

facilitated the process.

FREE S.A. Rosario, Argentina

Database Editor 06/1994-06/1997

• Computerized the company’s records by developing and maintaining a Microsoft Access database,

which improved the tracking of the firm’s inventory and quality control procedures.

• Used knowledge of relational databases and data normalization, as well as familiarity with MS Access

and OLAP tools to build tables with the appropriate primary and foreign keys to store all relevant information.

• Developed forms using the Access development tool to allow easy data entry.

EDUCATION

BA, Bachelor of Business Administration Major: Computer Science New York, NY

Baruch College (City University of New York), June 2004

AS, Associates in Computer Information Systems Norwalk, CT

Norwalk Community Technical College, (Connecticut), May 2000

Information Systems Engineering Degree Program, Rosario, Argentina

Universidad Tecnológica Nacional (UTN.), 1994-1997

SKILLS

• Computer Programming: SQL, HTML, XML, Visual Basic.

• Databases: Oracle 10g, MS SQL server 2005, MS Access, Sybase.

• Software Applications: MS Word, MS Excel, MS PowerPoint, MS Project, MS Visio, Salesforce.com,

CRM Apps, Onyx’s, Microsoft FrontPage, Adobe Photoshop, WS_FTP, Informatica, Test Director, Toad for

Oracle, WinSQL, PL/SQL, RazorSQL, OLAP, MS Office Suite, Visio, Bloomberg API, Cognos Impromptu,

Adobe Acrobat, Tableau Reports, Mercury QC, Trillium, Business Objects and Microsoft SharePoint.

• Certificates: CRM Certified.

• Languages: Bilingual in English and Spanish and conversational French.

• Work Permit: Hold valid U.S. EAD and European Community German Passport.

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MELINA BIENER Tel: +1-917-***-****

E-mail: *******@***.***

th th

19 West 55 Street, PH1

New York, NY 10019

____________________________________________________________________________________________________

4



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