Management Sales

RASHMINDER KAUR

551-***-**** ****.**********@*****.***

Over 7 years of experience in IT industry with extensive experience in SDLC, feasibility study, business analysis & specifications, architecture, design, testing, support, SQA, release stakeholder management of software products &solutions

5 years of experience in designing, testing, implementation and customization of Salesforce CRM Platform

Proficient in Sales Cloud, Service Cloud, Salesforce Console, Force.com, Marketing Cloud Chatter, App exchange and community set up in Salesforce

Extensive business knowledge &customization experience on various standard objects like Campaigns, Accounts, Contacts, Leads, Cases, Solutions& Opportunities as per business needs

Proficiency in SFDC Administrative tasks like creating Profiles, Roles, Users, sharing rules, Page Layouts, Reports, Dashboards, Actions, Tasks and Events, web to lead, web to case and email to case, process builder, validation rules, auto-response rules, assignment rules, escalation rules

Experience in designing for customizations of Salesforce.com applications using Visualforce, Apex classes, triggers, Page Layouts, Workflows, Approval Process, Custom Buttons & links

Proficient in deployment using change sets, Data Migration, Import Wizard, Data Loader, Queries Salesforce.com database using SOQL & SOSL queries and Governor Limits

SKILLS:

Methodologies

RAD, Agile, Scrum, WBS, UML, ERWIN

Languages

Oracle, SQL Server, HTML, SQL, SOQL, SOSL

Tools & Techniques

Tableau, SPSS, Micro strategy, MS Visio, Visual Force, Data Loader, Import Wizard, App exchange, Workbench, SFDC automation processes

AREAS OF EXPERTISE

Requirement Analysis Release Management Quality Assurance Process Documentation Data Analysis Business Process Improvement System Analysis & Design Cross Functional Coordination IT Service Management (ITIL)

QUALIFICATIONS AND CERTIFICATIONS

MS in Information Systems from NJIT, NJ (GPA 4.0)

MBA in Marketing & Finance, BIMM, INDIA

Salesforce.com Certified Administrator (201)

Visa Status: Green card EAD

PROFESSIONAL EXPERIENCE:

Salesforce Business Analyst/Admin, Mercer, New York City April 2016- Present

Responsibilities:

Design, build and maintain the company’s salesforce sales cloud “Mercer Force” along with its integration with Marketo, Data warehouse, PeopleSoft, Tableau, Qliksense

Identify and document customer pain points and business process GAPS, and help customer suggesting best practices and business process model

Requirement gathering and analysis for “Organisation restructure”, a project undertaken to make changes to sales hierarchy for mercer’s line of business that entailed a complete revamp of the system

Designed and implemented a Project management app “SAAS PMO” on salesforce.com to create new business requests, enquiries, log defects, resource vacation, release calendars and project status reporting

Carried out requirement elicitation, scrum calls, sprint planning, management of product backlogs, documentation of product acceptance criteria, release management. Responsible for understanding and analysis of the data migration requirements

Designed system process work flows and business solutions and prepared POC followed by SIT, UAT and training for various stakeholders

Designed and deployed the Custom objects, Custom tabs, validation rules, Workflow Rules, Auto-Response Rules, Page layouts, Components, Visual Force Pages to suit to the needs of the application.

Used reports, dashboards and snapshots to create leadership pipeline, forecasting and other vital sales data statistics

Imported excel based customer information records in to Accounts, Contacts and Cases using Data Loader and Import Wizard in Salesforce after initial analysis and vetting of incoming data by using, Informatic a, Zoom Info

Modified Opportunity and Pipeline by customizing various stages to help prospect better and enabled forecasting

Part of team running POC for a switch to lightning experience for increased efficiency

Salesforce Business Analyst, Marsh, New York City Sept 2015- April 2016

Responsibilities:

Organized sessions with business users to understand their business processes and related requirements and suggest solutions to the business

Designing, documentation, Implementation and Delivery of Salesforce.com modules and some Integration modules along with active participation in developing POCs, SIT and UAT and preparation of smoke test scripts.

Client / Prospect Life-Cycle Management, using the Salesforce Standard Object: Account and related customizations.

Designed the total Addressable Market SFDC Module to overview past purchase of products / policies & plan for possible opportunities / products that could be sold to the client.

Carried out retention and venerability assessment in an offline system to determine the Account Risk scores, based on the data captured for Retention, Venerability assessments and client-survey scores sourced from the Data-warehouse via integration

Implemented an Opportunity Management Life-Cycle using standard Opportunity object and Custom Multi-Period Opportunities

Assisted Integration with Client Checking System to determine if there are any business / product-line conflicts between the OPCOs using Informatic a

Designed and implemented Visual Force pages onForce.com Site for Global Growth Day event using Force.com Site

Implemented SalesForce.com Chatter to provide a collaboration platform for Marsh colleagues globally

Salesforce Business Analyst/Admin, HCL Tech, Noida, India Nov2012-May 2015

Client: BPI Pharma

Responsibilities:

• Demonstrated the various Salesforce functionalities to various stakeholders to establish a fit or gap with the out of box functionality and decide on subsequent customizations

• Designed functional design documents to detail the architecture of the system to reflect client needs as technical requirements for developers

• Designed a custom functionality to facilitate event tracking of certain group of users by their managers by integrating with the GPS

•Designed and implemented an appropriate Data Model validation rules, assignment rules, approval processes and process builder to automate their business processes.

•Carried out design of page layouts and their subsequent assignment to cater to different business processes and corresponding users

• Assisted with set up of customer communities as part of salesforce service cloud.

Client: Presto Group

Responsibilities:

• Gathered requirements from client, created solution design &business requirements documents to detail the various customized and out of box functionalities to be used; turned requirements into working systems

• Assisted in build of system; created and updated fields, record types, reports, dashboards, security settings profiles, roles, data validations &correction (during data upload using Ring Lead), email alerts

• Designed workflow rules to automate business processes that involved field updates, task assignation and email alerts

• Set up the security for the system by way of OWD, profiles, permission sets and sharing rules

• Set up Web to lead to automatically generate new leads in the system and configured web to case functionality to let the users submit cases directly to the support group.

Oracle PeopleSoft ERP Consultant, HCL Technologies, Noida, India May 2010 – Oct 2012

Responsibilities:

• Carrying out fit gap analysis and specification exercise, using methods such as process maps, use cases, scenarios, user stories & Product Backlogs &created functional design documents

• Carrying out System Integration Testing (SIT) and User Acceptance Testing (UAT) and preparation of test scripts for key functionalities of all modules of the ERP

• Worked with the Quality assurance team to implement fundamentals of Quality Assurances and quality frameworks for improvisation of the client’s business processes

• Wrote complex SQL queries to extract subsets of data for analysis, testing and training. Designed and implemented interfaces, workflows and reports

• Defining project scope, goals and deliverables that support business goals in collaboration with senior management and stakeholders

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