CRM/Product Manager

YAROSLAV SHEVCHENKO

*** ******** ** ● Union City, NJ 07093 ● Phone: 917-***-**** ● Email: ********@*****.***

SalesForce Solution Architect & Product Manager

A top-level Solution Architect and Product Manager credited with combining CRM, business process design, and project management expertise to deliver increased organizational efficiency and functionality in highly competitive business markets. Strong experience analyzing data in order to strategically plan and optimize workflow processes. Developed experience in planning and managing multiple concurrent complex and ad hoc projects, consistently delivering quality work using Agile and Scrum methodology.

Areas of Strength

Operations Management

Project Management

BPI

Strategic Planning

Complex Integrations

Training and Development

Sugar CRM

Solution Designs

Workflow Design & Implementation

Work with Cross-Functional Teams

SalesForce.com

Sales Cloud

Service Cloud

Client Relations

SDLC

Professional Experience

APPNEXUS INC, NEW YORK, NY

Senior Manager, Business Automation Group July 2015 – Oct 2016

After the Consultancy contract expired the firm offered a full time position.

SalesForce SME, Business Process Automation SME.

Crafted plans to address collaboration issues between Business Units within the SFDC team and operational teams across the company.

Based on gathered knowledge about business, business processes and company ecosystem, prepared recommendations to senior management for strategic decisions and investments in automation tools and resources related to SalesForce.com.

Own the Data Quality efforts. Set up process of identifying and flagging duplicated records, mass data manipulation and improving data integrity.

Set up weekly reporting and communication cadence designed to deliver optimal management visibility into health of SFDC instance and operational load.

Work closely with the BU operations managers to create ongoing enhancements.

Personally managed all aspects of improvements and new implementations including requirements gathering, solution architecture, prototyping, creating technical requirements, guiding developers, testing, releasing to production and users training.

Designed and managed all aspects of Apttus CLM implementation. 40 contract templates with redlining, DocuSign and multi departments collaboration.

Due to M&A, managed migration of 2 instances from analyzing both business processes, identifying necessary changes, architecting a solution to executing the project.

SFDC Consultant October 2014 – July 2015

Hired to manage one of biggest projects of cleaning up a 7 year old SFDC instance. During the project term was assigned to a few smaller projects of creating new processes in SFDC.

Analyze entire SFDC instance to identify process gaps and data inconsistency. Documented all the issues and proposed solutions. Managed the project execution.

Studied existing business process, conducted interviews to identify the pain points and requirements. Documented the existing process and proposed solutions. Prepared proposed solutions in the sandbox environments for presentation to the stakeholders. After sign-off, managed the execution of the project.

Prepared recommendations for improving health of the SFDC ecosystem.

YAROSLAV SHEVCHENKO Resume, Page 2

BJF Trading Group Inc, Toronto, Canada April 2013 – October 2014

CRM Product Manager/BA (US Territory)

Accountable for all SalesForce related projects beginning from creating CRM roadmap for new clients to rollouts and sign off.

Serve as the CRM SME.

Involve in pre-sales to help clients to visualize the future CRM solution and company sales to close the deal.

Design the CRM roadmaps as a part of the Project plan.

Collaborate with stakeholders to ensure a comprehensive set of requirements aligned to business objectives, gaining full understanding of current business processes.

Performed up/cross sales activities for CRM solutions.

Translate business requirements and business processes into a system design and technical specs for the CRM and ERM solutions.

Lead all functional and technical aspects of new implementations and integrations - accountable for all activities of SDLC, functional configuration, design, development and deliverables.

Perform existing business process analysis to identify gaps and loops. Measure effectiveness of change. Prepare the change plan and manage the execution.

Prepared and conducted administrators training. Serve as a knowledge hub for CRM and ERM solutions administrators.

Salesforce Administration for the company on daily basis.

ALPARI US, LLC, New York, NY 2006 – April 2013

CRM Project Manager/BA (2010-April 2013)

Responsible for overseeing Global CRM and Global Reporting. Charged with leveraging resources to develop new lines of business, guiding approvals with Designated Self-Regulatory Organizations (DSRO) and NFA, and ensuring compliance with Dodd-Frank parameters.

Significantly increased operational efficiency through effective development, integration, and management of workflows and business processes with other core functions, creating a seamless business flow.

Designed, optimized, and implemented client on-boarding process, integrating it with client services, sales, back office, compliance, and marketing functions.

Led successful deployment, administration, and management of Global CRM to support multi-office/country/language global operations, including the building of custom objects, workflows, dashboards, reports, and integration with proprietary accounting, finance, and trading software. Established error traps and alerts for incoming data validation.

Architected, oversaw, and directed full lifecycle development of in-house software to support business flow for the sales process, fees, and commissions reconciliation.

Designed, led developers and deployed SalesForce.com for the company Education and Partner divisions

Administered SalesForce.com for US office on daily basis.

Project manager/BA (2006-2010)

Oversaw the design and implementation of the entire US infrastructure, including: creating policies and workflow procedures, and architecting all key corporate operations and functionality. Supervised sales, IT, client services, and back office functions with 7 management reports and 45 indirect reports, and reported findings and statistical analyses to CEO and shareholders.

Increased company efficiency and performance through the design and implementation of multiple workflow processes, business processes, and KPIs created to guide business flow.

Implemented Salesforce.com from scratch.

Defined policies and procedures for SalesForce.com users

Administered SalesForce.com on a daily basis.

Designed and managed the development and implementation of the company’s compliance integration into SalesForce.com, including developing AML, KYC, and CIP processes and workflows.

Designed, prepared, and conducted SalesForce.com training sessions for both end-users and Admins.

Effectively led multiple development teams across various time zones.

YAROSLAV SHEVCHENKO Resume, Page 3

SPENCER FINANCIAL, New York, NY 2004 – 2006

Operation Business Analyst

Tasked with the design and formalization of operating processes and workflow procedures for Sales and Client Services.

Improved organizational efficiency and functionality by identifying areas that needed optimization, then developing and implementing workflows, metrics, and best practices to enhance sales process consistency and documentation.

Enforced data integrity for incoming data, promoting accuracy in all weekly and monthly reporting.

Administered SalesForce.com on daily basis.

CITY CAPITAL GROUP, New York, NY 1999 – 2004 Operations Manager

Key leader in establishing CPO/CTA operations, reporting directly to the CEO. Strategically conceived trading strategies and risk management module for trading desk. Liaised with US regulators during registration process.

Collaborated with developers to successfully build FX retail trading platform.

Increased company profitability through the implementation and management of CRM, resulting in development of comprehensive pipeline reporting that supported sales processes and fostered more accurate strategic planning.

Education

Bachelor of Arts in Business Administration, Finance, Kiev University of Economics, Ukraine

Marketing Coursework, Kiev School of Business, Ukraine

Certifications

Technical Skills

Salesforce.com ● SugarCRM ● ZohoCRM ● Microsoft Office Suite ● Visio ● Lexis Nexis ● Access ● Worldcheck ● Bridger Insight ● CyberSource ● Currenenx ● Exact Target ● HubSpot ● CQG ● Patsystem ● Rolfe and Nolan ● GMI ●Trade Navigator ● TIBCO ● CMS ● Quickbooks ● FXBridge ● Zenfire ●

Atlassian Jira ● Confluence ● DemandTool

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